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Financial Associate Jobs

67 Job Offers

Associate Financial Advisor
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Join a growing independent wealth management firm in San Francisco as an Associate Financial Advisor. Leverage your Series 65, CFP, or CPA with 3+ years of experience to support comprehensive financial planning and client relationships. Enjoy a hybrid schedule, competitive compensation with bonus...
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United States , San Francisco
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Not provided
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Robert Half
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New
Associate Financial Advisor
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Join Wells Fargo Advisors as an Associate Financial Advisor in Homer or Soldotna, AK. Leverage your customer service and sales experience to support client financial goals within a structured training program. Ideal candidates have the SIE exam, Series 7/66, and insurance licenses. Build client r...
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United States , Homer; Soldotna
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Not provided
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Wells Fargo
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Financial Reporting Associate
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Seeking a skilled Financial Reporting Associate in Houston to manage corporate accounting, consolidations, and GAAP/IFRS compliance. Ideal candidates hold a Bachelor's in Accounting with 5+ years of experience, CPA progress, and public accounting expertise. You will prepare financial statements, ...
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United States , Houston
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Not provided
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EDP
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Senior Associate, Product Management- Financial Core Enterprise Platform
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Senior Associate, Product Management role at Capital One, driving innovation on the Financial Core Enterprise Platform. Shape long-term roadmaps and build reusable capabilities to modernize financial products. Ideal for candidates with 1+ year in product management or related fields, skilled in a...
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United States , McLean, Virginia; New York, New York
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111200.00 - 138400.00 USD / Year
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Capital One
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Associate Financial Advisor
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Join a growing independent wealth management firm in San Francisco as an Associate Financial Advisor. Leverage your Series 65, CFP, or CPA with 3+ years of experience to support comprehensive financial planning and client relationships. Enjoy a hybrid schedule, competitive compensation with bonus...
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United States , San Francisco
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Salary
Not provided
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Robert Half
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Financial Planning Associate
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Seeking a detail-oriented **Financial Planning Associate** in **Visalia, CA** to support advisors with paraplanning, client service, and financial analysis. Ideal candidates have experience in wealth management or banking, strong organizational skills, and CRM proficiency. Responsibilities includ...
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United States , Visalia
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Not provided
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Robert Half
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Associate Financial Advisor
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Join a growing independent wealth management firm in San Francisco as an Associate Financial Advisor. Leverage your Series 65, CFP, CPA, or CFA and 3+ years of experience to support comprehensive financial planning and client relationships. Enjoy a hybrid schedule, competitive compensation with b...
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United States , San Francisco
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Not provided
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Robert Half
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Associate Financial Analyst
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Join MasterCard Europe in Waterloo, Belgium as an Associate Financial Analyst. This role supports US GAAP accounting, SOX controls, and contract drafting within the Controller’s group. Ideal for detail-oriented problem solvers with a finance degree, advanced Excel skills, and fluency in English. ...
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Belgium , Waterloo
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Not provided
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Mastercard
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Senior Associate, Financial Operations & Analysis
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Senior Associate, Financial Operations & Analysis role in Chicago, IL. Leverage your 2-4 years of experience in accounting or finance to provide critical data analysis, valuation support, and portfolio management. Collaborate with Asset Management in a hybrid environment, driving investment perfo...
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United States , Chicago
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80000.00 - 95000.00 USD / Year
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Heitman
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Senior Financial Planner / Associate Advisor
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Senior Financial Planner / Associate Advisor sought by an ethics-first, independent wealth management firm in San Francisco. This client-focused role involves delivering comprehensive financial planning and building meaningful relationships alongside a Senior Lead Advisor. Ideal for a CFP® with 7...
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United States , San Francisco
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Not provided
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Robert Half
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Financial Services Litigation Associate
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A White Plains law firm seeks a Financial Services Litigation Associate with 2+ years of commercial litigation experience. You will manage diverse cases for banks and lenders in state/federal courts, handling depositions, motions, and trials. NY Bar admission is required; financial services exper...
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United States , White Plains
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155000.00 - 200000.00 USD / Year
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Robert Half
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Principal Associate, Financial Planning & Analysis
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Principal Associate, FP&A role at Capital One in Houston, TX. Drive financial analysis, modeling, and strategic planning for the PULSE Network within the Global Payment Network Finance team. Requires a Bachelor’s degree, 4+ years in financial analysis and modeling, with MBA/CFA/CPA preferred. Enj...
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United States , Houston
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109900.00 - 125400.00 USD / Year
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Capital One
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Financial Associate
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Join a respected Denver healthcare organization as a Financial Associate in a permanent, direct-hire role. Leverage your 3+ years of medical billing and patient financial services experience, including Medicare and commercial insurance. You’ll assist patients with billing inquiries, verify insura...
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United States , Denver
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Not provided
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Robert Half
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Financial Modelling Associate Director
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United Kingdom , London
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Not provided
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Grant Thornton UK LLP
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Associate Manager Financial Data Systems
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Senior Analyst – Financial Data Systems role in Mumbai, India, driving efficiency and control in global ERP systems including SAP S4 Hana. You will support month-end close, automate financial processes, and configure tools like Blackline. Ideal for a CPA/CA with 3-5 years in SOX-compliant environ...
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India , Mumbai
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Not provided
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The Hershey Company
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Associate Manager Financial Data Systems
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Senior Analyst – Financial Data Systems Data and Reporting role in Mumbai, India. You will drive enterprise financial reporting, validate data assets, and enhance dashboards using Power BI, Datasphere, and Alteryx. Requires 3-5 years in financial accounting, SAP S4 knowledge, and US GAAP expertis...
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India , Mumbai
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Not provided
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The Hershey Company
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Financial Operations Associate
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Financial Operations Associate role with a growing fintech lender in San Francisco, CA. This contract-to-permanent position requires 3–5 years of experience in financial operations, advanced Excel skills, and ACH/wire processing expertise. You will oversee daily payment reconciliation, support lo...
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United States , San Francisco
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Not provided
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Robert Half
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Associate Financial Advisor
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Join a boutique wealth management firm in Pescadero as an Associate Financial Advisor. Leverage 7+ years of experience in financial planning, investments, and estate concepts to support high-net-worth clients. Enjoy a hybrid work environment, employee ownership, and mentorship from senior advisor...
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United States , Pescadero
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Not provided
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Robert Half
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Financial Planning & Strategy Associate
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Fever seeks a Financial Planning & Strategy Associate to transform data into a global growth roadmap in Madrid. Leverage your financial modeling and analytical skills to drive strategic initiatives, partnering with cross-functional teams to uncover profitability levers. Ideal candidates have a ba...
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Spain , Madrid
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Not provided
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Fever
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Financial Reporting Senior Associate
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United States , Wenham
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Salary
100000.00 - 115000.00 USD / Year
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Daley and Associates
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About the Financial Associate role

