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Compass Financial Partners Jobs (NOW HIRING)

Compass Group

SR. FINANCIAL ANALYST

Charlotte, NC · On-site

$80K - $99K/yr

Join the Compass family today! great people. great services. great results. Each and every ... partner across teams. Primary Responsibilities • Own and manage the end-to-end accounting ...

L'Oreal

Manager - Finance, A&P HQ Education

New York, NY · On-site

$98K - $140K/yr

Lead partner for all education teams to drive discussions and alignment on education Fuel Budgets ... Accountability for A&P budget / trend creation and maintenance in Compass * Financial tracking of ...

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$27.5K

$89.9K

$186.5K

How much do compass financial partners jobs pay per year?

As of Jun 8, 2026, the average yearly pay for compass financial partners in the United States is $89,912.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $110,000.00 per year, depending on experience, location, and employer.

What is the difference between Compass Financial Partners vs Financial Advisor?

AspectCompass Financial PartnersFinancial Advisor
CredentialsCFP, ChFC, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentFinancial planning firms, advisory firmsFinancial institutions, independent practices
Industry UsageUsed to describe professionals providing comprehensive financial planningGeneral term for professionals offering investment and financial advice

Both roles often require similar certifications and work in comparable environments. However, Compass Financial Partners typically refers to a specific firm or advisory group, while Financial Advisor is a broader term used across many firms and settings. Understanding this distinction helps clarify career paths and client services in the financial industry.

What are Compass Financial Partners?

Compass Financial Partners is a financial advisory firm that specializes in providing consulting and management services for retirement plans, institutional investors, and individuals. They offer services like investment consulting, fiduciary guidance, and financial wellness programs. Compass Financial Partners helps clients navigate complex financial decisions to achieve their financial goals, leveraging industry expertise and personalized strategies. The firm often works closely with employers to optimize retirement plan offerings and ensure regulatory compliance.

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

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and relevant certifications such as the CFP (Certified Financial Planner) or Series 7 and 66 licenses. Proficiency with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust with clients distinguish top performers in this role. These skills ensure accurate financial guidance, regulatory compliance, and the development of lasting client relationships essential for long-term success.

How does a typical workweek look for financial advisors at Compass Financial Partners, and what are the main responsibilities involved?

At Compass Financial Partners, financial advisors typically spend their week balancing client meetings, portfolio reviews, and strategic planning sessions. Advisors are responsible for maintaining existing client relationships, onboarding new clients, and staying informed about financial markets and relevant regulations. Collaboration with internal teams, such as research analysts and compliance officers, is common to ensure clients receive well-rounded advice. The environment encourages proactive client communication and continuous professional development, fostering both individual and team growth.
Infographic showing various Compass Financial Partners job openings in the United States as of May 2026, with employment types broken down into 83% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $89,912 per year, or $43.2 per hour.
Case Manager, Compass SF HOME

Case Manager, Compass SF HOME

Compass Family Services

San Francisco, CA • On-site

$27 - $31/hr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 19 days ago

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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