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Financial Associate Jobs in Overbrook, KS (NOW HIRING)

cityoflawrence

SENIOR FINANCIAL SPECIALIST

Lawrence, KS · On-site

Associate's degree in accounting, finance, or business administration preferred. This position requires at least four years of responsible clerical or related experience with strong working knowledge ...

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Financial Associate information

See Overbrook, KS salary details

$29.1K

$67.2K

$131.7K

How much do financial associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial associate in Overbrook, KS is $67,163.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,700.00 and $73,500.00 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 cities near Overbrook, KS are hiring for Financial Associate jobs? Cities near Overbrook, KS with the most Financial Associate job openings:
Financial Associate jobs near you

SENIOR FINANCIAL SPECIALIST

City of Lawrence Kansas

Lawrence, KS • On-site

$24.19 - $26.67/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

Summary:
This position serves as the accounts payable clerk and performs advanced clerical work in the area of Finance accounts payable. Key job duties include processing purchase orders and invoices and distributing payments as requested. Other key job duties include entering data and maintaining a variety of files and confidentiality of records. This position answers questions and provides information to the public, outside agencies, other departments and divisions. Responsibilities also include coordination of the City's purchasing cards for department operations and services. May provide task direction or instruction to lower level clerical staff to assure correctness and completeness of their work.
Qualifications:
Equivalent to completion of the twelfth grade required with supplemental training in accounting or bookkeeping. Associate's degree in accounting, finance, or business administration preferred. This position requires at least four years of responsible clerical or related experience with strong working knowledge of MS Office to include Outlook, Word, Excel, and PowerPoint: experience with data entry equipment and financial systems preferred. Excellent customer service and conflict resolution skills, strong communication skills, excellent attention to detail and ability to multi-task are critical in this role. Individual must be highly autonomous and self-motivated, with the ability to work effectively without direct supervision.
Required with application:
  • Resume
  • Cover Letter
  • 3 references

The successful candidate must pass a background check, post-offer physical, and drug screening.
Benefit Information:
Health/Dental/Vision/Life Insurance: Various coverage levels available; FREE Well Care Clinic through LMH; other wellness benefits/perks
Caregiver Leave - 12 weeks paid leave
Paid Time Off:12 Vacation days, 12 Sick days accrued per year; 2 days Personal Leave, 10 Paid Holidays
Retirement: Kansas Public Employees Retirement Systems (KPERS)

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