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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 Jul 6, 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.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

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 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 to help clients or organizations meet their financial goals.

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 financial software and require strong analytical skills to help organizations manage their financial health effectively.
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:
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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 75% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $70,370 per year, or $33.8 per hour.
Financial Associate - Training Provided

Financial Associate - Training Provided

Rise North Capital

Quincy, MA • On-site

$60K/yr

Full-time

Posted 22 days ago

Be an early applicant

Job description

We are looking for motivated people, both new to the professional workforce and career changers with a track record of success, to join our growing team.


In your role as a Financial Associate, we will help you build your own career in delivering financial advice and guidance to individuals, families, and businesses. Your goal will be to help clients achieve their financial goals through our process and provide solutions in insurance, asset accumulation, and retirement planning.


We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life.


Responsibilities:

  • Collaborate with coaches and other team members on client cases.
  • Offer solutions in insurance, asset accumulation, and retirement planning.
  • Utilize marketing tools and resources to grow the client base.


Qualifications:

  • Driven
  • Coachable
  • Competitive
  • Resilient
  • Strong Work Ethic
  • Track Record of Leadership and Success
  • People Orientated


Background in Finance or Financial Services is NOT REQUIRED.


We are committed to your success and will provide all of the following to help you develop:

  • One-on-one strategic coaching
  • Mentorship, peer group learning environment
  • Virtual or in-person trainings
  • Remote access to top resources and experts in the industry
  • Marketing systems and capital
  • Leadership advancement track
  • Sponsorship for licenses and ongoing professional training


Additional Benefits:

  • Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
  • Bonuses & Commissions
  • Company-Sponsored Destination Trips Worldwide
  • We offer in-person and remote opportunities.
Compensation:

$60,000 per year


Responsibilities:
  • Engage in structured coaching, mentorship, and training programs.
  • Develop client relationships and provide tailored financial strategies.
  • Ensure compliance with financial industry standards and licensing requirements.
  • Attend virtual and in-person training to enhance financial expertise.

Qualifications:
  • Must be authorized to work in the US.
  • Strong interpersonal and communication skills.
  • Competitive mindset with a history of leadership or achievement.
  • No prior financial experience is required, and comprehensive training is included.
  • Self-motivated, coachable, and driven to succeed.

About Company

Rise North Capital is a proud partner of National Life Group:

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises and providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.