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Client Facing Finance Jobs (NOW HIRING)

Robert Half

Accounting Manager

Saratoga Springs, NY · On-site

$35.63 - $41.25/hr

We are looking for an Accounting Manager to support client-facing finance operations for a long-term contract opportunity based in Saratoga Springs, New York. This role is ideal for a hands-on ...

McGarrah Jessee

Client Finance Manager

Austin, TX · Remote

$85K - $117K/yr

Strong client-facing and stakeholder management abilities * Excellent analytical and problem-solving skills with strong financial acumen * Strong organizational skills and attention to detail without ...

Horizon Media

Manager, Client Finance

New York, NY · On-site

$66K - $95K/yr

Client Finance Reports to Position: Associate Director, Client Finance This position acts as the ... and client facing, role. This role reports to the Associate Director and has fiduciary ...

Deloitte

Senior Manager - Finance Managed Services

Tampa, FL

$103K - $140K/yr

... client-facing finance managed services, business process outsourcing, or Finance Operate engagements, including experience in solution design and one or more of the following: service mobilization ...

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Client Facing Finance information

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$69.7K

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How much do client facing finance jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client facing finance in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in client facing finance, and why are they important?

To thrive in a Client Facing Finance role, you need a solid understanding of financial principles, analytical thinking, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling tools, CRM software, and relevant certifications such as CFA or CPA are highly valued. Exceptional communication, active listening, and relationship-building skills are essential for understanding and addressing client needs effectively. These competencies are crucial for providing tailored financial solutions, building trust, and ensuring long-term client satisfaction in a dynamic environment.

What is a client facing finance?

A Client Facing Finance job involves working directly with clients to provide financial advice, investment strategies, or banking solutions. Professionals in this role may work in wealth management, corporate finance, or financial consulting, helping clients make informed financial decisions. Strong communication and relationship-building skills are essential, as the role requires explaining complex financial concepts in a clear and effective manner. The position can exist in banks, investment firms, or financial services companies, supporting individuals or businesses in managing their financial goals.

What is an example of a client facing finance job?

A client facing finance job involves direct interaction with clients to provide financial advice, manage accounts, or offer investment services. Examples include financial advisors, relationship managers, and client service associates, who often use tools like CRM software and require strong communication skills.

What types of clients and industries do client facing finance professionals typically work with?

Client Facing Finance professionals often serve a diverse range of clients, including individuals, small businesses, corporations, or institutional investors, depending on the employer and focus of the firm. They may work across industries such as banking, wealth management, corporate finance, insurance, or consulting. This variety provides valuable exposure to different financial needs and challenges, allowing professionals to develop specialized expertise and robust networks. The opportunity to work with multiple client types can also enhance your problem-solving skills and support career advancement into more senior advisory or relationship management roles.

What are some client facing finance jobs?

Client facing finance jobs include roles such as financial advisor, relationship manager, client services associate, and private banker. These positions require strong communication skills, financial knowledge, and often involve working directly with clients to provide financial advice, manage accounts, or offer investment services.
More about Client Facing Finance jobs
What cities are hiring for Client Facing Finance jobs? Cities with the most Client Facing Finance job openings:
What are the most commonly searched types of Client Facing Finance jobs? The most popular types of Client Facing Finance jobs are:
What states have the most Client Facing Finance jobs? States with the most job openings for Client Facing Finance jobs include:
What job categories do people searching Client Facing Finance jobs look for? The top searched job categories for Client Facing Finance jobs are:
Client Facing Finance jobs near you
Infographic showing various Client Facing Finance job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $69,664 per year, or $33.5 per hour.

Senior Financial Advisor (Client Servicing)

SWMG

Fort Worth, TX • On-site

$95K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 27 days ago

Job description

Job description:We are seeking an experienced Senior Financial Advisor who is passionate about helping clients make informed financial decisions while building lasting relationships. This is an excellent opportunity for an advisor who enjoys working with an established client base, values a fiduciary approach, and wants a long-term career path within a growing RIA.About UsStrittmatter Wealth Management Group (SWMG) is a boutique Registered Investment Advisor serving high-net-worth individuals, and business owners. We have been in business since 2007 and specialize in retirement planning, investment management and business planning.Location: Fort Worth, TX (In-Person)Compensation: $95,000 - $105,000 Base Salary + BonusesBenefits: Medical, Dental, Vision, Disability, Life Insurance, 401(k) with Company Match, Paid Time-OffSchedule: Monday-Thursday 8:00 AM-5:00 PM, Friday 8:00 AM-4:00 PMWhat You'll DoService our existing client-baseConduct financial planning and investment review meetingsCollaborate with senior advisors to deliver comprehensive planning solutionsDevelop financial plans and customized recommendations using financial planning softwarePresent planning strategies and investment recommendations to clientsConduct case specific researchCoordinate trading activities and client service tasksMaintain compliance and documentation standardsSupport client education initiatives, seminars, webinars, and marketing effortsWhat We're Looking For8 to 10 years of client-facing financial planning or overall wealth management experienceShould have strong financial planning skillsCFP® designation preferredSeries 65 required if CFP® designation is not heldLife & Health Insurance License requiredBachelor's degree requiredStrong knowledge of financial planning, investments, retirement planning, insurance, and wealth management strategiesExcellent presentation, communication, and relationship-building skillsAbility to explain complex financial concepts in a clear and engaging mannerStrong organizational skills and attention to detailCommitment to fiduciary standards and putting clients firstWhy Join Strittmatter Wealth Management GroupDefined long-term career growth pathCompetitive salary plus performance-based bonus opportunitiesComprehensive benefits package401(k) with company matchProfessional, collaborative, and team-oriented culture
Job Posted by ApplicantPro