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Financial Data Associate Jobs (NOW HIRING)

Associate Financial Advisor

Tupelo, MS · On-site

$75K - $86K/yr

Competitive Compensation Job Summary We are seeking an Associate Financial Advisor to join our team ... The ideal candidate is capable of analyzing the markets financial data, has excellent communication ...

This is an opportunity to work as a part-time, hourly Research Data Associate for Dr. Omar El ... financial security benefits, a generous time-off program and employee resources groups for peer ...

PBM Rebate Data Associate

Gainesville, GA · On-site

$14.75 - $19.25/hr

Support the generation and delivery of rebate reporting for Finance and release to clients * Develop and maintain documentation of rebate processing data flows. * Identify, analyze, prioritize and ...

Senior Loan Data Associate

Dallas, TX

$85K - $107K/yr

The ideal candidate brings a strong background in data science or statistics, deep experience working with financial and credit data, and the ability to clearly communicate findings to technical and ...

PBM Rebate Data Associate

Gainesville, GA · On-site

$14.75 - $19.25/hr

Support the generation and delivery of rebate reporting for Finance and release to clients * Develop and maintain documentation of rebate processing data flows. * Identify, analyze, prioritize and ...

Senior Loan Data Associate

Dallas, TX

$85K - $107K/yr

The ideal candidate brings a strong background in data science or statistics, deep experience working with financial and credit data, and the ability to clearly communicate findings to technical and ...

Senior Loan Data Associate

Dallas, TX · On-site

$85K - $107K/yr

The ideal candidate brings a strong background in data science or statistics, deep experience working with financial and credit data, and the ability to clearly communicate findings to technical and ...

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Financial Data Associate information

See salary details

$30.5K

$70.4K

$138K

How much do financial data associate jobs pay per year?

As of Jun 9, 2026, the average yearly pay for financial data 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 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 are hiring for Financial Data Associate jobs? Cities with the most Financial Data Associate job openings:
What are the most commonly searched types of Financial Data jobs? The most popular types of Financial Data jobs are:
What states have the most Financial Data Associate jobs? States with the most job openings for Financial Data Associate jobs include:

Associate Financial Advisor

CROWN FINANCIAL GROUP

Tupelo, MS • On-site

$75K - $86K/yr

Full-time

Posted 13 days ago


Job description

Benefits:
  • Bonus based on performance
  • Opportunity for advancement
  • Training & development
  • Wellness resources

Benefits/Perks
  • Careers Advancement Opportunities
  • Flexible Scheduling
  • Competitive Compensation
Job Summary
We are seeking an Associate Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each clients unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the markets financial data, has excellent communication and presentation skills, and is ready to build a successful career in financial guidance.
Responsibilities
  • Gather information to understand each clients overall financial situation and needs and create individualized financial plans
  • Make recommendations around a variety of financial products and services
  • Network and develop relationships to create a strong client base
  • Seek out opportunities to make presentations, provide education, and sell services
  • Maintain up-to-date knowledge of the market and industry trends
  • Embrace a willingness to learn and grow as a professional through continuing education, seminars, and other training opportunities
Qualifications
  • Bachelors degree in finance or a related field
  • Previous experience as a Financial Advisor or related position
  • Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
  • Understanding of the markets financial data
  • Ability to provide reliable, data-based financial advice
  • Ability to explain complex financial information in simple terms
  • Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software
  • Excellent negotiation, communication, and presentation skills