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Compass Financial Jobs (NOW HIRING)

Compass offers a Financial Analyst rotational role providing the opportunity to develop you into a well-rounded future finance leader. As part of the Financial Analyst pool, you will be responsible ...

Compass offers a Financial Analyst rotational role providing the opportunity to develop you into a well-rounded future finance leader. As part of the Financial Analyst pool, you will be responsible ...

Compass offers a Financial Analyst rotational role providing the opportunity to develop you into a well-rounded future finance leader. As part of the Financial Analyst pool, you will be responsible ...

Pay Grade: 14 Crothall Healthcare , a Compass Healthcare company, provides specialized, high ... Working as the Financial Analyst you will be responsible for assessing the financial performance of ...

New

Pay Grade: 14 Crothall Healthcare , a Compass Healthcare company, provides specialized, high ... Working as the Financial Analyst you will be responsible for assessing the financial performance of ...

New

FINANCIAL ANALYST

Chesterbrook, PA ยท On-site

$70K - $80K/yr

Pay Grade: 14 Crothall Healthcare , a Compass Healthcare company, provides specialized, high ... Working as the Financial Analyst you will be responsible for assessing the financial performance of ...

Manage operations-related tasks such as Compass/Financial system upkeep, PetSmart system item submissions, and price change processing. * Identify and implement process improvements that drive data ...

SR. FINANCIAL ANALYST

Charlotte, NC ยท On-site

$80K - $99K/yr

Join the Compass family today! great people. great services. great results. Each and every ... This role is integral to delivering accurate, timely financial reporting and owning the end-to-end ...

Join the Compass family today! great people. great services. great results. Each and every ... This role is integral to delivering accurate, timely financial reporting and owning the end-to-end ...

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Compass Financial information

See salary details

$31.5K

$74.5K

$117K

How much do compass financial jobs pay per year?

As of Aug 2, 2026, the average yearly pay for compass financial 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 is Compass Financial and what services do they offer?

Compass Financial is a financial services company that provides a range of solutions including financial planning, investment management, retirement planning, tax strategies, and insurance services. They help individuals and businesses create customized financial plans to meet their unique goals and needs. Compass Financial advisors work closely with clients to assess their current financial situation and develop strategies for long-term financial security.

What is the difference between Compass Financial vs Financial Advisor?

AspectCompass FinancialFinancial Advisor
CertificationsSeries 7, Series 66, CFP (optional)Series 7, Series 66, CFP (commonly required)
Work EnvironmentFinancial firms, banks, insurance companiesIndependent or firm-based, client-facing
Industry UsageUsed within financial services companies

Both roles often require similar certifications like Series 7 and 66. Compass Financial typically refers to roles within financial firms focusing on client portfolios, while Financial Advisor is a broader term for professionals providing financial planning and investment advice. The main difference lies in job scope and branding, but both serve similar client needs in the financial industry.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Compass Financial, and why are they important?

To thrive as a Financial Advisor at Compass Financial, you generally need a bachelor's degree in finance or a related field, strong analytical skills, and relevant certifications such as CFP or Series 7/66. Familiarity with financial planning software, CRM platforms, and portfolio management tools is typically required. Excellent interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualities are crucial for providing tailored financial advice, meeting compliance requirements, and building lasting client relationships.

What opportunities for professional development and career progression are available in a Compass Financial advisor role?

Compass Financial advisors have access to ongoing training programs, mentorship opportunities, and industry certifications that support both skill development and career advancement. Advisors often start by managing individual client portfolios and, with experience, can progress to senior advisory roles, specialize in niche financial planning areas, or move into team leadership positions. The work environment encourages collaboration, allowing advisors to learn from peers and share best practices. This supportive structure helps employees expand their expertise and grow within the organization.
More about Compass Financial jobs
Infographic showing various Compass Financial job openings in the United States as of July 2026, with employment types broken down into 57% Full Time, and 43% Part Time. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $74,528 per year, or $35.8 per hour.

Case Manager, Compass SF HOME

Compass Family Services

San Francisco, CA โ€ข On-site

$27 - $31/hr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 3 days ago

New


Job description

About the organization: Compass Family Services is a 100+ year old nonprofit working on the front lines of San Francisco's homeless crisis. We provide families experiencing or at risk of homelessness with comprehensive support to address immediate needs and ensure long-term success.
About the team: The SF HOME team empowers homeless San Francisco families to find safe, stable, affordable housing. Families receive help with housing search, money for move-in costs and rent, and case management designed to set families up for long term housing stability.
Compensation: $27 - $31 hourly
Schedule: Full time (37.5 hours/week), Monday - Friday, primarily during standard business hours
Location: 1061 Market St, San Francisco and in the community. This role is fully in-person (NOT hybrid or remote).
Organizational Core Competencies: Accountable I Adaptable I Client-centered I Collaborative I Committed to Diversity, Equity, Inclusion, and Belonging I Resourceful
What the Case Manager will do:
The Case Manager provides ongoing support to families enrolled in Compass' rental subsidy program, with particular emphasis on maintaining housing and long-term stability. This position includes driving around the Bay Area to visit families in their homes. Services to families are provided in a mix of Spanish and English depending on family need.
Specific responsibilities include:
  • Develop positive relationships with families that foster connection, support, and trust.
  • Partner with families to develop short and long-range stability, self-sufficiency and well-being goals.
  • Provide counseling, crisis intervention, and referrals to services offered both within Compass and externally.
  • Connect with families regularly through office visits, home visits, and phone/email/text contact.
  • Work with family and Compass finance team to ensure timely payment of rent and rental subsidies, and help families to navigate any challenges that arise with their landlord/property manager.
  • Maintain accurate and up-to-date client files and promptly enter case notes, assessments, and service plans in Compass' Salesforce database and ONE System.

The Case Manager should have these skills:
  • CA Driver's License and ability to be approved as a Zipcar driver required. (Personal vehicle NOT needed).
  • Experience working with people in crisis.
  • Demonstrated understanding of issues facing homeless and low-income families.
  • Strong interpersonal skills, including relationship-building, networking, and ability to develop trusting relationships with a diverse set of individuals.
  • Demonstrated commitment to diversity, equity, inclusion and belonging work.
  • Strong computer skills with proficiency in Microsoft Suite of Programs (Outlook, Word, Excel, Power Point, etc.). Salesforce experience a plus.

Compensation and Benefits:
  • Salary range: $27 - $31 per hour, 7.5 hours per day / 37.5 hours per week. Non-exempt.
  • Paid time off: 4 weeks of vacation your first year, 5 in your second. Also paid holidays, sick time, family leave.
  • Insurance: health, dental and vision insurance are fully covered by Compass for employees and dependent children. We also provide long term disability and life insurance.
  • Retirement: after one year of work, Compass contributes an amount equal to 5% of your salary into a retirement account; this vests during years 2-6.
  • Membership in OPEIU/Local 29 union.

To Apply:
Please apply through our online application. No phone calls, please.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. We are an equal opportunity employer and actively seek to recruit a diverse workforce. Compass embraces the idea that Diversity, Equity, Inclusion, and Belonging contribute to the success of our underserved communities, and therefore to shared prosperity in our city and region. Compass Family Services is committed to the continuous work of implementing specific actions that will disrupt systemic prejudice and improve equity across programs and departments, to become an example to partners who also believe in a culture of inclusion that leverages diversity.
Consistent with the Americans with Disabilities Act and California civil rights law, Compass Family Services will provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for the agency. Requests for reasonable accommodation apply to all aspects of the hiring process. If reasonable accommodation is needed, please use the answer box for the final question of the job application to let us know.
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