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Financial Operations Associate Jobs (NOW HIRING)

Marsh Berry

Sales Operations Associate

Woodmere, OH · On-site

We are seeking a Sales Operations Associate to join our team. We have a people-first, fast-paced ... Bachelor's degree in business, Finance, Marketing or related degrees. * Related professional ...

Financial Integrators

Operations Associate

Des Moines, IA · On-site

$21 - $28/hr

We are seeking a detail-oriented Operations Associate to support the administrative engine of our ... Financial Integrators is a comprehensive wealth management firm that simplifies complex financial ...

Financial Integrators

Operations Associate

Des Moines, IA · Hybrid

$21 - $28/hr

Description We are seeking a detail-oriented Operations Associate to support the administrative ... Financial Integrators is a comprehensive wealth management firm that simplifies complex financial ...

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Financial Operations Associate information

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How much do financial operations associate jobs pay per hour?

As of Jun 24, 2026, the average hourly pay for financial operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What does a financial associate do?

A financial operations associate handles tasks such as processing transactions, maintaining financial records, and supporting budgeting and reporting activities. They often use financial software and require attention to detail to ensure accuracy in financial data management.

What are Financial Operations Associates?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

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

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.

What is a financial operations job description?

A financial operations associate manages financial processes such as accounts payable and receivable, reconciliations, and financial reporting. They often use tools like Excel and accounting software, ensuring accuracy and compliance in financial transactions. Strong analytical skills and attention to detail are essential for this role.

How much does a finance associate earn?

A financial operations associate typically earns between $50,000 and $70,000 annually, depending on experience, location, and company size. Entry-level positions may start lower, while experienced professionals or those in high-cost areas can earn higher salaries. Skills in financial analysis and proficiency with tools like Excel or financial software can influence compensation.

What are some common challenges Financial Operations Associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.

What does a financial operations associate do?

A financial operations associate manages financial transactions, processes payments, reconciles accounts, and ensures compliance with financial policies. They often use financial software and may assist with reporting, budgeting, and audit preparations to support the company's financial health.
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Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, 10% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.
Financial Planning Operations Associate

Financial Planning Operations Associate

LPL Financial

Fort Mill, SC • Remote

$28.18 - $46.94/hr

Full-time

Medical, Retirement, PTO

Posted yesterday

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 65 frontline employees who took The Breakroom Quiz

115th of 139 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Financial Planning Operations Associate will serve as a primary point of contact for financial advisors, delivering highquality phone support related to financial planning engagements. This role is heavily focused on incoming phone servicing, paired with select operational responsibilities to support the successful processing of financial planning engagements.

Primary job functions include:

  • Serve as frontline phone support for financial advisors

  • Support advisors who have recently submitted new financial planning engagements or are calling to check the status of existing engagements and associated payouts

  • Walk advisors through the financial planning engagement submission application, providing clear guidance and troubleshooting common issues

  • Resolve basic technical issues (e.g., clearing browser cache/cookies, navigating system workflows, resolving submission errors)

  • Provide professional, patient, and empathetic customer service, particularly when assisting advisors who may not be technically proficient

  • Manage multiple tasks simultaneously, such as researching payment or engagement status while remaining active on a live call

  • Process advisor and client payments related to financial planning services, including ACH and credit card payments through thirdparty vendors (e.g., AdvicePay)

  • Utilize Excel and internal systems to reconcile payment data and ensure accuracy

  • Perform light manual operations work, including:

    • Verifying available funds in internal LPL client accounts prior to processing journal requests

    • Monitoring shared mailboxes and responding to advisor inquiries

    • Sending bulk notifications and communications to advisors as needed

  • Take ownership of advisor inquiries and follow through to resolution in a timely and accurate manner

  • Partner with internal teams to escalate issues, improve workflows, and identify process efficiencies

  • Communicate operational, financial, and procedural guidance clearly and consistently to advisors

  • This role is approximately 90% phonebased advisor servicing and 10% operational support work.

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • 3+ years of experience in financial services, financial planning operations, call center support, or advisor/client servicing preferred (internships included)

  • Experience working in a highvolume phone support role with frequent inbound calls

  • Proficiency in Microsoft Excel and other Microsoft Office applications

Core Competencies:

  • Customer service skills, with the ability to communicate clearly, patiently, and professionally

  • Technical aptitude to troubleshoot basic system and browser issues and guide users through applications

  • Ability to multitask effectively while maintaining attention to detail and service quality

  • Organizational skills and followthrough

Preferences:

  • Experience handling payments, reconciliations, or vendor processing preferred

  • Bachelor's degree in finance, business, accounting, or a related field preferred

  • FINRA SIE, Series 6, or Series 7 a plus


Pay Range:

$28.18-$46.94/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.


At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.


For further information about LPL, please visit www.lpl.com.


Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.


Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.


EAC 5.19.26

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