With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in ...
With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in ...
... Associate Advisor support • In-house tax, estate, planning, and investment specialists • ... financial planning acumen and client leadership skills • CFP ® certification preferred (or ...
... Associate Advisor support • In-house tax, estate, planning, and investment specialists • ... financial planning acumen and client leadership skills • CFP ® certification preferred (or ...
Financial Advisors
Rockford, IL · On-site
$150K - $175K/yr
... Associate Advisor support • In-house tax, estate, planning, and investment specialists • ... financial planning acumen and client leadership skills • CFP ® certification preferred (or ...
Financial Advisors
Rockford, IL · On-site
$150K - $175K/yr
... Associate Advisor support • In-house tax, estate, planning, and investment specialists • ... financial planning acumen and client leadership skills • CFP ® certification preferred (or ...
Senior Financial Analyst
Byron, IL · On-site
$97K - $108K/yr
Associate Financial Analyst - expected salary range of $63,900 to $71,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k). SENIOR FINANCIAL ...
Senior Financial Analyst
Byron, IL · On-site
$97K - $108K/yr
Associate Financial Analyst - expected salary range of $63,900 to $71,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k). SENIOR FINANCIAL ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Associate degree in business, Finance. Health Information Management or related field. Work Experience * One (1) year of experience in a customer service-related field. Required * One (1) year of ...
New
Associate degree in business, Finance. Health Information Management or related field. Work Experience * One (1) year of experience in a customer service-related field. Required * One (1) year of ...
New
Client Service Associate
Rockford, IL · On-site
$14.50 - $20/hr
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and ... The Position: The Client Service Associate is a key role that ensures excellence in customer ...
Quick apply
Client Service Associate
Rockford, IL · On-site
$14.50 - $20/hr
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and ... The Position: The Client Service Associate is a key role that ensures excellence in customer ...
Patient Financial Services Specialist
$16.50 - $22/hr
Associate or Bachelor's Degree in Business, Finance, Health Information Management or related field. Preferred Work Experience * 2 years experience in the healthcare or related field with emphasis on ...
New
Patient Financial Services Specialist
$16.50 - $22/hr
Associate or Bachelor's Degree in Business, Finance, Health Information Management or related field. Preferred Work Experience * 2 years experience in the healthcare or related field with emphasis on ...
New
Patient Financial Services Specialist
Rockford, IL · On-site
$19.97 - $27.96/hr
Associate or Bachelor's Degree in Business, Finance, Health Information Management or related field. Preferred Work Experience * 2 years experience in the healthcare or related field with emphasis on ...
New
Patient Financial Services Specialist
Rockford, IL · On-site
$19.97 - $27.96/hr
Associate or Bachelor's Degree in Business, Finance, Health Information Management or related field. Preferred Work Experience * 2 years experience in the healthcare or related field with emphasis on ...
New
Assistant Financial Analyst
Huntley, IL · On-site
$48K - $54K/yr
Assistant Financial Analyst Salary: $48,000- $54,000 Location: Huntley, IL Kickstart your finance career with a growing custom wood products manufacturer known for crafting high-quality cabinetry and ...
Quick apply
Assistant Financial Analyst
Huntley, IL · On-site
$48K - $54K/yr
Assistant Financial Analyst Salary: $48,000- $54,000 Location: Huntley, IL Kickstart your finance career with a growing custom wood products manufacturer known for crafting high-quality cabinetry and ...
The Sr. Associate, Investments and Planning is accountable to advise affluent clients through ... Strong knowledge of the finance industry and the local, state, national and global economy.
The Sr. Associate, Investments and Planning is accountable to advise affluent clients through ... Strong knowledge of the finance industry and the local, state, national and global economy.
Financial Advisor
Dekalb, IL · On-site
The Sr. Associate, Investments and Planning is accountable to advise affluent clients through ... Strong knowledge of the finance industry and the local, state, national and global economy.
Financial Advisor
Dekalb, IL · On-site
The Sr. Associate, Investments and Planning is accountable to advise affluent clients through ... Strong knowledge of the finance industry and the local, state, national and global economy.
Entegral Financial Analyst
Rockford, IL · On-site
$75K - $90K/yr
ABOUT THE ROLE The Financial Analyst for Entegral is responsible for creating and maintaining financial reporting, metrics, processes and procedures relevant for software as a service (SAAS ...
New
Entegral Financial Analyst
Rockford, IL · On-site
$75K - $90K/yr
ABOUT THE ROLE The Financial Analyst for Entegral is responsible for creating and maintaining financial reporting, metrics, processes and procedures relevant for software as a service (SAAS ...
New
Entegral Financial Analyst
Dekalb, IL · On-site
$75K - $90K/yr
ABOUT THE ROLE The Financial Analyst for Entegral is responsible for creating and maintaining financial reporting, metrics, processes and procedures relevant for software as a service (SAAS ...
