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Financial Associate Jobs in Timonium, MD (NOW HIRING)

T Rowe Price

Financial Planner

Owings Mills, MD · Hybrid

$72K - $97K/yr

Help clients facing associates better navigate client conversations about various complex financial planning topics * Contribute suggestions for program enhancements, ensure up-to-date knowledge of ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Timonium, MD

Financial Associate information

See Timonium, MD salary details

$29.3K

$67.6K

$132.6K

How much do financial associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial associate in Timonium, MD is $67,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $74,000.00 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 Timonium, MD? The most popular types of Financial jobs in Timonium, MD are:
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What cities near Timonium, MD are hiring for Financial Associate jobs? Cities near Timonium, MD with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Timonium, MD as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,617 per year, or $32.5 per hour.

Financial Legacy Planning Associate (Remote) - Havre De Grace, MD

Traction Forge Financial

Havre De Grace, MD • Remote

Part-time

Re-posted 25 days ago

Job description

Our Mission at Legacy Wealth Financial

At Legacy Wealth Financial (powered by GFI), we operate under the core belief that financial clarity is a right, not a luxury. As an education-first firm, we collaborate with Fortune 500 institutions to provide families with comprehensive, complimentary financial roadmaps that secure their futures.

We are currently expanding our 2026 training cohort and are seeking ambitious, people-oriented professionals to join us. No prior experience in finance is required to apply; we provide the complete blueprint, dedicated mentorship, and the professional platformyou simply provide the work ethic and the drive to succeed.

The Advantages of This Role
  • Earn While You Learn: We offer a structured training program designed to help you transition into a high-demand industry without losing income.
  • Complete Schedule Flexibility: You have the power to design a schedule that aligns with your life. This is a perfect fit whether you are looking for a total career change or a strategic part-time income stream.
  • Accelerated Leadership Track: We are committed to internal growth. This role is specifically designed to evolve into management and agency leadership positions.
  • Work with Purpose: This is not a "sales" role; your primary objective is educating families on essential topics like retirement planning, college funding, and wealth protection.
Your Responsibilities
  • Consultation & Education: You will be trained to conduct financial discovery sessions with individuals and business owners to help them identify and understand their financial "why."
  • Strategic Financial Planning: You will build customized financial roadmaps using our robust suite of insurance solutions and wealth accumulation tools.
  • Professional Growth: You will participate in structured development sessions to master both financial concepts and the art of client relationship management.
Candidate Qualifications
  • Integrity: All candidates must be able to pass a standard soft background check to meet our ethical standards.
  • Legal Status: You must be 18 years of age or older and be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with a Social Security Number.
  • Growth Mindset: You must have the ability and willingness to complete state licensing requirements within 14 days (full guidance and support are provided by our team).
  • Interpersonal Skills: You should genuinely enjoy engaging with people and possess a "service-first" communication style.