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Financial Associate Jobs

74 Job Offers

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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 Bank Financial Advisor
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United States , MANCHESTER TOWNSHIP
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Wells Fargo
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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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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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100000.00 - 115000.00 USD / Year
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Daley and Associates
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Senior Associate – Financial Reporting
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United States , Boston
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90000.00 - 115000.00 USD / Year
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Daley and Associates
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Senior Associate, Financial Planning & Analysis
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United States , McLean, Virginia; Richmond, Virginia
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96500.00 - 110100.00 USD / Year
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Capital One
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Senior Financial Associate, Strategic Initiatives
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Senior Financial Associate, Strategic Initiatives at GoodLeap in West Palm Beach, FL. Drive financial strategy for a $27B sustainable fintech leader. Leverage 5-7+ years of FP&A or capital markets experience to build complex financial models, conduct variance analysis, and optimize credit card po...
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United States , West Palm Beach
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120000.00 - 140000.00 USD / Year
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GoodLeap
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Sr. Associate, Financial Analysis
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Join Capital One as a Sr. Associate in Financial Analysis within the Card Tech Finance team in McLean or Richmond, VA. Drive FP&A duties including forecasting, P&L management, and scenario planning to advise senior leaders. Requires a Bachelor’s degree, 2+ years in financial analysis, and financi...
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United States , McLean, Virginia; Richmond, Virginia
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96500.00 - 110100.00 USD / Year
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Capital One
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Associate Manager - Financial Systems & Transformation
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Associate Manager, Financial Systems & Transformation role in Newark, US. Lead Oracle Financials (GL, AP, Fixed Assets) and drive gross profit reporting for 48+ retail members. Requires 7+ years in financial systems, retail accounting expertise, and cross-functional team leadership. Unlock automa...
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United States , Newark
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100000.00 - 160000.00 USD / Year
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Robert Half
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Financial Customer Associate
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Launch your financial services career as a Financial Customer Associate in Durham. Use your customer service skills and empathy to help clients manage 401k accounts, loans, and withdrawals. This full-time role offers training and a path to grow while making a real difference in people's financial...
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United States , Durham
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Fidelity Investments
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Financial Customer Associate
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Launch your financial services career as a Financial Customer Associate in Smithfield. Utilize your customer service skills to guide clients with 401k accounts, withdrawals, and loans. This full-time role offers a path for growth, investing in you to help customers achieve their financial dreams.
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United States , Smithfield
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Fidelity Investments
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Financial Customer Associate
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Launch your finance career as a Financial Customer Associate in the Greater Omaha area. This entry-level role provides extensive training on 401k plans and client support. We seek empathetic communicators with at least one year of customer service experience. Enjoy a supportive team environment w...
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United States , Omaha; Papillion
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Fidelity Investments
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Financial Customer Associate
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Join our Smithfield team as a Bilingual Financial Customer Associate. Provide outstanding support in English and Spanish for global customers' 401k and financial account needs. This full-time role is your springboard to a meaningful career, requiring strong communication skills and a passion for ...
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United States , Smithfield
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Fidelity Investments
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Financial Customer Associate
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Join Fidelity in Merrimack as a Financial Customer Associate. Provide exceptional service, helping clients with 401k accounts, withdrawals, and financial education. Strong communication skills and a passion for helping others are key. No finance background required—we invest in your training and ...
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United States , Merrimack
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Fidelity Investments
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Financial Customer Associate
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Join our Covington team as a Financial Customer Associate and transform lives through exceptional service. You’ll guide customers with 401k inquiries, withdrawals, and account maintenance, leveraging your empathy and communication skills. We seek adaptable, self-motivated professionals with 1+ ye...
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United States , Covington
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Not provided
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Fidelity Investments
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Financial Customer Associate
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Join our team as a Financial Customer Associate in Omaha, NE. This entry-level, work-from-home role requires 1+ year of customer service experience and a HS diploma. You'll assist clients with 401k inquiries, withdrawals, and account maintenance while enjoying career coaching, well-being support,...
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United States , Omaha; Papillion
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Fidelity Investments
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Financial Customer Associate
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Join our Salt Lake City team as a Financial Customer Associate and transform lives through exceptional service. You’ll guide customers with 401k inquiries, withdrawals, and account maintenance, requiring empathy, strong communication, and 1+ year of customer service experience. This full-time rol...
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United States , Salt Lake City
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Fidelity Investments
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Financial Customer Associate - Bilingual
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Join our Albuquerque team as a Bilingual Financial Customer Associate and make a real difference in customers' lives. You’ll provide phone-based support for 401k accounts, handling inquiries, withdrawals, and account maintenance. We seek empathetic, adaptable professionals with 1+ year of custome...
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United States , Albuquerque
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Not provided
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Fidelity Investments
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Principal Associate, Financial Planning & Analysis
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Join Capital One's Global Payment Network Finance team in Houston as a Principal Associate in FP&A. Perform core financial analysis, modeling, and forecasting to support strategic leadership decisions. This role requires 4+ years of financial analysis and modeling experience. We offer competitive...
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United States , Houston
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Salary
109900.00 - 125400.00 USD / Year
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Capital One
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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.