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Financial Associate Jobs in Middletown, CT (NOW HIRING)

Shipman & Goodwin LLP

Finance Associate

Hartford, CT · Hybrid

We are seeking an associate to join our finance practice in Connecticut or Boston with the ability to work two days per week remotely. Candidates must have a minimum of seven years of finance ...

Shipman & Goodwin LLP

Finance Associate

Hartford, CT · Hybrid

We are seeking an associate to join our finance practice in Connecticut or Boston with the ability to work two days per week remotely. Candidates must have a minimum of seven years of finance ...

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor ...

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor ...

KeyBank

Financial Wellness Associate

Coventry, CT · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Keybank

Financial Wellness Associate

Coventry, CT

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Middletown, CT

Financial Associate information

See Middletown, CT salary details

$30.9K

$71.3K

$139.7K

How much do financial associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial associate in Middletown, CT is $71,252.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,600.00 and $78,000.00 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 Middletown, CT?

The most popular types of Financial jobs in Middletown, CT are:

What cities near Middletown, CT are hiring for Financial Associate jobs?

Cities near Middletown, CT with the most Financial Associate job openings:

Financial Associate jobs near you

Finance Associate

Shipman & Goodwin LLP

Hartford, CT • Hybrid

Full-time

Posted 16 days ago

Job description

We are seeking an associate to join our finance practice in Connecticut or Boston with the ability to work two days per week remotely. Candidates must have a minimum of seven years of finance experience in a law firm setting, including significant experience with middle market and real estate financing transactions. Strong drafting and negotiation skills are required, and candidates must be able to work independently as well as a member of a team on complex deals. Top academic credentials are required, along with strong interpersonal skills.

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