Launch your finance career by exploring Financial Associate jobs, a critical entry and mid-level point for professionals dedicated to the operational and strategic heart of an organization. A Financial Associate is a versatile professional who supports the financial health and strategic direction of a company by managing essential accounting processes, analyzing data, and ensuring fiscal compliance. This role is foundational, serving as the backbone of the finance department and offering a clear pathway for advancement into senior analytical or managerial positions.

Professionals in these roles typically engage in a wide array of responsibilities centered on accounting and financial oversight. A core function involves executing and owning key accounting processes, which includes reconciling accounts, posting transactions to the general ledger, and managing invoices. They perform detailed analysis of transactional accounting information, transforming raw data into actionable insights that support business decision-making and help align departmental activities with broader corporate objectives. Financial Associates are often a primary point of contact for resolving internal and external customer inquiries related to their area of expertise, requiring both technical knowledge and client-service skills. Furthermore, they play a vital role in upholding financial integrity by implementing and assuring effective business controls, reviewing processes for compliance, and supporting internal and external audit requirements. Many are also involved in continuous improvement initiatives, proactively identifying opportunities to enhance efficiency in accounting systems and procedures, and they may assist in training and mentoring newer team members.

To succeed in Financial Associate jobs, candidates generally need a solid educational foundation and a specific skill set. An associate's or bachelor's degree in finance, accounting, or a related field is typically preferred. Employers commonly seek candidates with several years of relevant work experience, often within an accounting or corporate finance environment. Strong computational and analytical skills are paramount for accurate data handling and interpretation. Proficiency with essential business software is a must; this includes advanced knowledge of the Microsoft Office Suite, particularly Excel, and often experience with Enterprise Resource Planning (ERP) systems like SAP or Oracle. A firm understanding of Generally Accepted Accounting Principles (GAAP) and standard accounting processes is expected. Beyond technical prowess, excellent communication skills are crucial for explaining financial concepts to non-financial colleagues and for effective teamwork. As these jobs frequently involve managing multiple tasks and contributing to system implementations, good organizational and project management abilities are highly valued assets for any candidate. If you are a detail-oriented individual with a passion for numbers and process improvement, a career as a Financial Associate offers a dynamic and rewarding opportunity with significant growth potential.