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Financial Associate Jobs in Exton, PA (NOW HIRING)

Penske

Associate Financial Analyst

Reading, PA · On-site

We are looking for candidates that want grow their career in the field of Finance. Penske offers ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

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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 14, 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.

Finance & Restructuring Associate

SLR Search

Wilmington, DE • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

Advance Your Legal Career with a supportive firm.
Finance & Restructuring Associate Benefits:
- Bonus
- Hybrid remote flexibility
- Flexible work schedule
- 401K Retirement Plan
- Bar Association Fees
- CLE tuition and travel cost
- Well-being programs and activities
- Domestic Partner Benefits
- Employee Assistance Program
- Flexible Spending Account/Pre-Tax Option
- Life, AD&D, Short-term Disability Insurance
- Long-term Disability Insurance
- Medical, Dental, Vision Insurance
- Health Savings Account
- Parking/Transportation
- Sabbatical Program
- Sick Leave
- Technology (Laptop, PDA, etc.)
- Vacation
- Family/Dependent Care Leave
- Pre-tax Reimbursement Accounts for Dependent Care, Health Care, and Transportation
- Back-Up Childcare and Eldercare
- Parking reimbursement account
Finance & Restructuring Associate Qualifications:
- 1-5 years of experience in corporate finance transactions with a large firm.
- Experience with commercial litigation and bankruptcy
- Excellent academic credentials and bar admission in jurisdiction of practice