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Financial Associate Jobs in Leander, TX (NOW HIRING)

Vestwell

Senior Associate, Financial Services

Austin, TX · Hybrid

$60K - $70K/yr

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 ...

ASCENSUS

Financial Operations Associate

Austin, TX · Remote

Bachelor's degree in accounting or finance preferred. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an ...

ABM

Financial Assistant

Austin, TX · On-site

Associate degree or relevant experience in Finance, Accounting, or a related field * Strong organizational and time management skills * Attention to detail and accuracy in data handling * Basic ...

Husch Blackwell Llp

Financial Reporting Manager

Austin, TX · On-site +1

$101K - $137K/yr

The Financial Reporting Manager is responsible for supporting the Associate Director of Financial Reporting & Analytics in managing the Firm's financial reporting and analysis functions. Leads the ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Leander, TX

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 Aug 11, 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 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 Leander, TX? The most popular types of Financial jobs in Leander, TX 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:
Financial Associate jobs near you

Associate Financial Advisor - Austin, TX

Edward Jones Careers

Austin, TX

Full-time

Posted 11 days ago

Edward Jones rating

8.1

Company rating: 8.1 out of 10

Based on 255 frontline employees who took The Breakroom Quiz

59th of 150 rated financial services

Job description

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do 
  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
     
  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and longterm priorities
     
  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
     
  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
     
  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationshipbased financial planning experience

What Edward Jones employees say

Pay

Benefits

Hours and flexibility

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