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Financial Associate Jobs (NOW HIRING)

UAB NOVA RENT

FINANCIAL ASSOCIATE

Birmingham, AL · On-site

$16.50 - $26.80/hr

Works closely with the Financial/Business Officer on such matters as monitoring sizeable budgets, providing projections and costing, preparing grants and contracts, maintenance of financial databases ...

UAB

FINANCIAL ASSOCIATE

Tampa, FL

$16.50 - $26.80/hr

Works closely with the Financial/Business Officer on such matters as monitoring sizeable budgets, providing projections and costing, preparing grants and contracts, maintenance of financial databases ...

UAB

FINANCIAL ASSOCIATE

Tampa, FL

$16.50 - $26.80/hr

Works closely with the Financial/Business Officer on such matters as monitoring sizeable budgets, providing projections and costing, preparing grants and contracts, maintenance of financial databases ...

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Financial Associate information

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$30.5K

$70.4K

$138K

How much do financial associate jobs pay per year?

As of Jun 15, 2026, the average yearly pay for financial associate in the United States is $70,370.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $77,000.00 per year, depending on experience, location, and employer.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

What are the key skills and qualifications needed to thrive as a Financial Associate, and why are they important?

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 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 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 work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
More about Financial Associate jobs
What cities are hiring for Financial Associate jobs? Cities with the most Financial Associate job openings:
What are the most commonly searched types of Financial jobs? The most popular types of Financial jobs are:
What states have the most Financial Associate jobs? States with the most job openings for Financial Associate jobs include:
What job categories do people searching Financial Associate jobs look for? The top searched job categories for Financial Associate jobs are:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $70,370 per year, or $33.8 per hour.

Exclusive Financial Associate

Allstate Financial Services - Mariel Nevarez

Mcallen, TX • On-site, Remote

Full-time

Medical, Life

Posted 5 days ago

Job description

Benefits:
  • Free Leads
  • Bonus based on performance
  • Opportunity for advancement
  • Training & development

Are you a licensed life insurance or investment professional who is looking to take your business to a new level? Are you struggling with prospecting or with having a full pipeline? Look no further - we want to talk! Let's talk about the opportunity for a meaningful career that has national brand support that people recognize and trust!
As an Exclusive Financial Associate, you will help to build and protect the financial hopes and dreams of every member of our local communities by engaging new prospects and building strong relationships in the community. You will apply life insurance knowledge and sales skills to increase the customers understanding of the value of insurance and cultivate long-term relationships with trusted advice.
Responsibilities
  • Achieve sales goals through generating new business and cross-selling existing Allstate customers.
  • Identify and qualify sales leads generated from a variety of sources.
  • Help protect customers by offering products that will meet their needs.
  • Serve your local community by helping them prepare for lifes uncertainties.
  • Educate prospective customers on how to protect their families and assets.
  • Provide a positive customer experience.
Job qualifications
  • Strong interest in a sales career sales experience preferred.
  • 1+ Years Life Insurance Experience
  • Current, active Life and Health license(s) and/or securities license (securities licensing is a plus!).
  • Confident, motivated individual who works well independently.
  • Able to multi-task, follow through and follow-up.
  • Have excellent verbal and written communication skills.
Benefits may include:
  • Comprehensive on-the-job training.
  • Uncapped income.
  • Leads will be provided.
  • Continuous learning and development.
  • Positive work environment.
  • Advancement opportunities.
Since this is an employment opportunity with an Allstate exclusive agent or financial specialist, the actual job responsibilities, qualifications, compensation and benefits will be determined solely by the agent or financial specialist. Allstate is not the employer and has no involvement in agency HR practices. However, agents and financial specialists typically choose to offer base plus commissions and actual compensation will depend on your experience and the hiring agency. Actual benefits offered will vary and may not include the benefits listed above.

Good Work. Good Life. Good Hands
The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo and shape the future for the greater good.
Everything we do at Allstate is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. For 89 years, we've thrived by staying a step ahead of whatever's coming next to give customers peace of mind no matter what changes they face. We are the Good Hands. We don't follow the trends. We set them.

Flexible work from home options available.