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Financial Associate Jobs in Haslet, TX (NOW HIRING)

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 ...

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AMG Financial Services

Be Seen First

Financial Services Representative

Dallas, TX · On-site

$45K - $100K/yr

Unlimited earning potential Many of our associates begin part-time while maintaining another career and transition to full-time as their business grows. Company Description Founded in 2019 AMG ...

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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

Strategic Finance, Sr Associate

Simplifi Holdings LLC

Fort Worth, TX • On-site

$90 - $120/hr

Other

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Simpli.fi provides marketing technologies, solutions, and workflow automation for advertisers and agencies of all sizes. We specialize in helping organizations that operate across many locations, jurisdictions, or local markets, where location matters and incrementality counts, by uniting data, automation, and intelligence to drive measurable growth.

Our platform powers highly targeted, high-volume campaigns across omnichannel environments including CTV, native, mobile, display, and social. We deliver transparent performance with local precision at national scale. Simpli.fi enables marketers, from multi-location brands and independent agencies who serve them, to political, advocacy, and public-affairs organizations, to activate locally relevant messaging, measure real-world impact, and generate clear, actionable insights.

Simpli.fi is backed by leading private equity firms Blackstone and GTCR. To learn more, visit Simpli.fi.

WHAT WE’RE LOOKING FOR:

Simpli.fi is seeking a highly analytical and commercially minded Strategic Finance professional to join our FP&A team. Reporting to the VP of FP&A, this role focuses on capital allocation, investment analysis, long-range planning, and corporate development initiatives that support growth and enterprise value creation.

You will partner with Senior and Executive Leadership to evaluate strategic opportunities, assess growth & efficiency opportunities, and provide the financial insights that drive long-term business performance. This role plays a critical part in financial modeling, investment evaluation, and strategic decision making across the business.

This position offers direct exposure to executive leadership, board‑level decision‑making, and corporate development initiatives. You'll gain broad visibility across the business while helping shape decisions that impact growth, profitability, and value creation.

WHAT YOU’LL BE DOING:
  • Build and maintain advanced financial models, including 3‑statement models, DCF valuations, scenario analysis, and investment return frameworks
  • Support capital allocation decisions, long term planning, and strategic initiatives through financial modeling and investment analysis
  • Evaluate new business opportunities, market expansion initiatives, strategic investments, partnerships, and M&A opportunities through financial modeling, ROI analysis, and due diligence
  • Conduct financial, competitive, and market analysis to identify opportunities, risks, and key business drivers
  • Develop business cases and scenario analyses to support executive decision making and strategic priorities
  • Prepare executive leadership and Board‑level materials that communicate strategic recommendations, investment opportunities, and key insights
  • Partner with business leaders across the organization to evaluate major initiatives, investments, and resource allocation decisions
  • Analyze financial, operational, and customer data to identify trends, risks and opportunities
  • Leverage advanced analytics, automation, and AI tools to enhance decision support and financial insight generation
  • Translate complex financial analysis into clear, actionable recommendations for executive stakeholders
YOU’LL HAVE THE FOLLOWING TO SUCCEED IN THIS ROLE:
  • 3–5 years of experience in Investment Banking, Management Consulting, Corporate Development, Strategic Finance, Transaction Advisory or a related analytical role
  • Exceptional financial modeling skills, including integrated operating models and valuation frameworks
  • Strong understanding of accounting, financial statements, cash flow mechanics, and valuation methodologies
  • Experience with ERP systems, CRM platforms, and Business Intelligence tools preferred
  • SQL, data querying, and AI tool familiarity strongly preferred
  • Strong ability to connect financial analysis with operational and strategic business drivers
  • Excellent communication and presentation skills with experience supporting executive‑level decision‑making
  • High intellectual curiosity, strong attention to detail, and the ability to thrive in a fast‑paced, evolving environment
WORKING WITH US HAS ITS REWARDS:

Awesome company environment and benefits with a great management team. Competitive pay based on experience, 17 PTO days, 401K match, long‑term incentive plan and employer sponsored healthcare options. Hybrid work schedule. Company is focused on developing and mentoring employees!

Candidates must be authorized to work in the United States. We are unable to provide visa sponsorship at this time.

Equal Opportunity Employer

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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