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Financial Associate Jobs in Edmond, OK (NOW HIRING)

Rigil Corporation

Financial Analyst

Bethany, OK · On-site

Financial Analyst About Rigil Rigil is an award-winning, woman-owned, small business that specializes in technology consulting, strategy consulting and product development. We value teamwork and ...

Oklahoma AgCredit

Financial Analyst

Edmond, OK · On-site

Financial Analyst - Edmond, Oklahoma Hours: M - F (8am to 4:30pm) Important : This is a fully on-site position. You must be able commute to the Edmond office. Summary: The Financial Analyst plays a ...

Oklahoma AgCredit

Financial Analyst

Edmond, OK · On-site

Financial Analyst - Edmond, Oklahoma Hours: M - F (8am to 4:30pm) Important : This is a fully on-site position. You must be able commute to the Edmond office. Summary: The Financial Analyst plays a ...

Rigil Corporation

Financial Analyst

Bethany, OK · On-site

Financial Analyst About Rigil Rigil is an award-winning, woman-owned, small business that specializes in technology consulting, strategy consulting and product development. We value teamwork and ...

LHH US

Financial Analyst

Oklahoma City, OK · On-site

$55K - $65K/yr

Senior Financial Analyst | Confidential Opportunity We're partnering with a growing and highly successful organization seeking a Senior Financial Analyst to play a key role in budgeting, forecasting ...

Cni

Financial Analyst

Oklahoma City, OK

SUMMARY A Financial Analyst is a professional who analyzes financial data, prepares reports, and provides insights and recommendations to support decision-making within an organization. Plays a role ...

Hartwig Staffing

Financial Analyst

Oklahoma City, OK · On-site

$65K - $90K/yr

Hartwig Staffing has partnered with a local company that is looking to add a Financial Analyst to its team. Compensation for this role is $65,000-90,000. Skills you need / what you will do:

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Financial Associate information

See Edmond, OK salary details

$27.6K

$63.6K

$124.7K

How much do financial associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial associate in Edmond, OK is $63,580.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,200.00 and $69,600.00 per year, depending on experience, location, and employer.

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 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 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 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 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 are the most commonly searched types of Financial jobs in Edmond, OK? The most popular types of Financial jobs in Edmond, OK are:
What job categories do people searching Financial Associate jobs in Edmond, OK look for? The top searched job categories for Financial Associate jobs in Edmond, OK are:
What cities near Edmond, OK are hiring for Financial Associate jobs? Cities near Edmond, OK with the most Financial Associate job openings:
Financial Associate jobs near you

Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center...

Bank of America

Oklahoma City, OK

Full-time

Re-posted 14 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 526 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

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 believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.


This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Required skills:

  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
  • Communicates clearly and confidently with clients from all walks of life.
  • Works well with others and collaborates productively to get things done.
  • Can manage complexity, prioritize tasks and execute in a fast-paced environment.
  • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.


Desired skills:

  • Strong computer skills with an ability to multitask in a demanding environment.
  • A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.
  • Bilingual Spanish Preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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