1

Financial Associate Jobs in Lexington, KY (NOW HIRING)

Sales Associate

Lexington, KY · On-site

$10K - $20K/wk

Spieldenner Financial Group is hiring motivated individuals to help families protect their income through mortgage protection coverage. No experience? No problem. We provide training, mentorship, and ...

Tax Associate

Paris, KY · 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 ...

Tax Associate

Mount Sterling, KY · 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 ...

Tax Associate

Berea, KY · On-site

$48K - $65K/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 ...

Tax Associate

Richmond, KY · On-site

$47K - $63K/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 ...

Tax Associate

Harrodsburg, KY · On-site

$46K - $61K/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 ...

Tax Associate

Lexington, KY · On-site

$49K - $66K/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 ...

Tax Associate

Lawrenceburg, KY · On-site

$49K - $66K/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 ...

Tax Associate

Lexington, KY · On-site

$51K - $68K/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 ...

Tax Associate

Lexington, KY · On-site

$50K - $67K/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 ...

Tax Associate

Lexington, KY · On-site

$57K - $77K/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 ...

Tax Associate

Lexington, KY · On-site

$49K - $66K/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 ...

Tax Associate

Winchester, KY · On-site

$50K - $67K/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 ...

Tax Associate

Richmond, KY · On-site

$47K - $63K/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 ...

Tax Associate

Lexington, KY · On-site

$51K - $68K/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 ...

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Sales Associate

Lexington, KY · On-site

$12.25 - $16.75/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... Generous associate discount of 30-50% off merchandise online and in-stores * Immediate 100% vested ...

Showing results 41-60

Financial Associate information

See Lexington, KY salary details

$30.1K

$69.4K

$136K

How much do financial associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial associate in Lexington, KY is $69,354.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $75,900.00 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 Lexington, KY?

The most popular types of Financial jobs in Lexington, KY are:

What are popular job titles related to Financial Associate jobs in Lexington, KY?

For Financial Associate jobs in Lexington, KY, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Lexington, KY look for?

The top searched job categories for Financial Associate jobs in Lexington, KY are:

What cities near Lexington, KY are hiring for Financial Associate jobs?

Cities near Lexington, KY with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Lexington, KY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $60,439 per year, or $29.1 per hour.

$10K - $20K/wk

Full-time

Posted 13 days ago


Job description

Spieldenner Financial Group is hiring motivated individuals to help families protect their income through mortgage protection coverage.
No experience? No problem. We provide training, mentorship, and a proven system to help you succeed.
What You'll Do
  • Contact clients who requested information
  • Set appointments and review their needs
  • Present coverage options (virtual or in-person)
  • Help families apply for protection
What We're Looking For
  • Coachable and self-motivated
  • Strong work ethic
  • Growth mindset
  • Comfortable working independently

Flexible Work Options:
  • Spare Time (4-8 hrs/week): $500-$2,000/month potential*
  • Part-Time (8-25 hrs/week): $2,000-$5,000/month potential*
  • Full-Time (25-50 hrs/week): $10,000-$20,000+/month potential*
Why Spieldenner Financial Group?
  • Comprehensive training and ongoing mentorship
  • Proven systems and lead support
  • Fully remote, flexible work environment
  • Growth-focused culture with advancement opportunities

Apply today to learn more and get started.
No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area.