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Financial Associate Jobs in San Ramon, CA (NOW HIRING)

Direct Counsel

Finance Associate Attorney

San Francisco, CA · On-site

$260K - $390K/yr

Finance Associate Attorney - San Francisco, California Direct Counsel is seeking a Finance Associate Attorney to join a highly respected Am Law firm in its San Francisco office. This opportunity is ...

Union Depot

Senior Financial Analyst

Pleasanton, CA · On-site

$78 - $105/hr

The Senior Finance Associate will provide analytical support to their designated region. This person will be working closely with our Accounting Team in our Enterprise Service Center (ESC) for our ...

Bloom Energy

Associate, Structured Finance

San Jose, CA

$100K - $150K/yr

The Opportunity The Structured Finance Associate sits at the center of Bloom's growth engine ... What You'll Do Financial Modeling & Analysis * Build and own complex project and portfolio level ...

Bloom Energy

Associate, Structured Finance

San Jose, CA · On-site

$100K - $150K/yr

The Opportunity The Structured Finance Associate sits at the center of Bloom's growth engine ... What You'll Do Financial Modeling & Analysis * Build and own complex project and portfolio level ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in San Ramon, CA

Financial Associate information

See San Ramon, CA salary details

$34.1K

$78.6K

$154.2K

How much do financial associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial associate in San Ramon, CA is $78,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,900.00 and $86,000.00 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 San Ramon, CA?

The most popular types of Financial jobs in San Ramon, CA are:

What job categories do people searching Financial Associate jobs in San Ramon, CA look for?

The top searched job categories for Financial Associate jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Financial Associate jobs?

Cities near San Ramon, CA with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in San Ramon, CA as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $78,640 per year, or $37.8 per hour.

Finance Associate Attorney

Francis Lorraine Inc

San Francisco, CA • On-site

$220K - $330K/yr

Full-time

Re-posted 28 days ago

Job description

Finance Associates (Mid-Level to Senior) | San Francisco or Irvine, CA


Compensation: $220,000 to $330,000 annually, depending on experience


A well-established firm is seeking mid-level to senior associates with 4 to 7 or more years of experience to join its Financial Practices Group.


The positions are available in either the San Francisco or Irvine office.


Strong candidates will have meaningful experience in commercial finance and/or real estate finance transactions, drafting and negotiating loan and security documents, and managing deals from inception through closing. A solid grasp of UCC Article 9, real estate secured lending, or both is expected. Experience representing both lenders and borrowers is a plus.


Applicants must be admitted to the California bar and have a strong academic background from a top law school or equivalent experience at a firm with a comparable finance or lending practice.


The group offers close collaboration with an experienced team across a wide range of debt financing transactions on both the lender and borrower side, along with strong mentoring, sponsorship, and real partnership opportunities.