ZipRecruiter

Log In

1

Financial Associate Jobs in Bristol, VT (NOW HIRING)

State of Vermont

Financial Administrator I

Waterbury, VT · On-site

$52 - $78/hr

OR Associate's degree in accounting, business/office administration AND two (2) years or more of accounting experience maintaining, reviewing and analyzing financial data and records. OR Bachelor ...

Robert Half

Financial Analyst

Waterbury Center, VT · On-site

$70K - $110K/yr

Coordinate financial and operational data exchanges with regional market organizations and external counterparties to ensure timely and accurate reporting. * Review and reconcile monthly activity ...

Crowe LLP

Financial Crime Review Analyst

Burlington, VT · On-site

$18.75 - $35.75/hr

Associate's degree and/or Bachelor's Degree. * Certified Anti-Money Laundering Specialists (CAMS), or other relevant professional certification. * Experience performing AML and financial crime ...

next page

Showing results 1-20

All JobsFinancial Associate JobsFinancial Associate Jobs in Bristol, VT

Financial Associate information

See Bristol, VT salary details

$31.4K

$72.4K

$142K

How much do financial associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial associate in Bristol, VT is $72,428.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,500.00 and $79,300.00 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 Bristol, VT?

The most popular types of Financial jobs in Bristol, VT are:

What job categories do people searching Financial Associate jobs in Bristol, VT look for?

The top searched job categories for Financial Associate jobs in Bristol, VT are:

What cities near Bristol, VT are hiring for Financial Associate jobs?

Cities near Bristol, VT with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Bristol, VT as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $72,428 per year, or $34.8 per hour.

Associate Financial Advisor

Berger Financial Group Inc

South Burlington, VT • On-site

$80 - $100/hr

Other

Life, PTO

Posted 4 days ago

Job description

Associate Financial Advisor

Berger Financial Group Inc. — South Burlington, Vermont, United States

About this position

This position works in tandem with a Financial Advisor to maintain client relationships. The goal of this role is to offer custom advice in areas such as investment management and financial planning. The Associate Financial Advisor will be responsible for maintaining ongoing communications with clients, preparing meetings, creating financial plans, and performing related administrative tasks.

Why work here?
  • Competitive pay
  • Flexible working options
  • 12 paid holidays & 15 days of PTO to start
  • Company‑paid STD, LTD & life insurance
  • Health savings accounts & flex spending accounts
  • Continuing education funding
Work schedule
  • Monday – Friday
  • Hybrid; 4 days in office, 1 day work‑from‑home
Responsibilities
  • Participate in client meetings in a capacity that may include taking notes, creating priority lists, drafting communications, delegating assignments, documenting history, and conducting quarterly calls with clients.
  • Manage the planning process.
  • Transition into lead advisor for certain clients when development has reached an appropriate level.
  • Participate in and conduct client reviews, preparing plan revisions.
  • Follow up on client issues and communicate in a timely manner.
  • Place trades in client accounts according to BFG models promptly.
  • Manage processes through Salesforce.
  • Serve as a backup to other team members as needed.
  • Learn and utilize all firm programs.
Requirements
  • 2‑3 years of experience in the financial services industry, preferably with some involvement in a similar role.
  • Series 65 License or CFP required.
  • Ability to effectively present information and respond to questions from staff, clients, and the general public.
  • Excellent computer skills with advanced knowledge of Microsoft Office Suite.
  • Experience with Salesforce and eMoney is a plus.
  • Ability to seek out solutions and solve problems.
  • Highly organized with strong attention to detail and accuracy.

Headquartered in Plymouth, MN, BFG has expanded to 9 other locations across the U.S., including additional offices in Minnesota, Arizona, Vermont, Maine, and Illinois. Berger Financial Group remains a premier firm in the industry, originally founded as a tax practice in 1981 and now offering services such as financial and retirement planning, portfolio development & management, and income tax planning & preparation.

The pay range for this role is $80,000 – $100,000 per year (Springfield, IL and Burlington, VT).

#J-18808-Ljbffr

Apply