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Financial Associate Jobs in Bryan, TX (NOW HIRING)

Parc Communities LLC

BUSINESS OFFICE MANAGER

Bryan, TX · On-site

$65K/yr

This role ensures accurate financial recordkeeping, regulatory compliance, and efficient business office processes while providing exceptional hospitality to residents, families, and associates. In ...

Univar Solutions

FP&A Analyst - Care

Milano, TX · Hybrid

$28K - $48K/yr

Reporting to the Senior FP&A Manager, this is a key FP&A role with a strong commercial emphasis. The role involves partnering with the regional Area Sales Managers of the European Personal&Home Care ...

Vape City

Sales Associate

Bryan, TX · On-site

$10/hr

... financial transactions, and balancing drawers - Cleaning, organizing, and sanitizing the store and ... associate

Vape City

Sales Associate

Bryan, TX · On-site

$10/hr

... financial transactions, and balancing drawers - Cleaning, organizing, and sanitizing the store and ... associate

Vape City

Sales Associate

Bryan, TX · On-site

$10/hr

... financial transactions, and balancing drawers - Cleaning, organizing, and sanitizing the store and ... associate Requirements:

ACE Cash Express-Reid

Part Time Sales Associate

Bryan, TX

$12.50 - $14.50/hr

Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish ...

H&R Block

Tax Associate

Brenham, TX · On-site

$49K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Bryan, TX · On-site

$48K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Hearne, TX · On-site

$50K - $67K/yr

About the Role As a Tax Associate at H&R Block, you'll begin a career in tax and client service ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Caldwell, TX · On-site

$42K - $57K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Bryan, TX

Financial Associate information

See Bryan, TX salary details

$28.1K

$64.9K

$127.2K

How much do financial associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial associate in Bryan, TX is $64,887.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,100.00 and $71,000.00 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 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 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 are the most commonly searched types of Financial jobs in Bryan, TX?

The most popular types of Financial jobs in Bryan, TX are:

What job categories do people searching Financial Associate jobs in Bryan, TX look for?

The top searched job categories for Financial Associate jobs in Bryan, TX are:

What cities near Bryan, TX are hiring for Financial Associate jobs?

Cities near Bryan, TX with the most Financial Associate job openings:

Financial Associate jobs near you

Associate Financial Planner

Briaud Financial Planning Inc

College Station, TX • On-site

$50K - $70K/yr

Full-time

Life, Retirement

Re-posted 5 days ago

Job description

Description:

We are seeking an Associate Financial Planner to support the development and delivery of comprehensive financial planning advice while continuing to grow toward becoming a Financial Planner at Briaud.


This role is designed for individuals who have passed the CFP® examination and are committed to building a long-term career in financial planning. Associate Financial Planners work alongside our Financial Planners, Senior Financial Planners, and Advisors while developing the experience, judgment, and client-facing skills necessary to advance into a Financial Planner role.


This is a role for someone who is intellectually curious, eager to learn, and motivated by continuous growth. You enjoy solving problems, asking thoughtful questions, and understanding the "why" behind planning recommendations. You recognize that becoming a great Financial Planner requires both technical knowledge and practical experience, and you are committed to developing both.


You will contribute to the planning process, support client relationships, and continue building the skills necessary to become a trusted Financial Planner and advisor.


Key Responsibilities:

  • Contribute to the development and implementation of financial plans for clients.
  • Develop retirement projections, income tax projections and estimates, risk management analyses, and estate planning analyses with support and guidance from Financial Planners, Senior Financial Planners, and Advisors.
  • Support Financial Planners and Advisors through financial planning research unique to each client.
  • Serve clients by assisting with account establishment, money movement, and other client requests.
  • Participate in client meetings and planning discussions to continue developing technical knowledge, planning judgment, and client-facing skills.

You Might Be a Fit If You:

  • Have a genuine passion for financial planning and serving clients.
  • Are eager to learn from experienced planners and advisors.
  • Enjoy research, problem-solving, and understanding the details behind recommendations.
  • Communicate clearly and professionally with clients and team members.
  • Are highly detail-oriented and committed to producing accurate work.
  • Embrace coaching, feedback, and continuous improvement.
  • Aspire to grow into a Financial Planner role.
Requirements:
  • CFP® examination passed.
  • Bachelor’s degree required.
  • Experience in financial planning, client service, operations, or wealth management preferred.

Briaud Benefits Include:

  • 30 Days of Leave/Paid Office Closures
  • Flexible Work Hours – We know life happens between 8 to 5 too.
  • 401(k) with Safe Harbor employer matching
  • Continuing Education – paid professional dues, conference attendance, and training

Working Conditions:

  • Position type – Full-time
  • Work schedule – 40 hours / week, Monday – Friday 8AM – 5PM
  • Work location – Onsite: Bryan/College Station, Texas
  • Work environment – Business Professional Office