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

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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.

Associate, MBA - Economics/Finance

The Brattle Group

San Francisco, CA • On-site

$198K/yr

Full-time

Posted 14 days ago

Job description

Associate - Economics/Finance
Associates work as part of a team on challenging and high-profile projects in a collegial and fast-paced work environment. Brattle is sought after to answer complex financial, economic, and regulatory questions for clients around the world. We provide our Associates with a variety of experiences and individualized development with increasing responsibilities. Associates are central members of each project team and they apply finance, accounting, and economic concepts to help resolve high-profile engagements, including litigation, corporate strategy regulation, and public policy on behalf of our clients`.

Associates are responsible for framing research approaches, managing projects, and supervising team/staff while building individual expertise. As they gain valuable hands-on project experience, Associates also become more involved in developing client relationships and marketing and business development efforts. Brattle Associates also benefit from continuous formal and informal training and development opportunities.  Brattle is committed to being a multi-generational firm, with many of our Associates developing into Principals and testifying experts.


Ideal Associate Candidates Will Possess

  • An MBA with an academic or professional background in Economics or Finance, with oil & gas, pipeline, regulatory, or litigation experience.
  • Excellent foundation in quantitative analysis, and/or several years of relevant work experience (preferably in a consulting, investment banking, asset management, auditing or similar environment)
  • Demonstrated record of outstanding academic and/or professional accomplishment
  • Intellectual curiosity, including a drive to think creatively about complex finance, valuation, business strategy, and accounting issues
  • Excellent analytic and quantitative skills, along with practical problem-solving abilities (including proficiency in Excel; experience with statistical software such as Stata or R also helpful)
  • An aptitude for, and interest in, expressing complex ideas through written reports and presentations
  • An entrepreneurial drive to build their own business and brand while contributing to the firm
  • Desire to work, learn, and lead within a collaborative team environment

To be considered for the Associate position, please submit the following materials:

  • Cover letter that describes your interest in economic and financial consulting and states your location preference
  • Resume
  • Undergraduate transcripts and MBA course list (unofficial copies accepted)

Brattle offers a competitive benefits package, base salary, and bonus program for eligible roles based on individual and firm performance. The anticipated base gross salary for this position in San Francisco, CA is $198,900 annually.  Actual salary will depend on a variety of factors, including experience and training.

EQUAL OPPORTUNITY

The Brattle Group is an Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, citizenship status, national origin, ancestry, sex, gender identity and expression, age, height, weight, domestic partner status, Acquired Immune Deficiency Syndrome or HIV status (AIDS/HIV status), genetic information, sexual orientation, disability (where the applicant or employee is qualified to perform the essential functions of the job with or without reasonable accommodation), marital status, veteran status, political affiliation, drug or alcohol abuse or alcoholism, or any other characteristic protected under applicable law.

We encourage all applicants to click here to review our full Equal Employer Opportunity Statement.

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