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Financial Associate Jobs in Covington, KY (NOW HIRING)

As an associate wealth advisor, you will work directly with the wealth management team to create ... Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ...

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...

Job Details ----- As a M&A Lawyer / Debt Finance Associate on our team, we are looking for: * Juris Doctor from an ABA-accredited law school. * Admission to OH state bar * One to three years of ...

PBM Financial Analyst Lead PBM Financial Analyst Lead This role requires associates to be in-office1 - 2days per week, fostering collaboration and connectivity, while providing flexibility to support ...

PBM Financial Analyst Lead

Mason, OH · On-site

$74K - $135K/yr

PBM Financial Analyst Lead PBM Financial Analyst Lead This role requires associates to be in-office1 - 2days per week, fostering collaboration and connectivity, while providing flexibility to support ...

PBM Financial Analyst Lead This role requires associates to be in-office1 - 2days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life ...

PBM Financial Analyst Lead

Mason, OH · On-site

$74K - $135K/yr

PBM Financial Analyst Lead This role requires associates to be in-office1 - 2days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life ...

Showing results 41-60

Financial Associate information

See Covington, KY salary details

$29.6K

$68.3K

$133.9K

How much do financial associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial associate in Covington, KY is $68,304.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,500.00 and $74,700.00 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 Covington, KY?

The most popular types of Financial jobs in Covington, KY are:

What job categories do people searching Financial Associate jobs in Covington, KY look for?

The top searched job categories for Financial Associate jobs in Covington, KY are:

What cities near Covington, KY are hiring for Financial Associate jobs?

Cities near Covington, KY with the most Financial Associate job openings:

Financial Advisor - Dayton/Cincinnati

Corebridge Financial

Cincinnati, OH • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago


Corebridge Financial rating

9.5

Company rating: 9.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

7th of 308 rated insurance


Job description

Who We Are
At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

  • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You'll Work With

Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.

About the Role

Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.

Responsibilities

  • You will meet with existing and prospective clients to plan their financial future.
  • Utilize our company-provided technology and tools to improve your operation.
  • You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
  • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

To help you get started, we offer you the resources needed to create your own success:

  • Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
  • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
  • Company-paid E&O, licensing fees, continuing education and compliance support

Skills and Qualifications

  • High school diploma or GED
  • Ideally, you have 2+ years of experience working as a Financial Advisor.
  • A proven and successful sales track record.
  • You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
  • You also have an active state variable life and health license.

Work Location

  • This position is currently designated as remote.


Estimated Travel

  • May include up to 25% travel.

#LI-CBF

#LI-KE1

This role is deemed a "covered associate" under SEC Rule 206(4)-5, 17 CFR 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:

  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.


Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

SC - Sales CommissionEstimated Travel Percentage (%): More than 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company

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