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Financial Associate Jobs in Ridgeland, MS (NOW HIRING)

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Financial Associate information

See Ridgeland, MS salary details

$26.1K

$60.2K

$118K

How much do financial associate jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial associate in Ridgeland, MS is $60,171.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $65,800.00 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 Ridgeland, MS?

The most popular types of Financial jobs in Ridgeland, MS are:

What job categories do people searching Financial Associate jobs in Ridgeland, MS look for?

The top searched job categories for Financial Associate jobs in Ridgeland, MS are:

What cities near Ridgeland, MS are hiring for Financial Associate jobs?

Cities near Ridgeland, MS with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Ridgeland, MS as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $60,171 per year, or $28.9 per hour.

TFS Financial Advisor Associate

Madison, MS • On-site

Trustmark Bank
Finance and Insurance • 1 - 5K employees
Learn more about Trustmark Bankexternal

Full-time

Posted 7 days ago

Trustmark National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

54th of 176 rated banks

Job description

Overview

The Financial Advisor Associate will support the Financial Advisor in delivering investment and financial planning services to existing and prospective clients. This position will provide the Associate with a knowledge and understanding of financial markets, various product offerings and expose the Associate to the day-to-day activities of a Financial Advisor in preparation for future placement as a Financial Advisor. Typically, an Associate will transition to a Financial Advisor within 12-24 months.

Responsibilities
  • Provide client service and support to an experienced Financial Advisor.
  • Enter trades in client accounts as instructed by the client and/or Financial Advisor.
  • Open new accounts and maintain existing accounts.
  • Prepare presentations for client meetings.
  • Research data for the Financial Advisor to consider client investment strategies.
  • Practice business development strategies in conjunction with receiving coaching and mentorship to prepare for a role as a Partner with the Financial Advisor.
  • Ensure a FINRA compliance branch system is maintained.
  • Remain informed on current financial market trends, regulatory changes and product offerings.
Qualifications
  • Minimum one year of experience in investment services or wealth management
  • SIE, Series 7, 63 and or 65/66
  • Resident Life Insurance license, or ability to obtain within 6 months of hire
  • Knowledge of basic Banking/Financial industry practices
  • Ability to apply analytical skills
  • Must be a self-starter with the ability to promote and sell investment products and services
  • Excellent interpersonal communication and relationship building skills
  • Ability to work independently as a self-starter as well as within a team framework
  • Effective oral and written communication skills
  • Ability to manage multiple assignments simultaneously
  • Strong organizational skills
  • Four-year college degree in a business-related field preferably Finance or equivalent work experience preferred
  • Proficiency in Microsoft Office Suite preferred

Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site.  Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank.  No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Employment Type: FULL_TIME

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