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Financial Associate Jobs in Hamilton, OH (NOW HIRING)

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Hamilton, OH

Financial Associate information

See Hamilton, OH salary details

$28.4K

$65.5K

$128.5K

How much do financial associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial associate in Hamilton, OH is $65,547.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,600.00 and $71,700.00 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 Hamilton, OH?

The most popular types of Financial jobs in Hamilton, OH are:

What job categories do people searching Financial Associate jobs in Hamilton, OH look for?

The top searched job categories for Financial Associate jobs in Hamilton, OH are:

What cities near Hamilton, OH are hiring for Financial Associate jobs?

Cities near Hamilton, OH with the most Financial Associate job openings:

Financial Associate jobs near you

Senior Financial Accountant

Western & Southern Financial Group

Cincinnati, OH • On-site

Full-time

Re-posted 12 days ago

Western & Southern Financial Group rating

9.0

Company rating: 9.0 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

38th of 315 rated insurance

Job description

Overview
Performs complex Enterprise financial accounting and/or budgeting and cost accounting, reporting and analysis with a focus on accuracy, compliance, and continuous improvement. Prepares journal entries on a day-to-day basis to properly record financial transactions. Prepares regulatory, external and internal financial reporting in compliance with U.S GAAP, statutory and regulatory requirements. Prepares financial analysis, presenting results to departmental and shared service leadership. Contributes to enterprise-wide financial initiatives including implementation of new accounting standards, assessment of emerging accounting issues, and improvement of reporting processes. Serves as a subject matter resource on accounting topics, collaborating with operations, FP&A, and business stakeholders to interpret accounting guidance and assess the impact of complex or unique transactions. Works with minimal supervision and is responsible for making an established range of decisions, escalating to management when necessary.
Responsibilities
What you will do:
  • Prepares complex general ledger accounting entries for life insurance subsidiaries and non-life entities, on both a statutory and GAAP basis.
  • Executes comprehensive variance analysis of financial results for business unit and shared service leadership.
  • Partners with organizational peers to present results to department leadership and BU analysts to support business unit decision-making, budget analysis and strategic initiatives.
  • Prepares regulatory, external and internal reporting for distribution to management, Board of Directors, regulators and rating agencies.
  • Leads targeted departmental initiatives and is a resource on large-scale enterprise initiatives. Leads coordination with external stakeholders on department projects (i.e., auditors).
  • Performs complex account reconciliations in order to ensure the integrity of financial data.
  • Identifies accounting issues impacting the insurance and non-life companies, researches and escalates issues.
  • Maintains technical accounting expertise of other statutory and GAAP accounting principles. Formalizes results in technical accounting memos.
  • Owns the implementation and maintenance of effective processes and procedures for completing and improving work.
  • Leverages operational excellence to identify, evaluate and implement changes to improve efficiency and reduce risk.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications
  • Bachelor's Degree preferably with a concentration in accounting and/or a finance-oriented field. - Required
  • Typically having two to five years of related experience. - Preferred
  • Demonstrated experience successfully acting as the lead on projects as well as a resource to other accountants. - Preferred
  • Demonstrated successful experience in problem-solving situations. - Required
  • Must provide examples from work experience of going above and beyond the call of duty to assist team members. - Required
  • Demonstrated working knowledge, understanding and experience interpreting, utilizing and applying statutory and GAAP accounting rules and regulations. Cite examples that demonstrate proficiency in this area. - Preferred
  • Demonstrated ability to analyze and interpret financial statements and apply a broad business perspective in summarizing results. - Preferred
  • Proven excellent verbal and written communication skills and experience communicating to and influencing opinion in large and small groups. - Required
  • Cite examples of self-motivation and proactive personal development. - Required
  • Demonstrated ability to adapt communication styles and successfully articulate technical information to associates as well as various levels of management. - Preferred
  • Proven agility handling multiple priorities within a fast-paced financial environment. - Required
  • Demonstrated ability to handle confidential information with integrity and maturity. - Required
  • Demonstrated commitment to quality, emphasizes the need to deliver quality products and/or services; defines standards for quality and evaluates products, processes and/or services against those standards; builds quality into each step of the process. - Required
  • Proficient in general ledger accounting and spreadsheet applications. - Preferred
  • Working knowledge of word processing and presentation applications. - Required
  • Certified Public Accountant (CPA) Or MBA - Preferred

Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.

Travel Requirements:
  • None

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