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Financial Associate Jobs in York, PA (NOW HIRING)

Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices. Qualified candidates must have 3-7 years of ...

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS ...

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At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS ...

New

The Senior Client Service Associate will be responsible for providing high-level service delivery ... Advisors, Financial Planners) to provide exceptional client service and administrative support.

New

The Senior Client Service Associate will be responsible for providing high-level service delivery ... Advisors, Financial Planners) to provide exceptional client service and administrative support.

New

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth ...

The Fiduciary Management Associate plays a crucial role in ensuring that our clients' financial assets are managed in accordance with their best interests and regulatory requirements. This position ...

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Financial Associate information

See York, PA salary details

$30K

$69.3K

$135.8K

How much do financial associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial associate in York, PA is $69,256.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,200.00 and $75,800.00 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 York, PA?

The most popular types of Financial jobs in York, PA are:

What are popular job titles related to Financial Associate jobs in York, PA?

For Financial Associate jobs in York, PA, the most frequently searched job titles are:

What job categories do people searching Financial Associate jobs in York, PA look for?

The top searched job categories for Financial Associate jobs in York, PA are:

What cities near York, PA are hiring for Financial Associate jobs?

Cities near York, PA with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in York, PA as of August 2026, with employment types broken down into 80% Full Time, 17% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $69,256 per year, or $33.3 per hour.

Project Finance Associate

5 Legal

York, PA

Full-time

Re-posted 15 days ago


Job description

Top 50 AmLaw firm seeks an associate to join its Project Finance Group in any of their Philadelphia, New York, Baltimore or Washington, D.C. offices.


Qualified candidates must have 3-7 years of project finance experience. The right candidate will have a grounding in project finance documentation and/or tax equity experience. Experience having closed transactions is very important. An active bar license in the location for which you wish to be considered is preferred.