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Financial Associate Jobs in Summit, NJ (NOW HIRING)

Axial

Strategic Finance Associate

New York, NY · Hybrid

$120K - $160K/yr

Strategic Finance Associate Location: New York City In-office: 3 days per week (Tues-Thurs) Reports ... Drive Axial's financial planning by rebuilding and managing the driver-based operating and ...

New

Axial

Strategic Finance Associate

New York, NY · Hybrid

$120K - $160K/yr

Strategic Finance Associate Location: New York City In-office: 3 days per week (Tues-Thurs) Reports ... Drive Axial's financial planning by rebuilding and managing the driver-based operating and ...

New

Axial

Strategic Finance Associate

New York, NY · On-site

$120K - $160K/yr

Strategic Finance Associate Location: New York City In-office: 3 days per week (Tues-Thurs) Reports ... Drive Axial's financial planning by rebuilding and managing the driver-based operating and ...

New

David Protein

Finance Associate

New York, NY

$130K - $150K/yr

As a Finance Associate, you will focus on forecasting, go-to-market strategy, budgeting, and ... financial assumptions, and determining optimal price and product architecture. You'll also ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Summit, NJ

Financial Associate information

See Summit, NJ salary details

$32.4K

$74.8K

$146.6K

How much do financial associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial associate in Summit, NJ is $74,775.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,100.00 and $81,800.00 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 Summit, NJ?

The most popular types of Financial jobs in Summit, NJ are:

What are popular job titles related to Financial Associate jobs in Summit, NJ?

For Financial Associate jobs in Summit, NJ, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in Summit, NJ look for?

The top searched job categories for Financial Associate jobs in Summit, NJ are:

What cities near Summit, NJ are hiring for Financial Associate jobs?

Cities near Summit, NJ with the most Financial Associate job openings:

Financial Associate jobs near you

Global Finance Associate Attorney

Direct Counsel

New York, NY

$235K - $420K/yr

Full-time

Re-posted 21 days ago

Job description

Global Finance Associate Attorney
Location: New York, NY

Direct Counsel is seeking Junior to Mid-Level Global Finance Associates to join a prestigious, rapidly growing U.S. finance practice in New York. This role is ideal for associates with strong lending-side finance experience who want exposure to complex transactions and credit arrangements for leading financial institutions and corporate clients.

The Opportunity
Associates will work on sophisticated finance transactions representing a diverse client base, including major bank and non-bank lenders, private debt funds, mezzanine funds, BDCs, hedge funds, and corporate borrowers. The role provides direct client interaction, with opportunities for professional development and business development training. Candidates will gain experience drafting, negotiating, and executing credit and financing documents, while working closely with senior partners on high-profile matters.

Key Responsibilities

  • Execute and support complex finance transactions and credit arrangements

  • Draft, review, and negotiate loan and financing documents

  • Coordinate transaction closings and manage deal timelines

  • Provide strategic advice to lender- and borrower-side clients

  • Collaborate with partners and cross-office teams on domestic and international transactions

  • Participate in business development and client-facing initiatives

Qualifications

  • J.D. from an accredited law school

  • Admission to the New York State Bar and in good standing required

  • 2–7 years of experience in lending-side finance transactions

  • Strong academic credentials and prior law firm experience

  • Experience with structured finance, credit facilities, and leveraged transactions preferred

  • Excellent drafting, analytical, and communication skills

Compensation

  • Salary range: $235,000 – $420,000, commensurate with experience and other relevant factors

Application Requirements
Interested candidates should submit a cover letter, resume, law school transcript, and representative deal sheet.

Work Environment

  • High-profile, fast-growing finance practice with national and international exposure

  • Collaborative culture with mentorship and professional growth opportunities

  • Direct client contact and opportunities for business development