ZipRecruiter

Log In

1

Financial Associate Jobs in Haslet, TX (NOW HIRING)

Pwc

Oracle Cloud Finance - Senior Associate

Dallas, TX · On-site

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

5 Legal

Corporate Finance Associate

Dallas, TX · On-site

A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified ...

Allworth Financial

Financial Services Intern

Dallas, TX · On-site

$20/hr

Partner closely with an Associate Advisor to develop foundational advisory and planning skills * Assist with the creation and implementation of financial plans for real clients * Support the Client ...

previous pagenext page

Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Haslet, TX

Financial Associate information

See Haslet, TX salary details

$28.8K

$66.4K

$130.2K

How much do financial associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial associate in Haslet, TX is $66,398.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,200.00 and $72,700.00 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 Haslet, TX?

The most popular types of Financial jobs in Haslet, TX are:

What job categories do people searching Financial Associate jobs in Haslet, TX look for?

The top searched job categories for Financial Associate jobs in Haslet, TX are:

What cities near Haslet, TX are hiring for Financial Associate jobs?

Cities near Haslet, TX with the most Financial Associate job openings:

Financial Associate jobs near you

Associate Financial Planner Intern - Summer 2027

Cain Watters & Associates, LLC

Frisco, TX • On-site

$30/hr

Full-time, Temporary, Internship

Posted 6 days ago

Job description

Summary/Objective
The Associate Financial Planner Interns will report to Financial Planners, as well as the Partners in charge of Associate Financial Planners. The Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the client's financial plan, which include management of both internal and external workflows.
Essential Functions
  1. Prepare and update all consult files for each client's annual meeting
  1. Assist the Financial Planner with planning opportunities for the client
  1. Assist the Financial Planner and client on implementation items from consult or as needed
  1. Promptly respond to client questions through email and phone calls
  1. Review of annual income tax returns and complete year-end tax projections

Responsibilities and Duties
  1. Financial analysis and tax planning for each business unit that the client owns
  1. Participation with the Financial Planner during annual client meetings
  1. Reconciliation of each client's current investment asset allocation
  1. Retirement plan analysis and optimization based on annual objectives of each client
  1. Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education and Experience
  • Individual working towards a bachelor's degree or higher in Accounting, Tax, Finance, or related field
  • GPA of 3.0 or higher preferred
  • Strong communication, interpersonal and organizational skills
  • Proficiency in Microsoft Office with an emphasis on MS Excel

Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type and Expected Hours of Work
This is a full-time internship position. The internship program is a structured 10-week experience that begins on Monday, June 7, 2027, and concludes on Friday, August 13, 2027. Interns are expected to be available for the full duration of the program. Days and hours of work are Monday through Friday, 8:00am to 5:00pm. Some flexibility in hours may be allowed based on management approval.
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023, 2026)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.

Apply