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Financial Associate Jobs in Wallingford, CT (NOW HIRING)

Shipman & Goodwin LLP

Finance Associate

Hartford, CT · Hybrid

We are seeking an associate to join our finance practice in Connecticut or Boston with the ability to work two days per week remotely. Candidates must have a minimum of seven years of finance ...

Shipman & Goodwin LLP

Finance Associate

Hartford, CT · Hybrid

We are seeking an associate to join our finance practice in Connecticut or Boston with the ability to work two days per week remotely. Candidates must have a minimum of seven years of finance ...

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor ...

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor ...

TIAA

Financial Consultant

Hamden, CT

We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...

TIAA

Financial Consultant

Hamden, CT · On-site

We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations ...

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Financial Associate information

See Wallingford, CT salary details

$30.6K

$70.6K

$138.4K

How much do financial associate jobs pay per year?

As of Aug 26, 2026, the average yearly pay for financial associate in Wallingford, CT is $70,563.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,100.00 and $77,200.00 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 Wallingford, CT?

The most popular types of Financial jobs in Wallingford, CT are:

What job categories do people searching Financial Associate jobs in Wallingford, CT look for?

The top searched job categories for Financial Associate jobs in Wallingford, CT are:

What cities near Wallingford, CT are hiring for Financial Associate jobs?

Cities near Wallingford, CT with the most Financial Associate job openings:

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Wallingford, CT as of August 2026, with employment types broken down into 80% Full Time, 14% Part Time, 4% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $70,563 per year, or $33.9 per hour.

Associate Manager, Financial Analysis

Hartford, CT • On-site

Prudential Financial, Inc.

8.7

Company rating: 8.7 out of 10

Based on 49 frontline employees who took The Breakroom Quiz

70th of 311 rated insurance

People enjoy working here

Good employer

Recommended by students

Learn more about Prudential Financial, Inc.external

$89K - $147K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Job Classification:
Corporate - People Team
Associate Manager, Field Sales Compensation
Position Summary
The Associate Manager, Field Sales Compensation is responsible for supporting the accurate and timely administration of sales incentive compensation programs within Prudential's Individual Life Insurance business. This role administers compensation processing, including data validation, reconciliations, payroll file preparation, reporting, testing, documentation, and issue resolution while maintaining strong operational controls and audit readiness. The position partners closely with Sales, Finance, Payroll, HR, Compensation, and Data Management teams to ensure compensation plans are administered accurately and consistently.
This is a highly analytical role that requires strong attention to detail, accountability, problem-solving skills, and a commitment to delivering high-quality work.
Key Responsibilities
  • Process sales incentive compensation payments accurately and timely in accordance with approved compensation plans.
  • Support monthly and semi-monthly compensation and payroll cycles, including compensation-related employee changes such as hires, terminations, transfers, territory changes, and plan updates.
  • Create monthly variable comp summaries and forecasts for financial accruals.
  • Validate, reconcile, and analyze data from multiple sources to ensure the accuracy and integrity of compensation calculations and reporting.
  • Investigate discrepancies, identify root causes, recommend corrective actions, and proactively resolve issues before payroll processing.
  • Prepare and maintain complete, accurate, and audit-ready documentation supporting compensation calculations, approvals, adjustments, and operational processes.
  • Participate in testing compensation plans, system enhancements, and process changes; document results and support issue resolution through implementation.
  • Partner with internal stakeholders to resolve issues, support reporting needs, and ensure consistent compensation administration.
  • Communicate risks, issues, and business impacts clearly while supporting internal controls, compliance requirements, audits, and continuous process improvements.

Required Qualifications
  • Bachelor's degree or equivalent business experience.
  • Advanced Microsoft Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, logical functions, data validation, and large dataset analysis.
  • Experience performing data reconciliations and documenting discrepancies.
  • Strong analytical, problem-solving, organizational, and time-management skills.
  • Ability to manage multiple priorities and recurring deadlines.
  • Strong written and verbal communication skills.
  • Exceptional attention to detail and commitment to accuracy and confidentiality.
  • Demonstrated ownership, accountability, and follow-through.
  • Ability to work independently and collaboratively.

Preferred Qualifications
  • Experience in sales compensation, commissions, payroll, finance, accounting, sales operations, or related functions.
  • Experience with Microsoft Access or similar data extraction and reporting tools.
  • Experience supporting testing, compliance, audit, internal controls, or reporting activities.
  • Financial services or insurance industry experience preferred.

Ideal Candidate
The ideal candidate is detail-oriented, reliable, proactive, and solutions-focused. They take ownership of their work, communicate issues early, ask questions when requirements are unclear, validate results before submission, and contribute positively to a collaborative team environment. This role is ideal for someone who enjoys working with data, ensuring accuracy, and driving operational excellence
EWA for this role is hybrid two days in the Hartford, CT office.
What we offer you:
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $89,000.00 to $147,000.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
  • Market competitive base salaries, with a yearly bonus potential at every level.
  • Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
  • 401(k) plan with company match (up to 4%).
  • Company-funded pension plan.
  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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