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Financial Associate Jobs in Weston, CT (NOW HIRING)

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Associate Financial Advisor

Stamford, CT · On-site

$60K - $100K/yr (+ commission)

Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than ...

We're determined to know what makes financial markets tick - and we'll ask every question and challenge every assumption. We recognize and respect the power of collaboration, and believe transparency ...

We're determined to know what makes financial markets tick - and we'll ask every question and challenge every assumption. We recognize and respect the power of collaboration and believe transparency ...

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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:

Warehouse Foods Sales Finance Associate Manager

PepsiCo

Purchase, NY

$93K - $156K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


PepsiCo rating

7.5

Company rating: 7.5 out of 10

Based on 903 frontline employees who took The Breakroom Quiz

153rd of 443 rated food and drinks producers


Job description

Overview

The PFUS Sales Finance Associate Manager is a key Finance partner, providing financial leadership, analysis, and strategic recommendations to support business decisions.

This role supports warehouse and eCommerce customer accounts across Quaker and PWL, helping drive net revenue, profit growth, trade effectiveness, and customer strategy.

Responsibilities
  • Serve as Finance lead for assigned warehouse and eCommerce customer accounts across Quaker and PWL.
  • Partner with Sales and cross-functional teams to deliver AOP net revenue, profit, trade, and investment targets.
  • Lead forecasting, period close, actuals analysis, liability reviews, and performance tracking.
  • Manage trade spend and customer investment to improve efficiency and support net revenue delivery.
  • Develop programming, promotional calendars, and customer recommendations that support growth and profitability.
  • Support strategic planning, AOP, quarterly business plans, sales planners, and customer presentations.
  • Evaluate innovation, pricing, promotions, and contracts; translate findings into actionable recommendations.
  • Review and approve SAP/TPM events to support accruals, reimbursements, and accurate reporting.
  • Lead incremental funding and investment analyses through governance forums.
  • Complete ad hoc analysis and projects focused on simplification and stronger decision support.

Compensation and Benefits:

  • The expected compensation range for this position is between $93,500 - $156,450.
  • Location, confirmed job-related skills, experience, and education will be considered in setting actual starting salary. Your recruiter can share more about the specific salary range during the hiring process.
  • Bonus based on performance and eligibility target payout is 10% of annual salary paid out annually.
  • Paid time off subject to eligibility, including paid parental leave, vacation, sick, and bereavement.
  • In addition to salary, PepsiCo offers a comprehensive benefits package to support our employees and their families, subject to elections and eligibility: Medical, Dental, Vision, Disability, Health, and Dependent Care Reimbursement Accounts, Employee Assistance Program (EAP), Insurance (Accident, Group Legal, Life), Defined Contribution Retirement Plan.
Qualifications

Education / Certification:

  • Bachelor's Degree required; Finance, Accounting, or Business Administration preferred.
  • MBA or CPA is strongly desirable.

Work Experience:

  • 5+ years of progressive finance experience in planning, forecasting, pricing, trade management, analytics, accounting, or control.
  • Sales finance, customer finance, eCommerce, warehouse, or CPG experience preferred.

Skills & Capabilities:

  • Experience with planning, forecasting, budgeting, trade management, and performance reporting.
  • Strong analytical skills with the ability to turn data into insights, recommendations, and repeatable processes.
  • Strong communication and influencing skills across all levels of management.
  • Ability to work in a matrixed environment and align Sales, Finance, Demand Planning, Revenue Management, Supply Chain, and customer teams.
  • Results-oriented, with the ability to manage priorities and lead work to completion.
  • Innovative thinker with a focus on continuous process improvement and simplification.

Proficient in Excel and PowerPoint; able to quickly learn systems such as SAP, Tableau, Mosaic, TPM, and planning tools.

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Our Company will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Credit Reporting Act, and all other applicable laws, including but not limited to, San Francisco Police Code Sections 4901-4919, commonly referred to as the San Francisco Fair Chance Ordinance; and Chapter XVII, Article 9 of the Los Angeles Municipal Code, commonly referred to as the Fair Chance Initiative for Hiring Ordinance. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PepsiCo is an Equal Opportunity Employer: Female / Minority / Disability / Protected Veteran / Sexual Orientation / Gender Identity / Age If you'd like more information about your EEO rights as an applicant under the law, please download the available EEO is the Law & EEO is the Law Supplement documents. View PepsiCo EEO Policy. Please view our Pay Transparency Statement

Employment Type: FULL_TIME

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About PepsiCo

Sourced by ZipRecruiter

PepsiCo products are enjoyed by consumers more than one billion times a day in more than 200 countries and territories around the world. PepsiCo generated $86 billion in net revenue in 2022, driven by a complementary beverage and convenient foods portfolio that includes Lay's, Doritos, Cheetos, Gatorade, Pepsi-Cola, Mountain Dew, Quaker, and SodaStream. PepsiCo's product portfolio includes a wide range of enjoyable foods and beverages, including many iconic brands that generate more than $1 billion each in estimated annual retail sales.

Industry

Food and drink manufacturing

Company size

10,000+ Employees

Headquarters location

Purchase, NY, US

Year founded

1965