4,003 financial services associate jobs at 1,194 companies in United States
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Financial Services Associate
Bakersfield, California, United States
$24-$28/hrOnsiteFull Time
San Joaquin Valley College: Private college providing career-focused vocational and technical degree programs.
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.
San Joaquin Valley College: Private for-profit college offering vocational degree and certificate programs.
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.
San Joaquin Valley College: Provides vocational and technical career training programs in California.
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.
San Joaquin Valley College: Private career college providing vocational and technical education programs.
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)
0+ YOEEntry-level financial services role requiring coachability, strong communication, and willingness to learn; no large network required; full training provided.
HRCU: Member-owned credit union providing community banking and lending.
1+ YOEHigh school diploma; minimum one year sales/service in a financial institution; strong communication; proficiency with multiple software; team player with ability to work independently; detail-oriented.
New York City or Austin or King of Prussia or Scottsdale
$60k-$70k/yrHybridFull Time
Vestwell: Digital infrastructure for workplace retirement and savings programs.
2+ YOE2+ years in retirement or financial services client-facing roles; strong customer service, critical thinking, and time management; proficiency with Excel/Google Sheets, Word/Google Docs, and Adobe Acrobat.
Microsoft Excel, Google Sheets, Microsoft Word, Google Docs, Adobe Acrobat
Virginia Tech: Public land-grant university providing higher education and research.
Associate's degree in accounting/business/finance or equivalent; proficiency with Excel/Word/Outlook; experience with accounts payable/receivable, procurement, budgeting; ability to work independently and collaboratively.
Microsoft Excel, Microsoft Word, Microsoft Outlook, HokieMart, Banner, Emburse
NYU Langone Health: Academic medical system providing comprehensive patient care and education.
2+ YOEAssociate's degree preferred, 2+ years patient accounts or related experience, knowledge of third-party operations and automated patient accounting systems, strong communication and interpersonal skills.
Cape & Coast Bank: Community bank providing personal and business financial services.
3+ YOE3+ years experience in investment services or banking preferred, bachelor\u0002s degree preferred, knowledge of investment products and securities operations, strong client service, communication, attention to detail, and regulatory awareness; SIE/Series licenses preferred.
GLG (Gerson Lehrman Group): Matches business leaders with experts for specialized professional knowledge.
1+ YOE1-3 years in financial services or financial journalism; strong communication, presentation, and research skills; interest in financial markets; entrepreneurial drive; intellectual curiosity.
Dechert: Global law firm providing legal and regulatory advice.
3+ YOE3–7 years' experience; strong knowledge of federal securities laws, Investment Company Act and/or Investment Advisers Act; experience with ETFs, funds, broker-dealer, commodities or digital assets a plus; strong communication and analytical skills.
Treloar & Heisel: Insurance and financial planning for dental and medical professionals.
Bachelor's degree required; excellent communication; willingness to relocate after training and travel regularly; ability to obtain life & health and/or property & casualty insurance licenses.
Bachelor's degree required; willingness to relocate and travel regularly; strong communication and relationship skills; ability or willingness to obtain Life & Health and/or Property & Casualty insurance licenses.
Werner Electric Supply: Distributes electrical supplies and provides industrial automation solutions.
1+ YOE1-3 years customer service or accounts receivable; high school diploma; preferred associate degree in business/finance/accounting; Eclipse experience; Excel proficiency; knowledge of sales tax regulations
CBI Bank & Trust: Provides personal and business banking, trust, and investment services.
Process customer transactions accurately, assist customers in person and by phone, offer banking products/services, develop customer relationships, flexible schedule and branch mobility, post-high-school education or 1 year banking experience preferred.
6+ YOE6+ years in credit/equity research, banking, risk or underwriting; bachelor’s in finance/economics/accounting/business; strong financial statement analysis, client-facing skills, and Excel/Word/PowerPoint proficiency; CFA/FRM or advanced degree preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Maslon: Provides strategic legal counsel and litigation services to businesses.
3+ YOE3-5 years of transactional experience; strong drafting, analytical, and problem-solving skills; experience or interest in corporate trust, structured finance, debt financing, or bankruptcy; ability to manage complex matters.
Parks Automotive Group: Automotive dealership group selling new and used vehicles.
Prefer 2 years' experience, valid driver's license and insurable driving record, ability to become a notary, professional appearance, strong communication and sales skills.
Parks Automotive Group: Operates automotive dealerships providing vehicle sales and maintenance services.
2+ YOETwo years experience preferred; professional appearance and strong communication; valid driver license with clean record; notary or able to become notary; potential earnings above $100k for top performers.