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Financial Associate Jobs in Jackson, MS (NOW HIRING)

Enter and process financial transactions in accounting software, banking portals, and spreadsheets. * Collaborate with internal departments to collect financial data. * Respond to branch operations ...

Enter and process financial transactions in accounting software, banking portals, and spreadsheets. * Collaborate with internal departments to collect financial data. * Respond to branch operations ...

Grant & Financial Oversight: Oversee federal grant lifecycles, budgets, and compliance. Agency ... Associate degree * Bachelor's degree * Master's degree * Specialist degree * Ph.D * G.E.D. * Juris ...

Retail Sales Associate

Flowood, MS ยท On-site

$12.50 - $14.50/hr

Retail Sales Associate Join our winning team, 1915 South, as a Retail Sales Associate. 1915 South ... Meet or exceed minimum performance standards and KPIs, including sales, finance, bedding ...

Retail Sales Associate

Flowood, MS ยท On-site

$12.50 - $14.50/hr

Retail Sales Associate Join our winning team, 1915 South, as a Retail Sales Associate. 1915 South ... finance, bedding, protection, and delivery. โ€ข Follow established selling processes and best ...

Retail Sales Associate

Flowood, MS ยท On-site

$12.50 - $14.50/hr

Retail Sales Associate Join our winning team, 1915 South, as a Retail Sales Associate. 1915 South ... finance, bedding, protection, and delivery. ยท Follow established selling processes and best ...

Tax Associate

Madison, MS ยท On-site

$47K - $63K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Flowood, MS ยท On-site

$48K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Byram, MS ยท On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Jackson, MS ยท On-site

$51K - $68K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Richland, MS ยท On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Ridgeland, MS ยท On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Jackson, MS ยท On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Jackson, MS ยท On-site

$46K - $61K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Pearl, MS ยท On-site

$48K - $65K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Jackson, MS ยท On-site

$48K - $64K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Clinton, MS ยท On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Showing results 41-60

Financial Associate information

See Jackson, MS salary details

$26.6K

$61.3K

$120.3K

How much do financial associate jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial associate in Jackson, MS is $61,323.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $67,100.00 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 Jackson, MS?

The most popular types of Financial jobs in Jackson, MS are:

What are popular job titles related to Financial Associate jobs in Jackson, MS?

For Financial Associate jobs in Jackson, MS, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Jackson, MS look for?

The top searched job categories for Financial Associate jobs in Jackson, MS are:

What cities near Jackson, MS are hiring for Financial Associate jobs?

Cities near Jackson, MS with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Jackson, MS as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $61,323 per year, or $29.5 per hour.

Client Service Operations Associate

Ridgeland, MS โ€ข On-site, Remote

$65K - $80K/yr

Full-time

Medical, Retirement

Re-posted 27 days ago


Job description

Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. This position will assist in providing excellent service to our clients and executing back-office operations. Find out more about the firm at berglandwealth.com.
This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably full-time. This position is open to candidates in Eastern and Central time zones.
Compensation & Benefits:
  • Salary range of $65K-80K, commensurate with relevant experience
  • Profit sharing program
  • Great Work/Life Balance with a Monday-Friday Schedule
  • BCBS Group Major Medical
  • 401(k) with employer match
  • This position will have a variety of tasks - no two days will be exactly the same
  • Professional and Kind Atmosphere
  • While we want this position to grow with responsibilities, there is no expectation that this role will become an advisor
  • Permanently remote position

Responsibilities include:
  • Respond to client requests with timeliness and accuracy in mind
  • Assist Advisor with client meeting prep and follow-up tasks
  • Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
  • Monitor Custodian alerts and money movements
  • Calendar Management for Financial Advisor including client appointments
  • Review info and documents received from clients, save docs, and enter info into our client FP assumptions template
  • We are a small firm that is always striving to improve our processes and we want your input to help this position better and better over time!

Requirements:
  • 5 years of financial services experience and prior remote working experience
  • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.)
  • Ability to work well with one advisor in a tight knit team

Skills:
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to think critically and take initiative
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software quickly
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.