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Financial Associate Jobs in Philadelphia, PA (NOW HIRING)

Cross Key Management

Finance Associate

New Hope, PA · On-site

The Finance Associate manages full-cycle financial operations across multiple offices and company ... This role ensures accurate and timely financial transactions, compliance with required ...

5 Legal

Finance Associate

Philadelphia, PA · On-site

Am Law top 100 firm which is popular for its high-profile financial services is seeking associates to join their Asset Finance & Securitization team. The ideal candidate must have prior work ...

5 Legal

Leveraged Finance Associate

Wilmington, DE · On-site

A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent ...

5 Legal

Project Finance Associate

Philadelphia, PA · On-site

Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices. Qualified candidates must have 3-7 years of ...

Primerica

Financial Services Associate

Wilmington, DE · On-site

The Financial Services Associate will support clients by explaining financial concepts, assisting with basic financial needs analysis, and helping connect clients with appropriate Primerica products ...

Wsfsbank

Associate Financial Advisor

Wilmington, DE · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million.

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All JobsFinancial Associate JobsFinancial Associate Jobs in Philadelphia, PA

Financial Associate information

See Philadelphia, PA salary details

$30.8K

$71K

$139.3K

How much do financial associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial associate in Philadelphia, PA is $71,010.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $77,700.00 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 Philadelphia, PA?

The most popular types of Financial jobs in Philadelphia, PA are:

What are popular job titles related to Financial Associate jobs in Philadelphia, PA?

For Financial Associate jobs in Philadelphia, PA, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Philadelphia, PA look for?

The top searched job categories for Financial Associate jobs in Philadelphia, PA are:

What cities near Philadelphia, PA are hiring for Financial Associate jobs?

Cities near Philadelphia, PA with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $71,010 per year, or $34.1 per hour.

Leveraged Finance Associate Attorney

Direct Counsel

Philadelphia, PA • On-site

$260K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Job description

Leveraged Finance Associate Attorney
Locations: Charlotte, NC | Dallas, TX | New York, NY | Philadelphia, PA

Direct Counsel is seeking a Leveraged Finance Associate Attorney to join the nationally recognized Global Finance practice of a premier Am Law firm. This is an outstanding opportunity to work on sophisticated domestic and cross-border financing transactions representing borrowers, lenders, private equity sponsors, issuers, financial advisors, agents, and equity investors across every level of the capital structure.

The ideal candidate will have 3–6 years of leveraged finance experience with a strong background handling acquisition financings, recapitalizations, restructurings, and other complex financing transactions.

Responsibilities

  • Represent borrowers, lenders, private equity sponsors, issuers, financial advisors, agents, and equity investors in leveraged finance transactions.

  • Structure, negotiate, and document a broad range of financing transactions, including domestic and cross-border acquisition financings, dividend recapitalizations, restructurings, and reorganizations.

  • Draft and negotiate credit agreements, security documents, intercreditor agreements, and other financing documentation.

  • Serve as a key member of transaction teams, managing significant aspects of transactions from due diligence through closing.

  • Advise clients on financing structures, evolving market terms, and strategic transaction considerations.

  • Collaborate with attorneys across the Global Finance practice to deliver practical, business-focused legal solutions for sophisticated financing matters.

Qualifications

  • J.D. from an accredited law school with strong academic credentials.

  • 3–6 years of experience in leveraged finance or related finance transactions at a law firm.

  • Significant experience representing borrowers, lenders, private equity sponsors, and/or agents in complex financing transactions.

  • Experience with domestic and cross-border acquisition financings, recapitalizations, restructurings, and reorganizations.

  • Exposure to middle-market lending and representing alternative lenders, including business development companies (BDCs), hedge funds, and other non-bank lenders, is preferred.

  • Demonstrated ability to manage key aspects of sophisticated transactions from due diligence through closing.

  • Excellent drafting, negotiation, analytical, and communication skills.

  • Active bar admission, or eligibility for admission, in the jurisdiction where the candidate will be based.

Compensation & Benefits

  • Salary: Starting at $260,000, with compensation commensurate with class year and experience.

  • Comprehensive benefits package including medical, dental, vision, retirement savings, paid time off, professional development opportunities, and additional employee wellness benefits.

This is an exceptional opportunity for a finance attorney to join a market-leading Global Finance practice handling sophisticated leveraged finance transactions for leading financial institutions, private equity sponsors, and corporate borrowers.