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Financial Associate Jobs in Danbury, CT (NOW HIRING)

MBI, Inc.

Associate Finance Manager

Norwalk, CT · On-site

The Associate Finance Manager supports the day-to-day financial operations of the organization by ... Support the development of financial forecasts, projections, and budget updates by analyzing ...

Pwc

Oracle Cloud Finance - Senior Associate

Stamford, CT · On-site

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

KeyBank

Financial Wellness Associate

Pawling, NY · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Keybank

Financial Wellness Associate

Pawling, NY · On-site

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Alliance Global Partners

Be Seen First

Associate Financial Advisor

Stamford, CT · On-site

$60K - $100K/yr (+ commission)

Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Danbury, CT

Financial Associate information

See Danbury, CT salary details

$31.2K

$72K

$141.2K

How much do financial associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial associate in Danbury, CT is $71,994.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,200.00 and $78,800.00 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 Danbury, CT?

The most popular types of Financial jobs in Danbury, CT are:

What job categories do people searching Financial Associate jobs in Danbury, CT look for?

The top searched job categories for Financial Associate jobs in Danbury, CT are:

What cities near Danbury, CT are hiring for Financial Associate jobs?

Cities near Danbury, CT with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Danbury, CT as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $71,994 per year, or $34.6 per hour.

Associate Financial Advisor

Ameriprise Financial - New York

White Plains, NY

$50K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

Job description

Associate Financial Advisor
White Plains, NY | In-Office

Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team.

This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical, client-focused, and motivated to grow into a lead advisory role over time.

About Us

At Bhashyam Wealth Management & Associates, our mission is to build lifelong, trusted relationships with our clients and their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals.

What You’ll Do

  • Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance
  • Conduct portfolio reviews, financial analysis, and ongoing plan adjustments to keep clients on track
  • Maintain regular communication with clients, providing updates, guidance, and support during market changes or life events
  • Analyze client financial data including assets, liabilities, cash flow, insurance, and tax considerations
  • Prepare and implement financial planning recommendations and client deliverables
  • Execute investment transactions including stocks, bonds, mutual funds, annuities, and insurance products
  • Respond to client inquiries and independently manage issue resolution with appropriate follow-up
  • Support business development efforts, including client relationship management and marketing initiatives
  • Collaborate with the advisor to execute practice growth and client engagement strategies
  • Monitor industry trends, planning strategies, and regulatory changes to inform recommendations
  • Ensure adherence to all compliance and regulatory requirements

What We’re Looking For

  • Ability to obtain Series 7, Series 66, and within 6 months of hire
  • Completion of CFP® coursework or a degree/minor in Financial Planning preferred
  • Aspiration to grow into a lead advisor role and build a book of business
  • Strong communication skills with the ability to simplify complex financial concepts
  • Relationship-driven mindset with a strong commitment to client service
  • High level of integrity and sound professional judgment
  • Analytical thinking and problem-solving capabilities
  • Strong organizational skills with the ability to manage multiple priorities
  • Self-motivated with the ability to work independently
  • Team-oriented and collaborative approach

Compensation & Benefits

  • Compensation includes a base salary of $50,000 – $70,000, exempt, plus bonus and incentive opportunities based on performance and contribution, with overall compensation commensurate with experience and licensing.
  • Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
  • Opportunities for professional development and career advancement
  • Supportive, growth-oriented team environment

Location

  • White Plains, NY (in-office role)

Equal Opportunity Employer

Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.