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Financial Associate Jobs in Weston, CT (NOW HIRING)

MBI, Inc.

Associate Finance Manager

Norwalk, CT · On-site

$70 - $97/hr

Manager Assistant, Associate Requisition Number : ASSOC001103 * Posted : July 27, 2026 ... Analyze financial resultsand investigate variances, providing meaningful insightsto management ...

MBI, Inc.

Associate Finance Manager

Norwalk, CT · On-site

The Associate Finance Manager supports the day-to-day financial operations of the organization by ... Support the development of financial forecasts, projections, and budget updates by analyzing ...

Pwc

Oracle Cloud Finance - Senior Associate

Stamford, CT · On-site

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

KeyBank

Financial Wellness Associate

Pawling, NY · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

Keybank

Financial Wellness Associate

Pawling, NY · On-site

$19.23 - $28.37/hr

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Weston, CT

Financial Associate information

See Weston, CT salary details

$34.4K

$79.5K

$155.9K

How much do financial associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial associate in Weston, CT is $79,477.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,500.00 and $87,000.00 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 popular job titles related to Financial Associate jobs in Weston, CT?

For Financial Associate jobs in Weston, CT, the most frequently searched job titles are:

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

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

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

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

Financial Associate jobs near you

Finance Associate (4-5yrs)- White Plains

Direct Counsel

White Plains, NY • On-site

$250K - $300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Finance Associate – Westchester County, NY

Direct Counsel represents an Am Law 100 firm seeking a Senior Finance Associate to join its Finance Group in Westchester County, NY. This is an excellent opportunity for an experienced finance attorney to handle sophisticated lending transactions with significant client responsibility.

Position Highlights
  • 4–5 years of finance experience
  • Onsite | Westchester County, NY
  • Represent lenders in syndicated and bilateral credit transactions
  • Draft and negotiate credit agreements and related finance documents
  • Experience across various asset classes
  • Strong background in secured lending transactions
  • Opportunity for deal management and direct client interaction
  • New York Bar admission required
Ideal Candidate

The successful candidate will have strong drafting and analytical skills, excellent academic credentials, and the ability to manage sophisticated transactions in a fast-paced environment. We are seeking someone who is proactive, collaborative, detail-oriented, and ready to take on significant responsibility.

Compensation & Benefits

$250,000–$300,000 annually, depending on experience and other factors.

Competitive compensation and excellent benefits, including medical, dental, vision, 401(k), paid time off, disability and life insurance, flexible spending accounts, and potential discretionary bonus.