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Financial Associate Jobs in Concord, TN (NOW HIRING)

Experience: 3-5 years in paraplanning, associate advisor, or wealth management ops * Technical: Experience with financial planning software (we use RightCapital - easy to learn if you've worked with ...

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Financial Associate information

See Concord, TN salary details

$24.7K

$56.9K

$111.6K

How much do financial associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for financial associate in Concord, TN is $56,927.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $62,300.00 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 Concord, TN?

The most popular types of Financial jobs in Concord, TN are:

What are popular job titles related to Financial Associate jobs in Concord, TN?

For Financial Associate jobs in Concord, TN, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Concord, TN look for?

The top searched job categories for Financial Associate jobs in Concord, TN are:

What cities near Concord, TN are hiring for Financial Associate jobs?

Cities near Concord, TN with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Concord, TN as of June 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $56,927 per year, or $27.4 per hour.

Financial Associate - University Housing - UTK

Knoxville, TN โ€ข On-site

The University of Tennessee
Colleges, Universities, and Professional Schoolsย โ€ขย 1 - 5K employees

$41K/yr

Full-time

Posted 14 days ago


Job description

The Financial Associate coordinates and executes reimbursements for over 250 residence life staff members. The position reviews documents to verify all approvals and proper documentation is in place before submitting reimbursements. Additionally, the Financial Associate coordinates and executes the purchasing of office supplies and programming supplies for the residence life unit, and provides support to the Assistant Directors in reviewing information in the eRezLife system.ย 

The University of Tennessee, Knoxville, has shaped leaders, changemakers, and innovative thinkers since its founding in 1794. The university is home to more than 38,000 students and 10,000 statewide employees-the Volunteers-who uphold the university's tradition of lighting the way for others through leadership and service.ย 

UT Knoxville offers over 900 programs of study across 14 degree-granting colleges and schools. As Tennessee's flagship land-grant university, its footprint spans the entire state. The university holds the highest Carnegie classification for research activity and has deep partnerships with industry leaders and the US Department of Energy's largest multidisciplinary laboratory, Oak Ridge National Laboratory.ย 

The Knoxville campus serves and recruits for UT Knoxville, including the Institute of Agriculture and the Space Institute, as well as the UT Institute of Public Service.ย ย 

UT Knoxville considers its employees its number one asset. With values that focus on work-life balance, compensation, and innovation leadership, all Vols are supported to advance professionally. Employees have access to career development and coaching, continued education, and an extensive list of development and training possibilities. The Volunteer employee experience implements structures and practices to attract and retain top-tier talent, fostering a strong staff community and supporting a culture of involvement and engagement for everyone.ย 

The university holds a strong commitment to its land-grant mission of learning and engagement, with a tradition of service and leadership that carries that Volunteer spirit throughout the state and around the world. It has been ranked nationally as "Best Employer for New Graduates," "One of America's Best Large Employers," and "Best Workplace for Women," and has been designated as "Best Place for Working Parents" by Forbes Magazine.ย ย 

Apply today and join the Tennessee Volunteer community!ย 

Required Qualifications

  • Education:ย Associate's degree or above
  • Experience:ย 2 years of progressive administrative experience. May include reimbursements, purchase support and assisting data entry.
  • Knowledge, Skills, Abilities:ย Strong verbal and written communication skills; Skilled with technology including Microsoft Office suite of products; Ability to work in a deadline driven environment; Ability to be detailed oriented; Ability to work minimal supervision; Providing training to University Housing staff members, as needed.

Applicants must be legally authorized to work in the United States on a full-time basis without need now or in the future for sponsorship for employment-based visa status.

Preferred Qualifications

  • Education: Bachelor's degree

Work Locationย 

  • Location: Knoxville, TNย 
  • Onsiteย 

Compensation and Benefitsย 

  • UT market range:ย MR06
  • Minimum starting salary:ย Minimum salary is $41,326. Final salary commensurate with education and experience.
  • Find more information on the UT Market Range structureย here
  • Find more information on UT Benefitsย here

Application Instructions

To express interest, please submit an application with the noted below attachments. To be assured of full consideration, completed applications with all requested materials.

  • Resume
  • Cover Letter
  • List of 3 Professional References

About The College/Department/Divisionย 

Theย Division of Student Life isย comprisedย of an outstanding group of professionals who create student-centered opportunities that contribute to a transformative Volunteer Experience. These opportunities allow students to develop their skills and knowledge outside of the classroom. From health and wellness to service and engagement, we provide opportunities where students exemplify the Volunteer Spirit, inspiring others toย learn, lead, and serve.ย 

Our departments provide essential services that support student success and future growth, fostering engagement, leadership, and wellness while enhancing belonging. Together, they create transformative experiences that help students achieve both academic and personal goals.

  • Review all program reimbursement submissions for proper documentation and approvals.ย 
  • Purchase supplies and materials for Residence Life staff.ย 
  • Work closely with staff and departments buyer to follow all guidelines that are in place.ย ย