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Financial Associate Jobs in Pottstown, PA (NOW HIRING)

Penske

Associate Financial Analyst

Reading, PA · On-site

... associates help businesses move forward by increasing visibility and driving down supply-chain costs. Visit Penske Logistics to learn more. Qualifications: Bachelor's degree in Accounting or Finance ...

Penske

Associate Financial Analyst

Reading, PA · On-site

... associates help businesses move forward by increasing visibility and driving down supply-chain costs. Visit Penske Logistics to learn more. Qualifications: Bachelor's degree in Accounting or Finance ...

Penske

Associate Financial Analyst

Reading, PA · On-site

We are looking for candidates that want grow their career in the field of Finance. Penske offers ... The associate is frequently required to use hands to touch, handle, and feel, and to reach with ...

Wsfsbank

Associate Financial Advisor

Berwyn, PA · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery ...

WSFS Bank

Associate Financial Advisor

Berwyn, PA

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery ...

Wsfsbank

Associate Financial Advisor

Berwyn, PA · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery ...

WSFS Bank

Associate Financial Advisor

Berwyn, PA · On-site

$77K - $127K/yr

The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery ...

KeyBank

Financial Wellness Associate

Warrington, PA · On-site

$19.23 - $28.37/hr

Financial Wellness Associate - Bilingual Spanish or Russian a plus. Description: Location: 280 Easton Road - Warrington, Pennsylvania 18976 Job Summary: Be a problem solver, trusted advisor, and ...

Keybank

Financial Wellness Associate

Allentown, PA · On-site

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

KeyBank

Financial Wellness Associate

Allentown, PA · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Wisepath Group

Associate Financial Advisor

Allentown, PA · On-site

$60K - $120K/yr

We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial ® . Our client firm operates under a specialized macroeconomic ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Pottstown, PA

Financial Associate information

See Pottstown, PA salary details

$29.6K

$68.4K

$134.1K

How much do financial associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial associate in Pottstown, PA is $68,399.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $74,800.00 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 Pottstown, PA?

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

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Pottstown, PA as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $68,399 per year, or $32.9 per hour.

Client Associate - Financial Services

SUMMIT FINANCIAL GROUP INC

Upper Dublin, PA • On-site

$50 - $70/hr

Other

Medical, Retirement, PTO

Posted 4 days ago

Job description

Benefits:
  • 401(k)
  • Employee discounts
  • Health insurance
  • Paid time off
  • 401(k) matching
  • Competitive salary
  • Training & development

Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company.

We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated operational and sales support in a professional financial advisory environment. This position will be the most frequent point of contact with clients and will support office initiatives for the business. Experience in the financial services industry is a definite plus for this position.

Position Required Skills
  • Demonstrates strong leadership and office management skills
  • Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships, and demonstrate a commitment to providing personalized service
  • Develops strong relationships with team members and clients by fostering teamwork, partnership, and collaboration
  • Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives
  • Develops, promotes, and executes best practices for the day-to-day operation of the office
  • Exhibits proven client service skills and the ability to resolve problems independently or escalation as needed to promote client satisfaction
  • Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow career
  • Applies strong critical thinking and problem-solving skills to meet clients’ needs
Candidate Requirements
  • Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus)
  • Professional or relevant internship experience in financial, banking, and/or insurance environment preferred
  • Must be willing to obtain the Series 65 and Insurance Life/Health licenses
  • Knowledge of investment and banking products, policies & procedures
  • Strong client service & technical skills (MS Word & Excel and CRM)
  • Strong communication, time management and organizational skills
  • Excellent attention to detail is a must for processing financial documents
  • Knowledge of investment and annuity systems highly preferred
  • Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team
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