Top 15 finance associate Jobs in allentown pa

Financial Advisor (Associate → Lead Advisor Paths Available)
Ameriprise Financial —Allentown, PA
- $60,000 - $100,000 a year
- Full-time
- Background check
- Sales
- Mid-level
Quick Apply
Part Time (20 Hours) Associate Banker, Allentown Cedar Crest Branch, Allentown, PA
JPMorganChase —Allentown, PA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
6d
Associate Controller
Lehigh University —Bethlehem, PA
- $136,340 - $165,880 a year
- Full-time
- Hybrid work
- CPA
- Master's degree
- 8 years
- Tuition reimbursement
- Retirement plan
7d
Part Time (20 Hours) Associate Banker, Airport Shopping Center Branch, Allentown, PA Bilingual Spanish Required
JPMorganChase —Allentown, PA
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
M&A Associate
FLSmidth, Inc. —Allentown, PA
- Full-time
- English
- Mid-level
- Children
Assistant/Associate Director of Financial Aid Services
Moravian University —Bethlehem, PA
- Online Application
- Mid-level
- Office
- Master's degree
Client Associate - Financial Services
SUMMIT FINANCIAL GROUP INC —Perkasie, PA
- $45,000 - $55,000 a year
- Full-time
- Microsoft Word
- Marketing
- Office
- Health insurance
- 401(k)
Quick Apply
7d
Qualified Retirement Plan Associate
Univest Financial Corporation —Souderton, PA
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Sales
- Mid-level
- Bachelor's degree
- Paid holidays
- Disability insurance
14h
Private Equity Associate
Selby Jennings —United States
- Full-time
- Remote
- US work authorization
- Senior level
- Communication skills
- Health insurance
- Paid time off
Quick Apply
5d

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Part Time (20 Hours) Associate Banker, Allentown Cedar Crest Branch, Allentown, PA
JPMorganChase —Allentown, PA
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing…
6d

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Associate Financial Administrator II
Ultimus Fund Solutions —Columbus, OH
Occasional contact with rating agencies by releasing portfolio holdings, answering surveys, or providing fund information as needed or requested.
Quick Apply
Associate Financial Administrator I
Ultimus Fund Solutions —Columbus, OH
Bachelor’s degree in accounting, finance, economics, business, or related field. The Associate Financial Administrator I will play a key role in preparing and…
$50,000 - $55,000 a year
Quick Apply

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finance associate jobs near allentown pa

Financial Advisor (Associate → Lead Advisor Paths Available)

Ameriprise Financial
Allentown, PA

Quick Apply

Job Details

Full-time
$60,000 - $100,000 a year

Qualifications

Sales
Series 66
Series 7
Financial services
Series 65
Series 63

Full Job Description

Financial Advisor (Associate → Lead Advisor Paths Available)

Compensation: $60,000 – $100,000+ base + incentives
Location: In-person | Multiple teams & locations
Firm: Ameriprise Financial Partner Practices

Why This Role Is Different

Join an established, high-performing Ameriprise partner practice—not a cold-start role.

Path options based on experience:
Entry / Associate Advisor: Learn under a senior advisor, inherit clients, and build your book
Experienced Advisor: Plug into a team with existing clients, strong brand recognition, and growth support
Clients & referrals available (not 100% self-sourced)
Team-based model with coaching, systems, and marketing support
Clear path to grow your income and your own practice

What You’ll Do

Build and deepen relationships with clients through financial planning
Manage and grow an existing book of business (varies by team)
Deliver advice across investments, retirement, insurance, and planning
Identify opportunities to expand client relationships and referrals
Partner with team members to deliver a premium client experience
Maintain a consistent pipeline using CRM tools

What We’re Looking For

Must-Have:

Series 7 and 66 (or 63/65) or ability to obtain quickly
0–5 years experience in financial services, sales, or client-facing role
Strong communication skills and client-first mindset

Preferred:

Life & Health insurance licenses
Experience with financial planning or client relationship management
Proven ability to build relationships and earn trust

Traits That Succeed Here

Entrepreneurial mindset (you want to build something long-term)
Coachable and team-oriented
Motivated by growth, not just maintenance
Comfortable having financial conversations with clients
High personal accountability

What You’ll Get

Access to established clients (not a pure cold-start role)
Coaching from experienced, successful advisors
Proven systems and processes to accelerate your growth
Back-office and brand support from Ameriprise
Clear path to higher earnings and long-term independence

Who This Is Ideal For

Early-career advisors who want mentorship + clients
Advisors at banks/wirehouses who want more autonomy
Sales professionals looking to transition into financial advising
Advisors stuck in low-growth environments

Apply If You Want

A real path to build a business (not just a job)
Support, mentorship, and clients to start
Long-term income growth tied to your performance

Job Type: Full-time

Pay: $60,000.00 - $100,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in allentown pa

Financial Advisor (Associate → Lead Advisor Paths Available)

Part Time (20 Hours) Associate Banker, Allentown Cedar Crest Branch, Allentown, PA

Associate Controller

Part Time (20 Hours) Associate Banker, Airport Shopping Center Branch, Allentown, PA Bilingual Spanish Required

M&A Associate

Assistant/Associate Director of Financial Aid Services

Client Associate - Financial Services

Qualified Retirement Plan Associate

Private Equity Associate

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