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Financial Associate Jobs in Burlington, VT (NOW HIRING)

SUNY Plattsburgh

Contract Associate

Plattsburgh, NY · On-site

$60K/yr

The Contract Associate provides professional administrative, procurement, and contract management ... Procurement Services is part of the Administration & Finance Division, which delivers essential ...

Morgan Stanley

Client Service Associate

Winooski, VT · On-site

$33K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

Wawa

Customer Service Associate

Burlington, VT

$15.50 - $19.25/hr

We are committed to offering inclusive, meaningful benefits and rewards that support our Associates financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Walmart

Stocking Team Associate

Plattsburgh, NY · On-site

$16 - $29/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Stocking Team Associate

Williston, VT · On-site

$17 - $30/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Burlington Telecom

Accounting Associate

Burlington, VT · On-site

$24 - $28.85/hr

This will include the financial, clerical, and administrative services to ensure efficient, timely ... Associate degree in accounting or related field preferred but not required When you join Burlington ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Burlington, VT

Financial Associate information

See Burlington, VT salary details

$30.6K

$70.6K

$138.5K

How much do financial associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial associate in Burlington, VT is $70,646.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,200.00 and $77,300.00 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 Burlington, VT?

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

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

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

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

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

Financial Associate jobs near you

Member Service Associate

EastRise Federal Credit Union

Williston, VT • On-site

$22.85 - $25.39/hr

Full-time

Posted 8 days ago

Job description

The Member Service Associate role is focused on deepening member relationships to drive revenue growth and reduce member attrition by serving members (consumer and business) with their deposit and loan account needs and inquiries. This role delivers a full range of financial services to current and prospective members. Success in this role requires providing excellent member service while also gaining insight into financial needs through active listening and effectively identifying and maximizing opportunities to promote products and services when interacting with members.

Schedule: Monday - Friday, 8:00 am - 5:00 pm, with occasional Saturdays from 9:00 am - 1:00 pm

Primary location: Williston, VT

Specific duties include:

  • The member service associate ensures member satisfaction through their interactions. This requires providing exceptional service to members when transacting and in need of deposit and loan account service for both consumer and business. This includes, but isn’t limited to, aiding members with a variety of transaction types, account opening/closing and maintenance, debit and credit card support, fraud, and basic digital banking support. As a member service associate advances in the role, duties include service related to IRAs and fiduciary accounts, consumer lending, as well as managing more complex situations and escalated member scenarios. This role will also provide teller support/aid with teller-related duties when needed to meet business needs and service objectives.
  • By uncovering members’ financial goals and needs through discovery conversations, while demonstrating empathy and building lasting and effective relationships, this role expands members’ wallet share with, and loyalty to, the credit union. The member service associate identifies referral opportunities for other member service experts within and outside of Retail, participates in promotional campaigns and product initiatives at the branch level, and may be asked to engage in member outreach. The member service associate may also be called upon to engage with members at the community level.
  • The member service associate is actively involved in the branch's daily operations. This role handles cash management, fraud mitigation, loss prevention, and applicable processes and procedures at the assigned location(s). This role supports team members, resolves internal and external inquiries, and may be called upon to serve as a proxy for member relationship managers, and/or branch leaders if the need arises.
  • The member service associate fosters employee engagement to enhance departmental performance and functions with a team mindset with an intent to achieve organizational goals. Maintains compliance with the credit union’s policies and procedures. Models integrity, sets a positive example, and cultivates a respectful, inclusive team environment.
  • While primarily focused on a physical branch location(s), the member service associate is a part of the larger Retail team and works collaboratively to ensure the success of all EastRise locations. This could include project work, collaboration, and additional duties as assigned. The member service associate will spend time at different EastRise branch locations to meet business needs.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Experience:

A minimum of one year up to three years of similar or related experience, including preparatory experience. Previous customer service experience required.

Education/Certifications/Licenses

A high school degree or equivalent.

Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.

Other Skills

COMPETENCIES: Must be at least 18 years of age. Favorable Background, Credit, Criminal, Bond ability, and Reference Checks required. (Motor Vehicle check dependent on position.) Travel to other branches or locations may be required depending on position.

Ability to analyze loan applications and other documents to determine if they are in good order and have appropriate signatures. Strong organizational, multi-tasking, data and information management, writing and member service skills. Strong written and verbal professional communication skills. Knowledge of Microsoft Office products, financial systems, and digital communication tools. Ability to work cooperatively with others, work efficiently and provide accuracy in a fast-paced environment.

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled private work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.