20 Best Finance Associate jobs (Hiring Now!)

Financial Planning Associate (FPA)
TCI Wealth Advisors, Inc. —Tucson, AZ
Series 65 license or can be obtained within the first year of employment. Prepare and present cash flow analysis to prospective and current clients.
$24.04 - $46.63 an hour
Associate Stop Loss Underwriter
The Insurance Center —Onalaska, WI
Engage with consultants and clients to answer questions and deliver data in a manner that is understandable. Engage with various analytics platforms to extract,…
Estimated: $41.2K - $52.2K a year
Quick Apply
Associate Portfolio Manager - The Rikoon Group
HighTower Advisors —Santa Fe, NM
Ability to obtain a securities representative license (Series 65) in first year of employment. Founded in 2008, Hightower is a wealth management firm that…
Estimated: $72.6K - $92K a year
Quick Apply
Associate Banker- Bilingual Cantonese
East West Bank —Oakland, CA
Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card…
$19 - $21 an hour
Quick Apply
Finance Associate
Insurance Solutions by JCA - JC Adviser —Remote
Be able to pass state Life & Health license exam. Finance Associates are required to attend weekly Zoom training and pass their state Life & Health Insurance…
$5,000 - $10,000 a month
Quick Apply
Acquisitions Associate
GVD Hospitality —Spokane, WA
A focus on business, finance, economics, real estate, or related field(s) is a plus; Underwrite and model each deal: identify & analyze sales/rent comps,…
From $24 an hour
Quick Apply
5d
Part Time Associate Banker Chicago Northside (30 hours)
JPMorgan Chase & Co —Chicago, IL
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their…
In-Store Associate Banker - Bilingual Chinese Preferred
East West Bank —Rancho Cucamonga, CA
Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card…
$18.00 - $19.50 an hour
Quick Apply
Private Equity Associate
IntraWorks Finance —Las Vegas, NV
Bachelor’s degree in Finance, Economics, Business Administration, or related field; advanced degree (e.g., MBA, CFA) is a plus. Las Vegas, NV 89101 (Preferred).
$50,000.00 - $78,931.15 a year
Quick Apply
5d
PARAPLANNER/ASSOCIATE FINANCIAL ADVISOR
Kasch, Levitch, McAleer & Assoc —Glen Allen, VA
Help support financial plan construction and create allocations for client portfolios in various software tools. Financial concepts: 1 year (Preferred).
$50,000 - $80,000 a year
Quick Apply
12d
Finance Associate (Finance)
James River Group —Raleigh, NC
The Finance Associate will provide support to the Accounts Receivable, Accounts Payable or another sub-functional team within the Finance department, by…
Estimated: $42.3K - $53.6K a year
Quick Apply
Assistant or Associate Professor in Economics, Finance, and Accounting, in the CBM
Hope International University —Fullerton, CA
CBM offers on-ground bachelor’s degrees and online undergraduate and master’s degrees with programs accredited by IACBE: https://iacbe.org/memberpdf…
$72,000 - $75,000 a year
1h
Associate Financial Advisor - Milwaukee, WI
North Star Resource group —Milwaukee, WI
In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the…
$60,000 - $100,000 a year
Quick Apply
AML Associate
K2 Integrity —Remote
Conduct transaction analysis in the course of look-backs. Manage assigned tasks related to controlling KYC processes, drafting case investigations, preparing…
Estimated: $61.5K - $77.8K a year
Quick Apply
Associate Financial Analyst
Epes Transport System, LLC —Greensboro, NC
The Associate Financial Analyst will provide analysis and metrics for financial core processes, be responsible for knowledge of all systems to support our field…
Estimated: $55.8K - $70.6K a year
Quick Apply
Business Office Finance Associate
Hayden Catholic High School —Topeka, KS
Work with families to address tuition payment issues and develop payment plans as needed. Bachelor’s degree in Accounting, Finance, or a related field; CPA or…
$40,000 - $55,000 a year
Quick Apply
13d
Wealth Management Associate- Entry Level (Springfield)
Equitable Advisors —Springfield, IL
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$24,000 - $140,000 a year
Quick Apply
4d
Part Time Associate Banker South Broward (30 hours)
JPMorgan Chase & Co —Davie, FL
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their…
Licensed Branch Associate
Hudson Valley Credit Union —Chester, NY
NYS Notary Public license achieved within 12 months of obtaining position required. Support Contact Center with inbound member calls as necessary.
$25.86 - $31.33 an hour
Finance & Administration Associate
Partners In Health —Remote
We're seeking a dynamic Operations Associate to join our small, agile team within a larger non-profit, where you'll play a pivotal role in driving efficiency…
$60,000 - $65,000 a year
7d

