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Financial Associate Jobs in Tyler, TX (NOW HIRING)

Origin Bank

Financial Crimes Risk Analyst

Tyler, TX · On-site

The Financial Crimes Risk Analyst ensures the Bank's compliance with the applicable aspects of the Bank Secrecy Act (BSA), USA PATRIOT Act, and Office of Foreign Assets Control (OFAC) regulations by ...

New

ACE Cash Express-Reid

Sales Associate

Tyler, TX

$13 - $15/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 ...

ACE Cash Express-Reid

Sales Associate

Tyler, TX

$13 - $15/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 ...

ACE Cash Express-Reid

Sales Associate

Tyler, TX

$13 - $15/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 ...

ACE Cash Express

Sales Associate

Tyler, TX · On-site

$13.25 - $18/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 ...

ACE Cash Express

Sales Associate

Tyler, TX · On-site

$13.25 - $18/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 ...

ACE Cash Express

Sales Associate

Tyler, TX · On-site

$13.25 - $18/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 ...

ACE Cash Express-Reid

Part Time Sales Associate

Tyler, TX

$14.25 - $16.25/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 ...

H&R Block

Tax Associate

Canton, TX · On-site

$46K - $61K/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 ...

H&R Block

Tax Associate

Grand Saline, TX · On-site

$45K - $60K/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 ...

H&R Block

Tax Associate

Tyler, TX · On-site

$55K - $73K/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 ...

H&R Block

Tax Associate

Frankston, TX · On-site

$58K - $77K/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 ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Tyler, TX

Financial Associate information

See Tyler, TX salary details

$28.7K

$66.3K

$130K

How much do financial associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial associate in Tyler, TX is $66,312.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,100.00 and $72,600.00 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 Tyler, TX?

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

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Tyler, TX as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $66,312 per year, or $31.9 per hour.

Financial Advisor (Tyler)

Spectrum Financial Group

Tyler, TX • Remote

$75K - $150K/yr

Full-time

Re-posted 10 days ago

Job description

Job Title: Financial Advisor (Early Career / Entry-Level)

Location: Flexible / Hybrid / Remote Options Available

Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential

Overview

Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career.

As a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started.

What Makes This Role Different

  • No large network required: You’ll receive up to 80 qualified leads per day and marketing support to help you build your client base.
  • Own your Book of Business: From Day 1, you'll own your book of business!
  • Team Effort: A Managing Associate/Team Lead will help you close deals.
  • Get paid while you build: An activity-based stipend rewards consistent effort and progress—not just results.
  • Clear path to growth: Structured training and mentorship help you develop into a top-performing advisor.
  • Purpose-driven work: Help clients reduce financial stress, plan for the future, and achieve their goals.

Key Responsibilities

  • Meet with prospective clients (provided leads + self-generated opportunities)
  • Conduct financial needs assessments and identify appropriate solutions
  • Educate clients on financial strategies (retirement, protection, savings, etc.)
  • Build and maintain long-term client relationships
  • Participate in training, coaching, and team development activities
  • Track daily activity and progress toward personal goals

Compensation Structure

  • Activity-Based Stipend: Earn consistent income based on key activities
  • Performance Bonuses: Additional earnings tied to production milestones
  • Commission Potential: Unlimited income based on client solutions implemented
  • Long-Term Residual Income: Build a sustainable income stream over time

Training & Support

  • Comprehensive onboarding program (no prior experience required)
  • Ongoing mentorship from experienced professionals
  • Access to proven scripts, systems, and marketing tools
  • Licensing support (where applicable)
  • Weekly coaching and development sessions
  • Earn required licensing (Life, SIE, Series 7 and Series 66)

Who This Role is Perfect For

  • Early-career professionals or career changers
  • Individuals without a large natural market or network
  • Highly motivated, coachable, and goal-oriented individuals
  • Strong communicators who enjoy helping others
  • Self-starters who thrive in a flexible, performance-based environment

Career Path

This role is designed as a launchpad into a long-term career in financial services. With consistent effort and development, you can advance into:

  • Managing Associate
  • Team Leader / Managing Director
  • Specialist Roles (retirement, wealth strategies, etc.)

Why Join Us

We believe talent and work ethic matter more than who you already know. If you’re willing to learn, put in the activity, and stay consistent, we provide the structure, support, and opportunity to help you succeed.

Apply today to start building a career with purpose, flexibility, and unlimited growth potential!!!
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