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Financial Associate Jobs in Goshen, IN (NOW HIRING)

Aampower

Financial Analyst

Three Rivers, MI · Hybrid

Job Posting Title Financial Analyst Summary Dauch is looking for a Financial Analyst to join our ... Dauch will not discriminate against any Associate or applicant for employment because of age, race ...

Alteryx

Senior Financial Analyst, GTM

Three Rivers, MI · On-site +1

$103K - $134K/yr

In this role, you will act as a primary Finance Business Partner for the global field sales ... Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San ...

Beacon Health System

Patient Financial Counselor

Granger, IN · On-site

$16.75 - $22/hr

The Patient Financial Counselor is responsible for assisting patients in the process of completing ... ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements:

Beacon Health System

Patient Financial Counselor

Granger, IN · On-site

$16.75 - $22/hr

The Patient Financial Counselor is responsible for assisting patients in the process of completing ... ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements:

M&K Financial

Sales Associate - Work from Home

South Bend, IN · On-site +1

$11.75 - $16/hr

M&K Financial is a leader in the Financial Services industry. Our company is experiencing record ... Sales Associates to serve the needs of our clientele. With M&K Financial, you have work and ...

CFS

Financial Anlayst

Mishawaka, IN · On-site

Financial Analyst | $65,000 - $85,000 | Mishawaka, IN An expanding organization is seeking a Financial Analyst to support budgeting, forecasting, financial reporting, and business decision-making ...

Everwise Credit Union

Financial Analyst

South Bend, IN · On-site

The Financial Analyst is an entry level role that supports Everwise by analyzing and reporting on the performance of consumer, mortgage, and commercial loan portfolios. This position helps monitor ...

Norsk Hydro

Financial Analyst

Elkhart, IN · On-site

The Finance Analyst is Responsible for the General Ledger and Month-end close and for Financial Statement preparation and reporting. This position reports directly to the Controller. Supports the ...

Norsk Hydro

Financial Analyst

Elkhart, IN · On-site

The Finance Analyst is Responsible for the General Ledger and Month-end close and for Financial Statement preparation and reporting. This position reports directly to the Controller. Supports the ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Goshen, IN

Financial Associate information

See Goshen, IN salary details

$27.2K

$62.8K

$123.1K

How much do financial associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial associate in Goshen, IN is $62,784.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,600.00 and $68,700.00 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 Goshen, IN?

The most popular types of Financial jobs in Goshen, IN are:

What job categories do people searching Financial Associate jobs in Goshen, IN look for?

The top searched job categories for Financial Associate jobs in Goshen, IN are:

What cities near Goshen, IN are hiring for Financial Associate jobs?

Cities near Goshen, IN with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Goshen, IN as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $62,784 per year, or $30.2 per hour.

Financial Analyst

SYM Financial Corporation

Winona Lake, IN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

Description:

SYM Financial Advisors is searching for a responsible, energetic and detail-oriented candidate to serve our clients as part of a team.

Who is SYM?

Since 1968, SYM Financial Advisors, a private, employee-owned, independent financial advisory firm, has remained dedicated to a client-centric philosophy of devoting the extra time, resources and energy to uniquely know each client and their goals. Rooted in traditional values, SYM Financial Advisors serves as a trusted expert, using our team’s deep knowledge and vast experiences to be an advocate for our clients and help them achieve their vision of financial success.


What does this job entail?

This is a position for candidates possessing a blend of financial and economics research abilities, as well as effective written and oral communication skills. SYM seeks an individual with strong analytical, quantitative, and organizational skills with a desire to work in an ethical, pragmatic, scientifically grounded wealth management firm which values uncommon client relationships. Multi-asset portfolio construction, monitoring, and communication duties will be the role’s primary emphasis.


Duties and Responsibilities

  • Adhere to SYM’s code of ethics as a fiduciary, as well as the applicable CFA Institute Research Objectivity Standards. Integrity and confidentiality are of paramount importance to the analyst’s career.
  • Contribute to excellent outcomes within SYM’s investment assets under management, currently valued at over $5.8 billion, under the direction and supervision of the Chief Investment Officer.
  • Assist with due diligence efforts in the investment selection process. Collaborate with the team to determine optimal weighting schemes once investments are selected. Contribute to sell disciplines and rebalancing decision making.
  • Elevate SYM’s investment communications.
  • This includes internally to the SYM team and externally to clients, prospects, and the public. The analyst should be comfortable preparing materials for others to present as well as personally delivering messages. These messages may range from timeless investment education; to translating economic headlines into their impact on various asset classes; to explaining SYM’s investment strategy to new hires and in marketing opportunities.
  • Written examples include quarterly presentations, model pitchbooks, educational white papers, and written RFP responses. Verbal examples include short videos for SYM’s social media presence, oral presentations to the SYM team, and verbal presentations to clients, prospects, and SYM community event attendees. Create easy-to-understand attributions for SYM’s flagship models.
  • Conduct occasional competitive intelligence assessments to gauge SYM’s place within the investment management landscape while identifying new opportunities.
  • Perform independent investment research regularly to explore different investment philosophies and strategies. If interesting or significant insights are gained, present your findings to the Investment Department.


Requirements:

Requirements:

  • A master’s degree from an accredited college or university. Suitable majors include finance, economics, business, statistics, mathematics, data science, and business analytics. Other degrees may be considered if accompanied by relevant investment industry experience and/or analytical capability.
  • Progress towards obtaining or desire to obtain the CFA designation
  • Must possess clear and impactful writing skills, public speaking skills, critical thinking skills, and deep analytical curiosity. Experience responding to requests for proposal (“RFP”) is a plus.
  • Must possess a basic understanding of the key principles and theories underpinning capital markets.
  • Ability to present quantitative data to a non-financial audience, to include proficiency in Microsoft Excel, Word, and PowerPoint. Familiarity with programming languages (Python/R/VBA) is a plus. Familiarity with Canva, Tableau, or other graphics packages is a plus. Interest in leveraging emerging tools (including AI-assisted approaches) to improve research efficiency.
  • Familiarity with financial data portals is a plus, including Morningstar, Bloomberg Terminal, Capital IQ, or Thomson One as well as public data sources. Familiarity with scholarly journal archives such as JSTOR and SSRN also a plus.
  • Financial services, consulting internship, or previous real-world investment management experience a plus, regardless of dollar amount. Experience with a prominent RIA, OCIO firm, Investment Consultancy, or other investment manager serving institutional clients and households is a plus.
  • Ability to manage multiple projects and deadlines in a fast-paced environment.
  • Desire and ability to achieve excellence on a small collegial team.
  • Professional curiosity and desire to learn and develop at an industry-leading firm.

What's in it for you?

Pay / benefits are competitive based on industry standards.

  • Competitive pay based on experience plus incentive compensation
  • Health Care, Vision, Dental / Orthodontic, Life and LTD Insurance
  • 401(k); 6% Match
  • Tuition / Certification Assistance Program
  • Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off
  • Option for Pet Insurance / Fitness Match / Apparel Allowance
  • A defined career framework to help you successfully manage your career goals