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Financial Associate Jobs in Exton, PA (NOW HIRING)

Citadel

Financial Advisor

Pottstown, PA · On-site

Oversee the Financial Associate to ensure thorough research and resolution of operational issues, up to and including the appropriate resolution of any issues to customer, company and regulatory ...

Citadel

Financial Advisor

Pottstown, PA

Oversee the Financial Associate to ensure thorough research and resolution of operational issues, up to and including the appropriate resolution of any issues to customer, company and regulatory ...

Sharing Excess

Finance Associate

Philadelphia, PA · On-site

$26 - $30/hr

  • Retirement

  • PTO

Finance Associate Sharing Excess | Full-Time, Hybrid (1 day in office/week) - Philadelphia, PA ... This role manages the day-to-day financial recordkeeping required to support the organization ...

Sharing Excess

Finance Associate

Philadelphia, PA · On-site

$26 - $30/hr

  • Retirement

  • PTO

Finance Associate Sharing Excess | Full-Time, Hybrid (1 day in office/week) - Philadelphia, PA ... This role manages the day-to-day financial recordkeeping required to support the organization ...

5 Legal

Finance Associate

Philadelphia, PA

Am Law top 100 firm which is popular for its high-profile financial services is seeking associates to join their Asset Finance & Securitization team. The ideal candidate must have prior work ...

5 Legal

Leveraged Finance Associate

Wilmington, DE

A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent ...

Hamilton Lane

Associate, FP&A

Conshohocken, PA · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The FP&A Associate will provide insight and intelligence on current financials and profitability, short- and long-term planning, and strategic projects. Your responsibilities will be to: * Update ...

Hamiltonlane

Associate, FP&A

Conshohocken, PA

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The FP&A Associate will provide insight and intelligence on current financials and profitability, short- and long-term planning, and strategic projects. Your responsibilities will be to: * Update ...

Penske

Associate Financial Analyst

Reading, PA

... associates help businesses move forward by increasing visibility and driving down supply-chain costs. Visit Penske Logistics to learn more. Qualifications: Bachelor's degree in Accounting or Finance ...

5 Legal

Project Finance Associate

Philadelphia, PA

Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices. Qualified candidates must have 3-7 years of ...

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Showing results 1-20

All JobsFinancial Associate JobsFinancial Associate Jobs in Exton, PA

Financial Associate information

See Exton, PA salary details

$29.4K

$67.9K

$133.2K

How much do financial associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for financial associate in Exton, PA is $67,918.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $74,300.00 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 Exton, PA?

The most popular types of Financial jobs in Exton, PA are:

What job categories do people searching Financial Associate jobs in Exton, PA look for?

The top searched job categories for Financial Associate jobs in Exton, PA are:

What cities near Exton, PA are hiring for Financial Associate jobs?

Cities near Exton, PA with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Exton, PA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,918 per year, or $32.7 per hour.

Financial Advisor

Citadel

Pottstown, PA • On-site

Full-time

Posted 13 days ago

Job description

Job Overview
This position is responsible for assisting the Wealth Advisor in the development and support of the assigned Advisors prospective and existing customers. Professional customer service skills required. This position requires the ability to: lead branch initiatives, organize workflow, follow through on assigned tasks, to directly handle client questions, solve problems, work independently, and to take initiative when necessary. All in a timely manner with the ability to multi-task in a fast-paced environment with diverse circumstances. Self-motivation, leadership, and the ability to thrive in team atmosphere are very important in this position.
Responsibilities:
Direct Client Support
  • Develops and cultivates effective relationships with newly referred prospects and existing members.
  • Puts the needs of our members/clients first.
  • Fields and responds to direct inquiries, either in person, electronically or via phone.
  • Conducts appropriate discovery interviews with new referrals to understand each client's financial circumstances, investment objectives and financial goals. Under the direction of the Wealth Advisor, determine most suitable client segmentation and appropriate recommendations based upon the client's individual situation, goals, needs and objectives.
  • Focus on nurturing, growing and managing assigned client segment relationships by offering advice, making portfolio and other recommendations, including gauging client suitability and tolerance for risk.
  • Oversee the Financial Associate to ensure thorough research and resolution of operational issues, up to and including the appropriate resolution of any issues to customer, company and regulatory standards.
  • Monitor the accuracy of the Financial Associates' processing of client account transactions and requests.
  • Always acts in a compliant and ethical manner in business and client interactions. Makes appropriate recommendations in accordance with broker dealer compliance policies and procedures.
  • Has and maintains a thorough understanding of the current market and of the Firm's products and those of its strategic partners.
  • Focuses on proactively uncovering, increasing and maintaining client assets and consolidating client accounts where appropriate.
  • Daily meetings with the Wealth Advisor for support and guidance.

