ZipRecruiter

Log In

1

Financial Processing Associate Jobs in Arizona (NOW HIRING)

Northern Trust

Associate Financial Advisor

Phoenix, AZ

$85K - $145K/yr

It will be important for this role to continues to build knowledge of the company, processes, and ... As the Associate Financial Advisor progresses, there will be an ultimate expectation to build a ...

Maricopa

Financial Eligibility Specialist

Phoenix, AZ · On-site

$20.25 - $30.50/hr

... eligibility processes accurately and efficiently. About Us Join the Maricopa County Public ... Associate's degree or higher in Accounting, Finance, Business, or related field * Experience with ...

Stifel

Public Finance Analyst

Phoenix, AZ · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... Develop and analyze financial and debt models to support the marketing and execution of new ...

Northern Trust

Associate Financial Advisor

Phoenix, AZ

$85K - $145K/yr

With more than 130 years of financial experience and over 22,000 partners, we serve the world ... If you need a reasonable accommodation for any part of the employment process, please email our HR ...

next page

Showing results 1-20

All JobsFinancial Processing Associate JobsFinancial Processing Associate Jobs in Arizona

Financial Processing Associate information

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

To thrive as a Financial Processing Associate, you need strong numerical accuracy, attention to detail, and a foundational understanding of accounting or finance, often supported by a relevant degree or experience. Familiarity with financial software such as QuickBooks, SAP, or Oracle, and proficiency in spreadsheets are typically required. Excellent organizational skills, communication, and the ability to manage deadlines set top performers apart. These skills and qualities ensure precise transaction processing, minimize errors, and support smooth financial operations in any organization.

What are some common challenges Financial Processing Associates face, and how can they be addressed?

Financial Processing Associates often work with large volumes of transactions and must ensure accuracy under tight deadlines. A common challenge is staying organized and minimizing errors during data entry and reconciliation. This can be addressed by developing strong attention to detail, using checklists, and leveraging software tools to automate repetitive tasks. Additionally, clear communication with team members and other departments helps resolve discrepancies quickly and maintain smooth workflow.

What is the difference between Financial Processing Associate vs Accounts Payable Clerk?

AspectFinancial Processing AssociateAccounts Payable Clerk
Primary ResponsibilitiesProcessing financial transactions, data entry, verifying paymentsManaging vendor invoices, processing payments, reconciling accounts
Required SkillsAttention to detail, basic accounting, data managementInvoice processing, accounting software proficiency, attention to detail
Work EnvironmentFinance departments, corporate officesFinance or accounting departments, corporate offices
Common CertificationsNone required or basic bookkeeping certificationsNone required, often familiarity with accounting software

While both roles involve handling financial data, a Financial Processing Associate focuses on processing a variety of financial transactions and data verification, whereas an Accounts Payable Clerk specializes in managing vendor invoices and payments. Both positions require attention to detail and familiarity with accounting processes, but their specific duties differ within the finance department.

What are Financial Processing Associates?

Financial Processing Associates are professionals responsible for handling and processing financial transactions within an organization. Their duties typically include data entry of financial records, verifying the accuracy of invoices and payments, and ensuring compliance with company policies and accounting standards. They often work closely with accounting and finance teams to maintain accurate financial records and support audits or financial reporting. Attention to detail and strong organizational skills are essential for success in this role.
What are popular job titles related to Financial Processing Associate jobs in Arizona? For Financial Processing Associate jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Financial Processing Associate jobs in Arizona look for? The top searched job categories for Financial Processing Associate jobs in Arizona are:
What cities in Arizona are hiring for Financial Processing Associate jobs? Cities in Arizona with the most Financial Processing Associate job openings:
Financial Processing Associate jobs near you
Infographic showing various Financial Processing Associate job openings in Arizona as of June 2026, with employment types broken down into 25% Full Time, and 75% Part Time. Highlights an 75% In-person, and 25% Remote job distribution.

Associate Financial Advisor

Robert W Baird & Co

Phoenix, AZ • On-site

Full-time

Posted 7 days ago

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:
  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
  • 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
  • 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

#LI-PWM4
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Apply