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Financial Planning Associate (FPA)

TCI Wealth Advisors, Inc. Tucson, AZ

Apply Now

Job Details

Full-time $24.04 - $46.63 an hour

Qualifications

Financial planning
Cash flow analysis
Financial software
Bachelor's degree
Client services
Series 65
Communication skills

Full Job Description

Description:

The Financial Planning Associate (FPA) is part of the client facing service team of advisory professionals fulfilling TCI’s mission to empower purpose filled lives. The FPA will perform a wide range of planning and research related tasks including analyzing financial data, administering planning software, composing client deliverables, and preparing financial plans. A successful candidate will have strong critical thinking skills, work independently, and anticipate advisory team needs in service to the client. The position requires excellent communication skills and the ability to collaborate with various service roles and work styles.

To be considered for the Financial Planning Associate position, please submit a cover letter, and resume during the application process. Requirements:

SCOPE & EXPECTATIONS

The FPA can expect to focus the planning process in the following areas reflective of TCI’s client standard of care:

Financial education for clients and their families
Insurance planning/risk management
Estate planning
Tax planning and analysis
Cash flow management

POSITION RELATED RESPONSIBILITIES

Assist advisory teams with several elements of the financial planning process including, but not limited to:

Analyzing data from current or prospective clients, including assets, liabilities, insurance policies, estate documents, and tax returns
Analyzing overall asset class allocations of both current and prospective client portfolios and comparing them to target allocations
Evaluating investment options available in outside accounts and implementing account allocations with respect to client’s investment objectives
Create net worth statements
Utilize financial planning software to create and maintain financial plans for prospects and clients
Summarize key components of life, disability, and long-term care insurance
Research financial planning issues and contact/collaborate with outside experts as necessary

Attend client meetings in a technical and support role:

Prepare and present cash flow analysis to prospective and current clients
Assist with documenting information relative to the development of financial plans and other related workflows
Utilize analytical tools to identify and provide client planning opportunities to Advisors in specific planning areas

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities required of the incumbent in this position.

KNOWLEDGE, SKILLS & ABILITIES

Bachelors Degree required
Series 65 license or can be obtained within the first year of employment
Minimum of 2 years of prior experience providing superior client service, preferably within a financial services environment or similar professional setting
Committed to TCI’s mission, vision, and core values upholding the highest ethical behavior
Client-first attitude – Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships
Experience utilizing financial planning software (EMoney, HolistiPlan, etc.) and client management software (Salesforce, Tamarac, etc.) preferred
Manage a variety of complex projects, be adaptable, and able to reassess priorities, possess the drive to strategize and problem solve
Demonstrated understanding and respect for the nature of highly confidential environments, documentation, and relationships
Ability to effectively communicate and build rapport with clients and Team TCI
Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI has a relationship
Attention to Detail - Diligently attends to details and pursues quality in accomplishing tasks. Produces quality work in an accurate and timely manner

TCI Wealth Advisors is an Equal Opportunity Employer

Apply Now

Finance Associate jobs

Financial Planning Associate (FPA)

Associate Stop Loss Underwriter

Associate Portfolio Manager - The Rikoon Group

Associate Banker- Bilingual Cantonese

Finance Associate

Acquisitions Associate

Part Time Associate Banker Chicago Northside (30 hours)

In-Store Associate Banker - Bilingual Chinese Preferred

Private Equity Associate

PARAPLANNER/ASSOCIATE FINANCIAL ADVISOR

Finance Associate (Finance)

Assistant or Associate Professor in Economics, Finance, and Accounting, in the CBM

Associate Financial Advisor - Milwaukee, WI

AML Associate

Associate Financial Analyst

Business Office Finance Associate

Wealth Management Associate- Entry Level (Springfield)

Part Time Associate Banker South Broward (30 hours)

Licensed Branch Associate

Finance & Administration Associate

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