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Financial Associate Jobs in Charleston, WV (NOW HIRING)

Cast and Crew LLC

Senior Financial Analyst

Charleston, WV · On-site

$79K - $98K/yr

The Senior Financial Analyst will provide valuable insights to support strategic decision-making and drive financial growth for the organization. Core Responsibilities * Prepare comprehensive ...

Cast and Crew LLC

Senior Financial Analyst

Charleston, WV · On-site

$79K - $98K/yr

The Senior Financial Analyst will provide valuable insights to support strategic decision-making and drive financial growth for the organization. Core Responsibilities * Prepare comprehensive ...

Brown Edwards

Associate

Charleston, WV · On-site

$50K - $75K/yr

Associates are responsible to all levels above the Associate level. During the first years of ... Drafts basic financial statement components and supporting schedules, as assigned. * Reviews the ...

H&R Block

Tax Associate

Charleston, WV · On-site

$56K - $75K/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

Cross Lanes, WV · On-site

$56K - $75K/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

Saint Albans, WV · On-site

$53K - $70K/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

South Charleston, WV · On-site

$45K - $60K/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

Nitro, WV · On-site

$52K - $70K/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

Belle, WV · On-site

$56K - $75K/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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Showing results 1-20

All JobsFinancial Associate JobsFinancial Associate Jobs in Charleston, WV

Financial Associate information

See Charleston, WV salary details

$29.6K

$68.4K

$134.1K

How much do financial associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial associate in Charleston, WV is $68,391.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $74,800.00 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 Charleston, WV?

The most popular types of Financial jobs in Charleston, WV are:

What job categories do people searching Financial Associate jobs in Charleston, WV look for?

The top searched job categories for Financial Associate jobs in Charleston, WV are:

What cities near Charleston, WV are hiring for Financial Associate jobs?

Cities near Charleston, WV with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Charleston, WV as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $68,391 per year, or $32.9 per hour.

Sr. Life Underwriter (Remote)

Thrivent Financial

Charleston, WV • Remote

$77K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Underwrites holistic, complex insurance applications for multiple products by evaluating the insurability of applicants within established guidelines. All underwriting is on individual lives and no group insurance. May include complex case work including business, charitable gifting, estate planning and other types of advanced sales scenarios. Reviews risk factors, which include medical and nonmedical history, financial requirements, and occupational classes (where relevant) as well as a variety of legal documents supporting the insurance applications. Makes final underwriting decision for all ages and classes within specified approval limits and according to suitability guidelines and compliance policy. The approval limit for this position is <=$2,000,000 if life, $11,000 if DI.

DUTIES & RESPONSIBILITIES:

  • Contributes to accurate and consistent risk selection as well as fraud detection.
  • Ensures high level of customer satisfaction by partnering with financial associates, team members, medical and legal consultants to determine the best possible outcome for members.
  • Handles complex and sensitive written and verbal communications, often influencing behavior via these communications.
  • Actively engages in the activities of their team(s). These activities include assisting less experienced coworkers, training, managing workflow, flexing to ensure appropriate coverage and using interpersonal skills to increase effectiveness of working relationships as well as team performance.
  • Begins Mentoring and Completes quality audits on underwriters and/or underwriting support associates.
  • The dollar limit for this position is minimum <=$2,000,000 if life, $11,000 participation limits if DI.
  • Decisions are generally case specific and can expose Thrivent Financial up to $2 Million risk per case
  • In-depth knowledge of medical terminology and human anatomy.
  • Ability to comprehend variety of medical and financial records to extract and combine relevant pieces of information to form judgment. High-level decision-making skills.
  • Well-developed interpersonal skills - written and verbal communication, coaching and negotiation.
  • Comfort working in a fast paced, quickly changing and sometimes ambiguous environment.
  • Begins actively engaging in field training and fostering relationships with our field partners.
  • Models Thrivent's leadership competencies - courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
  • Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent's trust and reputation remain strong with its clients.

QUALIFICATIONS & SKILLS:

Required:

  • Bachelors Degree preferred and/or 4 years of relevant experience in the insuranceindustry
  • Minimum 4 years of holistic individual Life (or Health for Disability Income) Underwriting experience in the insurance industry with a minimum approval authority of <=$2,000,000 if life, $11,000 if DI.
  • Completion of or progress coursework towards ACS, FLMI and/or FALU designations.
  • Strong customer and team focus.
  • Strong PC skills.
  • Broad perspective understanding of Thrivent Financial and the financial services industry.
  • Ability to train and mentor others remotely and provide constructive feedback.

Other Critical Factors

  • Bilingual Spanish/English preferred
  • Experience underwriting foreign nationals / non-U.S. persons preferred
Pay Transparency


Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $77,655.00 - $105,061.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.


Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.


The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.


Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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