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Financial Associate Jobs in Houston, TX (NOW HIRING)

Stifel

Financial Advisor Associate

Houston, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will ...

Giga Energy

Project Finance Associate

Houston, TX · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Project Finance Associate , you will support capital formation across Giga's growing portfolio ... Own financial modeling - build and maintain project finance models from scratch, sculpt debt ...

Giga Energy

Project Finance Associate

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Project Finance Associate , you will support capital formation across Giga's growing portfolio ... Own financial modeling - build and maintain project finance models from scratch, sculpt debt ...

Grid United

Finance Senior Associate

Houston, TX · On-site

  • Medical

  • Retirement

We are seeking a Finance Senior Associate with experience in project finance modeling, financial ... Create and maintain project financial models, including calculating project valuations and returns ...

Grid United

Finance Senior Associate

Houston, TX

  • Medical

  • Retirement

We are seeking a Finance Senior Associate with experience in project finance modeling, financial ... Create and maintain project financial models, including calculating project valuations and returns ...

Grid United

Finance Senior Associate

Houston, TX · On-site

  • Medical

  • Retirement

We are seeking a Finance Senior Associate with experience in project finance modeling, financial ... Create and maintain project financial models, including calculating project valuations and returns ...

Pwc

Oracle Cloud Finance - Senior Associate

Houston, TX

$77K - $202K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

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Financial Associate information

See Houston, TX salary details

$29.1K

$67.2K

$131.8K

How much do financial associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial associate in Houston, TX is $67,202.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,700.00 and $73,500.00 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 Houston, TX?

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

What are popular job titles related to Financial Associate jobs in Houston, TX?

For Financial Associate jobs in Houston, TX, the most frequently searched job titles are:

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Houston, TX 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 $68,180 per year, or $32.8 per hour.

Financial Advisor Associate

Stifel

Houston, TX

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current on industry trends.

What We're Looking For
  • Engage with clients and prospects to identify their financial profile and provide clients with investment services that will align with their objectives and tolerance, and will help them achieve their financial goals.
  • Maintain a thorough and current understanding of client needs and goals to make suitable recommendations and implement investment strategies in the client's best interest.
  • Perform portfolio evaluations and monitor portfolio performance against client objectives.
  • Collaborate with the Financial Advisor in prospecting new clients to grow the business through networking, referrals, and participation in industry related seminars and events; domestic travel may be required.
  • Stay current with market trends as well as all industry rules and regulations, policies and procedures, and Firm training and continuing education.
  • Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
  • Solicit orders to clients at the direction of the Financial Advisor.
  • Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy.
  • Use independent judgement and discretion to determine the unique needs of each client.
What You'll Bring
  • Proven success in establishing rapport with clients; building and maintaining a mutually beneficial, long-term relationships.
  • In-depth understanding of the Financial Services industry, domestic and international markets, and applicable regulatory environment.
  • Thorough understanding of investment portfolios, products, and services and how to utilize them with individual clients.
  • Integrity to perform job functions ethically within the boundaries of the regulatory environment.
Education & Experience
  • Minimum Required: Bachelor's Degree or a combination of education and experience.
  • Minimum Required: 5+ years' Financial Services/Brokerage experience
Licenses & Credentials
  • Minimum Preferred: Series 7 and Series 63 or 66 or must obtain with 3 months from start date.
  • Note: If required by state for advisory business Series 63 and 65 or Series 66.
Systems & Technology
  • Proficient in Microsoft 365.
About Stifel

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Employment Type: FULL_TIME

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