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Financial Associate Jobs in Novato, CA (NOW HIRING)

Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business ...

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Structured Finance Sr Associate | OpenAI Careers Structured Finance Sr Associate Strategic Finance ... Deep financial modeling capability, including debt sizing, cash-flow waterfalls, sensitivities ...

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Financial Associate information

See Novato, CA salary details

$35.8K

$82.6K

$162K

How much do financial associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial associate in Novato, CA is $82,620.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,700.00 and $90,400.00 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 Novato, CA?

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

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

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

Infographic showing various Financial Associate job openings in Novato, CA as of August 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 75% In-person, and 25% Hybrid job distribution, with an average salary of $82,620 per year, or $39.7 per hour.

Strategic Finance Associate at Chime San Francisco, CA

Dan Cummins Ford Lincoln

San Francisco, CA • On-site

$105 - $145/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New


Job description

Strategic Finance Associate job at Chime. San Francisco, CA.

About the Role

Join Chime’s Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives across key areas such as Brand campaigns and partnerships, creative production and agencies, software tooling, and headcounts. This is a critical investment area at Chime, and this role offers high visibility and impact.

You will help manage the marketing budget in close partnership with Marketing stakeholders, serving as a trusted thought partner to ensure forecasts are accurate, influence decision‑making, and support Chime’s broader financial strategy. We’re looking for someone who is highly analytical, detail‑oriented, and a clear, confident communicator with a strong bias toward action. You excel at building strong cross‑functional partnerships, know how to balance precision with speed, and will play a key role in improving the accuracy and reliability of marketing expense forecasts over time.

The base salary offered for this role and level of experience will begin at $105,000 and up to $145,000. Full‑time employees are also eligible for a bonus, competitive equity package, and benefits. The actual base salary offered may be higher, depending on your location, skills, qualifications, and experience.

In this role, you can expect to:
  • Develop, deliver, and maintain clear, insightful reporting that helps business leaders stay within budget and operate efficiently
  • Own and continuously improve the budgeting and forecasting process, enhancing accuracy through strong modelling, disciplined assumptions, and process improvement
  • Partner cross‑functionally with Marketing and Finance stakeholders to support bottoms‑up planning and strategic initiatives
  • Build and maintain financial models and dashboards that provide data‑driven insights and influence decision‑making
  • Continuously improve financial tools, processes, and operating cadences to support Chime’s growth and enable smarter, faster decisions
  • Leverage automation and emerging AI capabilities to enhance reporting, streamline workflows, and improve scalability
To thrive in this role, you have:
  • 4+ years of relevant experience in FP&A, Strategic Finance, investment banking, Big 4, consulting, or a related field, ideally within a high‑growth technology environment
  • Advanced Excel or Google Sheets skills, with hands‑on experience building budgeting and forecasting models that enable business partners to make informed financial decisions
  • Strong ability to work comfortably with large, complex datasets and translate them into actionable insights
  • Demonstrated experience partnering cross‑functionally—particularly with non‑finance stakeholders—to influence decisions and drive outcomes
  • High attention to detail and a strong ownership mindset, with the ability to manage multiple priorities and deliver accurate work in a fast‑paced environment
  • Clear and confident communication skills, with the ability to synthesize data into insights and recommendations for diverse audiences
  • Experience with SQL, Looker, or other BI tools is a plus
What we offer for our full‑time, regular employees
  • In‑office work policy is designed to keep you connected – with four days a week in the office and Fridays from home for those near one of our offices, plus team and company‑wide events depending on location. Whether you’re coming in regularly or are part of our fully remote program, you’ll stay engaged with your work and teammates.
  • In‑office perks including backup child, elder, and/or pet care, plus a subsidised commuter benefit to support your regular commute.
  • Competitive salary based on experience.
  • 401(k) match plus great medical, dental, vision, life, and disability benefits.
  • Generous vacation policy and company‑wide Chime Days, bonus company‑wide paid days off.
  • 1% of your time off to support local community organisations of your choice.
  • Annual wellness stipend to use towards eligible wellness related expenses.
  • Up to 24 weeks of paid parental leave for birthing parents and 12 weeks of paid parental leave for non‑birthing parents.
  • Access to Maven, a family‑planning tool, with $15k lifetime reimbursement for egg freezing, fertility treatments, adoption, and more.
  • In‑person and virtual events to connect with your fellow Chimers—think cooking classes, guided meditations, music festivals, mixology classes, paint nights, and snack boxes.
  • A challenging and fulfilling opportunity to join one of the most experienced teams in FinTech and help millions unlock financial progress.

Chime is proud to be an Equal Opportunity Employer. We consider qualified applicants without regard to race, colour, ancestry, religion, sex, national origin, sexual orientation, gender identity, age, marital or family status, disability, genetic information, veteran status, or any other legally protected basis under provincial, federal, state, and local laws, regulations, or ordinances. We will also consider qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with Canadian provincial and federal laws. If you have a disability or special need that requires accommodation during any stage of the application process, please contact: [emailprotected]

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