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Financial Associate Jobs in Raleigh, NC (NOW HIRING)

Langley

Financial Service Representative

Wake Forest, NC · On-site

$18.70 - $23.09/hr

An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience required. * One year of ...

Duke Health

Strategic Services Associate

Durham, NC · On-site

The Strategic Service Associate will be a key liaison across DHIP, SOM, DUHS, and departmental ... The ideal candidate will bring strong financial and analytical expertise, experience navigating ...

Duke Health

Strategic Services Associate

Durham, NC · On-site

The Strategic Service Associate will be a key liaison across DHIP, SOM, DUHS, and departmental ... The ideal candidate will bring strong financial and analytical expertise, experience navigating ...

Southpoint Honda

F&I Manager

Durham, NC

$200K/yr

S. If you are an experienced Automotive Finance Associate with a track record of success, or an accomplished Finance professional looking for career advancement, it's time to shift your career into ...

8 Rivers

Capital Management Associate

Durham, NC · Hybrid

About this Opportunity 8 Rivers is seeking a Capital Management Associate to help drive financial ... This role is ideal for a finance professional who is excited to work at the intersection of capital ...

8 Rivers

Capital Management Associate

Durham, NC · On-site

About this Opportunity 8 Rivers is seeking a Capital Management Associate to help drive financial ... This role is ideal for a finance professional who is excited to work at the intersection of capital ...

Hudson Automotive Group

F&I Manager

Durham, NC

$200K/yr

S. If you are an experienced Automotive Finance Associate with a track record of success, or an accomplished Finance professional looking for career advancement, it's time to shift your career into ...

Hudson Automotive Group

F&I Manager

Durham, NC · On-site

$150K - $200K/yr

S. If you are an experienced Automotive Finance Associate with a track record of success, or an accomplished Finance professional looking for career advancement, it's time to shift your career into ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Raleigh, NC

Financial Associate information

See Raleigh, NC salary details

$29.6K

$68.4K

$134.1K

How much do financial associate jobs pay per year?

As of Jul 5, 2026, the average yearly pay for financial associate in Raleigh, NC is $68,400.00, 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 can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills to help clients or organizations meet their financial goals.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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 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 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 work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
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 June 2026, with employment types broken down into 74% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $68,400 per year, or $32.9 per hour.
Financial Service Representative

Financial Service Representative

Langley

Wake Forest, NC • On-site

$18.70 - $23.09/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley.
Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.
Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental, and vision plans in addition to:
Investing in You:
  • Educational Assistance, encompassing books, lab fees, registration costs, and more.
  • Support for Student Loan Repayment.
  • Abundant Career Growth Opportunities.

Time Off That Matters:
  • Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
  • Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
  • Paid Sick Time for all team members.

Financial Security:
  • Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
  • Company-covered short- and long-term disability insurance.
  • Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
  • Flexible Health Care and Dependent Care benefits.

Langley Federal Credit Union is currently hiring for a Full Time Financial Service Representative to work on-site from our North Raleigh Branch, located in Raleigh, NC.
Job Summary:
Provides members and potential members of Langley with impeccable service throughout our branch network, in person or over the phone. Uses consultative selling to offer financial products and services that meet or exceed members' needs. Identifies opportunities to increase member engagement. Educates members on Langley products and services to improve members' lives by helping them save, borrow, and spend wisely.
Essential Functions, Duties, and Responsibilities:
  • Utilizes consultative selling to offer financial products and services that meet or exceed members' needs through outbound calling, relationship building, or in-person conversations.
  • Answers Contact Center calls as needed after cross-training.
  • Processes new accounts, additional share types, and IRAs following policies to ensure compliance with BSA and US Patriots Act laws.
  • Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures.
  • Serves as a mentor and role model for all staff including providing on-site training
  • Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
  • Cross-trains to work the teller line to assist as needed, following all policies & procedures
  • Assists members with all account and loan-related service needs, including offering financial advice to improve their financial well-being.
  • Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions.
  • Records every member interaction and follow up utilizing the Customer Relationship Management (CRM) tool and Document Management System.
  • Educates members on Langley products and services, making referrals to internal business partners.
  • Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees.
  • Serves as a front-line deterrent against fraud and theft, protecting members and the Credit Union.
  • Supports the day-to-day operations and efficiencies of the branch.
  • Complies with all Credit Union policies and regulatory requirements.
  • The ability to work at other branch locations as needed.

Qualifications:
  • An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience required.
  • One year of financial institution experience is preferred.

Targeted Pay Range - $18.70 - $23.09 based on qualifications and experience
Our Keys to Success:
  • Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
  • Langley Ambassador - Demonstrates a passion for Langley's vision, encouraging diversity, equity and inclusion while considering Langley's values when making decisions and taking accountability for delivering results.
  • Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
  • Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
  • Continuous Learner - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is frequently required to sit, use hands to handle or feel, reach with arms, and talk or hear. The employee is occasionally required to walk, stand, taste or smell, and stoop, kneel, crouch, or crawl. Occasional lifting up to 10 pounds is required. Specific vision requirements for the job include close vision (at 20 inches or less), distance vision (20 feet or more), and color vision.
We look forward to receiving your application and eagerly anticipate the opportunity to learn more about your qualifications and aspirations. Your unique perspective and skills could be a valuable addition to our team. We're excited to delve deeper into your background and potential fit with our company culture. Thank you for considering joining us on this journey, and we can't wait to get to know you better!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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