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Financial Associate Jobs in Saint Albans, VT (NOW HIRING)

Entry level sales position in the Retail Financial Services Division. Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations ...

Entry level sales position in the Retail Financial Services Division. Incumbents will be charged with obtaining the various licenses required for this position as well as learning operations ...

Financial Consultant

Plattsburgh, NY ยท On-site

$52K - $210K/yr

... regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral ...

Financial Consultant

Plattsburgh, NY ยท On-site

$52K - $210K/yr

... regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral ...

TD Wealth The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment ...

Senior Financial Analyst

Burlington, VT ยท On-site

$85K - $106K/yr

Position Overview The Senior Financial Analyst - Facilities Capital & Projects is a key member of ... Full-time associates are also eligible for paid time off, paid holidays and a 401(k) plan. We are a ...

Contract Associate

Plattsburgh, NY ยท On-site

$60K/yr

The Contract Associate provides professional administrative, procurement, and contract management ... Procurement Services is part of the Administration & Finance Division, which delivers essential ...

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Financial Associate information

See Saint Albans, VT salary details

$28.2K

$65K

$127.4K

How much do financial associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial associate in Saint Albans, VT is $64,964.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,200.00 and $71,100.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

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, with some roles needing relevant certifications or degrees in finance or accounting.

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 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 cities near Saint Albans, VT are hiring for Financial Associate jobs? Cities near Saint Albans, VT with the most Financial Associate job openings:

Director of Finance (Associate CFO)

LAMOILLE COUNTY MENTAL HEALTH SERVICES MASTER

Morristown, VT โ€ข On-site

$105 - $180/hr

Other

Medical, Dental, Vision, Life

Posted 6 days ago


Job description

Starting pay is negotiable based on education, relevant experience, and applicable licensure or certifications.Join Lamoille County Mental Health ServicesFor nearly 60 years, Lamoille County Mental Health Services (LCMHS) has provided compassionate, community-based mental health, developmental, behavioral, and family support services across Vermont. As a designated community mental health agency established in 1966, we support more than 1,000 individuals annually with a mission centered on wellness, dignity, and access to high-quality care.We are seeking an experienced and collaborative Associate Chief Financial Officer (ACFO) to help lead the agencyโ€™s financial operations during a transformative period in healthcare funding and payment reform.Position OverviewThe Associate Chief Financial Officer is a key member of the finance leadership team, partnering closely with the CFO to strengthen financial stability, improve operational performance, and support the agencyโ€™s long-term sustainability.This is a hands-on leadership role ideal for a finance professional who combines strong technical accounting expertise with strategic thinking and a collaborative approach. The ACFO will oversee core accounting operations, financial reporting, billing and reimbursement processes, accounts receivable management, compliance, and audit readiness while helping drive continuous improvement across the organization.Key ResponsibilitiesPartner with the CFO on financial strategy, forecasting, and long-range sustainability planning amid evolving payment reform initiativesLead month-end and year-end close processes, ensuring accuracy, timeliness, and GAAP-compliant financial reportingOversee general ledger integrity, reconciliations, and core accounting functionsDirect agency contract invoicing and billing processes to ensure timely and accurate reimbursement from state and funding partnersManage accounts receivable operations, including aging analysis, collections follow-up, and cash flow monitoringSupport development and monitoring of agency-wide and program-specific budgets; analyze financial trends and variancesOversee grant and contract financial reporting, cost allocation methodologies, and compliance with state and federal requirementsCoordinate annual audits, state reviews, and implementation of corrective action plans as neededStrengthen internal controls, financial policies, and operational procedures to enhance accountability and transparencyServe as a trusted financial partner to program leaders and department managers, promoting shared ownership of fiscal performanceIdentify opportunities for process improvement, operational efficiency, and stronger financial systemsWhat We OfferLCMHS offers a comprehensive benefits package designed to support your health, financial wellbeing, and professional growth:Competitive compensation401(k) with 3% employer matchHealth, dental, and vision insuranceHealth Savings Account (HSA)Flexible Spending Account (FSA)Life insuranceGenerous paid time offTuition reimbursement and professional development supportWhy Join LCMHS?At LCMHS, youโ€™ll have the opportunity to make a meaningful impact in your community while helping shape the financial future of an organization dedicated to improving lives. We value collaboration, integrity, innovation, and a commitment to compassionate care.QualificationsRequiredMasterโ€™s degree in Accounting, Finance, or related field3โ€“5 years of progressive accounting or financial management experienceStrong knowledge of GAAP and financial reporting standardsExperience with budgeting, forecasting, and financial analysisDemonstrated ability to manage multiple priorities in a mission-driven environmentPreferredExperience in nonprofit healthcare, behavioral health, or community mental health settingsFamiliarity with government funding, grants management, and reimbursement systemsExperience supporting audits and regulatory compliance initiativesCPA or CPA-track candidate preferred #J-18808-Ljbffr