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Financial Associate Jobs in Lebanon, TN (NOW HIRING)

Healthpeak Properties, Inc.

Finance Associate

Nashville, TN · On-site

$65 - $90/hr

The Associate - Finance will operate at the intersection of operational finance, advanced analytics ... Work with operations, asset management, and portfolio teams to provide financial insights and help ...

L3HHCM20

Sr Associate, Finance

Nashville, TN · On-site

$67K - $124K/yr

Senior Associate, Finance Job Code: 43080 Job Location: Onsite in one of the following locations ... Support the financial analysis and review of proposal costs, risks, and opportunities during cost ...

L3Harris Technologies

Sr Associate, Finance

Nashville, TN · On-site

$67K - $124K/yr

Senior Associate, Finance Job Code: 43080 Job Location: Onsite in one of the following locations ... Support the financial analysis and review of proposal costs, risks, and opportunities during cost ...

Pwc

Oracle Cloud Finance - Senior Associate

Nashville, TN · On-site

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

TNBR Careers

Financial Support Associate 7

Nashville, TN · On-site

$42K - $53K/yr

Finance Support Associate 7 Classification: Non-Exempt Direct Supervision and received from: Vice President of Finance and Human Resources Functional Supervision Received from: TCAT President Office ...

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Financial Associate information

See Lebanon, TN salary details

$29.4K

$67.9K

$133.2K

How much do financial associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial associate in Lebanon, TN is $67,944.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $74,300.00 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 Lebanon, TN?

The most popular types of Financial jobs in Lebanon, TN are:

What job categories do people searching Financial Associate jobs in Lebanon, TN look for?

The top searched job categories for Financial Associate jobs in Lebanon, TN are:

What cities near Lebanon, TN are hiring for Financial Associate jobs?

Cities near Lebanon, TN with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Lebanon, TN as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $67,944 per year, or $32.7 per hour.

Associate Financial Advisor

WG Financial Group

Brentwood, TN • On-site

Other

Medical, Dental, Vision, Retirement

Posted 3 days ago

New

Job description

We are seeking a dynamic candidate for our growing financial planning office. At WG we love our clients and our employees! You must be a solid team player who is looking to grow personally and professionally.


Company Description

WG Financial Group is a financial advisory firm based in Huntsville, Alabama, providing comprehensive planning services that include retirement planning, investment management, tax strategies, and legacy planning. The firm is built on four core pillars—retirement, investments, tax, and legacy—which guide its approach to helping clients pursue long-term financial goals. WG Financial Group offers insurance products through its insurance business and provides investment advisory services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.


Role Description

The Associate Financial Advisor is a full-time, on-site role based in Huntsville, AL. This role supports the lead advisors in developing client financial plans, including gathering and analyzing client data, preparing reports, and assisting with recommendations in areas such as retirement, investments, tax strategies, and legacy planning. Day-to-day responsibilities include participating in client meetings, documenting follow-up actions, coordinating account service requests, and ensuring accurate record keeping in firm systems. The Associate Financial Advisor also helps with research on investment options, prepares presentation materials, and collaborates with team members to deliver a consistent, client-focused experience while adhering to regulatory and firm compliance standards.


PREFERRED SKILLS

  • Prior experience working in the financial industry
  • Life Insurance license and/or Series 65 license
  • Detail-oriented; Process-driven
  • Highly organized with strong follow-through
  • Excellent time management skills
  • Demonstrates persistence to achieve high-quality work and provide superior service to both internal and external clients
  • Proficient in Microsoft Office applications and software
  • Problem-solving-ability to find a solution without supervision
  • Ability to work independently
  • Must be a team player committed to our common goal


Salary will be based on experience and licensing.

We offer competitive benefits like medical, dental, and vision, as well as 401k.


Apply