Finance Associate
Connexa Search Group
Overview Brandon Clark with the Connexa Search Group is recruiting for a new exciting Financial Associate role in the Upstate. This role supports a growing finance and accounting function within a privately held organization. The position focuses on financial operations, documentation, and transactional support across customer accounts and internal processes. The ideal candidate is detail-oriented, organized, and comfortable working across multiple financial workflows in a dynamic environment. This role partners closely with accounting and finance leadership and supports recurring financial activity, reporting, and administrative coordination. Core Responsibilities Support day-to-day financial operations related to customer accounts, contracts, and financial documentation Assist with preparing and organizing financial agreements, account records, and supporting materials Track account activity and maintain accurate records for balances, payments, and correspondence Generate routine statements, summaries, and internal reports on a recurring basis Assist with month-end processes, including reconciliations and documentation support Coordinate financial communications and confirmations related to account activity Maintain structured digital filing systems to ensure compliance, accuracy, and audit readiness Provide administrative and operational support to accounting and finance teams as needed Qualifications Strong attention to detail with the ability to manage multiple tasks simultaneously Solid organizational and documentation skills Proficiency with Microsoft Excel and general office tools Experience with accounting or financial systems preferred Strong written and verbal communication skills Ability to work independently while collaborating effectively with a broader team Connexa does not advertise all of their positions publicly on LinkedIn. Please follow the Connexa LinkedIn page for updates about opportunities. Please feel free to reach out to Brandon with a direct message. #J-18808-Ljbffr
$225k - $420k
...Dallas, United States | Posted on 02/17/2026 Corporate Finance Associate (3–5 years) | Private Credit + Leveraged Finance Multiple offices (NYC, Dallas, Houston, LA, Boston, Chicago) Our AmLaw 100 client is adding a midlevel associate to a debt finance platform that sits...SuggestedWork at office$50 - $60 per hour
...DataAnnotation is seeking a VC Associate to help train AI models related to financial principles and decision-making. The role involves... ...Ideal candidates will have advanced degrees and experience in finance. This position offers flexible project selection and is paid hourly...SuggestedHourly payContract workRemote workFlexible hours- ...professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills #J...Suggested
- This is a full-time role for a Financial Advisor, based in Texas or Oklahoma. Key responsibilities include assessing clients' financial needs, developing personalized financial strategies, and offering guidance on investments, retirement planning, and insurance. The Financial...SuggestedFull time
- Company Overview CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach. Registered...SuggestedWork at office
- ...Wealth Analysts and Financial Advisors, if applicable. Qualifications Bachelor's degree in a related discipline such as Accounting, Finance or Economics Completion of FINRA Securities Industries Essentials (SIE) and Series 65, and Series 7 and Series 66 Holds appropriate...Bank staffWork at officeLocal area
- ...Job Description Finance Advisor – responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs...Monday to FridayShift workDay shift
- Business Development / Financial Consultant We’re seeking a business development-minded financial advisor professional who’s ready to identify new business opportunities and foster relationships with both institutional partners and prospective clients. You will serve as...Permanent employmentFull time
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- ...Crandall 1023 West Highway 175 Crandall, TX 75114, USA Financial Associate (Teller/New Accounts) The Financial Associate is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person...Work at office
- ...in service. Join us and help make a positive impact on the financial well‑being of individuals and families. Bachelor's degree in finance, economics, or a related field. Previous experience in financial consulting or a similar role is preferred. Strong analytical and problem...
$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial ...Full timeContract workFor contractorsWork at office$50k
...develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View...Work at officeWork from homeHome officeFlexible hours- ...Warren Recruiting, a leading legal recruitment firm, is currently seeking a highly motivated Real Estate Finance associate to join the Dallas office of a prestigious law firm. The ideal candidate for this exciting opportunity should have at least 3-5 years of experience...Work at officeRelocation
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...and provide consistent communication on portfolio updates, performance, and life events. Requirements Bachelor's degree in business, finance, economics, or a related field, or equivalent professional experience. Minimum of 5 years of experience as a financial advisor,...
- If you’re a top-performing sales rep, you already know the reality of most industries: Income ceilings are real Compensation plans change without warning Promotions are limited Your success is tied to someone else’s system And no matter how hard you work… you’re still ...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$85k - $145k
...Knowledge, Skills and Abilities Education Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus Experience Five to twenty-five years of job-related experience Certifications Certified Financial...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- Overview Unlock your potential as an Epicor Financial Consultant in a fully remote position, where you can make a significant impact on businesses using Epicor ERP. Responsibilities Key responsibilities include analyzing client needs, implementing effective solutions, ...Remote workFlexible hours
- CORDA Investment Management in Wisconsin seeks a Financial Advisor to work directly with high-net-worth clients. The role focuses on building trust and delivering investment guidance through collaboration with internal teams. Applicants should possess a Series 65 or a ...
$80.9k - $115.5k
...or Central time zones with the ability to travel as needed for project work. What Financial Systems contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours- Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow...Work at officeImmediate startDay shift
- ...and insights Prepare recurring and ad-hoc financial reports and dashboards for management review Partner with business leaders and finance colleagues to provide analytical support and ensure financial alignment Assist in improving forecasting models, planning tools, and...Local area
$80k - $90k
..., legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We...Interim roleWork at officeLocal areaImmediate startShift workDay shift$75k - $80k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique...Work at officeLocal areaRemote work2 days per week- ...role owns core FP&A deliverables across budgeting, forecasting, reporting, and performance management, while partnering closely with Finance leadership and business stakeholders. You will strengthen financial visibility, improve data integrity across systems, and...Full timeWork at officeRemote work
- ...based workflows. Champion data governance and financial integrity across planning systems. Basic Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field. 1+ years of experience in FP&A, financial analysis, or a related finance function....Local area
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