Manage core financial planning processes-including forecasting, budgeting, and variance analysis-to ... professional manner Produce polished, executive-ready materials under tight timelines Required ...
Manage core financial planning processes-including forecasting, budgeting, and variance analysis-to ... professional manner Produce polished, executive-ready materials under tight timelines Required ...
Manage core financial planning processes-including forecasting, budgeting, and variance analysis-to ... professional manner Produce polished, executive-ready materials under tight timelines Required ...
Manage core financial planning processes-including forecasting, budgeting, and variance analysis-to ... professional manner Produce polished, executive-ready materials under tight timelines Required ...
Securities Services Operations Associate (Hybrid)
Wilmington, DE · Hybrid
$38K - $57K/yr
With our robust training to provide extensive UMB and financial knowledge, the Trust Operations ... You are valued for who you are in a fun, professional setting.It is a smaller team that works ...
Securities Services Operations Associate (Hybrid)
Wilmington, DE · Hybrid
$38K - $57K/yr
With our robust training to provide extensive UMB and financial knowledge, the Trust Operations ... You are valued for who you are in a fun, professional setting.It is a smaller team that works ...
Financial Analysis Senior Associate - Card Acquisitions Investments
Wilmington, DE · On-site
$83K - $103K/yr
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this ... As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of ...
Financial Analysis Senior Associate - Card Acquisitions Investments
Wilmington, DE · On-site
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hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this ... As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of ...
Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful ... Summary DLA Piper is seeking an associate to join its finance group, structured finance subgroup ...
Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful ... Summary DLA Piper is seeking an associate to join its finance group, structured finance subgroup ...
Associate's Degree preferred Certified Revenue Cycle Representative (CRCR) and/or Certified Healthcare Financial Professional (CHFP) is required SuperUser certification is preferred Minimum five ...
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Associate's Degree preferred Certified Revenue Cycle Representative (CRCR) and/or Certified Healthcare Financial Professional (CHFP) is required SuperUser certification is preferred Minimum five ...
Associate's Degree preferred Certified Revenue Cycle Representative (CRCR) and/or Certified Healthcare Financial Professional (CHFP) is required SuperUser certification is preferred Minimum five ...
Associate's Degree preferred Certified Revenue Cycle Representative (CRCR) and/or Certified Healthcare Financial Professional (CHFP) is required SuperUser certification is preferred Minimum five ...
Associate's Degree preferred Certified Revenue Cycle Representative (CRCR) and/or Certified Healthcare Financial Professional (CHFP) is required SuperUser certification is preferred Minimum five ...
Senior Financial Analyst
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Senior Financial Analyst
Wilmington, DE · Hybrid
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Wilmington, DE · On-site
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Wilmington, DE · On-site
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As an Trading Services Associate in Securities Operations within Markets Asset Services, you play a ... Professional certification in securities or financial operations is a plus (Series 99/SIE ...
As an Trading Services Associate in Securities Operations within Markets Asset Services, you play a ... Professional certification in securities or financial operations is a plus (Series 99/SIE ...
As an Trading Services Associate in Securities Operations within Markets Asset Services, you play a ... Professional certification in securities or financial operations is a plus (Series 99/SIE ...
As an Trading Services Associate in Securities Operations within Markets Asset Services, you play a ... Professional certification in securities or financial operations is a plus (Series 99/SIE ...
Financial Consultant - Finance Systems, Services & Automation Financial Consultant Location: This ... and professional growth for our associates. Our values and behaviors are the root of our culture.
Financial Consultant - Finance Systems, Services & Automation Financial Consultant Location: This ... and professional growth for our associates. Our values and behaviors are the root of our culture.
Financial Analyst-Rebates
Wilmington, DE · On-site
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New
Financial Analyst-Rebates
Wilmington, DE · On-site
Preferred Bachelor's or Associates degree in Accounting, Business or Finance. * 2-4 years of ... Demonstrated attention to detail, professional attitude, and ability to maintain confidentiality.
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Wilmington, DE · On-site
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Financial Analyst-Rebates
Wilmington, DE · On-site
Preferred Bachelor's or Associates degree in Accounting, Business or Finance. * Entry level grads ... Demonstrated attention to detail, professional attitude, and ability to maintain confidentiality.
New
Financial Consultant Location: This role requires associates to be in-office 1-2 days per week ... and professional growth for our associates. Our values and behaviors are the root of our culture.
Financial Consultant Location: This role requires associates to be in-office 1-2 days per week ... and professional growth for our associates. Our values and behaviors are the root of our culture.
Quant Analytics Card Finance Senior Associate
Wilmington, DE · On-site
$83K - $103K/yr
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this ... Your outputs will directly inform financial planning, investment decisions, and risk management ...
Quant Analytics Card Finance Senior Associate
Wilmington, DE · On-site
$83K - $103K/yr
hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this ... Your outputs will directly inform financial planning, investment decisions, and risk management ...
Join us and be part of a company that supports your professional journey and offers exciting ... Proven experience in trading or financial services, demonstrating a strong foundation in industry ...
Join us and be part of a company that supports your professional journey and offers exciting ... Proven experience in trading or financial services, demonstrating a strong foundation in industry ...
