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Financial Associate Jobs in Somerville, MA (NOW HIRING)

Rise North Capital

Financial Associate

Braintree, MA · On-site

About the Role In your role as a Financial Associate, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to ...

Rise North Capital

Financial Associate

Quincy, MA · On-site

$60K - $120K/yr

As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career. We will provide you with the tools and teach you the skill sets you ...

Rise North Capital

Financial Associate

Braintree, MA

$60K - $120K/yr

As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career. We will provide you with the tools and teach you the skill sets you ...

Harvard University

Financial Associate II

Boston, MA · On-site +1

$55/hr

The Financial Associate II reporting to the Director Financial Operations, will perform complex accounting tasks and control functions that support the maintenance of the books and records of OEE.

Harvard University

Financial Associate II

Boston, MA · On-site

The Financial Associate II reporting to the Director Financial Operations, will perform complex accounting tasks and control functions that support the maintenance of the books and records of OEE.

Harvard University

Financial Associate II

Cambridge, MA · On-site

Reporting to the Controller, the Financial Associate II performs a diverse array of payroll, accounting, and financial support duties, and works closely with staff members throughout the GSD, serving ...

Lotto.com

Financial Accountant

Hopkinton, MA · On-site

No remote option Located in Jersey City, NJ Financial Associate/Staff AccountantWho we are Lotto.com Inc. is a New Jersey based start-up, aiming to change the way lottery is played. We built the best ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Somerville, MA

Financial Associate information

See Somerville, MA salary details

$33.3K

$76.8K

$150.6K

How much do financial associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for financial associate in Somerville, MA is $76,795.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,600.00 and $84,000.00 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 Somerville, MA?

The most popular types of Financial jobs in Somerville, MA are:

What job categories do people searching Financial Associate jobs in Somerville, MA look for?

The top searched job categories for Financial Associate jobs in Somerville, MA are:

What cities near Somerville, MA are hiring for Financial Associate jobs?

Cities near Somerville, MA with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Somerville, MA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $76,795 per year, or $36.9 per hour.

Financial Associate

Braintree, MA • On-site

Rise North Capital
Finance and Insurance • 11 - 50 employees
Learn more about Rise North Capitalexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 2 days ago

Job description

Description
Training Provided
Start Building Something That's Yours.
Whether you're not yet licensed, newly licensed, or changing careers - we'll help you launch, get trained from scratch, and build something real with the right tools and mentorship.
About the Role
In your role as a Financial Associate, we will help you build your career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.
As a Financial Associate, you will receive the training, mentorship, and support needed to build a successful long-term career. We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.
Compensation & Benefits
  • Performance-based bonuses and commissions
  • Comprehensive benefits package including Health, Dental, Vision, HSA, Life Insurance, Disability Insurance, 401(k), and Pension
  • Company-sponsored destination trips and travel incentives
  • In-person work - office located in Braintree, MA
  • Other office locations: Nashua, NH and South Hadley, MA
  • Sponsorship for licenses and ongoing professional development
  • One-on-one coaching, mentorship, and leadership development opportunities

We are committed to your success and will provide all of the following to help you develop as a Financial Associate:
  • One-on-one strategic coaching
  • Mentorship, peer group learning environment
  • Virtual and in-person training
  • Remote access to top resources and experts in the industry
  • Marketing systems and capital
  • Leadership advancement track
  • Sponsorship for licenses and ongoing professional training

If you're ready to start your career in Financial Services, apply today.
Responsibilities
As a Financial Associate, you will:
• Attend virtual or in-person trainings to enhance financial expertise.
• Collaborate with coaches and other team members on client cases.
• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Utilize marketing tools and resources to grow your client base.
• Ensure compliance with financial industry standards and licensing requirements.
Qualifications
Successful Financial Associate candidates are:
• Driven
• Coachable
• Competitive
• Resilient
• Strong Work Ethic
• Track Record of Leadership and Success
• People Orientated
• Please note: Must be a U.S. Citizen or Permanent Resident/Green Card holder to qualify.
Background in Finance or Financial Services is NOT REQUIRED for this Entry Level Financial Representative opportunity.

Apply