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Financial Associate Jobs in Boca Raton, FL (NOW HIRING)

Real Estate / Public Finance Associate Locations: Florida (Multiple Offices Available) Experience ... Working directly with developers, financial stakeholders, and project teams * Supporting large ...

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Elite Funding Source is looking for Self Motivated Sales Professional with Extensive 1-2 years experience in sales with Business Financing, MCA, Business Loans. We offer the opportunity to build a ...

A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...

A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...

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Financial Associate information

See Boca Raton, FL salary details

$28.9K

$66.8K

$131K

How much do financial associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial associate in Boca Raton, FL is $66,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $73,100.00 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 Boca Raton, FL?

The most popular types of Financial jobs in Boca Raton, FL are:

What are popular job titles related to Financial Associate jobs in Boca Raton, FL?

For Financial Associate jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Boca Raton, FL look for?

The top searched job categories for Financial Associate jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Financial Associate jobs?

Cities near Boca Raton, FL with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Boca Raton, FL as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $66,779 per year, or $32.1 per hour.

Public Finance Associate

Aionios LLC

West Palm Beach, FL

$180K - $210K/yr

Full-time

Medical, Retirement

Re-posted 4 days ago


Job description

Real Estate / Public Finance Associate
Locations: Florida (Multiple Offices Available)
Experience: 6+ years
Our client, an Am Law 200 full-service law firm, is seeking a Real Estate / Public Finance Associate to join its Florida-based practice. This opportunity is ideal for an attorney with significant experience handling bond financing transactions and developer-side commercial real estate matters.
What You’ll Work On:
  • Advising developers on complex commercial real estate development projects
  • Handling sophisticated bond financing and public finance transactions
  • Representing clients in developer counsel and bond counsel matters
  • Drafting and negotiating financing and transactional documents
  • Working directly with developers, financial stakeholders, and project teams
  • Supporting large-scale commercial development and infrastructure-related projects
What We’re Looking For:
  • 6+ years of relevant transactional experience
  • Bond financing experience is required
  • Experience with developer counsel and/or bond counsel matters required
  • Strong commercial real estate transactional background on the developer side
  • Excellent drafting, negotiation, and analytical skills
  • Ability to independently manage sophisticated transactions and client relationships
  • Commercial real estate experience required (no residential focus)
  • JD from an ABA-accredited law school
  • Active Florida Bar admission required
Why This Role Stands Out:
  • Opportunity to work on sophisticated commercial development and financing matters
  • Flexibility to sit in multiple Florida offices
  • Meaningful client interaction and high-level responsibility
  • Collaborative and entrepreneurial environment with strong long-term growth potential
  • Exposure to complex developer-side and public finance work within a respected statewide platform
Benefits:
Competitive compensation and comprehensive benefits package including health coverage, retirement plans, and professional development support.
This is an excellent opportunity for an attorney with bond financing and commercial development experience seeking a sophisticated platform with significant transactional exposure and long-term growth potential.