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Financial Associate Jobs in Center Barnstead, NH

A Financial Services Associate (FSA) provides account information, opens accounts, originates loan applications, conducts transactions, and recommends additional products and services with ...

Associate Financial Planner

Concord, NH · On-site

$65K - $100K/yr

We are looking for a client-centered Associate Financial Planner to support individuals and families with personalized financial guidance. In this role, you will work closely with an advisor to ...

Reporting to the Associate Director of Finance, this role partners closely with Commercial Leadership, Marketing, Sales, Operations, and Finance to deliver actionable insights and support informed ...

Financial Coordinator I On-site / Full Time / Portsmouth, NH At Novocure, we're working to extend ... Minimum Qualifications Associate degree or equivalent professional experience preferred 2-3 years ...

Financial Coordinator I On-site / Full Time / Portsmouth, NH At Novocure, we're working to extend ... Minimum Qualifications • Associate degree or equivalent professional experience preferred • 2-3 ...

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Financial Associate information

See Center Barnstead, NH salary details

$28.7K

$66.2K

$129.9K

How much do financial associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial associate in Center Barnstead, NH is $66,248.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,100.00 and $72,500.00 per year, depending on experience, location, and employer.

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 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 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 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 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 cities near Center Barnstead, NH are hiring for Financial Associate jobs?

Cities near Center Barnstead, NH with the most Financial Associate job openings:

Financial Services Associate

HRCU

Greenland, NH • On-site

$23 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago


Job description

Description

This is a full-time position with Saturday rotation (out by 12:30 pm).  


HRCU is a community credit union providing top notch service to our members and making a difference to our communities. We believe in empowering our associates, providing an opportunity to thrive and make a career here at HRCU. 


A Financial Services Associate (FSA) provides account information, opens accounts, originates loan applications, conducts transactions, and recommends additional products and services with exceptional member service.  Some of the duties and responsibilities include:

  • Interviews members to obtain information and explain available financial products and services, such as savings and checking accounts, Individual Retirement Accounts, Certificates of Deposit, Business and Non-profit accounts. 
  • Opens accounts and performs necessary file maintenance ensuring proper documentation and procedures are followed. 
  • Assists with various administrative duties such as but not limited to deposit verification, filing and collating.
  • Originates loan applications, forwards documents for processing, closes loans. 
  • Acts as liaison between members and various departments reporting member concerns, problem solves, and provide a satisfactory resolution within procedures and policies.
  • May provide teller duties such as receives cash and checks for deposit and loan payments.
  • May be responsible for branch opening and or closing. May assume a leadership role in the event of an emergency.

Requirements

Prior banking experience required.  

  • Experience: Minimum of one-year sales and/or service experience in a financial institution.
  • Education: High School Diploma or equivalent.
  • Interpersonal: This position requires that the individual be able to present in an appropriate manner maintaining courteous and effective interactions and communications. 
  • Other skills required: Proficiency in multiple software programs; Possess developed written and communication skills for accuracy and clarity; Team-player with the ability to work independently; Organizational skills that reflect ability to perform and prioritize multiple tasks with excellent attention to detail; and Proactive approaches to problem-solving. 

What we offer:

HRCU recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Our best-in-class benefits include:

  • Paid time off- Vacation, Sick, Personal, Birthday
  • 11 paid holidays
  • Tuition reimbursement
  • Student loan repayment
  • Banking and loan discounts
  • Insurance - medical, dental and vision
  • Flex Spending Plans & Health Savings Account with employer funding
  • Company paid Short Term & Long Term Disability
  • Company paid Life Insurance
  • 401(k) retirement savings plan (with a match of up to 6%)
  • Professional Development

HRCU is a community-based credit union serving all of New Hampshire and York County Maine providing superior service to our members and making a difference in our communities. We believe in empowering our associates, providing an opportunity to thrive, and make a career at HRCU.


Applicant Instructions:

1.Updates and communication will come through the portal.

2.No phone calls please.

3.Direct hire - no recruiter, agency, or sales inquires please.


A background check including references, prior employment, social security trace, credit report, and national/county/local criminal records.


HRCU is an Equal Opportunity Employer (EOE). We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.


(keywords: teller, bank, financial, banker)