Top 2271 Financial Services Associate Jobs

Financial Services Associate (FSA)
enTune Accounting & Business Solutions —Remote
- $35 - $38 an hour
- Full-time
- Remote
- Background check
- Google Workspace
- 5 years
- Health insurance
- Dental insurance
Quick Apply
11d
Financial Literacy Associate
KKC Wealth Management —Remote
- $40,000 - $80,000 a year
- Part-time
- Remote
- Background check
- No experience needed
- US work authorization
- Opportunities for advancement
- Flexible schedule
Quick Apply
Client Services Associate- Financial Services (Training Provided)
CF Financial Services —Remote
- $35,000 - $50,000 a year
- Part-time
- Remote
- Background check
- US work authorization
- Leadership
- Paid training
- Flexible schedule
Quick Apply
3d
Financial Services Partner / Associate Agency Owner (Remote)
DOVETAIL —Remote
- $70,576.84 - $100,544.16 a year
- Email
- Remote
- Background check
- Accounting
- Teaching
- Work from home
- Flexible schedule
Quick Apply
9d
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Financial Services Associate - Floater
Northern Lights FCU —Langdon, NH
- From $19.50 an hour
- Part-time
- Background check
- Customer service
- English
- Disability insurance
- Health insurance
Quick Apply
Financial Planning Associate
Raymond James Financial, Inc. —Bend, OR
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- 3 years
- Retirement plan
Quick Apply
Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
Wealth Management Associate
EQUITABLE ADVISORS —New York, NY
- $36,500 - $100,000 a year
- Full-time
- Mid-level
- Office
- Business development experience
- Health savings account
- Employee stock purchase plan
Quick Apply
Business Associate
VJH Concierge Financial Planning —Knoxville, TN
- $30,000 - $35,000 a year
- Email
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
11d
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
Associate Wealth Advisor
Raymond James Financial, Inc. —Scottsdale, AZ
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
12d
Licensed Office Professional (Financial Associate)
SCOTT HERRMANN SHORELINE GROUP —Madison, WI
- $20 - $28 an hour
- Full-time
- Background check
- Microsoft Excel
- Research
- Paid time off
5d
Investment Associate
Herndon Plant Oakey Ltd. —Corpus Christi, TX
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Planning Associate
Raymond James Financial, Inc. —Issaquah, WA
- $55,000.00 - $110,000.01 a year
- Full-time
- 5 years
- Research
- Mid-level
- Profit sharing
- Paid holidays
Senior Associate, Capital Markets - AZ
Phoenix Energy One, LLC —Phoenix, AZ
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Office
- Accounting
- Profit sharing
- Health savings account
Quick Apply
Associate Wealth Advisor
Summit Financial, LLC —Parsippany-Troy Hills, NJ
- From $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
- $65,000 - $80,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Paid holidays
Quick Apply
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
- Email
- Hybrid work
- Background check
- Sales
- US work authorization
- Health savings account
- Health insurance
Quick Apply

I want to receive the latest job alert for Financial Services Associate

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Financial Services Associate jobs near

Financial Services Associate (FSA)

enTune Accounting & Business Solutions
Remote

Quick Apply

Job Details

Full-time
$35 - $38 an hour
11 days ago

Benefits

Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
Flexible schedule

Qualifications

Accounting systems
Google Workspace
Customer communication
Financial close processing
Teamwork
Collaboration
Bachelor's degree
QuickBooks Online
QuickBooks
Productivity software

Full Job Description

Job Title: Financial Services Associate (FSA)

Reports To: Financial Services Manager (FSM)

Location: Remote - United States

Employment Type: Full-Time (40 hours per week)

About The Company

enTune Accounting & Business Solutions (enTune) is seeking a Financial Services Associate (FSA) to join our team. This role supports multiple small and midsize business clients by delivering accounting and bookkeeping services that help business owners maintain financial visibility and make informed decisions.

We are a firm built on the values of Integrity, Achievement, and Continuous Learning and are seeking an accounting professional with QuickBooks experience who is comfortable working in a remote, process-oriented environment and supporting multiple clients simultaneously. If you enjoy improving processes, leveraging technology, and helping small businesses succeed, we invite you to explore a career with a firm that values collaboration, accountability, and professional growth.

Why This Role Matters

Small and mid‑sized companies rely on enTune for accurate financials, dependable reporting, and the confidence to make informed decisions. As a Financial Services Associate, you play a critical role in strengthening that foundation. Your work ensures that every ledger is clean, every close is precise, and every financial insight is delivered with clarity and professionalism.

You are the operational backbone behind the numbers, transforming raw data into reliable financial intelligence that companies use to plan, invest, and grow. Your consistency keeps engagements running smoothly, your accuracy protects clients from risk, and your communication builds trust across every interaction.

This role matters because disciplined financial operations drive business stability. When you deliver excellence, clients feel supported, leadership teams stay aligned, and enTune’s reputation for integrity, accuracy, and service continues to set the standard in the financial sector.

