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Financial Associate Jobs in Orange, CA (NOW HIRING)

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Financial Reporting Associate

Los Angeles, CA · On-site

$85K - $100K/yr

Financial Reporting Associate Los Angeles, CA, USA (on-site, not hyrbid or remote) Pay Range: $85,000-$100,000 Exempt DailyLook, a subsidiary of Victoria's Secret & Co. (NYSE: VSCO) since being ...

Healthpeak Properties, Inc.

Finance Associate

Irvine, CA · On-site

The Associate - Finance will operate at the intersection of operational finance, advanced analytics ... Work with operations, asset management, and portfolio teams to provide financial insights and help ...

Healthpeak Properties, Inc.

Finance Associate

Irvine, CA · On-site

$90 - $110/hr

The Associate - Finance will operate at the intersection of operational finance, advanced analytics ... Work with operations, asset management, and portfolio teams to provide financial insights and help ...

Healthpeak Properties, Inc.

Finance Associate

Irvine, CA · On-site

$90K - $110K/yr

The Associate - Finance will operate at the intersection of operational finance, advanced analytics ... Work with operations, asset management, and portfolio teams to provide financial insights and help ...

Freeform

Strategic Finance Associate

Los Angeles, CA · On-site

STRATEGIC FINANCE ASSOCIATE Freeform builds AI-native manufacturing systems that unify software ... You will support the financial models that power our planning cycles, assist with M&A and ...

Freeform

Strategic Finance Associate

Los Angeles, CA · On-site

STRATEGIC FINANCE ASSOCIATE Freeform builds AI-native manufacturing systems that unify software ... You will support the financial models that power our planning cycles, assist with M&A and ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Orange, CA

Financial Associate information

See Orange, CA salary details

$32.6K

$75.2K

$147.4K

How much do financial associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial associate in Orange, CA is $75,174.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,400.00 and $82,300.00 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 Orange, CA?

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

What are popular job titles related to Financial Associate jobs in Orange, CA?

For Financial Associate jobs in Orange, CA, the most frequently searched job titles are:

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Orange, CA as of August 2026, with employment types broken down into 75% Full Time, 20% Part Time, and 5% Temporary. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution, with an average salary of $75,174 per year, or $36.1 per hour.

Personal Financial Associate - Lakewood, CA

Kinecta Federal Credit Union

Lakewood, CA • On-site

$22 - $27/hr

Full-time

Re-posted yesterday

Job description

Personal Financial Associate / Advocate

Under general supervision of the Mgr. Asst Retail Services or Mgr. Retail Service, perform duties related to member services and sales production, conducting member conversations; the Select Employer Groups development and business expansion. This position will complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.

MINIMUM QUALIFICATIONS:

Knowledge, Skills, and Abilities:

• Knowledge of features and benefits of Credit Union products and services to solicit, explain, and discuss with members. This information may be acquired through on the-job and formal training programs.

• Knowledge of corporate sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs.

• Strong communication skills (written and orally)

• Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.

• Effective interpersonal skills.

• Strong cash handling/customer/member service skills.

• Ability to analyze members’ financial needs and provide related information and/or data to demonstrate product and service benefits.

• Ability to listen, observe and interpret people and situations.

• Ability to analyze and solve problems.

• Ability to interact with staff, members and others encountered in the course of work.

• Ability to learn and apply new information or skills.

• Ability to perform highly detailed work on multiple, concurrent tasks.

• Ability to use math and apply mathematical reasoning and abstract statistical concepts.

Education, Training and Experience:

Potential candidates for this position must meet the following requirements:

• A minimum of 1 year of retail sales and service experience.

• Successful completion of Kinecta Internal certification programs (Level I and Level II).

One year of relevant professional-level work experience may be substituted for one year of required education.

Disclaimer:

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.