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Financial Associate Jobs in Merced, CA (NOW HIRING)

H&R Block

Tax Associate

Merced, CA · On-site

$62K - $83K/yr

Day-to-day activities include reviewing financial documents, applying current tax laws and regulations, and using H&R Block systems and tools to complete returns efficiently. The Tax Associate will ...

H&R Block

Tax Associate

Atwater, CA · On-site

$15.90 - $19.70/hr

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 ...

H&R Block

Tax Associate

Los Banos, CA · On-site

$15.90 - $19.70/hr

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 ...

H&R Block

Tax Associate

Turlock, CA · On-site

$15.90 - $19.70/hr

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 ...

H&R Block

Tax Associate

Chowchilla, CA · On-site

$14.45 - $18/hr

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 ...

H&R Block

Tax Associate

Merced, CA · On-site

$15.90 - $19.70/hr

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 ...

H&R Block

Tax Associate

Turlock, CA · On-site

$15.90 - $19.70/hr

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 ...

H&R Block

Tax Associate

Turlock, CA · On-site

$15.90 - $19.70/hr

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 ...

H&R Block

Tax Associate

Gustine, CA · On-site

$15.90 - $19.70/hr

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 ...

H&R Block

Tax Associate

Merced, CA · On-site

$15.90 - $19.70/hr

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 ...

Tilly's

Sales Associate

Turlock, CA · On-site

$16.50 - $17/hr

As a Sales Associate, you will be responsible for delivering the Tillys Experience to our Customers ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...

Tilly's

Sales Associate

Merced, CA · On-site

$16.50 - $17/hr

As a Sales Associate, you will be responsible for delivering the Tillys Experience to our Customers ... We offer a 401k plan as your financial security is our priority. Employee Discounts: Shop to your ...

Walmart

Stocking Team Associate

Turlock, CA · On-site

$17 - $30/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Stocking Team Associate

Merced, CA · On-site

$17 - $30/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

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Financial Associate information

See Merced, CA salary details

$32.2K

$74.3K

$145.7K

How much do financial associate jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial associate in Merced, CA is $74,313.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,800.00 and $81,300.00 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 Merced, CA?

The most popular types of Financial jobs in Merced, CA are:

What job categories do people searching Financial Associate jobs in Merced, CA look for?

The top searched job categories for Financial Associate jobs in Merced, CA are:

What cities near Merced, CA are hiring for Financial Associate jobs?

Cities near Merced, CA with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Merced, CA as of August 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $74,313 per year, or $35.7 per hour.

Financial Service Representative -Merced Branch

Merced, CA • On-site

Travis Credit Union
Finance and Insurance • 201 - 500 employees
Learn more about Travis Credit Unionexternal

$24.04 - $29.69/hr

Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Travis Credit Union rating

9.7

Company rating: 9.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Description
Schedule: M-F 9:15am-5:45pm Sat 9:15am-2:15pm Day of TBD
32 hours/week
Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo.
We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).
Summary: Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional advice to members. Successful FSRs are people that love helping people!
  • Develops long term relationships with members through meaningful financial conversations.
  • Delivers a delightful member experience that sets the credit union apart from other financial institutions through value added membership benefits.
  • Provides accurate, prompt, efficient, and courteous cash and non-cash transaction services.
  • Actively promotes team relationships by supporting others in their learning and development goals, resulting in a high performing team.
  • Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM), focusing on activities related to achieving members' financial goal(s).
  • Engages in community events that provide financial education and literacy opportunities in the communities TCU serves.
  • Proactively initiates financial conversations to uncover member/non-member financial needs and the products and services that can help to achieve their financial goals. This will include consumer and business deposit accounts, consumer, mortgage and small business loan products, cash management services and online digital solutions.
  • Maintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts.
  • Establishes a working knowledge of TCU's policies and procedures, adhering on a daily basis.
  • Completes departmental functions such as opening and closing branch procedures, branch balancing and audits (vault, cash box, negotiable instruments, checks received, and branch credit card advances).
  • Assists Branch Management in preparing coin/cash and paperwork for shipments and deliveries.
  • Adheres to all banking regulations.

Required Skills:
  • Ability to provide positive and timely service.
  • Ability to resolve problems with empathy, accuracy, and timeliness.
  • Proficient in MS Office (Word, Excel, Outlook).
  • Strong math skills including rate, ratio and percentage calculations.
  • Ability to work as an effective team member in a team environment.
  • Possesses a passion for helping people.
  • Ability to travel to all TCU locations.
  • Must be flexible with work schedule to include working on Saturdays as needed.

Required Experience:
  • Reports directly to assigned branch management staff.
  • This position has no supervisory responsibilities.
  • HS Diploma or equivalent.
  • Retail sales experience preferred.
  • Bilingual proficiency in English and Spanish is preferred.

Levels:
  • Assoc. Financial Service Representative: Minimum 1 year of related experience.
  • Financial Service Representative: Minimum 2 years of related experience.
  • Sr. Financial Service Representative: Minimum 3 years of related experience.

Compensation: Base hourly starting range is commensurate with experience.
  • Assoc. Financial Service Representative: Grade 8: $20.28/hour -$25.05/hour
  • Financial Service Representative - Grade 9: $22.07/hour-$27.27/hour (Base plus Incentive)
  • Sr. Financial Service Representative -Grade 10: $24.04/hour -$29.69/hour (Base plus Incentive)

Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate's experience, education/training, and key skills.
Benefits:
At Travis Credit Union, we prioritize the well-being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.
Eligible employees enjoy a robust benefits package, which includes:
  • Competitive medical, dental, and vision insurance
  • Mental health and wellness programs
  • Employee performance incentive plan
  • Merit-based salary increases
  • 401(k) program with immediately vested employer match
  • Generous holiday and vacation policies
  • Exclusive TCU perks such as employee loan and credit card discounts

Travis Credit Union is an Affirmative Action Employer
EOE / Individuals with Disabilities / Veteran Status

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