What You’ll Do

Manage accounting operations across multiple client engagements with accuracy, timeliness, and compliance.
Handle reconciliations, payables, receivables, reporting, and month‑end close activities.
Prepare and review financial statements and supporting schedules that meet client and regulatory standards.
Serve as the primary client contact and lead onboarding for new engagements.
Monitor budgets and communicate capacity, service, or scope concerns proactively.
Maintain precise documentation and follow established processes to ensure audit readiness and continuity.
Use cloud‑based tools like QuickBooks, Canopy, Bill, and others, to deliver efficient, consistent service.
Collaborate with clients and internal teams to clarify needs and resolve issues quickly.
Identify and share process improvements that enhance accuracy and efficiency.
Uphold enTune’s standards of confidentiality, integrity, and excellence.
Support smooth transitions between team members and contribute to training and continuous improvement.
Stay current on accounting best practices, compliance requirements, and emerging technologies.

Minimum Qualifications

Education: Bachelor’s degree in Business, Accounting, or a related field.

Experience: 5–10 years of hands-on accounting experience, including advanced proficiency in QuickBooks (Enterprise and Online).

Schedule: Available Monday–Friday during Eastern Time business hours to support clients and team members.

Commitment: Begin at approximately 30 hours per week, ramping to 40 hours as business needs grow.

Collaboration: High emotional intelligence and a genuine ability to build trust and communicate effectively with clients and colleagues.

Performance: Dedicated to delivering accurate, timely work that aligns with client expectations and engagement budgets.

Client Focus: Passionate about helping small and mid-sized businesses thrive through exceptional service and financial clarity.

Teamwork: Skilled at developing strong remote relationships grounded in accountability, integrity, and shared best practices.

Professional Standards: Consistently uphold enTune’s policies and procedures with pride and precision.

Tech Savvy: Confident in learning and leveraging new tools — including QuickBooks, Bill, Microsoft 365, Google Workspace, and business management tools.

Communication: Clear, polished communicator — both written and verbal — who represents the brand with professionalism.

Confidentiality: Maintains the highest level of discretion and care when handling client data.

What Success Looks Like

Client work is delivered accurately, on time, and within established engagement budgets.
Month‑end close activities are completed flawlessly and aligned with firm standards and timelines.
Client communications are timely, professional, and documented with precision.
Financial documentation and SOPs remain current, complete, and audit‑ready.
Issues, capacity concerns, and service obstacles are identified early and addressed proactively.
Client engagements transition seamlessly between team members thanks to consistent documentation and process discipline.
Opportunities for efficiency and process improvement are recognized and shared across the team.
Clients view enTune as a trusted, proactive financial partner committed to their long‑term success.

What We Offer

$35-$38/hour based on experience and qualifications
Flexible remote work environment with daytime business hours aligned to Eastern Time
Medical, Dental, and Vision benefits
Exposure to a diverse portfolio of clients across multiple industries
Ongoing professional development and training opportunities

Working Conditions

Fully remote position with required availability during Eastern Time business hours. The Financial Services Associate must maintain a dedicated, distraction‑free workspace and reliable high‑speed internet to ensure consistent, professional client service.

Equal Employment Opportunity Statement

enTune is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

Job Type: Full-time

Schedule:

Monday to Friday

Work Location: Remote

enTune Accounting & Business Solutions is a North Carolina-based firm dedicated to helping businesses grow by providing comprehensive outsourced financial solutions, including bookkeeping, controller services, and strategic consulting. The organization prides itself on a culture of inclusivity and positivity, treating every team member as a valuable partner in their clients' success. By focusing on personal and professional growth, enTune offers purpose-driven careers for financial professionals who are passionate about empowering small businesses.

entunefs.com

Pay: $35.00 - $38.00 per hour

Benefits:

Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance

Application Question(s):

Do you have at least 5 years of hands‑on accounting experience, including reconciliations, AP/AR, and month‑end close?
Do you have experience managing accounting operations for multiple clients at the same time?
Are you available to work Monday–Friday during Eastern Time business hours?
Can you commit to starting at approximately 30 hours per week and ramping to 40 hours?
Have you prepared and reviewed financial statements and supporting schedules in prior roles?
Do you have experience working in a structured, process‑driven, remote environment?

Education:

Bachelor's (Required)

Work Location: Remote

Quick Apply

Refine Your Search

Financial Services Associate jobs

Financial Services Associate (FSA)

Financial Literacy Associate

Client Services Associate- Financial Services (Training Provided)

Financial Services Partner / Associate Agency Owner (Remote)

Associate Financial Advisor - Wisconsin Heartland Associates

Financial Services Associate - Floater

Financial Planning Associate

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Associate Manager, Financial Planning

Wealth Management Associate

Business Associate

Wealth Management Associate

Associate Wealth Advisor

Licensed Office Professional (Financial Associate)

Investment Associate

Wealth Planning Associate

Senior Associate, Capital Markets - AZ

Associate Wealth Advisor

Associate Analyst

Financial Sales Associate

I want to receive the latest job alert for Financial Services Associate

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected