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Financial Associate Jobs in Leander, TX (NOW HIRING)

Financial Advisor

Round Rock, TX ยท On-site

$43K - $150K/yr

This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will ... Associates in this role have total compensation earning potential of $43,888 - $150,000+. Position ...

Vestwell is the financial technology company powering the new savings economy. Our platform ... As an Employer Services Senior Associate at Vestwell, you are a dynamic individual who will work ...

Vestwell is the financial technology company powering the new savings economy. Our platform ... Senior Associate. Successful candidates will be responsible for working directly with our Plan ...

New

Americo is hiring a full-time Financial Systems Lead to join our expanding team! This position is ... Compensation Our competitive pay and robust bonus program, offered to all associates, will make you ...

Showing results 21-40

Financial Associate information

See Leander, TX salary details

$29.1K

$67.2K

$131.9K

How much do financial associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial associate in Leander, TX is $67,239.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,800.00 and $73,600.00 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 Leander, TX?

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

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

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

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

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

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

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

Associate, Project Finance and Capital Markets

Jupiter Power LLC

Austin, TX โ€ข On-site

$70 - $90/hr

Other

Re-posted 23 days ago


Job description

Jupiter Power is an energy infrastructure company focused on the development, construction, trading and operation of battery energy storage assets across U.S. power markets. Formed in 2017, the company is a national leader in energy storage deployment, utilizing its proprietary optimization applications daily to dispatch its fleet and support its offtake customers. Backed by BlackRockโ€™s Diversified Infrastructure business, Jupiter Power has a strategic portfolio of nearly 2,300 MW / 5,000 MWh in operations or under construction and a pipeline of over 12,000 MW in new projects in development.

We are seeking an Associate, Project Finance and Capital Markets to join our Project Finance team. In this role, you will be responsible for creating and maintaining financial models and analyzing assets at all stages of development. You will be a key member of deal teams raising capital through project financing and other corporate capital raises. The role offers handsโ€‘on exposure to battery storage project finance, including debt and tax equity, and requires close collaboration with internal teams and external stakeholders.

This is an executionโ€‘oriented role, and you will thrive if you are detail oriented, skillful at collaborating crossโ€‘functionally, have strong communication skills, and are able to operate effectively in a dynamic and fast paced work environment.

This role will be based out of our Austin or Chicago office and is subject to our Companyโ€™s returnโ€‘toโ€‘office policy which currently requires a minimum of three days a week in the office.

Key Responsibilities
  • Build and maintain projectโ€‘level financial models for utilityโ€‘scale battery storage assets at all stages of development, construction, and operations. Run scenario analysis and summarize results in reports to management.
  • Support the execution of project finance debt, tax equity, and structured equity transactions, including maintaining data rooms, managing due diligence processes, and coordinating with external parties.
  • Support review of financing documents, including credit agreements, tax equity documents, and hedging arrangements.
  • Prepare financial information for company reporting packages and in support of investment decisions.
  • Assist in evaluating portfolioโ€‘level financing strategies, including warehouse facilities, holdco debt, revolvers, and corporate capital raises.
  • Work closely and collaboratively across the organization to efficiently and effectively prepare for and execute on financing transactions.
  • Assist with commercial and financial analysis of power purchase agreements, tolling agreements, merchant revenue opportunities, and other adโ€‘hoc analysis of development assets.
QualificationsRequired
  • Bachelorโ€™s degree in Finance, Economics, Engineering, Mathematics, or a related field
  • 1โ€“3 years of experience in project finance, infrastructure investing, renewable energy, investment banking, private equity, or advisory
  • Strong financial modeling skills in Excel
  • High attention to detail and ability to manage multiple workstreams simultaneously
  • Strong written and verbal communication skills
Preferred
  • Experience with utilityโ€‘scale renewable energy or battery storage projects
  • Familiarity with project finance debt, tax equity, or structured infrastructure investments
  • Experience reviewing financing documentation or supporting transaction closings

Jupiter Power does not discriminate based on a candidate's race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, disability, or any other protected class.

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