ZipRecruiter

Log In

1

Financial Associate Jobs in Pompano Beach, FL (NOW HIRING)

Elite Funding Source LLC

Be Seen First

Finance Associate

Hollywood, FL · On-site

$8.0K/mo

Elite Funding Source is looking for Self Motivated Sales Professional with Extensive 1-2 years experience in sales with Business Financing, MCA, Business Loans. We offer the opportunity to build a ...

Synovus

Financial Advisor Associate

Weston, FL · On-site

A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...

Synovus

Financial Advisor Associate

Fort Lauderdale, FL · On-site

A Financial Advisor Associate (FAA) should demonstrate commitment to delivering distinctive service. This position will be responsible for supporting Financial Advisors in documenting and processing ...

next page

Showing results 1-20

All JobsFinancial Associate JobsFinancial Associate Jobs in Pompano Beach, FL

Financial Associate information

See Pompano Beach, FL salary details

$28.7K

$66.2K

$129.9K

How much do financial associate jobs pay per year?

As of Aug 30, 2026, the average yearly pay for financial associate in Pompano Beach, FL is $66,215.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $72,500.00 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 Pompano Beach, FL?

The most popular types of Financial jobs in Pompano Beach, FL are:

What are popular job titles related to Financial Associate jobs in Pompano Beach, FL?

For Financial Associate jobs in Pompano Beach, FL, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Pompano Beach, FL look for?

The top searched job categories for Financial Associate jobs in Pompano Beach, FL are:

What cities near Pompano Beach, FL are hiring for Financial Associate jobs?

Cities near Pompano Beach, FL with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Pompano Beach, FL as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $66,215 per year, or $31.8 per hour.

Financial Planning Associate / Paraplanner

Plantation, FL • On-site

Tobias Financial Advisors
Finance and Insurance • 11 - 50 employees
Learn more about Tobias Financial Advisorsexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Job description

About Tobias Financial Advisors

Tobias Financial Advisors (TFA) is a fast-growing independent registered investment advisory firm that provides team-oriented, fee-only financial planning, investment advice, and wealth management services to business owners, executives and professionals. We have been recognized as an InvestmentNews Best Places to Work for Financial Advisors (2023, 2024) and as a South Florida Business Journal Best Places to Work. We offer a well-defined career path for both advisory and non-advisory careers, and provide an environment that encourages continuous growth, learning and development. Please visit https://tobiasfinancial.com/who-we-are/careers/ to learn more about careers at TFA.

Financial Planning Associate
Tobias Financial Advisors is searching for a Financial Planning Associate. As a Financial Planning Associate, you will be helping our advisory team deliver comprehensive financial planning to clients. You’ll be focused on helping them manage their clients, which includes organizing client information, following up with clients, developing planning deliverables, and making preliminary recommendations. This is NOT a sales position. It is a planning and advice-oriented role that will support our advisory team with many aspects of financial planning and wealth management service delivery.

This position is a fantastic opportunity for someone looking to start or grow a career in financial planning and wealth management, and who is looking to join a growing and fast-paced financial planning and investment firm. You will gain immediate exposure to many facets of the financial planning and investment management industry, will have access to training and development, and will join a team of professionals who strives to deliver first class service to high-net-worth families and individuals.

What you will get to do

  • Assist advisory team on client research, meeting preparations and meeting follow-up.
  • Coordinate with advisory, client service, operations, and investment teams to assign client related tasks and follow up on progress.
  • Prepare financial planning deliverables and analysis including, but not limited to, estate planning summaries, insurance analysis, beneficiary reviews, retirement projections, and investment analysis.
  • Assist in client relationship management by proactively managing and addressing tasks in our planning queue or working on planning projects assigned by the advisory team.
  • Support new client onboarding, including account reconciliation, investment policy creation, and kick-off of retirement planning projections and analysis.
  • Develop prospecting proposals and other materials and analysis as needed to support new business conversations.
  • Support firm’s tax planning process to include research and preparation of client income tax plans.
  • Learn and adapt to service needs of various clients in order to answer day-to-day questions.

What we seek in a candidate

  • 2+ years of client service or business-related experience
  • Bachelor’s degree in business or related field; specialization or graduate from financial planning program highly preferred
  • Experience in wealth management, financial planning, or financial services highly preferred.
  • Demonstrated passion for the Financial Planning profession.
  • Foundations in Financial Planning: Registered Paraplanner® designation a plus
  • Ability to identify, meet, and follow through with client needs and requirements.
  • Organized with a strong attention to detail and ethical standards.
  • Ability to think strategically to improve internal client service and planning processes or develop new ones.
  • Commitment to team culture, development, and personal professional growth

Benefits offered to you include

  • Competitive health insurance plan with 100% of the cost covered for the employee.
  • Long-term disability, short-term disability, and life insurances offered to all full-time employees at no additional cost.
  • Access to additional group benefits, including dental, vision, legal services, and miscellaneous insurance coverage.
  • Unlimited PTO program
  • Paid parental leave available.
  • Paid learning and development opportunities, including tuition reimbursement.
  • Employee wellness program, which includes financial, emotional, physical and other wellness areas.
  • 401(k) retirement plan with employer contribution and profit sharing
  • Daily healthy snacks and frequent team building lunches, charitable and other activities.


Please note: Tobias Financial Advisors is unable to provide immigration or visa sponsorship for this position, now or in the future. Candidates must be authorized to work in the United States without current or future employer sponsorship.


*Applicants must be able to pass a background and employment credit check.