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Financial Management Associate Jobs in Rowlett, TX

Dtcc

Problem Management Associate

Dallas, TX · On-site

$15.75 - $20.75/hr

Problem Management Associate Are you ready to make an impact at DTCC? Do you want to work on ... At DTCC, we are at the forefront of innovation in the financial markets. We are committed to ...

CyrusOne

Development Management Associate

Dallas, TX · On-site

The Development Management Associate will play a critical role in supporting the Development ... Requires 4-year degree; preference is for business, finance, real estate, economics or related ...

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Financial Management Associate information

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$12

$28

$60

How much do financial management associate jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for financial management associate in Rowlett, TX is $28.68, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $30.87 per hour, depending on experience, location, and employer.

How does a Financial Management Associate typically interact with other departments within an organization?

Financial Management Associates frequently collaborate with teams such as accounting, operations, and business development to collect data, analyze financial performance, and support budgeting processes. This role often involves regular meetings to discuss financial forecasts, provide insights, and ensure alignment between financial strategy and business objectives. Building strong cross-functional relationships is key, as associates must communicate complex financial information in a clear and actionable way to both finance and non-finance stakeholders.

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

To thrive as a Financial Management Associate, you need strong analytical skills, financial modeling expertise, and a solid educational background in finance, accounting, or a related field. Proficiency with financial software such as Excel, SAP, and ERP systems, as well as certifications like CFA or CPA, is highly valuable. Attention to detail, effective communication, and teamwork are vital soft skills for delivering accurate reports and collaborating with stakeholders. These skills and qualities are crucial for ensuring sound financial decision-making and supporting the organization’s financial health.

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

AspectFinancial Management 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; CFA certification often preferred
Work EnvironmentCorporate finance departments, investment firms, or financial services companiesInvestment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across industries for financial planning, reporting, and managementPrimarily in investment and financial analysis roles within finance sectors

Financial Management Associates focus on supporting financial planning, budgeting, and management within organizations, while Financial Analysts primarily analyze financial data to guide investment and business decisions. Both roles require similar educational backgrounds and certifications, but their core responsibilities and work environments differ slightly, with Associates more involved in internal financial management and Analysts in external financial analysis.

Is a financial management associate's degree in finance worth it?

A financial management associate's degree in finance provides foundational knowledge of financial principles, accounting, and analysis, which can improve job prospects and earning potential in entry-level finance roles. However, practical experience, certifications like CFA or CPA, and skills in financial software are also important for career advancement in this field.

What does a financial management associate do?

A financial management associate supports financial planning, analysis, and reporting within an organization. They often assist with budgeting, forecasting, and financial data analysis using tools like Excel or financial software, helping ensure accurate financial decision-making and compliance with company policies.

What jobs can I do with a financial management associate degree?

A financial management associate degree prepares individuals for roles such as financial analyst, accounting clerk, budget analyst, or financial advisor. These positions typically require skills in financial analysis, accounting software, and understanding of financial regulations, and may involve working in banking, corporate finance, or government agencies.

What cities near Rowlett, TX are hiring for Financial Management Associate jobs?

Cities near Rowlett, TX with the most Financial Management Associate job openings:

Financial Management Associate jobs near you
Infographic showing various Financial Management Associate job openings in Rowlett, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $59,649 per year, or $28.7 per hour.

Wealth Management Associate

Dallas, TX • On-site

Allworth Financial
See more jobs at Allworth Financialexternal

Full-time

Re-posted 25 days ago

Job description

SUMMARY: The Wealth Management Associate partners closely with their assigned external sales representatives and advisors working to promote and sell Allworth's financial advice solutions to prospective clients referred by outside partners. They are the first point of contact for external partners and prospective clients and are responsible for prompt meeting scheduling, accurate and timely data gathering and client deliverables, and generally overseeing the sales cycle to ensure a superior client experience and new business success. The role requires best-in-class relationship management and communication skills and excellent organizational skills. The ideal candidate is a natural relationship builder, ambitious, and has a strong sense of urgency and accountability to the task at hand. The Wealth Management Associate reports directly to the Head of Custodial Referral Programs but receives workflow direction from their assigned sales representatives and by meeting the demands of our external partners.

The Wealth Management Associate works actively as part of a cross-functional, centralized support team to: (1) Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner; (2) Coordinate with all internal and external parties to make sure each step of the sales cycle is completed in an optimal timeframe; and (3) Oversee the onboarding process to ensure a superior client experience and new business success.

 

DUTIES AND RESPONSIBILITIES:

  1. First point of contact (25%)
    • Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner
    • Ensure introductory meeting is scheduled in a timely manner and in coordination with all involved parties
    • Gather and document initial client case information to facilitate the introductory meeting
    • Adhere to best-in-class response and turnaround times both initially and throughout the new business process
  1. Sales cycle oversight (40%)  
  • Coordinate with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframe
  • Work to gather the information necessary to create and disseminate prospective client deliverables, including financial plans, investment proposals, and any supplemental presentation materials
  • Oversee the onboarding process including paperwork packet creation and delivery to all appropriate parties, funding of accounts, and necessary communications
  1. Ongoing sales support (35%)
  • Maintain superior knowledge of program-specific rules of engagement and systems
  • Help to oversee assigned regional pipelines of new business opportunities
  • Provide data management and systems-related support to assigned sales reps
  • Report on the effectiveness of regional sales activity and tactics to leadership, as requested

Willingness to travel up to 10%

EXPERIENCE AND QUALIFICATIONS:

  • 4-year degree in finance, business or related
  • 3+ years of sales support or related experience
  • Client service or relationship management experience a plus
  • Working knowledge of Salesforce or a similar CRM a plus
  • Ability to effectively manage multiple projects
  • Well organized and with excellent attention to detail, including basic proofreading skills
  • Excellent verbal and written communication skills
  • Ability to work independently and within a team
  • Strong working knowledge of MS Office programs (Excel, Word and PowerPoint)
  • Willingness to learn about - and work compliantly within - the financial services industry
  • Must be in good compliance standing with all rules, regulations and policies Must be in good compliance standing with all rules, regulations and policies

OSHA REQUIREMENT: This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.

 

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