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 - Natoma Wealth
HighTower Advisors —Folsom, CA
Founded in 2014, Natoma Wealth is an independent registered investment advisory practice that offers financial advice and planning and discretionary investment…
$50,000 - $70,000 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 Chinese
East West Bank —Daly City, 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
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
Associate Director - Finance/Accounting (Full-time, Flexible)
Virginia Chance School Inc —Louisville, KY
Supervise the flow of cash and other financial instruments, billing, invoicing, etc.; Evaluate data, create, and manage the overall school budget, as well as…
$65,000 - $75,000 a year
Quick Apply
7h
Associate, Financial Planning & Analysis
BlackRock —New York, NY
Proactively look for opportunities to optimize the current reporting structure and develop innovative ways to assess business performance.
$95,000 - $125,000 a year
8h
Associate, Project Finance
Sunwealth —Cambridge, MA
At a minimum Sunwealth adopts the strictest of the CDC, state, or local guidelines, and we revise internal policies regularly as guidelines change.
Estimated: $73.6K - $93.2K a year
Quick Apply
8h
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
Associate Banker - Bilingual Chinese Preferred
East West Bank —Cerritos, 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
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
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
2h
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
Screening & Transaction Monitoring Associate (Remote)
Brex —Salt Lake City, UT
We own the compliance policies for Brex, provide strategic advice and guidance to all Brex teams, protect Brex from Financial Crime and other compliance risks,…
Estimated: $79.4K - $101K a year
Quick Apply
12h
Casino Associate/Banker
Progressive Gaming LLC —Commerce, CA
As a Third Party Player, you will be responsible for providing exceptional service to the customers. while working at the gaming tables.
$19 - $24 an hour
Quick Apply
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
Associate Financial Advisor
Skyline Advisors —Bellingham, WA
Series 65 license required within first 6 months of employment. Answering phone calls and being available during peak hours. High touch service and operations.
$60,000 - $85,000 a year
Quick Apply
Finance Industry Marketing Associate
Zoho —McAllen, TX
To ensure compliance with federal and state employment eligibility laws, all candidates must possess the legal right to work in the United States at the time of…
$55,000 - $60,000 a year
Quick Apply
4d
Quantitative Analytics Associate I
JPMorgan Chase & Co —Columbus, OH
BS degree in a quantitative field or 2 years risk management or other quantitative experience. Manage, develop, communicate, and implement optimal fraud…
2d
Consumer Loan Processing/Underwriting Associate (Hybrid)
BayFirst National Bank —Seminole, FL
Underwrite, process, and disclose Consumer Loan applications through thorough analysis of all qualifying criteria including; income, credit, assets and…
Estimated: $63.6K - $80.5K a year
Quick Apply

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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 - Natoma Wealth

Associate Portfolio Manager - The Rikoon Group

Associate Banker-Bilingual Chinese

Associate Banker- Bilingual Cantonese

Associate Director - Finance/Accounting (Full-time, Flexible)

Associate, Financial Planning & Analysis

Associate, Project Finance

Acquisitions Associate

Associate Banker - Bilingual Chinese Preferred

Business Office Finance Associate

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

Associate Financial Analyst

Screening & Transaction Monitoring Associate (Remote)

Casino Associate/Banker

Associate Financial Advisor - Milwaukee, WI

Associate Financial Advisor

Finance Industry Marketing Associate

Quantitative Analytics Associate I

Consumer Loan Processing/Underwriting Associate (Hybrid)

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