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Financial Associate Jobs in Bayamon, PR (NOW HIRING)

Boys & Girls Club

PACNA FINANCE ANALYST

San Juan, PR · On-site

Provide financial, administrative, and operational support to the PACNA Program by ensuring the proper management of procurement, inventory, documentation, and processes related to the acquisition ...

Boys & Girls Club

PACNA FINANCE ANALYST

San Juan, PR · On-site

$55 - $75/hr

Provide financial, administrative, and operational support to the PACNA Program by ensuring the proper management of procurement, inventory, documentation, and processes related to the acquisition ...

P2P

Investor Relations Operations Associate

San Juan, PR · On-site

$60 - $80/hr

Investor Relations Operations Associate Pantera Capital is the first institutional investment firm ... The position works closely with the finance, legal, compliance, and fund administration teams and ...

Express

Sales Associate

San Juan, PR · On-site

$9 - $12.25/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express & Bonobos

Sales Associate

San Juan, PR · On-site

$13.75 - $18.75/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express & Bonobos

Sales Associate

Carolina, PR · On-site

$12.25 - $16.75/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express & Bonobos

Sales Associate

Carolina, PR · On-site

$12.25 - $16.75/hr

The Sales Associate is responsible for providing a great in-store shopping experience for our ... financial security including: * Medical, pharmacy, dental and vision coverage * 401(k) and Roth ...

Express

Sales Associate

Carolina, PR · On-site

$12.25 - $16.75/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

Express

Sales Associate

San Juan, PR · On-site

$9 - $12.25/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

Express

Sales Associate

San Juan, PR · On-site

$9 - $12.25/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

Express

Sales Associate

Carolina, PR · On-site

$12.25 - $16.75/hr

... financial security including: Medical, pharmacy, dental and vision coverage 401(k) and Roth 401(k) ... Additionally, part-time associates may be eligible to receive paid sick leave, public health ...

PacSun

Sales Associate

Caguas, PR · On-site

$13.75 - $18.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The associate must frequently sit/stand for long periods of time and climb ladders as needed.

PacSun

Sales Associate

San Juan, PR · On-site

$9 - $12.25/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

PacSun

Sales Associate

Caguas, PR · On-site

$13.75 - $18.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

PacSun

Sales Associate

Caguas, PR · On-site

$13.75 - $18.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

PacSun

Sales Associate

Caguas, PR · On-site

$13.75 - $18.50/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Bayamon, PR

Financial Associate information

See Bayamon, PR salary details

$27.5K

$63.4K

$124.3K

How much do financial associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial associate in Bayamon, PR is $63,387.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $69,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Bayamon, PR?

The most popular types of Financial jobs in Bayamon, PR are:

What job categories do people searching Financial Associate jobs in Bayamon, PR look for?

The top searched job categories for Financial Associate jobs in Bayamon, PR are:

What cities near Bayamon, PR are hiring for Financial Associate jobs?

Cities near Bayamon, PR with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Bayamon, PR as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $63,387 per year, or $30.5 per hour.

Associate, Retail Banking (Mortgage Inside Sales)

Oriental Financial Services LLC

San Juan, PR • On-site

Full-time

Re-posted 17 days ago

Job description

The Associate, Retail Banking is responsible for converting inbound and assigned leads related to residential mortgages, maximizing opportunities generated from digital channels, branch referrals, and internal business units. The role focuses on delivering exceptional customer experience and efficiently managing the sales pipeline from initial contact through application submission. Position works hybrid and is based in San Juan, PR.
MAIN DUTIES & RESPONSIBILITIES:
  • Manage and respond promptly to assigned leads from digital channels, branches, internal units, and campaigns.
  • Qualify prospects and guide customers through the end-to-end mortgage process, maintaining appropriate follow-up cadence and meeting established SLAs.
  • Execute a consultative sales approach, recommending suitable mortgage products while building strong customer relationships and effectively handling objections.
  • Maintain accurate pipeline tracking and ensure all documentation is complete, accurate, and submitted in a timely manner.
  • Identify cross-selling opportunities and refer customers to other bank products and services as appropriate.
  • Ensure compliance with all applicable regulations, internal policies, and credit procedures.
  • Support business initiatives, team meetings, and continuous process improvement activities.
  • Other duties may be assigned.

MINIMUM REQUIREMENTS:
  • Bachelor's degree in Business, Finance, Accounting, Marketing, or related field required.
  • Two (2+) years of experience in mortgage sales required.
  • Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities.
  • Experience with mortgage operations systems strongly desirable with preference for candidates with Encompass platform experience.
  • Proficiency in CRM systems, as well as, MS Office (Word, Excel, PowerPoint) required.
  • Knowledge of bank credit policies and procedures.
  • Strong communication, analytical, and negotiation skills.
  • Customer service-oriented with strong teamwork capabilities.
  • Excellent organizational skills with the ability to prioritize workload and meet deadlines.
  • Available to work extended hours, as well as, weekends or holidays if needed.
  • Required written, verbal & spoken language skills: Spanish (Advanced) and English (Intermediate).

WORK AUTHORIZATION & ELEGIBILITY:
  • Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
  • Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.

Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)
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