ZipRecruiter

Log In

1

Financial Data Associate Jobs in Colorado (NOW HIRING)

Baird

Associate Financial Advisor

Durango, CO · On-site

$59K - $80K/yr

Review, research and analyze data to create customized, annual financial plans for clients ... Associate Financial Advisor role. * Must hold SIE, Series 7/66 or Series 7/63/65 licenses.

Forvis Mazars

Associate Audit Summer 2027

Denver, CO

Working with client personnel to reconcile account differences and analyze financial data * Helping ... Associate positions require a bachelor's or master's degree in accounting * Associate candidates ...

Jm

Associate Financial Analyst

Denver, CO · Hybrid

$67K - $92K/yr

... driven Associate Financial Analyst to serve as a financial business partner supporting our ... Translate data into decisions -prepare clear, meaningful analysis of results and forecasts to guide ...

Johns Manville

Associate Financial Analyst

Denver, CO · On-site

$67K - $92K/yr

... driven Associate Financial Analyst to serve as a financial business partner supporting our ... Translate data into decisions -prepare clear, meaningful analysis of results and forecasts to guide ...

next page

Showing results 1-20

People also search for

All JobsFinancial Data Associate JobsFinancial Data Associate Jobs in Colorado

Financial Data Associate information

See Colorado salary details

$32.1K

$74K

$145.1K

How much do financial data associate jobs pay per year?

As of Jun 8, 2026, the average yearly pay for financial data associate in Colorado is $73,996.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,600.00 and $81,000.00 per year, depending on experience, location, and employer.

What does a Financial Data Associate do?

A Financial Data Associate is responsible for collecting, analyzing, and maintaining financial data that supports business decision-making and reporting. They work closely with financial analysts and other team members to ensure the accuracy and integrity of financial information. Their duties may include preparing reports, verifying data entries, managing databases, and assisting with financial modeling. This role requires strong analytical skills, attention to detail, and proficiency in data management tools. Financial Data Associates play a crucial role in supporting the financial operations and objectives of an organization.

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

To thrive as a Financial Data Associate, you need strong analytical skills, attention to detail, and a background in finance, accounting, or a related field, often supported by a bachelor's degree. Familiarity with financial modeling tools, advanced Excel functions, and database systems like SQL are commonly required, and certifications such as CFA or FRM can be advantageous. Strong communication, problem-solving abilities, and a collaborative mindset help you effectively interpret data and work with cross-functional teams. These skills are critical for ensuring data accuracy, supporting financial decision-making, and maintaining the integrity of financial analysis in a fast-paced environment.

What are the typical daily responsibilities of a Financial Data Associate, and how do they contribute to the broader finance team?

As a Financial Data Associate, your daily responsibilities typically include collecting, validating, and managing large datasets related to financial markets, client portfolios, or company performance. You’ll often work closely with analysts and portfolio managers to ensure the accuracy and timeliness of data used in financial modeling and decision-making. This role requires strong attention to detail, effective communication, and proficiency with data management tools like Excel or SQL. Your contributions are essential in maintaining data integrity and supporting the team's analytical and reporting needs, which directly impact investment strategies and business outcomes.

What is the difference between Financial Data Associate vs Financial Analyst?

AspectFinancial Data AssociateFinancial Analyst
Required CredentialsBachelor's in Finance, Economics, or related field; proficiency in Excel and data toolsBachelor's or higher in Finance, Economics; often CFA or CPA certifications
Work EnvironmentData-focused roles within finance teams, often in banking, investment firms, or corporate financeAnalytical roles involving financial modeling, forecasting, and strategic analysis
Employer & Industry UsageUsed in banking, asset management, corporate finance for data managementCommon in investment firms, banks, corporate finance for decision support

While both roles require strong finance knowledge and data skills, Financial Data Associates primarily handle data collection, validation, and reporting, whereas Financial Analysts focus on interpreting data to provide strategic insights and recommendations.

What cities in Colorado are hiring for Financial Data Associate jobs? Cities in Colorado with the most Financial Data Associate job openings:
Financial Data Associate jobs near you
Associate Financial Advisor

Associate Financial Advisor

Baird

Durango, CO • On-site

$59K - $80K/yr

Full-time

Posted 16 days ago

Baird rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

About the Role:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.
The Impact You'll Make:
  • Review, research and analyze data to create customized, annual financial plans for clients.
  • Deliver the financial plan to clients in partnership with the Financial Advisor/Team.
  • Connect with next generation clients through planning.
  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts.
  • Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects.
  • Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point.
  • Document, follow up, and support the closing of opportunities identified from the financial planning process.
  • Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios.
  • Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
  • Operate within the team's client service and wealth management strategy to ensure high quality client service.
  • Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities.
  • Performs other duties and special projects as necessary.

What You'll Bring to Baird:
  • Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.
  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
  • Minimum of three years of investment experience in a client facing role.
  • Excellent presentation skills, very strong interpersonal and written communication skills.
  • Proven self-starter, highly motivated, with the ability to work independently.

Compensation and Benefits:
  • $59,300 -$80,200 annual salary range
  • Compensation is commensurate with experience, performance and/or firm profitability
  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

Accepting applications on a rolling basis.
#LI-PWM3

Apply