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Financial Associate Jobs in Tulsa, OK (NOW HIRING)

Tulsa Community College

Financial Aid Specialist

Tulsa, OK · On-site

$19.91 - $21.16/hr

Minimum Qualifications Associate's degree or equivalent education Degree requirement may be substituted with relevant and equivalent work experience. One year of experience working in a Financial Aid ...

Community HigherEd

Financial Aid Specialist

Tulsa, OK · On-site

$33K - $44K/yr

Associates degree or higher preferred. Experience in accounting, bookkeeping, banking or other finance related occupations required. Financial Aid and or Title IV experience is a plus. Must be ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.50 - $17.25/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$13.25 - $18.25/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Client Service Associate

Tulsa, OK · On-site

$12.75 - $17.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the first point of contact to meet client needs and is ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... We are seeking an Associate Corporate Counsel to join our team. This is a unique opportunity to ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... We are seeking an Associate Corporate Counsel to join our team. This is a unique opportunity to ...

BOK Financial

Associate Corporate Counsel

Tulsa, OK · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... We are seeking an Associate Corporate Counsel to join our team. This is a unique opportunity to ...

LHH US

Financial Analyst

Tulsa, OK · On-site

$75K - $85K/yr

LHH Recruitment Solutions is hiring a Financial Analyst to support financial forecasting and budgeting, prepare and analyze financial reports, create presentations for senior leadership, and manage ...

New

Lancesoft INC

Financial Analyst II

Tulsa, OK · On-site

$68K - $102K/yr

Position Summary We are seeking a detail-oriented Financial Analyst II to support financial planning, budgeting, forecasting, reporting, and analysis activities. This role will work closely with ...

PATTERNS

Financial Analyst II

Tulsa, OK · On-site

Performs a broad range of financial planning and analysis for assigned entities. Monitors results of financial data against plans, forecasts and budgets to determine trends and explain financial ...

Lancesoft INC

Financial Analyst II

Tulsa, OK · On-site

$68K - $102K/yr

Job Title: Financial Analyst II Location: Tulsa, OK Schedule: Monday-Friday | 8:00 AM - 5:00 PM Pay Range: $68,390 - $102,585 annually Job Summary: The Financial Analyst II performs financial ...

Lancesoft INC

Financial Analyst II

Tulsa, OK · On-site

$68K - $102K/yr

Job Title: Financial Analyst II Location: Tulsa, OK Schedule: Monday-Friday | 8:00 AM - 5:00 PM Pay Range: $68,390 - $102,585 annually Job Summary: The Financial Analyst II performs financial ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Tulsa, OK

Financial Associate information

See Tulsa, OK salary details

$27.9K

$64.3K

$126K

How much do financial associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial associate in Tulsa, OK is $64,274.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,700.00 and $70,300.00 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.
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What cities near Tulsa, OK are hiring for Financial Associate jobs? Cities near Tulsa, OK with the most Financial Associate job openings:
Financial Associate jobs near you

Financial Aid Specialist

Tulsa Community College

Tulsa, OK • On-site

$19.91 - $21.16/hr

Full-time

Re-posted 6 days ago

Tulsa Community College rating

5.6

Company rating: 5.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

582nd of 617 rated colleges and universities

Job description

Salary: $19.91 - $21.16 Hourly
Location : Tulsa, OK
Job Type: Full-time
Job Number: 3993F-07-26
Department: Financial Aid
Opening Date: 07/06/2026
Work Schedule: Mon - Thur 9 AM - 6 PM, Fri 8 AM - 5 PM
Campus: Southeast
About TCC: Tulsa Community College is committed to creating positive work environments that support the success of the full range of our employees. We believe that employees who feel valued and respected will create policies, programs, practices, and services to effectively meet the needs and exceed the expectations of our students and employees. We are committed to hiring and retaining culturally competent faculty and staff at all levels of the organization who continue to deepen their skills and competencies to serve the full range of our community.
Job Summary
The Financial Aid Specialist is responsible for gathering relevant financial aid documents, carefully reviewing them for accuracy and completeness and evaluating the contents to ensure they meet established standards and requirements. This role ensures that all necessary paperwork is processed efficiently, complies with applicable guidelines and supports informed decision making. Additionally, assist students and families with all related financial forms and applications and provide guidance.
Essential Duties
Provide guidance and assistance to students and families related to all financial aid forms and applications. This includes federal student aid, state and institutional aid.
Provide guidance and assistance to students regarding eligibility requirements, including student academic performance related to Satisfactory Academic Progress. Has essential roles in the SAP appeal process.
Collect, review and evaluate all financial aid related documents to determine eligibility.
Access to update, maintain, review and correct highly sensitive data with the U.S. Department of Education federal site, and must ensure that all information is protected and adherence to federal regulations are met.
Understand the students' circumstances to determine if a professional judgement is necessary that may impact or affect student financial aid.
Act as part of the campus student service team; liaise with other departments and/or offices across the campus.
Support TCC's recruitment and retention mission through the presentation of Financial Aid information both on and off campus.
Troubleshoot and solve complex student issues, this includes researching and providing resolutions.
Train and mentor new and existing campus Financial Aid and other staff on Financial Aid related issues and regulations.
Support the Financial Aid office's operational needs.
Minimum Qualifications
Associate's degree or equivalent education Degree requirement may be substituted with relevant and equivalent work experience.
One year of experience working in a Financial Aid environment.
Must be detail-oriented with good interpersonal, verbal and written communication skills.
Ability to perform responsibilities with initiative and minimal supervision.
Ability to interact effectively in a team based environment, as well as with college service areas and all student populations.
Ability to adapt to a dynamic working environment.
Preferred Qualifications
Bachelor's degree preferred. Degree requirement may be substituted with relevant and equivalent work experience.
Experience working with Federal Title IV regulations, policies and procedures related to financial aid.
TCC values our employees by providing a benefit package as a significant component of your compensation package.
Our benefits have been designed to provide important protection for you and your family in the case of illness, injury, or even death.

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