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Financial Associate Jobs in Temple, TX (NOW HIRING)

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Senior Financial Analyst

Waco, TX · On-site

$120K - $135K/yr

This individual will analyze financial performance, identify trends, develop financial models, and provide recommendations that enhance profitability , operational efficiency, and long-term growth.

The best advertising, financing, and delivery service in the industry What we are looking for ... Associate, your primary responsibilities are: * Greet and engage customers * Uncover customer ...

The best advertising, financing, and delivery service in the industry What we are looking for ... Associate, your primary responsibilities are: * Greet and engage customers * Uncover customer ...

The best advertising, financing, and delivery service in the industry What we are looking for ... Associate, your primary responsibilities are: * Greet and engage customers * Uncover customer ...

The best advertising, financing, and delivery service in the industry What we are looking for ... Associate, your primary responsibilities are: * Greet and engage customers * Uncover customer ...

Part Time Sales Associate

Killeen, TX · On-site

$13.75 - $15.75/hr

Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish ...

Tax Associate

Temple, TX · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Killeen, TX · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Copperas Cove, TX · On-site

$47K - $62K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Belton, TX · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Killeen, TX · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Harker Heights, TX · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Temple, TX · On-site

$47K - $63K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Sales Associate

Temple, TX · On-site

$8 - $10/hr

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Sales Associate

Waco, TX · On-site

$8 - $10/hr

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

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Financial Associate information

See Temple, TX salary details

$28.3K

$65.4K

$128.2K

How much do financial associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial associate in Temple, TX is $65,376.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $71,500.00 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 Temple, TX?

The most popular types of Financial jobs in Temple, TX are:

What job categories do people searching Financial Associate jobs in Temple, TX look for?

The top searched job categories for Financial Associate jobs in Temple, TX are:

What cities near Temple, TX are hiring for Financial Associate jobs?

Cities near Temple, TX with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Temple, TX as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $65,376 per year, or $31.4 per hour.

Accounting & Finance - Financial Planning & Analyst Manager

Magnolia

Waco, TX • On-site

Full-time

Posted 7 days ago


Job description

SUMMARY
At Magnolia, the Financial Planning & Analyst Manager is responsible for overseeing the budgeting process, performing financial analysis, and developing accurate forecasts. This position collaborates with various departments to improve policies, procedures, and processes, build models for strategic decision-making, and ensure accurate financial reporting to support well-founded recommendations. This position works from Magnolia Headquarters in Waco, Texas. It reports to the Director of Finance and has supervisory responsibilities.
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Serve as the primary finance business partner for assigned business channels, providing financial guidance, insights, and decision support to business leadership.
  • Own the budgeting, forecasting, monthly reporting, and financial planning processes for assigned business channels. *
  • Lead monthly and quarterly business reviews, communicating financial performance, key risks, opportunities, and recommended actions. *
  • Analyze business performance and key drivers to support strategic decision-making and improve financial results.
  • Oversee the accuracy, quality, and timeliness of financial reporting, forecasting, variance analysis, and cash flow projections for assigned areas of responsibility. *
  • Partner with the Director of Finance on enterprise planning initiatives and escalate significant financial risks, opportunities, and strategic matters as appropriate.
  • Champion process improvements, reporting enhancements, financial controls, and operational discipline across assigned business channels.
  • Manage, coach, and develop direct reports; establish priorities, review work product, and serve as an escalation point for complex financial and business partner matters. *
  • Perform other duties as assigned.

*Metrics evaluated on Performance Review
COMPETENCIES
  • Teamwork: Foster a team environment supporting diversity, equity, inclusion, and belonging. Effectively evaluate team members' strengths and ensure members are operating in their strengths. Identify, communicate, and train employees whose performance needs to improve.
  • Critical Thinking: Evaluate and address problems quickly, efficiently, and effectively. Have an analytical and unbiased approach. Understand financial metrics, budgeting, and resource allocation to make decisions.
  • Expertise: Maintain a thorough understanding of your area and each role in it to ensure all work is completed accurately and on time. Stay current on trends and advances in your field. Foster employees' abilities to become experts by connecting them with the resources and training needed.
  • Communication: Actively engage in listening to teammates and guests and be open to feedback from guests, peers, and management. Establish communication channels between employees, management, and guests. Utilize written and verbal communication skills to convey information effectively.
  • Guest Focus: Establish and uphold a culture of exceptional guest engagement and service, setting a standard through exemplary leadership.
  • Strategy and Goal Setting: Approach change with positivity and curiosity, leading through ambiguity. Break down team goals into daily or weekly goals, establish metrics, and communicate what actions employees must take to contribute to achieving these goals.
  • Hard skills: Proficiency in Microsoft Excel required, experience using NetSuite accounting software and Workday Adaptive Insights planning tool preferred, comprehensive understanding of financial statements and the accounting relationships among them, strong understanding of financial metrics and cash flow management.

ELIGIBILITY QUALIFICATIONS
  • Bachelor's degree in Finance, Accounting, or Business Administration from a 4-year college or university preferred
  • 1-3 years of management experience and/or 5+ years of related work experience or a combination preferred

PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to sit; use hands and arms to reach, handle, feel; utilize fine motor dexterity of fingers; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds, and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT
While performing the duties of this job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually moderate.
ACKNOWLEDGEMENTS
Magnolia is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.
This job description has been designed to indicate the general nature and level of work performed by an employee in this classification. It is not to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications of employees assigned to this job. Management has the right to add to, revise, or delete information in this description at any time.