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Financial Associate Jobs in Excelsior, MN (NOW HIRING)

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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 Sep 8, 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 Analyst - Financial Restructuring, Minneapolis

Minneapolis, MN • On-site

Houlihan Lokey Financial Advisors, Inc
See more jobs at Houlihan Lokey Financial Advisors, Incexternal

$135K - $145K/yr

Full-time

Re-posted yesterday

Job description

Business Unit:

Financial Restructuring Group

Industry:

General

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Financial Restructuring

Houlihan Lokey has the largest worldwide financial restructuring practice of any investment banking firm, with offices and experienced professionals located across the globe. Since its inception in 1988, the restructuring group has advised on more than 1,900 restructuring transactions with aggregate debt claims in excess of $4 trillion. With nearly 300 dedicated restructuring professionals worldwide, our group has a significant global presence. We serve clients domestically and around the world, providing extensive resources to staff each case. Our broad base of clients and extensive experience allow us to understand the dynamics of each restructuring situation and the needs, attitudes, and positions of all parties in interest.

Scope

Financial Restructuring hires Financial Analysts to work specifically with the group, assisting with a variety of transactions, including creditor- and debtor-side restructurings and distressed mergers & acquisitions. The group offers a unique opportunity for Financial Analysts to work on projects that provide exposure to various financial advisory and investment banking products and industries.

Responsibilities

  • Advising clients in out-of-court and Chapter 11 restructurings
  • Debt and equity financings
  • Distressed M&A advisory services
  • Special-situation principal investing
  • Participating in complex negotiation on behalf of our clients

Financial Analysts are typically members of deal teams comprising at least one Managing Director, Vice President, Associate, and Financial Analyst.

Basic Qualifications

  • A B.A./B.S./B.B.A. in Finance, Accounting, Business, or Applied Economics is required, as is course work in accounting and finance.

Preferred Qualifications

  • Strong financial and computer skills, as well as a fundamental understanding of valuation theory, methodologies, and applications, are recommended.
  • Candidates must possess a demonstrated ability to work cooperatively with all levels of staff, strong analytical abilities, and excellent verbal and written communication skills.
  • Demonstrated knowledge of accounting and finance
  • An undergraduate degree, including an exemplary academic record, from an accredited institution
  • 1-3 years of relevant work experience in similar roles within investment banking
  • Strong analytical/technical and qualitative abilities
  • Excellent verbal and written communication skills
  • Strong public speaking and presentation skills
  • Ability to work in a fast-paced environment managing multiple project deliverables simultaneously
  • Operational financial modeling and valuation experience
  • A demonstrated ability to work cooperatively with all levels of staff
  • Very strong work ethic and careful attention to detail

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$135,000-$145,000

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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