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Financial Associate Jobs in Orem, UT (NOW HIRING)

What You'll Do As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic ...

You must have a minimum of 5 years of experience working as a Financial Analyst within the Behavioral Health or Healthcare industry. The Company You'll Join OCD Anxiety Centers has a true passion for ...

Financial Analyst

South Jordan, UT · On-site

$23.53/hr

Great Company Culture As a Financial Analyst you will: * Work independently well within a team environment. * Need excellent Time Management, Interpersonal, and Problem-Solving Skills. * Need to ...

Named one of the Financial Times' Fastest Growing Companies 2025 and #10 on the Inc. 5000 Rocky Mountain Regional list for 2025. * Innovative Leadership: Our CEO, Ryan Porter, was named an EY ...

ABOUT THIS ROLE As LVT scales toward our next phase of growth, we're adding a Lead Financial Analyst to our FP&A team, a senior individual contributor role built for someone who wants to own R&D ...

Named one of the Financial Times' Fastest Growing Companies 2025 and #10 on the Inc. 5000 Rocky Mountain Regional list for 2025. * Innovative Leadership: Our CEO, Ryan Porter, was named an EY ...

Senior Financial Analyst - Strategic Finance

Lehi, UT · On-site

$80K - $100K/yr

Drive topline strategic financial planning with a long-term and product-focused lens to set the roadmap for Adobe's continued growth across C&CP Web & Mobile products. * Partner with Product ...

Senior Financial Analyst

Salt Lake City, UT · On-site

$82K - $102K/yr

At Medallion Bank we finance fun! We are an industrial loan bank that specializes in providing consumer loans for the purchase of recreational vehicles, boats, home improvement, and offering loan ...

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Financial Associate information

See Orem, UT salary details

$26.5K

$61.2K

$120K

How much do financial associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial associate in Orem, UT is $61,178.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $66,900.00 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 Orem, UT?

The most popular types of Financial jobs in Orem, UT are:

What are popular job titles related to Financial Associate jobs in Orem, UT?

For Financial Associate jobs in Orem, UT, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Orem, UT look for?

The top searched job categories for Financial Associate jobs in Orem, UT are:

What cities near Orem, UT are hiring for Financial Associate jobs?

Cities near Orem, UT with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Orem, UT as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $61,178 per year, or $29.4 per hour.

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago


Job description

AboutUs


Our mission is simple: we want to set people free to do meaningful work. People love our software--and it turns out that people love working here too. We've been recognized as a "Best Company to Work For", and we're proud of our team for receiving awards for workplace effectiveness and flexibility.


What You'll Do


As Financial Analyst, you'll responsible for financial planning and analysis. You will analyze business performance, create forecasts, and help the executive team make strategic business decisions through your reports.


Responsibilities:


  • Provide forecasting, reporting, and budgeting support to senior management
  • Produce monthly reports with key metrics and financial results
  • Drive annual and quarterly budgeting and forecasting processes
  • Develop financial models that help with strategic decision-making
  • Thorough understanding of P&L statements and other financial documents


What You Need to Get the Job Done


  • 3+ years experience working in finance
  • Proficient at Excel


What You'll Love About Us


  • Great Company Culture.Utah Business Best Companies to Work For (2020 & 2021) and the Sloan Award for Business Excellence in Workplace Effectiveness and Flexibility (2020 & 2021)
  • Work that Stays at Work.Genuine work/life balance served here!
  • Rest and Relaxation.3 weeks paid time off, 11 paid holidays, andwe pay you to go on vacation(ask us about this!)
  • Health Benefits.Medical with HSA and FSA options, dental, and vision
  • Prepare for the Future.401(k) with company match
  • Financial Peace University.Take the class,get reimbursed, get a bonus






An Equal Opportunity Employer--M/F/D/V


Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.