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Financial Associate Jobs in Union, KY (NOW HIRING)

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...

Trustpoint.One

Debt Finance Attny OH/MI

Cincinnati, OH · On-site

$160K/yr

More Experienced Associates: $160,000-$205,000 DOE Please note: Candidates must reside within a ... Draft, review, and negotiate purchase agreements, financing documents, organizational documents ...

Jobot

Debt Finance Attorney

Cincinnati, OH · On-site

$150K - $160K/yr

Job Details ----- As a M&A Lawyer / Debt Finance Associate on our team, we are looking for: * Juris Doctor from an ABA-accredited law school. * Admission to OH state bar * One to three years of ...

Kao Corporation

Financial Analyst

Cincinnati, OH · Hybrid

$83K - $93K/yr

Reporting to our Associate Finance Director, your responsibilities and projects range from simple to complex and require the use of analytical modeling and business problem solving skills. At Kao, we ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Union, KY

Financial Associate information

See Union, KY salary details

$27.9K

$64.4K

$126.4K

How much do financial associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial associate in Union, KY is $64,445.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,800.00 and $70,500.00 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 Union, KY?

The most popular types of Financial jobs in Union, KY are:

What job categories do people searching Financial Associate jobs in Union, KY look for?

The top searched job categories for Financial Associate jobs in Union, KY are:

What cities near Union, KY are hiring for Financial Associate jobs?

Cities near Union, KY with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Union, KY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $64,445 per year, or $31 per hour.

Associate Wealth Advisor

Waverly Advisors, LLC

Cincinnati, OH • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work every day.
In this role, you'll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you'll grow as a person and leader in your field and transform those around you as well.
We are looking to add an Associate Wealth Advisor to our team in our Cincinnati, OH office. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service, and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.
Associate Wealth Advisor Responsibilities:
  • Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings.
  • Supports Wealth Advisors in business development while driving their own efforts to generate organic growth.
  • Executes client requests, updates client information, and follows up on open items for advisors and clients.
  • Builds a strong wealth management acumen with an understanding of Waverly's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
  • Prepares client meeting materials and attends client and/or prospect meetings.
  • Collaborates with financial planners and wealth advisors to develop financial plans that assist clients to understand their financial picture and develop strategies to achieve their goals.
  • Monitors clients' asset allocations, rebalancing of portfolios, and trade recommendations by working with Wealth Advisors and our internal trading team.
  • Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed.
  • Provides diligent documentation of client communication and utilizes CRM software.
  • Serves day-to-day client needs and collaborates with team members to ensure the highest level of service.
  • Provides on-demand and scheduled reports to advisors and clients, as requested.
  • Participates in and contributes to team meetings, as assigned.
  • Reviews quarterly reports for accuracy.
  • Tracks and completes any special projects throughout the year as needed.
  • Manages client onboarding processes and facilitates new account paperwork with the client service team.
  • Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed.

Qualifications
  • Bachelor's Degree required preferably in Finance, Business, Economics, or a related field.
  • At least one of the following designations: CFA®, CFP®, or CPA, preferred.
  • Five to ten years' experience in the financial services industry, preferably at an RIA.
  • Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience, strongly preferred.
  • Proficiency in a CRM such as Salesforce.
  • Experience working with financial custodians such as Raymond James, Schwab, Pershing, or Fidelity. Raymond James and Schwab preferred.
  • Detail-oriented self-starter with problem solving ability, adaptability, and flexibility.
  • Effective speaking and presentation skills.
  • Excellent writing proficiency.
  • Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously.
  • Coachable with the ability to work in a team environment and independently.
  • Learning and development mindset and drive for continuous improvement.
  • Personal commitment to continuing education for professional development and growth.
  • Proficient with Microsoft Office suite.

Travel:
  • Minimal travel is required.

Physical Requirements:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to access and navigate each department at the organization's facilities.

Benefits:
  • Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
  • 401(k) retirement plan with match and profit sharing to help you invest in your future.
  • Twelve paid holidays each year.
  • An extra vacation day during your birthday week-so you can celebrate you!
  • Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
  • Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
  • Compensation commensurate with experience.

Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.

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