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Financial Management Associate Jobs (NOW HIRING)

Morgan Stanley

Wealth Management Associate

Chicago, IL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Associate is often the first point of contact with clients on a broad array ... Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional ...

Orrstown Bank

Fiduciary Management Associate

York, PA · On-site

The Fiduciary Management Associate plays a crucial role in ensuring that our clients' financial assets are managed in accordance with their best interests and regulatory requirements. This position ...

New

VTG

Business Financial Management Analyst

Washington, DC · Hybrid

$80K - $100K/yr

Overview We are seeking a Business Financial Management Analyst (Associate to Mid-level) to provide specialized financial analysis, accounting, and business services to support business operations in ...

VTG

Business Financial Management Analyst

Washington, DC · On-site

$80K - $100K/yr

Overview We are seeking a Business Financial Management Analyst (Associate to Mid-level) to provide specialized financial analysis, accounting, and business services to support business operations in ...

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Financial Management Associate information

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How much do financial management associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for financial management associate in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 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 are hiring for Financial Management Associate jobs?

Cities with the most Financial Management Associate job openings:

What are the most commonly searched types of Financial Management jobs?

The most popular types of Financial Management jobs are:

What states have the most Financial Management Associate jobs?

States with the most job openings for Financial Management Associate jobs include:

Financial Management Associate jobs near you
Infographic showing various Financial Management Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Wealth Management Associate

Morgan Stanley

Chicago, IL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

33rd of 151 rated financial services

Job description

The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
DUTIES and RESPONSIBILITIES:
Client Support:
  • Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members
  • Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns
  • Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
  • Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors
  • Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors
  • Provides ongoing support in educating clients about specific products and services offered at the firm
  • Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities
  • May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors
  • Works with clients on the execution of orders in Brokerage and Advisory accounts
  • Assists clients with market and stock research
  • Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative
  • Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor
  • Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor

Business Development & Operational Support:
  • Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients
  • Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars
  • Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients
  • Identifies and implements practice management opportunities by interfacing with various departments across the firm
  • Coordinates enrollment campaigns/meetings for existing clients
  • Assigns work to team's Client Service Associate as appropriate
  • Cultivates and develops relationships with business partners internally and externally
  • Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider
  • Proactively participates in firm initiatives directed by local management

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • 5+ years of work experience in a field relevant to the position required
  • Four-year college degree or professional certification preferred
  • Active SIE, Series 7 and 66 (or 63 and 65) licenses
  • Additional product licenses may be required

Knowledge/Skills
  • Enjoys working with people and problem solving
  • Effective written and verbal communication skills
  • Knowledge of financial industry and investment products preferred
  • Strong understanding of applicable compliance rules, regulations and firm policies
  • Able to work independently and effectively on a team
  • Demonstrates leadership skills
  • Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)
  • Detail-oriented with superior organizational skills and ability to prioritize tasks
  • Ability and interest in working in a fast-paced, evolving environment

Reports to:
  • Business Service Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Salary range for the position: $68,000 and $120,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and X Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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