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This question is about banking associate jobs.
What is "associate-level" in banking?
"Associate-level" in banking is a position that is one step above the entry-level analyst position. While analyst positions are typically filled with people with bachelor's degrees, for many top-tier firms, associate positions are filled with MBA graduates.
An associate-level banker is a financial planner and advisor for their customers. Their work involves providing investment options and assistance in preparing long-term financial goals, estates, taxes, and wills. A banker will meet with their clients to review financial records, update them on their investments, or change financial plans.
This means that to start a career as a banker, a person should have experience and education in finance. This most often comes via a bachelor's degree in finance, economics, or a similar field. However, it is possible to become a banker without a bachelor's degree if a person has gained enough work experience in finance.
In addition to education and experience, a banker also often needs to obtain licensure to work in their state. This comes in the form of certification and testing required to ensure that the personal banker has sufficient knowledge and ethical conduct in their position.
Additionally, most bankers need to register with the Securities and Exchange Commission and the Financial Industry Regulatory Authority. However, this typically depends on the size of the firm or bank that they work for.
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