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Financial Associate Jobs in Poland, IN (NOW HIRING)

Walmart

Checkout Team Associate

Greencastle, IN · On-site

$15 - $28/hr

... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Janitorial Associate

Terre Haute, IN · On-site

$14 - $27/hr

... associates ensure customers have a great first and last impression of our stores. They look after ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Five Below

Sales Associate

Bloomington, IN · On-site

$11.25 - $15.50/hr

Just ask any of our over 20,000 associates who work at Five Below and they'll tell you there's no ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...

Walmart

Checkout Team Associate

Spencer, IN · On-site

$15 - $28/hr

... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Entertainment Team Associate

Spencer, IN · On-site

$15 - $28/hr

... associates greet customers on the salesfloor and offer them assistance. They are tech savvy and ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

BMO Financial

Associate Banker

Martinsville, IN · On-site

Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various ...

Five Below

Sales Associate

Bloomington, IN · On-site

$11.25 - $15.50/hr

Just ask any of our over 20,000 associates who work at Five Below and they'll tell you there's no ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...

Aspen Dental

Associate Dentist

Bloomington, IN

$180K - $215K/yr

This opening is for an Associate Dentist.  At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with working with a world-class Dental Service Organization ...

Aspen Dental

Associate Dentist

Bloomington, IN · On-site

$180K - $215K/yr

This opening is for an Associate Dentist.  At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with working with a world-class Dental Service Organization ...

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Showing results 41-60

All JobsFinancial Associate JobsFinancial Associate Jobs in Poland, IN

Financial Associate information

See Poland, IN salary details

$27.8K

$64.1K

$125.7K

How much do financial associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial associate in Poland, IN is $64,123.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,600.00 and $70,200.00 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 cities near Poland, IN are hiring for Financial Associate jobs?

Cities near Poland, IN with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Poland, IN as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $64,123 per year, or $30.8 per hour.

Personal Financial Counselor; Terre Haute, IN

Magellan Health, Inc.

Terre Haute, IN • On-site

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 6 days ago

Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
  • Provides personal financial counseling and management services directly to service members and their families.
  • Assists service members in establishing a spending plan for extended absences.
  • Develops and makes available informational financial materials to service members and families.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
  • Responds to requests for age-appropriate classes or seminars.
  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
  • Manages duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.
Other Job Requirements
Responsibilities
Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
General Job Information
Title
Personal Financial Counselor; Terre Haute, IN
Grade
24
Work Experience - Required
Financial Counseling
Work Experience - Preferred
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's
Education - Preferred
License and Certifications - Required
AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther
License and Certifications - Preferred
Salary Range
Salary Minimum:
$58,440
Salary Maximum:
$93,500
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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