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Financial Associate Jobs in Overbrook, KS (NOW HIRING)

Enterprise

Entegral Financial Analyst

Topeka, KS · On-site

$75K - $90K/yr

ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating at the intersection of finance and data ...

University of Kansas

Executive Associate

Lawrence, KS · On-site

May provide financial data to assist Dean/Associate Deans in budget planning of office operations. * Review operating practices and procedures to determine whether improvements can be made in areas ...

Three Point Solutions, Inc.

Payable Associate

Olathe, KS · On-site

$19 - $24.25/hr

Payable Associate Client: Food Manufacturing Company Duration: 3 Months (Possible Extension ... Post payments, journal entries, and maintain accurate financial records. * Research supplier ...

University of Kansas

Executive Associate

Lawrence, KS · On-site

May provide financial data to assist Dean/Associate Deans in budget planning of office operations. * Review operating practices and procedures to determine whether improvements can be made in areas ...

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$13 - $17.25/hr

Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Previous experience working in the financial services industry * Previous customer service ...

Advisors Excel

Advisor Service Associate

Topeka, KS · On-site

$14.75 - $19.75/hr

Advisor Service Associate Department: WM Operations Reporting to: WM Operations Manager Location ... Previous experience working in the financial services industry * Previous customer service ...

Blitt and Gaines, P.C.

Associate Attorney

Olathe, KS · On-site

We are proud to represent most of the nations' largest financial institutions as clients. Job Summary: The Associate Attorney position will gain a great deal of courtroom experience by regularly ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Overbrook, KS

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

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

WealthBridge Financial Group

Eudora, KS • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 29 days ago

Job description

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support