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Financial Associate Jobs in Jasper, AL (NOW HIRING)

Honeycomb Financial Services

Be Seen First

Independent Sales Associate

Birmingham, AL · Remote

$60K - $85K/yr

Honeycomb Financial Services is expanding, and we're looking for driven, self-motivated individuals who want more than just a job -- they want a path to real financial freedom. This is your ...

StoneX Group

Client Onboarding Associate

Birmingham, AL · On-site

Client Onboarding Associate Connecting clients to markets - and talent to opportunity. With 5,400 ... Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field ...

Doeren Mayhew

Senior Audit Associate

Birmingham, AL

$75K - $93K/yr

Senior Audit Associate Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy ... Preparation and review of financial statements, workpapers, audit programs, etc. * Reviewing and ...

Doeren Mayhew

Senior Audit Associate

Birmingham, AL · On-site

$75K - $93K/yr

Senior Audit Associate Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy ... Preparation and review of financial statements, workpapers, audit programs, etc. * Reviewing and ...

Serra Kia Trussville

Sales Associate

Birmingham, AL · On-site

$50K - $150K/yr

As a Sales Associate, you will be responsible for promoting and selling our Kia brand vehicles to ... financing options, to achieve targets and maximize profit - Maintain in-depth knowledge of all Kia ...

StoneX Group

Client Onboarding Associate

Birmingham, AL · On-site

The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and ... Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field ...

H&R Block

Tax Associate

Sumiton, AL · On-site

$54K - $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 ...

H&R Block

Tax Associate

Haleyville, AL · 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 ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Jasper, AL

Financial Associate information

See Jasper, AL salary details

$26.9K

$62.2K

$121.9K

How much do financial associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial associate in Jasper, AL is $62,157.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $68,000.00 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 job categories do people searching Financial Associate jobs in Jasper, AL look for?

The top searched job categories for Financial Associate jobs in Jasper, AL are:

What cities near Jasper, AL are hiring for Financial Associate jobs?

Cities near Jasper, AL with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Jasper, AL as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $62,157 per year, or $29.9 per hour.

CAC Financial Analyst, Employee Benefits

CAC Specialty

Birmingham, AL • On-site

Full-time

Re-posted 3 days ago

Job description

Entry-level position where the candidate will gain the foundational skills needed in employee benefits and insurance to advance client strategies and fulfill objectives of the Financial Team & Employee Benefits Department.

PRIMARY RESPONSIBILITIES:

  • Contributes to a wide variety of projects involving design, financing, delivery, ongoing management and communication of health and group benefit programs for Employee Benefits clients.
  • Coordinates reporting workflow, project management, & project communication.
  • Completes basic monthly financial reporting, mostly independently and more complex deliverables and projects with oversight.

Education & Experience:

  • Bachelor's degree required; Study in business, risk management, math, or relevant work experience preferred
  • Competence in Microsoft Office Suite, with demonstrated proficiency in Microsoft Excel (Pivot Tables, xlookup, etc.) required. Experience with macros preferred but not required.
  • Power BI (or similar) data visualization experience preferred.
  • Effective communication skills in both verbal and written form.
  • Strong ability to manage multiple projects with competing priorities.
  • Problem solving and critical thinking skills required.
  • Ability to efficiently handle multiple, simultaneous, and complex tasks and projects.
  • Ability to work in a fast-paced environment.
  • Well organized and detail oriented.
  • Team player who takes initiative, demonstrates resourcefulness and is self-motivated to continuous learning and development.
  • Strong financial and client service orientation.
  • Highly organized with the ability to implement process improvements.
  • High level of professionalism and confidentiality.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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