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Client Financial Specialist Jobs (NOW HIRING)

Beyond SOF

Financial Specialist

Reston, VA · On-site

Our distinguished Client is seeking a Financial Specialist to support the Office of Technical Operations (OTO) within the Defense Intelligence Agency (DIA) Headquarters. The selected candidate will ...

Synovus

Financial Specialist - Dothan

Dothan, AL · On-site

A Financial Specialist should demonstrate commitment to delivering distinctive service. This ... Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement ...

Synovus

Financial Specialist - Doral

Doral, FL · On-site

A Financial Specialist should demonstrate commitment to delivering distinctive service. This ... Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement ...

Synovus

Financial Specialist - Tifton

Tifton, GA · On-site

We hire candidates who demonstrate a passion for client service. People who understand that ... Summary of Position A Financial Specialist should demonstrate commitment to delivering distinctive ...

Synovus

Financial Specialist - Hartwell

Hartwell, GA · On-site

A Financial Specialist should demonstrate commitment to delivering distinctive service. This ... Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement ...

Synovus

Financial Specialist - Monroe

Monroe, GA · On-site

A Financial Specialist should demonstrate commitment to delivering distinctive service. This ... Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement ...

Axos Bank

Financial Consultant - Invest

San Diego, CA · On-site

$70K/yr

Clients may refer to a client in a B2C relationship with Axos Invest or an external Financial Advisor and their clients in a B2B relationship with Axos Invest. Financial Specialists understand the ...

Axos Bank

Financial Consultant - Invest

San Diego, CA · On-site

$70K/yr

Clients may refer to a client in a B2C relationship with Axos Invest or an external Financial Advisor and their clients in a B2B relationship with Axos Invest. Financial Specialists understand the ...

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Client Financial Specialist information

See salary details

$31.5K

$74.5K

$117K

How much do client financial specialist jobs pay per year?

As of Sep 12, 2026, the average yearly pay for client financial specialist in the United States is $74,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What does a client financial specialist do?

A Client Financial Specialist works with clients to assess their financial needs and goals, providing tailored advice on investments, savings, and other financial products. They often help clients develop and implement financial plans, monitor progress, and make adjustments as needed. Additionally, Client Financial Specialists may assist with account management, budgeting, and ensuring clients understand their financial options. Their role requires strong analytical, communication, and customer service skills to build trust and provide effective guidance.

What are the key skills and qualifications needed to thrive as a client financial specialist, and why are they important?

To thrive as a Client Financial Specialist, you need strong analytical abilities, financial acumen, and a background in finance or accounting, often supported by a relevant degree or professional certification. Familiarity with financial planning software, CRM systems, and spreadsheet tools like Excel is typically required. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly set top performers apart. These skills are crucial for accurately managing client portfolios, building trust, and delivering tailored financial solutions.

How does a client financial specialist typically collaborate with other departments within a financial services firm?

As a Client Financial Specialist, you will frequently partner with teams such as investment advisors, compliance, and operations to ensure seamless service for clients. You may coordinate with advisors to prepare financial plans, work with compliance to adhere to regulatory requirements, and communicate with operations to facilitate account transactions. This collaborative environment ensures clients receive accurate, timely, and holistic financial support, making strong communication and teamwork skills essential for success in this role.

What is the difference between Client Financial Specialist vs Client Account Manager?

AspectClient Financial SpecialistClient Account Manager
Primary RoleFocuses on financial analysis, billing, and payment processing for clientsManages client relationships, sales, and account retention
Required CredentialsFinancial certifications or relevant experience often preferredCustomer service or sales experience typically required
Work EnvironmentFinance or accounting departments within organizationsSales, customer service, or client relations teams
Industry UsageCommon in financial services, banking, and insuranceCommon in consulting, marketing, and service industries

The main difference is that a Client Financial Specialist handles financial transactions and analysis, while a Client Account Manager focuses on maintaining client relationships and account growth. Both roles require strong communication skills, but their core responsibilities and daily tasks differ significantly.

What are popular job titles related to Client Financial Specialist jobs?

For Client Financial Specialist jobs, the most frequently searched job titles are:

Client Financial Specialist jobs near you

Private Client Financial Education Specialist (Remote)

Beverly Hills, CA • Remote

All Financial Freedom
See more jobs at All Financial Freedomexternal

$70K - $75K/yr

Full-time

Re-posted 4 days ago

Job description

Position Overview

We are seeking a Private Client Financial Education Specialist to support a growing financial services organization serving a high-expectation, relationship-driven clientele. This role focuses on delivering structured financial education, supporting long-term planning conversations, and maintaining a professional, discreet client experience.

This position is well suited for individuals with a polished presence, strong communication skills, and the ability to navigate complex financial topics with clarity and professionalism. Prior experience in financial services is not required; comprehensive training and licensing support are provided for qualified candidates.

This role operates in a remote/hybrid capacity while supporting clients in and around the Beverly Hills market.

Key Responsibilities
  • Deliver structured financial education to individuals and families through scheduled virtual and select in-person meetings
  • Communicate financial concepts related to protection strategies, asset accumulation, and long-term planning with clarity and discretion
  • Support clients through a standardized, needs-based education framework
  • Maintain accurate documentation and uphold strict confidentiality standards
  • Coordinate with internal teams to ensure a seamless and professional client experience
  • Adhere to compliance guidelines, ethical standards, and internal processes
  • Participate in ongoing professional development and advanced training
Required Qualifications
  • Bachelor's degree preferred or equivalent professional experience
  • Exceptional verbal and written communication skills
  • Professional demeanor and high emotional intelligence
  • Strong attention to detail and discretion
  • Ability to work independently in a structured remote or hybrid environment
  • Willingness and ability to obtain required state licensing (training provided)
  • Successful completion of a background check
Compensation & Benefits
  • Performance-based compensation structure
  • Flexible work environment with remote and hybrid options
  • Licensing assistance and structured onboarding
  • Access to advanced training and professional development
  • Opportunity to work with a sophisticated, high-expectation client base
  • Supportive, growth-oriented corporate culture
Career Path

This role offers a defined pathway into senior private client roles, advanced education leadership, or management positions within the organization for high performers.

Qualified candidates with a professional presence and interest in financial education are encouraged to apply to learn more about this opportunity.