1d
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Financial Services Associate
Bakersfield, California, United States
$24-$28/hr OnsiteFull Time
Associate degree required, must qualify for Professional NSLDS access. Prefer 2+ years financial advising experience, Microsoft Office skills, excellent communication, and student financial aid knowledge.
Microsoft Office
1w
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Financial Services Associate
Sacramento, California, United States
$24-$28/hr OnsiteFull Time
Provide financial aid counseling, calculate and package Title IV and non-Title IV awards, track documentation, and maintain regulatory compliance; Associate degree required; NSLDS access required.
Microsoft Office
1w
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Financial Services Associate
Sacramento, California, United States
$20-$28/hr OnsiteFull Time
Associate degree required (Bachelor's preferred). Must qualify for NSLDS professional access, strong oral/written communication, Microsoft Office proficiency, and ability to counsel students on federal and institutional aid.
Microsoft Office
1mo
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Lead Financial Associate
Dothan, Alabama, United States
OnsiteFull Time
2+ YOE2+ MgmtLead supervisory role overseeing Financial Associates, ensure compliance, and deliver strong customer service.
Microsoft Office, Banking software
1mo
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Financial Associate
Princeton, New Jersey, United States
$54k-$88k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred; ~3 years trust/financial services experience preferred; strong Microsoft Office 365 and Salesforce proficiency; strong communication, problem-solving, and fiduciary knowledge.
Microsoft Office 365, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Salesforce, SWP
1mo
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Associate Financial Advisor
The Woodlands, Texas, United States
$70k-$90k/yr OnsiteFull Time
2+ YOEFull-time Associate Financial Advisor with 2+ years wealth management, 4-year degree, Series 65, CFP preferred.
1w
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Financial Services Associate
Sacramento, California, United States
$20-$28/hr OnsiteFull Time
2+ YOEAssociate degree required; must qualify for Professional Access to the National Student Loan Data System (NSLDS). Two+ years related financial advising preferred. Proficient in Microsoft Office, student financial aid systems, strong communication.
Microsoft Office, Internet, database software, Student Information Systems, National Student Loan Data System (NSLDS)
1mo
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Financial Associate
Princeton, New Jersey, United States
$54k-$88k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred, ~3 years trust/financial services experience preferred, strong Microsoft Office 365 skills, Salesforce familiarity, understanding of fiduciary/tax/estate concepts, excellent communication and problem-solving, clean regulatory record, U.S. work authorization required.
Microsoft Office 365, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Salesforce, SWP
1mo
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Financial Associate
Auburn, Alabama, United States
$20k-$30k/yr OnsitePart Time
6+ YOEHigh school diploma or equivalent and 6 years of financial support experience; substitutions allowed (1 year relevant education = 1 year experience). Performs travel voucher processing, purchasing card reconciliations, requisitions, invoices, salary transfers, Kronos/TES reviews, and journal vouchers.
Tiger Buy, Kronos, TES, EPAF
1mo
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Financial Aid Associate
Dearborn, Michigan, United States
$22-$26/hr OnsiteFull Time
1+ YOEAssociate degree (or equivalent education/experience), 1+ year financial aid experience with federal aid, verification and packaging experience, knowledge of federal regulations, strong communication, organizational and analytical skills, and computer proficiency.
Ellucian Colleague, Microsoft Teams
3w
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Financial Advisor Associate
Atlanta, Georgia, United States
OnsiteFull Time
2+ YOEBachelor's in Finance/Economics/Marketing/Communications or equivalent; 1 year as a Wholesale Associate; 2 years customer service in financial services; proficient with CRM and Microsoft Word/Excel/PowerPoint; strong analytical and communication skills.
Client Relationship Management (CRM), Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Senior Financial Associate
Winter Park, Florida, United States
OnsiteFull Time
3+ YOE3+ years in finance or professional services, strong financial modeling and analysis, expert Microsoft Excel, PowerPoint, Word, project management, analytical and communication skills; Bachelor\u0002s required, MBA preferred.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Visio, Blueworks, Tableau, Power BI, Qlik, SQL, DAX, Python
2w
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Financial Associate - BIDMC
Boston, Massachusetts, United States
$27-$38/hr OnsiteFull Time
1+ YOEAssociate’s degree required (Bachelor’s preferred),1–3 years related experience, background in accounting/finance, proficiency with Outlook, Word, Excel, PowerPoint, Access and web-based systems.
Outlook, Word, Excel, PowerPoint, Access
4d
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Financial Associate II
Cambridge, Massachusetts, United States
HybridFull Time
5+ YOEAssociate degree in accounting or equivalent experience, at least 5 years related experience, strong Microsoft Excel skills, ability to analyze trends and implement process improvements, excellent communication and judgment.
Microsoft Excel, Concur, Buy2Pay
1w
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Financial Planning Associate
Irvine, California, United States
RemoteFull Time
0+ YOEBachelor's degree in finance or related field, 0–3 years financial services experience, proficiency with financial planning software, strong analytical and communication skills.
eMoney, MoneyGuide, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
3mo
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Principal Financial Associate
Hanscom Air Force Base, Massachusetts, United States
$165k/yr OnsiteFull Time
10+ YOEBachelor's degree; 10+ years of experience in DoD financial management with 3+ years in relevant DoD roles; active Secret clearance; strong knowledge of DoD funding, budgeting, EVM, FIAR, and financial systems.
2mo
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Associate Financial Planner
Bend, Oregon, United States
OnsiteFull Time
3+ YOEBachelor’s degree in Finance; 3 years in financial services with emphasis on financial planning; SIE required; Series 7; Series 63/65/66 as needed; 100% onsite in Bend, OR; travel Less than 25%.
CRM software, Microsoft Suite, Financial Planning software, Financial markets
2mo
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FINANCIAL ASSOCIATE
Birmingham, Alabama, United States
$17-$27/hr OnsiteFull Time
1+ YOEBachelor's degree in Accounting or related field; 1 year of related experience required, or equivalent combination.
Accounting software, Financial systems, Excel
1mo
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Associate Financial Analyst
Los Angeles, California, United States
$112k-$138k/yr HybridFull Time
2+ YOEBachelor's in business/public administration/finance/accounting (or equivalent) and 2 years financial analysis or budgetary experience; advanced Microsoft Excel; ability to prepare financial reports, forecasts, and conduct cost-benefit analyses; valid California Class C driver's license.
Microsoft Excel
1mo
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Financial Advisor Associate
Santa Rosa, California, United States
OnsiteFull Time
5+ YOEProven success in establishing rapport with clients; in-depth knowledge of financial services and investment portfolios; ethical integrity.
Microsoft 365
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