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Financial Associate Jobs in Raleigh, NC (NOW HIRING)

Banc of California

Associate, Fund Finance

Durham, NC · On-site

THE OPPORTUNITY The Associate will support the Fund Finance team in originating, underwriting ... This position requires strong credit judgment, financial analysis skills, attention to detail, and ...

Pwc

Oracle Cloud Finance - Senior Associate

Raleigh, NC · On-site

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

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Financial Associate information

See Raleigh, NC salary details

$29.6K

$68.3K

$134K

How much do financial associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial associate in Raleigh, NC is $68,331.00, 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 Raleigh, NC?

The most popular types of Financial jobs in Raleigh, NC are:

What are popular job titles related to Financial Associate jobs in Raleigh, NC?

For Financial Associate jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Raleigh, NC look for?

The top searched job categories for Financial Associate jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Financial Associate jobs?

Cities near Raleigh, NC with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $68,402 per year, or $32.9 per hour.

Senior Financial Associate

Royal Bank of Canada

Raleigh, NC • On-site

Full-time

Posted 4 days ago

Job description

Job Description
What is the opportunity?
As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business. You will have the ability to function independently on behalf of the FA Team with minimal direction.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
  • Regularly gather new client accounts and build assets under management for FA Team.
  • Conduct in-depth analyses of client portfolios. Research recommendations, select suitable investments based on client's investment objectives, tolerance for risk, financial capabilities and investment potential. Promptly execute approved transactions.
  • Collect and analyze client's financial information to educate new and existing clients; this may include introducing additional products and services.
  • Monitor and evaluate clients' investment needs and progress by reviewing transactions, monthly statements, market research and client contact.
  • Promote business growth programs and services, develop detailed marketing plans for client acquisition and identify opportunities to improve sales effectiveness for FA Team.

What do you need to succeed?
Must-have
  • 5+ years industry experience
  • Series 7, Series 66 (or 63/65) and State licenses consistent with those of the FA(s) this person supports
  • Excellent understanding of the stock market, investments and retirement plans
  • Working knowledge of fixed income products, equities, mutual funds, insurance and annuities
  • In-depth knowledge of regulatory policies and procedures and ability to analyze client portfolios
  • Advanced computer skills (including Microsoft Office)

Nice-to-have
  • Excellent interpersonal, verbal and written communication skills and able to independently manage multiple demands and competing priorities
  • Detail orientated, strong analytical and organizational skills and able to work effectively in a fast-paced, deadline-oriented environment
  • Bachelor's Degree
  • CFP designation preferred

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
3800 GLENWOOD AVENUE:RALEIGH
City:
Raleigh
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-09-01
Application Deadline:
2026-10-01
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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