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Financial Associate Jobs in Jasper, AL (NOW HIRING)

Protective

Associate II, Risk Analyst

Birmingham, AL · On-site

$70K - $100K/yr

Expand understanding of the company's financials under different accounting and capital regimes, product mixes, and investment strategies. * Develop and enhance processes to support risk reporting on ...

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

$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 ...

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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 Aug 11, 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 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 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

CAC Financial Analyst, Employee Benefits

CAC Specialty

Birmingham, AL

Full-time

Posted 11 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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