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Financial Associate Jobs in Montgomery, AL (NOW HIRING)

FP&A Financial Analyst, Sr.

Tallassee, AL ยท On-site

$72K - $89K/yr

This position will be involved in a variety of financial, operational and strategic analysis, reviews and related decisions that have significant impact on the business. Overall, this individual will ...

FP&A Financial Analyst, Sr.

Tallassee, AL ยท On-site

$72K - $89K/yr

This position will be involved in a variety of financial, operational and strategic analysis, reviews and related decisions that have significant impact on the business. Overall, this individual will ...

Tax Associate

Prattville, AL ยท On-site

$45K - $60K/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

Montgomery, AL ยท On-site

$49K - $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

Montgomery, AL ยท 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

Montgomery, AL ยท On-site

$55K - $74K/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

Prattville, AL ยท 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

Montgomery, AL ยท On-site

$49K - $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

Troy, AL ยท On-site

$47K - $62K/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

Montgomery, AL ยท 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

Wetumpka, AL ยท On-site

$52K - $69K/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

Montgomery, AL ยท On-site

$8 - $10/hr

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

Montgomery, AL ยท On-site

$8 - $10/hr

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

Montgomery, AL ยท On-site

$8 - $10/hr

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

Wetumpka, AL ยท On-site

$8 - $10/hr

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 ...

Showing results 21-40

Financial Associate information

See Montgomery, AL salary details

$30.2K

$69.6K

$136.5K

How much do financial associate jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial associate in Montgomery, AL is $69,611.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,500.00 and $76,200.00 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 Montgomery, AL?

The most popular types of Financial jobs in Montgomery, AL are:

What job categories do people searching Financial Associate jobs in Montgomery, AL look for?

The top searched job categories for Financial Associate jobs in Montgomery, AL are:

What cities near Montgomery, AL are hiring for Financial Associate jobs?

Cities near Montgomery, AL with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Montgomery, AL as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $69,611 per year, or $33.5 per hour.

FP&A Financial Analyst

Montgomery, AL โ€ข On-site

Quest Oracle Community
IT Servicesย โ€ขย 11 - 50 employees

$80 - $100/hr

Other

Medical, Retirement

Posted 7 days ago


Key responsibilities

  • Assist in the development of monthly forecasts and yearly budgets.

  • Prepare financial planning information and reports by collecting, analyzing, and summarizing data and trends.

  • Assist in the month-end close process by preparing recurring, standard, and ad-hoc business performance reporting.


Job description

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a FP&A Financial Analyst at MMA.


Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).


A day in the life.

As a FP&A Financial Analyst on the Corporate FP&A team, you'll assist in the development of monthly forecasts and yearly budgets. Prepare financial planning information and reports by collecting, analyzing and summarizing data and trends. Update financial databases through entering, verifying and securing data. Assist in month end close process by preparing recurring, standard and ad-hoc business performance reporting. Prepare and deliver consolidated reports, presentations and communication to management with the intention of eliciting critical decision support. Analyze monthly, quarterly and annual reporting and planning outlooks, highlighting material variances, risks and opportunities, and range of outcomes.


Our future colleague.

We'd love to meet you if your professional track record includes these skills:



  • Bachelor's degree in finance, Accounting, Business or Economics

  • 3 to 5 years of relevant experience in financial planning and analysis

  • Excellent written, verbal and presentation skills to effectively interact with colleagues at all levels

  • Advanced Excel proficiency.

  • Ability to work independently and collaboratively in a fast-paced environment.

  • Strong attention to detail, problem-solving abilities and a results-driven mindset.

  • Collaborate mindset to enable effective partnership with Field FP&A Team and business.


These additional qualifications are a plus, but not required to apply:



  • Strong PowerPoint skills to synthesize and convey key findings

  • Previous experience using Oracle Hyperion, Power BI, Smartsheet

  • Exhibit an analytical and creative lens, with a strong desire to innovate and improve


We know there are excellent candidates who might not check all these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.


Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.


Some benefits included in this role are:



  • Generous time off, including personal and volunteering

  • Tuition reimbursement and professional development opportunities

  • Remote work

  • Charitable contribution match programs

  • Stock purchase opportunities


To learn more about a career at MMA, check us out our website or flip through recruiting brochure.


Follow us on social media to meet our colleagues and see what makes us tick:



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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.


Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $69,400 to $121,400.


The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.


We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.


Applications will be accepted until: September 11, 2026

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