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Financial Associate Jobs in Durham, NC (NOW HIRING)

RS&H

Tolls Consulting Associate

Raleigh, NC · On-site

RS&H is currently seeking a Tolls Finance Consultant Associate to join our Transportation and Tolls Consulting team. You will have the opportunity to apply your skills to serve local, state, and ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Durham, NC

Financial Associate information

See Durham, NC salary details

$29.5K

$68K

$133.3K

How much do financial associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial associate in Durham, NC is $67,999.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $74,400.00 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 Durham, NC?

The most popular types of Financial jobs in Durham, NC are:

What are popular job titles related to Financial Associate jobs in Durham, NC?

For Financial Associate jobs in Durham, NC, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Durham, NC look for?

The top searched job categories for Financial Associate jobs in Durham, NC are:

What cities near Durham, NC are hiring for Financial Associate jobs?

Cities near Durham, NC with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Durham, NC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $67,999 per year, or $32.7 per hour.

Tolls Consulting Associate

RS&H

Raleigh, NC • On-site

Full-time

Re-posted 22 days ago

Job description

RS&H is currently seeking a Tolls Finance Consultant Associate to join our Transportation and Tolls Consulting team.

You will have the opportunity to apply your skills to serve local, state, and national Tolling/Transportation agencies. You'll serve an integral role in accounting and reporting for toll revenue by understanding system operations, documenting financial processes and internal controls, preparing basic reconciliations, understanding payment processing and settlement, and assisting and providing support for reporting and analyzing key metrics.

Responsibilities:
• Analyze existing business processes, workflows, and procedures to identify inefficiencies and improvement opportunities.
• Design and implement optimized processes that enhance productivity, operational efficiency, and customer satisfaction.
• Support continuous improvement efforts by staying current on industry trends, emerging technologies, and process improvement methodologies.

• Document financial transactions of various types by entering account information data into the General Ledger (GL), including ensuring transactions are recorded to the appropriate GL codes and accounting period.
• Prepare basic GL reconciliations and participates in the investigation of unaccounted-for differences, which may include examining bank statements and transactions from the underlying subledger and systems.
• Participate in the investigation of unaccounted for differences.
• Answer basic accounting related questions by applying generally accepted accounting principles and concepts and standard methodologies.
• Perform all other duties as assigned.


Minimum Qualifications:
• Have a bachelor's degree in accounting, finance, or a related field, or an equivalent combination of education and experience.

• Minimum of 3 years' relevant experience.
• Have a passion for accounting and be familiar with GAAP accounting rules, auditing, and tax and financial statements.
• Be proficient in Microsoft Office Suite, with a strong knowledge of Excel.
• Possess basic analytical and problem-solving skills, as well as strong organizational, prioritization, and communications skills.
• Must thrive in a team environment with the ability to also be self-motivated and work independently.
• Have the ability to effectively interact with and build strong relationships with others.
• Strong knowledge of process mapping and process modeling techniques.

If this sounds like the role for you and you're ready to join an amazing team, please apply.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Please view Equal Employment Opportunity Posters provided by OFCCP here.

Please note: no agency representation or submissions will be recognized for this vacancy. Candidates should apply directly to this role to be considered. It is the responsibility of all third-party recruiting and employment agencies to know and adhere to our recruiting policy.


Employee-owned, RS&H is one of the nation’s leading architecture, engineering, and consulting firms, with associates who work hard every day to create tomorrow together. We offer an exceptional journey from start to future. Our integrated teams translate experience into insight, turn challenges into opportunities, and build relationships that are as strong as the buildings and infrastructure we deliver together. We attribute our success to our unwavering commitment to our core values: integrity, accountability, curiosity, and teamwork.

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About RS&H

Sourced by ZipRecruiter

RS&H provides fully integrated architecture, engineering, and consulting services to help clients realize their most complex facility and infrastructure projects for land, air, and space. We are committed to bringing extraordinary solutions to our clients through the promise of imagination, ingenuity, and innovation. With a tradition of excellence that began in 1941, we are consistently ranked among the nation's top 100 design firms. We attribute our success to an unwavering commitment to our core values of: integrity, quality service, business success and valuing associates.

Industry

Architectural services

Company size

1,001 - 5,000 Employees

Headquarters location

South Jacksonville, FL, US

Year founded

1941

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