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Financial Associate Jobs in Vineyard, UT (NOW HIRING)

Senior Financial Analyst

Midvale, UT · On-site

$80K - $100K/yr

Senior Financial Analyst On-site This role will focus on analyzing and preparing financial data related to revenue and gross margin. You will work closely with Global teams to ensure accurate ...

Senior Financial Analyst

Midvale, UT · On-site

$85 - $120/hr

Senior Financial Analyst On-site This role will focus on analyzing and preparing financial data related to revenue and gross margin. You will work closely with Global teams to ensure accurate ...

Senior Financial Analyst

Midvale, UT · On-site

$80K - $100K/yr

Senior Financial Analyst On-site This role will focus on analyzing and preparing financial data related to revenue and gross margin. You will work closely with Global teams to ensure accurate ...

Regional Finance Coordinator

Midvale, UT · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Create and maintain electronic project files related to financial documentation, which may include ... Associate's degree with a minimum of 2 years' related experience. Or in lieu of a degree, a minimum ...

Join Nearmap's GTM Finance team as the Analyst who helps keep commission plans accurate, forecasts sharp, and cross-functional partners aligned. You'll sit at the center of Nearmap's global go-to ...

Join Nearmap's GTM Finance team as the Analyst who helps keep commission plans accurate, forecasts sharp, and cross-functional partners aligned. You'll sit at the center of Nearmap's global go-to ...

Join Nearmap's GTM Finance team as the Analyst who helps keep commission plans accurate, forecasts sharp, and cross-functional partners aligned. You'll sit at the center of Nearmap's global go-to ...

The Opportunity Join Adobe as a Lead Financial Analyst - Mobile, where you will play a pivotal role in driving financial forecasting and performance management for sales of our innovative Adobe ...

Senior Financial Analyst, Cloud FP&A /Product

Lehi, UT · On-site

$80K - $100K/yr

This role requires FP&A and analytical skills to administer a complex but highly strategic spend. You will work cross-functionally to bring the data points and story together. The successful ...

About the Role The FP&A Analyst is a core member of the corporate finance team, supporting budgeting, forecasting, reporting, and analysis across a multi-subsidiary organization. This role partners ...

Finance Analyst

Draper, UT · On-site

$40 - $46/hr

This position will be instrumental in providing financial support and strategic insights to our go-to-market and product teams, helping shape the future of our business. Responsibilities:

Job Title: FP&A Analyst Location: NYC Compensation: $90-$120k + Bonus Eligibility Reports to: SVP of Finance Who We Are On the Go has elevated the dining and retail experience for travelers by ...

Job Title: FP&A Analyst Location: NYC Compensation: $90-$120k + Bonus Eligibility Reports to: SVP of Finance Who We Are On the Go has elevated the dining and retail experience for travelers by ...

About the Role The FP&A Analyst is a core member of the corporate finance team, supporting budgeting, forecasting, reporting, and analysis across a multi-subsidiary organization. This role partners ...

FP&A Analyst

Draper, UT · On-site

$90 - $130/hr

About the Role The FP&A Analyst is a core member of the corporate finance team, supporting budgeting, forecasting, reporting, and analysis across a multi-subsidiary organization. This role partners ...

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Showing results 41-60

Financial Associate information

See Vineyard, UT salary details

$28K

$64.6K

$126.6K

How much do financial associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for financial associate in Vineyard, UT is $64,576.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $70,700.00 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 Vineyard, UT?

The most popular types of Financial jobs in Vineyard, UT are:

What job categories do people searching Financial Associate jobs in Vineyard, UT look for?

The top searched job categories for Financial Associate jobs in Vineyard, UT are:

What cities near Vineyard, UT are hiring for Financial Associate jobs?

Cities near Vineyard, UT with the most Financial Associate job openings:

Financial Brokerage Operations Service Specialist

Foundever

Orem, UT • On-site

$35/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Foundever rating

5.6

Company rating: 5.6 out of 10

Based on 193 frontline employees who took The Breakroom Quiz

42nd of 71 rated call and contact centers


Job description

Brokerage Operations Service Specialist
Join our dynamic team at Foundever, where every interaction is an opportunity to make a difference.
Foundever is hiring Brokerage Operations Service Specialists with FINRA licenses, including Series 7 and Series 63 or Series 66, to join one of the fastest-growing financial brands in the world! In this role, you'll assist customers as they trade stock in their favorite companies with as little as $1 using an innovative free fractional trading feature.
As a Brokerage Operations Specialist, you will support the Front Office functions of a growing broker-dealer subsidiary. Reporting to the Brokerage Operations Service Lead, you'll play a key role in maintaining customer satisfaction by addressing inbound communications for Investing brokerage accounts
Location Requirements: Must live within the commuting range and be able to work in our Orem site at 545 East University Parkway, Orem, UT
Why You Should Join Us
  • $35/H
  • Join a supportive community focused on engagement and recognition
  • Hands-on paid classroom-style training, as well as ongoing job specific training
  • Comprehensive benefits including medical, dental, life and vision insurance, company-matched 401K contribution, paid vacation time, EAP and wellness program
  • Employee discounts and referral bonuses
  • Excellent growth opportunities - 93% of our management teams is hired from within
  • Enjoy a generous incentive program with the potential to earn an additional $1,500 at six months, $2,500 at twelve months and $3500 at twenty four months - adding up to a total of $7500 over 2 years!

What We Are Looking For
  • Must have FINRA Licenses: Series 7 and Series 63 or Series 66
  • Have 1-2 years of customer service experience in broker-dealer or financial operations
  • Knowledge and respect for SEC/FINRA regulatory and compliance rules and regulations
  • Must legally be able to work in the US
  • Must be at least 18 yrs of age
  • Highschool diploma or equivalent
  • The flexibility to work various shifts, including evenings and weekends
  • Must pass a background check

Key Skills
  • Strong verbal and written communication skills
  • Ability to multitask and navigate between screens efficiently while assisting customers
  • Strong problem-solving, empathy, adaptability, and reliability
  • Quickly and accurately identify customer needs and share the appropriate solution to their questions and account-related issues in compliance with Firm procedures
  • Manage and triage Investing related issues using internal tools and systems
  • Document interactions and escalate issues with empathy to enhance customer experiences
  • Advocate for customers by identifying trends in issues and suggesting improvements to processes, policies, and products
  • Enhance content in the Support Center and collaborate with other teams to find answers and support teammates

About Foundever™
Foundever® is a global leader in the customer experience (CX) industry. With 150,000 associates across the globe, we're the team behind the best experiences for +800 of the world's leading and digital-first brands. Our innovative CX solutions, technology and expertise are designed to support operational needs for our clients and deliver a seamless experience to customers in the moments that matter.
Military Friendly
We proudly support military families through partnerships with Military One Source and other veteran organizations. We value the unique skills and experiences that veterans bring to our workforce.
EEO
Foundever is committed to selecting, developing, and rewarding the best person for the job based on the requirements of the work to be performed and without regard to race, age, color, religion, sex, creed, national origin, ancestry, citizenship, disability/handicap, marital status, protected veteran status, uniform status, sexual orientation, pregnancy, genetic information, gender identity and expression, or any other basis protected by federal, state or local law. The Company forbids discrimination of all kinds, whether directed at Associates, applicants, vendors, customers, or visitors. This policy applies to all terms and conditions of employment, including recruitment, hiring, promotion, compensation, benefits, training, discipline, and termination.
Get to know us at www.foundever.com and connect with us on Facebook, LinkedIn and Twitter.

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