Our benefits take care of the whole you-from physical and mental to financial and professional. You ... What You'll Contribute The Senior Associate, Financial Planning and Analysis will assist in ...
Our benefits take care of the whole you-from physical and mental to financial and professional. You ... What You'll Contribute The Senior Associate, Financial Planning and Analysis will assist in ...
Join us and be part of a company that supports your professional journey and offers exciting ... Proven experience in trading or financial services, demonstrating a strong foundation in industry ...
Join us and be part of a company that supports your professional journey and offers exciting ... Proven experience in trading or financial services, demonstrating a strong foundation in industry ...
Financial Professional Associate information
See Delaware salary details
$44.5K - $52.8K
21% of jobs
$54.6K is the 25th percentile. Wages below this are outliers.
$52.8K - $61.1K
21% of jobs
The median wage is $67.5K / yr.
$61.1K - $69.4K
11% of jobs
$69.4K - $77.7K
0% of jobs
$77.7K - $85.9K
0% of jobs
$85.9K - $94.2K
0% of jobs
$94.2K - $102.5K
3% of jobs
$102.5K - $110.8K
11% of jobs
$116.6K is the 75th percentile. Wages above this are outliers.
$110.8K - $119.1K
11% of jobs
$119.1K - $127.3K
10% of jobs
$127.3K - $135.6K
11% of jobs
$44.5K
$87.6K
$135.6K
How much do financial professional associate jobs pay per year?
What are the key skills and qualifications needed to thrive as a financial professional associate?
What is a financial professional associate?
What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?
What is the difference between Financial Professional Associate vs Financial Advisor?
| Aspect | Financial Professional Associate | Financial Advisor |
|---|---|---|
| Required Credentials | Typically Series 6/7, possibly life insurance licenses | Series 7, 66, or 65, and relevant licenses |
| Work Environment | Support role in financial firms, assisting advisors | Client-facing, providing financial planning and investment advice |
| Employer & Industry Usage | Used in brokerage firms, banks, and financial institutions | Used across independent and firm-affiliated financial planning practices |
The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

Full-time
Medical, Retirement
Posted 7 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
73rd of 170 rated banks
Job description
The Operations Product Experience & Technology (PXT) Finance and Business Manager Associate plays a pivotal role in supporting the Ops PXT CFO and senior leadership by delivering comprehensive financial analysis, strategic insights, and business performance optimization. This position leads the consolidation and presentation of monthly business review materials, manages core financial planning processes such as forecasting and budgeting, and drives the adoption of data visualization and automation initiatives to enhance real-time reporting and decision-making. The Associate partners closely with product finance, and technology teams across the business, ensuring alignment on key initiatives and providing actionable recommendations that support both tactical and long-term objectives.
Success in this high-profile, fast-paced role requires a proven track record in finance, business management, and stakeholder engagement. The Associate is responsible for identifying, escalating, and mitigating business risks, optimizing cost structures, and implementing productivity initiatives. Effective collaboration with cross-functional teams-including Compliance, Project Management, Procurement, Real Estate, and HR-is essential to navigate complex challenges and shifting priorities. By building strong relationships and acting as a trusted advisor, the Associate ensures the business is well-positioned to meet evolving market requirements and maintains JPMorganChase's standard of excellence in financial services.
Job Responsibilities:
Prepare and coordinate high-quality, insightful presentations and monthly progress reviews for Senior Management, clearly communicating achievements, challenges, and next steps, while supporting continuous ad hoc requests and innovation initiatives across the business.
Manage core financial planning processes-including forecasting, budgeting, and variance analysis-to support strategic decision-making and optimize business performance.
Collaborate effectively across many key stakeholder groups to drive analyses of new business initiatives and tracking of outcomes
Provide support for continuous ad hoc requests, routine reporting, and innovation initiatives across the business
Communicate, interact with, and influence colleagues at all levels in the business including senior leaders
Handle confidential information in a professional manner
Produce polished, executive-ready materials under tight timelines
Required qualifications, skills and capabilities:
Strong analytical, quantitative, and financial modeling skills, with the ability to distill and synthesize large amounts of data and qualitative information into key takeaways
Excellent problem-solving, critical thinking, and sound judgment abilities
Effective oral and written communication skills, with the ability to present complex information to partners and senior leaders
Excellent relationship management and interpersonal skills, with the ability to build relationships, influence stakeholders, and drive change across a large, complex organization
Team-oriented, high energy, and passionate about driving quantifiable business results
Ability to multi-task, work well under pressure, and maintain keen attention to detail
Self-motivated, innovative thinker with the ability to develop new concepts, processes, and value-added activities
Exercises the highest degree of confidentiality
Expert knowledge of Microsoft Office (PowerPoint and Excel)
Preferred qualifications, capabilities, and skills:
Strong technical skills with advanced proficiency in Microsoft Office (Excel, PowerPoint, PitchPRO), MS Teams, and SharePoint
Proven experience partnering with subject matter experts to deliver holistic business insights
Experience in Technology Finance & Business Management
Advanced knowledge of Essbase and business applications such as Tableau and Ariba
3+ years of experience in financial planning and analysis
Bachelor's degree in Accounting or Finance
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US