ZipRecruiter

Log In

1

Financial Associate Jobs in Berkeley, CA (NOW HIRING)

previous pagenext page

Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Berkeley, CA

Financial Associate information

See Berkeley, CA salary details

$37.3K

$86.2K

$169K

How much do financial associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial associate in Berkeley, CA is $86,164.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,200.00 and $94,300.00 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 Berkeley, CA?

The most popular types of Financial jobs in Berkeley, CA are:

What are popular job titles related to Financial Associate jobs in Berkeley, CA?

For Financial Associate jobs in Berkeley, CA, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Berkeley, CA look for?

The top searched job categories for Financial Associate jobs in Berkeley, CA are:

What cities near Berkeley, CA are hiring for Financial Associate jobs?

Cities near Berkeley, CA with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Berkeley, CA as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $86,164 per year, or $41.4 per hour.

Financial Planning Associate

Burton Enright Welch

Walnut Creek, CA • On-site

$85K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

I. MISSION
Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.
BEW seeks a Financial Planning Associate who is eager to learn, intellectually curious, and will succeed in a culture that promotes collaboration, initiative, and professional growth. The Financial Planning Associate will work with BEW Advisors and Lead Advisors to provide financial planning and investment management for BEW's clients.
The Financial Planning Associate is not expected to bring in business. Long-term, BEW expects the Financial Planning Associate to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients.
II. RESPONSIBILITIES
• Support Advisors and Lead Advisors on day-to-day client needs.
o Client communications are clear, prompt, responsive, and courteous.
o Works with firm resources for effective delivery of client deliverables.
• Assist in preparing for client meetings, taking notes, and sending follow-up emails.
• Create/update financial plans to monitor whether clients are on track to meet their goals.
• Analyze financial planning strategies (e.g., tax planning, retirement spending, equity compensation) and work with Advisor/Lead Advisor to develop recommendations.
• Maintain client records, utilize workflows, and monitor outstanding tasks in CRM.
• Manage team organization and execution of team tasks and projects.
• Collaborate with the Client Services Team on service requests and new client onboarding to ensure a seamless client experience.
• Participate in project and committee work, including Investment Committee and Financial Planning initiatives.
• Support and adhere to client experience standards and compliance requirements.
III. QUALIFICATIONS
Experience and Education:
• Bachelor's degree
• 2-4 years of experience in the financial services industry
• Demonstrated desire or progress towards the CFP® designation.
• CPA and CFA designations are also welcome.
• Experience with financial planning software (e.g., eMoney) a plus
Skills and Knowledge:
• Detailed-oriented and highly organized
• Completes work timely and accurately
• Ability to prioritize and manage multiples tasks and client relationships
• Self-starter who values continuous learning
• Excellent communicator (verbal, written, listening)
• Strong interpersonal skills (integrity, humility, respect, empathy)
• Core knowledge of financial planning concepts, markets, and investment topics
• Team player who can work effectively in a collaborative environment
• Proficient in Microsoft Office Suite
• Past use of a CRM system a plus
IV. COMPENSATION
• Competitive salary based on experience
• Quarterly Incentive Bonus program
• Comprehensive benefits package: medical, dental, vision, life and disability insurance, etc.
• Open PTO (Paid Time Off) policy
• Continuing Education allowance
• 401(k) retirement plan, including company-funded contributions

Apply