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Financial Associate Jobs in Terrell, TX (NOW HIRING)

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified ...

We are seeking a highly motivated Finance Business Development Associate to join our Corporate ... Build and maintain detailed financial models and economic analyses for A&D opportunities, capital ...

We are seeking a highly motivated Finance Business Development Associate to join our Corporate ... Build and maintain detailed financial models and economic analyses for A&D opportunities, capital ...

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Financial Associate information

See Terrell, TX salary details

$26.9K

$62K

$121.6K

How much do financial associate jobs pay per year?

As of Aug 16, 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 is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

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 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 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 are the most commonly searched types of Financial jobs in Terrell, TX?

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

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

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

Real Estate Finance Associate (Loan Servicing & Asset Management)- Dallas

Direct Counsel

Dallas, TX

$250K - $390K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago


Job description

Real Estate Finance Associate (Loan Servicing & Asset Management) – Multiple Offices

Direct Counsel is representing an Amlaw 100 firm seeking a mid-level Associate to join its Loan Servicing and Asset Management team within the Real Estate Finance group. This position is open to any of the firm’s offices.

The ideal candidate will have at least 3 years of broad real estate finance experience, with a focus on loan servicing consent transactions, loan modifications and workouts, loan sales, and asset management matters. Experience with CMBS, CRE CLOs, and other securitized products is strongly preferred.

Qualifications:

  • J.D. and active bar admission in the jurisdiction of practice required

  • 3+ years of real estate finance experience, particularly in loan servicing and asset management

  • Strong academic credentials, research, writing, and communication skills

  • Ability to handle complex financial transactions efficiently and effectively

  • Ambition, drive, and a collaborative mindset to support growth of a national practice

Compensation: $250,000 – $390,000 annually, depending on experience, plus discretionary bonus eligibility. The firm also offers a comprehensive benefits package including medical, dental, vision, life insurance, disability coverage, voluntary insurance options, 401(k), and paid time off.