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Financial Associate Jobs in Excelsior, MN (NOW HIRING)

WealthBridge Financial Group

Financial Consultant

Eagan, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...

WealthBridge Financial Group

Financial Consultant

Eagan, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...

WealthBridge Financial Group

Financial Consultant

Roseville, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Excelsior, MN

Financial Associate information

See Excelsior, MN salary details

$34.1K

$78.7K

$154.3K

How much do financial associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial associate in Excelsior, MN is $78,677.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,900.00 and $86,100.00 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 Excelsior, MN?

The most popular types of Financial jobs in Excelsior, MN are:

What cities near Excelsior, MN are hiring for Financial Associate jobs?

Cities near Excelsior, MN with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Excelsior, MN as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $78,677 per year, or $37.8 per hour.

Financial Systems Lead

Americo Financial Life and Annuity

Minneapolis, MN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Americo is hiring a full-time Financial Systems Lead to join our expanding team!

This position is full time and based in office at our Kansas City, MO location.

Overview

This role works with Finance, IT, and business stakeholders to optimize financial systems, improve automation, enhance reporting, and support core finance processes within established guidelines and service level expectations. This position reports to the Chief Accounting Officer.

Key Responsibilities

• Lead or support implementation of new Oracle Fusion functionality, modules, and process improvements.

• Partner with Finance, IT, and business stakeholders to troubleshoot issues, provide training, and support long-term system enhancements and continuous improvement.

• Streamline end-to-end finance processes and identify automation opportunities to reduce manual effort and errors across finance operations.

• Support the development and maintenance of system-based reports and dashboards for finance users.

• Ensure data integrity and consistency across subledger and general ledger systems.

Required Qualifications

• Bachelors Degree completed in Accounting, Finance, Information Systems, Business, or a related field.

• 5+ years of experience in financial systems, accounting, or finance operations.

• Hands-on experience with Oracle Fusion Financials and EPM or Oracle E-Business Suite (EBS).

• Experience with Oracle Cloud tools such as Smart View, Narrative Reporting, OTBI, or BI Publisher.

• Experience supporting ERP implementations, upgrades, or system enhancements.

• Strong analytical thinking, problem-solving, collaboration, attention to detail, and continuous improvement skills.

• Experience developing dashboards, reports, or analytics for finance users.

• Ability to partner cross-functionally with Finance, IT, and business stakeholders to drive process improvements and system adoption.

About Us

Americo: We’re in this for life

The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us.

What You’ll Love About Working at Americo:

Compensation

Our competitive pay and robust bonus program, offered to all associates, will make you feel valued

Learning and development

We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers.

Work-life balance

We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new parents with a maternity and parental leave program, along with paid STD and LTD.

Health and well-being

We are committed to your health and are pleased to offer flexible benefits designed to support you and your family, with high quality coverage and meaningful company contributions.

Benefits include PPO and HDHP medical plan options with HSA and FSA eligibility, along with dental and vision coverage. Additionally, we provide company paid life insurance, disability coverage, a confidential EAP, a wellness program, comprehensive health resources, corporate fitness discounts, and a 401(k) plan with employer matching.

Future planning

Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education.

Giving back

We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.

The fun stuff

Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors to allow associates to step away from work and enjoy each other’s company.

Bustling environment

Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.
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