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Afa Finance Jobs (NOW HIRING)

Elevance Health

Financial Consultant Manager

Richmond, VA · On-site

$118K - $177K/yr

Requires a BA/BS in Accounting or Finance and a minimum of 6 years budgeting, forecasting, and ... AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts ...

Elevance Health

Financial Consultant Manager

Mason, OH · On-site

$118K - $177K/yr

Requires a BA/BS in Accounting or Finance and a minimum of 6 years budgeting, forecasting, and ... AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts ...

Elevance Health

Financial Consultant Manager

Atlanta, GA · On-site

$118K - $177K/yr

Requires a BA/BS in Accounting or Finance and a minimum of 6 years budgeting, forecasting, and ... AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts ...

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All JobsAfa Finance Jobs

Afa Finance information

See salary details

$46K

$137.2K

$192.5K

How much do afa finance jobs pay per year?

As of Jun 9, 2026, the average yearly pay for afa finance in the United States is $137,178.00, according to ZipRecruiter salary data. Most workers in this role earn between $108,500.00 and $153,500.00 per year, depending on experience, location, and employer.

What is an AFA Finance professional?

An AFA Finance professional typically refers to someone who works in financial roles within organizations, particularly in areas related to financial planning, analysis, and advisory services. AFA can stand for Approved Financial Adviser, which is a regulatory designation in some regions, indicating that the individual is authorized to provide financial advice. These professionals help clients or companies make informed financial decisions, manage investments, and comply with regulations. Their responsibilities may include budgeting, forecasting, investment analysis, and ensuring financial compliance.

What are some typical challenges faced by professionals working in Afa Finance, and how can they be addressed?

Professionals in Afa Finance often encounter challenges such as adapting to evolving financial regulations, managing complex portfolios, and staying current with industry trends. Addressing these challenges requires continuous professional development, effective communication with cross-functional teams, and a proactive approach to risk management. Building strong analytical skills and leveraging technology can also help streamline workflows and ensure compliance with financial standards.

What is the difference between Afa Finance vs Credit Analyst?

AspectAfa FinanceCredit Analyst
Required CredentialsFinance degree, certifications like CFA or CPA often preferredFinance, accounting, or economics degree; certifications like CFA beneficial
Work EnvironmentFinancial institutions, banks, or lending companiesBanks, credit bureaus, or lending agencies
Employer & Industry UsageUsed in finance companies focusing on financial productsCommonly employed in banks and credit institutions for risk assessment

Both Afa Finance and Credit Analysts work within financial environments, requiring similar educational backgrounds and certifications. While Afa Finance may focus more on financial management and planning, Credit Analysts primarily assess creditworthiness. They often collaborate but serve different functions within the finance industry.

What are the key skills and qualifications needed to thrive as a Finance Analyst, and why are they important?

To thrive as a Finance Analyst, you need strong analytical skills, a solid grasp of accounting principles, and a degree in finance, accounting, or a related field. Proficiency with financial modeling tools, Excel, and enterprise resource planning (ERP) systems is typically required, along with relevant certifications like CFA or CPA. Attention to detail, effective communication, and problem-solving abilities are standout soft skills in this role. These qualifications are vital for delivering accurate financial insights, supporting business decisions, and ensuring compliance with financial regulations.
More about Afa Finance jobs
What states have the most Afa Finance jobs? States with the most job openings for Afa Finance jobs include:
What job categories do people searching Afa Finance jobs look for? The top searched job categories for Afa Finance jobs are:
Afa Finance jobs near you
Infographic showing various Afa Finance job openings in the United States as of May 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $137,178 per year, or $66 per hour.

Associate Financial Advisor

Ameriprise Financial - Washington

Issaquah, WA • Hybrid

$85K - $95K/yr

Other

Medical, Retirement, PTO

Posted 3 days ago

Job description

Associate Financial Advisor (AFA)

Location: Issaquah, WA | Full-Time

 

Are you a client-focused professional with experience in financial services who’s ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice?

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team.

This role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice — not a service-only position. Over time, the AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development.

About the Practice

We serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships — not transactional sales. Our culture is collaborative, entrepreneurial, and client-first. We focus on continuity, trust, and developing advisors who want to build a lasting career within one practice.

Key Responsibilities

Client Relationship Development & Ownership

  • Partner with senior advisors in client meetings and progressively take the lead on client relationships
  • Build long-term relationships through proactive communication and personalized planning support

Financial Planning & Implementation

  • Deliver financial plans, investment strategies, and insurance solutions aligned with client goals
  • Translate complex concepts into clear, actionable guidance for clients

Meeting Preparation & Follow-Up

  • Coordinate materials, action items, and execution to ensure exceptional client experience

Team Collaboration

  • Work closely with advisors and staff to deliver consistent, high-quality service

Ideal Candidate Profile

Required Qualifications

  • Bachelor’s degree
  • Minimum of 3+ years of client-facing financial services experience

Preferred

  • Fully licensed (Series 7 & Series 66) preferred – the practice will sponsor and support licensing for the right candidate if needed.
  • Washington Life & Health preferred
  • Ameriprise experience, (not required)

Professional Strengths

  • Strong relationship-builder who enjoys working directly with clients
  • Organized, detail-oriented, empathetic, and confident
  • Comfortable engaging new clients and growing relationships

Career Mindset

  • Seeking a long-term role with increasing responsibility and partnership potential
  • Thrives in a collaborative, entrepreneurial practice environment

Compensation & Benefits

Base Salary: Competitive starting range of $85,000–$95,000 (commensurate with experience)
Performance-Based Bonuses: Uncapped earning potential tied to client growth, planning activity, and revenue contribution, and potential equity ownership.

Benefits Include:

  • Health insurance
  • Simple IRA retirement plan
  • Paid time off and paid holidays

Schedule: Monday–Friday, standard business hours (no evenings or weekends)
Work Environment: In-office with limited hybrid flexibility after training period

How to Apply

If you are an experienced, licensed financial professional looking to build a long-term career within a high-quality advisory practice, please submit your resume and cover letter outlining your experience and interest.

Equal Opportunity Employer
We welcome applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

Apply