New
Entegral Financial Analyst
Dekalb, IL · On-site
$75K - $90K/yr
ABOUT THE ROLE The Financial Analyst for Entegral is responsible for creating and maintaining financial reporting, metrics, processes and procedures relevant for software as a service (SAAS ...
New
Entegral Financial Analyst
Aurora, IL · On-site
$75K - $90K/yr
ABOUT THE ROLE The Financial Analyst for Entegral is responsible for creating and maintaining financial reporting, metrics, processes and procedures relevant for software as a service (SAAS ...
New
Entegral Financial Analyst
Aurora, IL · On-site
$75K - $90K/yr
ABOUT THE ROLE The Financial Analyst for Entegral is responsible for creating and maintaining financial reporting, metrics, processes and procedures relevant for software as a service (SAAS ...
New
Senior Financial Analyst (FP&A)
Rockford, IL · Remote
$100K - $125K/yr
Reporting to the VP of Finance & Accounting, the Senior Financial Analyst (FP&A) holds a critical role in capturing and reporting all financial reporting. This individual has a focus on financial ...
Senior Financial Analyst (FP&A)
Rockford, IL · Remote
$100K - $125K/yr
Reporting to the VP of Finance & Accounting, the Senior Financial Analyst (FP&A) holds a critical role in capturing and reporting all financial reporting. This individual has a focus on financial ...
Finance Specialist $50,000 - $82,500/annually
Hinckley, IL · Hybrid
$50K - $82K/yr
Compile data for financial reporting packages and help streamline reporting processes. * Support ... Associate or Bachelor's degree in Finance, Accounting, Economics, Business, or related field ...
Finance Specialist $50,000 - $82,500/annually
Hinckley, IL · Hybrid
$50K - $82K/yr
Compile data for financial reporting packages and help streamline reporting processes. * Support ... Associate or Bachelor's degree in Finance, Accounting, Economics, Business, or related field ...
Sr. Financial Analyst
Rockford, IL · On-site
$85K - $106K/yr
This position reports to the Sr. Finance Manager at the Rockford Site and will be responsible for accounting/analytical functions with strong focus on maintaining the site ERP System to provide ...
Sr. Financial Analyst
Rockford, IL · On-site
$85K - $106K/yr
This position reports to the Sr. Finance Manager at the Rockford Site and will be responsible for accounting/analytical functions with strong focus on maintaining the site ERP System to provide ...
Sr. Financial Analyst
$85K - $106K/yr
This position reports to the Sr. Finance Manager at the Rockford Site and will be responsible for accounting/analytical functions with strong focus on maintaining the site ERP System to provide ...
Sr. Financial Analyst
$85K - $106K/yr
This position reports to the Sr. Finance Manager at the Rockford Site and will be responsible for accounting/analytical functions with strong focus on maintaining the site ERP System to provide ...
Accounting Associate (1030)
Dekalb, IL · On-site
Position Information Posting Detail Information Working Position Title Accounting Associate (1030 ... Finance Location LH 107 Link to Department Website or Custom Search Page
Accounting Associate (1030)
Dekalb, IL · On-site
Position Information Posting Detail Information Working Position Title Accounting Associate (1030 ... Finance Location LH 107 Link to Department Website or Custom Search Page
Financial Associate information
See DeKalb, IL salary details
$29.9K - $39.5K
10% of jobs
$47.7K is the 25th percentile. Wages below this are outliers.
$39.5K - $49.1K
18% of jobs
The median wage is $57.5K / yr.
$49.1K - $58.7K
26% of jobs
$58.7K - $68.3K
19% of jobs
$70.7K is the 75th percentile. Wages above this are outliers.
$68.3K - $77.9K
11% of jobs
$77.9K - $87.5K
10% of jobs
$87.5K - $97.1K
3% of jobs
$97.1K - $106.7K
2% of jobs
$106.7K - $116.3K
1% of jobs
$116.3K - $125.9K
1% of jobs
$125.9K - $135.4K
0% of jobs
$29.9K
$69.1K
$135.4K
How much do financial associate jobs pay per year?
What can you do with associates in finance?
How much does a finance associate earn?
What does a financial associate do?
What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used 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?
What is the work of a finance associate?

Other
Re-posted 23 days ago
Edward Jones rating
8.2
Based on 252 frontline employees who took The Breakroom Quiz
48th of 148 rated financial services
Job description
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
- Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
- A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
- Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
- Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
- Resiliency and adaptability in a nimble learning environment
- Attention to detail, strong organizational and time management skills
Can you see yourself...
- Providing personalized investment and financial solutions to clients?
- Cultivating relationships in your local community to grow the business?
- Contributing to the branch business plan to increase branch effectiveness?
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