Direct Team Support
  • Generates leads through fostering a partnership with assigned branches, generating referrals, attending local seminars and trade shows, creating workplace partnerships, developing branch huddles, and making outbound calls to existing credit union/bank customers.
  • Handles daily sales and branch needs while adhering to compliance and regulatory policies
  • Fosters strong partner relationships with assigned Branch Managers and Assistant Branch Managers
  • Schedules branch meetings in coordination with assigned team members and branch managers
  • Works with assigned Vice President on joint cases that exceed assigned limits
  • Organizes client information prior to appointments and/or prepares proposals
  • Prepares and maintains required documents for new and existing member accounts
  • Implements and maintains CRM system to office standards to enhance the efficiencies of the department operations
  • Develops branch activities with other Associate Advisors, Vice Presidents, and Sales Assistants
  • Provides additional support for our non-assigned advisors in other offices when needed as requested
  • Assists in delivering marketing and referral initiatives for the branches
  • Develops, coordinates, and delivers client or prospect events and advisor seminars and branch education efforts
  • Administers all sales operations with a focus on prioritizing ever changing activities and responsibilities
  • Recommends departmental or office procedural changes with a focus to prioritize for optimal customer experience taking into consideration peak efficiency and effectiveness
  • Contacts financial partners for support of branch activities/rewards per regulatory guidelines
  • Present a professional image in all interactions both personally and professionally.
  • All other duties as assigned

Compliance and Regulation Requirements
  • Responsible for all compliance procedures and information in a highly regulated environment per broker dealer policies. Comply with industry regulations and proactively stay current on changing regulations
  • Participate and coordinate in all aspects of branch office internal and external audits
  • Maintain all licensing continuing education
  • Maintain all logs and files per broker dealer policies.
  • Immediately report all customer complaints to Financial Institutions management and broker dealer compliance

Qualifications:
Education and Training
  • High School diploma required. College degree preferred.
  • Minimum of 3 years of direct wealth management experience or 7 years experience with a Bank or Credit Union.
  • Current Series 7, Series 63 and Health, Life, and Variable State Insurance licensing required, Series 65 licenses must be obtained within 90 days of hire date. Other potential licenses may be required to support the Wealth Advisor's business model.
  • Clear CRD report with no reported incidents of concern. Any incidents of record must be disclosed upon application for employment. Failure to disclose can mean removal from consideration or termination of employment.
  • Report any current or new outside business activities to the broker dealer
  • Must have a solid knowledge, understanding, and interest and experience in the investment industry, including financial markets, personal investing, wealth management, equity, debt and insurance products, trusts, Power-of-Attorney and Estate processing, financial planning, etc.
  • Ability to rapidly acquire knowledge of products, procedures, rules and regulations of various types of securities including mutual funds, annuities, equities, Advisory/managed accounts, REITS, ETFs, UITs and Qualified plans
  • Successfully complete annual Firm Element and Continuing Education and other broker dealer or Bank/Credit Union training as required
  • Proven experience with various technology and software platforms, including Redtail, Excel, Word, EMoney, Money Guide Pro
  • Participate in broker dealer and financial partner conference calls, webinars and RegEd training opportunities to satisfy regulatory requirements
  • Monitor trends in social media for the potential to expand business opportunities
  • Attend training seminars to enhance professional expertise and personal development requirements

Mathematical Skills
  • Must be able to accurately calculate and comprehend moderate to advanced mathematical financial figures and calculations such as discounts, interest, commissions, bps and percentages and other financial formulas.

Other Skills and Abilities
  • Demonstrably strong customer service and problem resolution skills in person and electronically. Consistent ability to utilize sound decision making skills consistent with Bank/Credit Union, Cetera and regulator policies in the absence of direct supervision.
  • Superior human relationship skills
  • Ability to build relationships, provide superior customer service, recover from rejection, learn a complex business, and have the self-discipline to focus on activities that will drive results
  • Ability to work effectively under deadlines and pressure.
  • Ability to adapt easily to change within a fast-growing department.
  • Self-motivated ability to work consistently, enthusiastically, and productively under minimal supervision.
  • Must be highly organized.
  • Must have excellent computer skills and the ability to adapt to new resources.
  • Ability to multi-task competing responsibilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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