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Financial Associate Jobs in Bayamon, PR (NOW HIRING)

Stock Assoc

San Juan, PR · On-site

$10.25 - $13/hr

For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...

Stock Assoc

San Juan, PR

$10.25 - $13/hr

For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...

Stock Assoc

San Juan, PR · On-site

$10.25 - $13/hr

For an associate to be scheduled 20 hours or more weekly, greater availability (beyond the minimum ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...

Temporary Sales Associate - Part-Time

Canovanas, PR · On-site

$12 - $16.25/hr

We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...

Temporary Sales Associate - Part-Time

Canovanas, PR · On-site

$12 - $16.25/hr

We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...

Sales Associate - Soma

San Juan, PR

$9 - $12.25/hr

From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented professionals to join our team of nearly 16,000 associates who share our ...

Sales Associate - Soma

San Juan, PR · On-site

$13.75 - $18.75/hr

From finance and accounting to technology and merchandising careers, we have diverse opportunities available for talented professionals to join our team of nearly 16,000 associates who share our ...

Associate, Sales & Services

San Juan, PR

$14.75 - $19.50/hr

The Associate, Sales & Services (Branches), provides an excellent customer service experience while ... Assists clients with questions and requests targeted to financial services. Continuously focused on ...

Retail Warehouse Associate

San Juan, PR

$14.75 - $16.25/hr

As a Retail Warehouse Associate, you'll help us create great shopping experiences by keeping our ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

New

Retail Sales Associate

San Juan, PR · On-site

$15 - $17.88/hr

As a Retail Sales Associate, you'll be the face of Best Buy for customers who visits our stores. We ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

New

Retail Warehouse Associate

San Juan, PR

$9.75 - $10.75/hr

As a Retail Warehouse Associate, you'll help us create great shopping experiences by keeping our ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

New

Retail Sales Associate

San Juan, PR

$9.75 - $11.25/hr

As a Retail Sales Associate, you'll be the face of Best Buy for customers who visits our stores. We ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

New

Retail Warehouse Associate

San Juan, PR · On-site

$15 - $17.88/hr

As a Retail Warehouse Associate, you'll help us create great shopping experiences by keeping our ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

New

Retail Sales Associate

San Juan, PR

$14.75 - $17/hr

As a Retail Sales Associate, you'll be the face of Best Buy for customers who visits our stores. We ... Financial savings and retirement resources * Support for your physical and mental well-being Best ...

New

Associate Manufacturing - AML 6 Upstream What you will do Let's do this. Let's change the world. In ... financial plans with opportunities to save towards retirement or other goals, work/life balance ...

Temporary Sales Associate - Part-Time

Canovanas, PR · On-site

$12.75 - $17/hr

We strive to provide options when it comes to your health, finances, and work-life balance. This ... Associate Discount: Shop at our company outlets and e-commerce sites at a discount. Please note ...

Showing results 41-60

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 Aug 17, 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 is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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 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 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 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:

Infographic showing various Financial Associate job openings in Bayamon, PR as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 2% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $63,387 per year, or $30.5 per hour.

Personal Financial Counselor - Puerto Rico, Fort Buchanan

Magellan Health, Inc.

Fort Buchanan, PR • On-site

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 18 days ago


Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
  • Provides personal financial counseling and management services directly to service members and their families.
  • Assists service members in establishing a spending plan for extended absences.
  • Develops and makes available informational financial materials to service members and families.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
  • Responds to requests for age-appropriate classes or seminars.
  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
  • Manages duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.
Other Job Requirements
Responsibilities
Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
General Job Information
Title
Personal Financial Counselor - Puerto Rico, Fort Buchanan
Grade
24
Work Experience - Required
Financial Counseling
Work Experience - Preferred
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's
Education - Preferred
License and Certifications - Required
AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther
License and Certifications - Preferred
Salary Range
Salary Minimum:
$58,440
Salary Maximum:
$93,500
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.