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Financial Associate Jobs in Terrell, TX (NOW HIRING)

5 Legal

Corporate Finance Associate

Dallas, TX · On-site

Experienced Corporate Finance Associate sought to join a leading Am Law 100 Corporate Finance Practice group. Key responsibilities Representing lenders and/or borrowers in connection with single ...

5 Legal

Finance Associate

Dallas, TX · On-site

A Top 200 AmLaw firm seeks an associate to join their Finance Practice for their Dallas or Houston office. The ideal candidate must have at least 2 years of experience representing lenders or ...

5 Legal

Leveraged Finance Associate

Dallas, TX · On-site

A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent ...

5 Legal

Structured Finance Associate

Dallas, TX · On-site

A leading national and international and top 100 Am Law top firm is looking for a highly qualified associate. Qualified candidates must have 5+ years of experience. Extensive experience in finance ...

Jobot

Banking & Finance Associate Attorney

Dallas, TX · Hybrid

$185K - $300K/yr

Associates work directly with senior attorneys on live deals, with structured mentorship in ... with financial and accounting issues related to commercial loans and fixed-income debt a plus ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Terrell, TX

Financial Associate information

See Terrell, TX salary details

$26.9K

$62K

$121.6K

How much do financial associate jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial associate in Terrell, TX is $61,989.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $67,800.00 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 cities near Terrell, TX are hiring for Financial Associate jobs?

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Terrell, TX as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $61,989 per year, or $29.8 per hour.

Corporate Finance Associate - Dallas

Dallas, TX

Direct Counsel
Recruiting and Staffing Services • 1 - 10 employees
Learn more about Direct Counselexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

Corporate Finance Associate (2–4 Years) – Dallas, TX | Onsite

Company: Direct Counsel represents a reputable law firm
Job Type: Full-Time | Onsite

Overview
Direct Counsel is seeking a Corporate Finance Associate to join a leading law firm in Dallas. This role offers hands-on experience working on complex financing transactions with lenders, borrowers, and private equity clients.

Responsibilities

  • Draft and negotiate credit agreements, term sheets, and financing documents
  • Work on syndicated credit facilities, acquisition financings, and private credit deals
  • Support deal execution, closings, and transaction management
  • Collaborate with clients, including lenders, sponsors, and portfolio companies

Qualifications

  • 2–4 years of corporate finance experience
  • Experience with credit facilities and financing transactions
  • Strong drafting and negotiation skills
  • Team-oriented with strong academic credentials
  • Texas Bar admission preferred (or admission to another state bar required)

Compensation & Benefits

  • Competitive salary + bonus
  • Full benefits: medical, dental, vision, 401(k)
  • PTO, disability coverage, and professional development

Apply Today
Submit your resume to be considered.