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Credential Financial Jobs (NOW HIRING)

Turn2Partners

Senior Financial Analyst

Washington, DC · On-site

$100K - $120K/yr

Join a tight-knit, highly credentialed finance team with CPAs and Big 4 backgrounds. * Low turnover, high-impact work, and direct CFO visibility. * Competitive compensation package including equity ...

Simpson University

Credential Analyst

Redding, CA · On-site

Description The Credential Analyst, under the general supervision of the Dean of the School of ... Simpson's Graduate Admissions, Registrar, and Financial Aid procedures, policies, and academic ...

Taylor White

Chief Financial Officer

Tampa, FL · On-site

... credentialed finance leader who can get up to speed quickly. You will join the senior leadership team with full ownership of accounting, finance, cash management, grants and contracts, insurance ...

Westlake Financial

Financial Analyst

Los Angeles, CA · On-site

$28.85/hr

Financial Analyst Los Angeles, CA | On-site role Westlake Financial is the largest privately held ... credentials, and licensure when applicable. What do we offer? * Medical, Dental, and Vision ...

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All JobsCredential Financial Jobs

Credential Financial information

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$38.5K

$95.5K

$146K

How much do credential financial jobs pay per year?

As of Jul 7, 2026, the average yearly pay for credential financial in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

Credential Financial advisors typically work with clients who have a range of asset levels, and a $200,000 investment portfolio is generally sufficient to receive personalized financial planning and investment management services. The specific services and fees depend on the advisor's fee structure and the complexity of your financial situation.

What are the key skills and qualifications needed to thrive as a Credentialed Financial Professional, and why are they important?

To thrive as a Credentialed Financial Professional, you need a solid background in finance, investment analysis, and financial planning, typically supported by a relevant degree and certifications such as CFP, CFA, or CPA. Familiarity with financial modeling software, portfolio management tools, and regulatory compliance platforms is essential. Strong interpersonal skills, ethical judgment, and analytical thinking help professionals build trust with clients and make sound financial decisions. These skills and qualities are crucial for delivering effective financial advice and maintaining credibility in a highly regulated industry.

What is the difference between Credential Financial vs Financial Advisor?

AspectCredential FinancialFinancial Advisor
Required CredentialsLicenses such as Series 7, Series 66, or 65; CFP designation often preferredCFP, Series 7, Series 66, or Series 65; may also hold other industry-specific licenses
Work EnvironmentFinancial services firms, banks, or independent advisory practicesFinancial planning firms, banks, or independent practices
Employer & Industry UsageUsed by firms offering financial products and services to clientsUsed by professionals providing personalized financial planning and investment advice

Credential Financial professionals typically hold industry licenses and certifications enabling them to sell financial products and provide investment advice. Financial Advisors focus on personalized financial planning and investment management, often holding similar credentials. While both roles operate in similar environments, Credential Financial professionals may be more product-focused, whereas Financial Advisors emphasize comprehensive financial planning.

How does a Credential Financial professional typically collaborate with other departments to support clients’ financial goals?

As a Credential Financial professional, collaboration with other departments—such as investment, insurance, and client services—is integral to providing comprehensive solutions for clients. You’ll often work closely with advisors, underwriters, and administrative staff to ensure that client portfolios are well managed and compliant with regulatory standards. Regular meetings and cross-departmental communication help address complex client needs, streamline processes, and identify new opportunities for financial planning. This collaborative environment not only benefits clients but also provides valuable learning and networking opportunities for your own career growth.

What are Credential Financial professionals and what do they do?

Credential Financial professionals are experts who help clients manage their finances, investments, and financial planning needs. They may work for Credential Financial Inc., a Canadian financial services firm, or in similar roles at other institutions. Their duties typically include offering advice on investments, retirement planning, insurance, and wealth management. They use their knowledge and certifications to help clients achieve their financial goals while complying with industry regulations. These professionals often hold credentials such as CFP (Certified Financial Planner) or similar designations.

What professions make $500,000 a year?

In the financial sector, senior roles such as Chief Financial Officers, investment bankers, and private equity managers often earn $500,000 or more annually. These positions typically require extensive experience, advanced certifications, and strong analytical skills, and compensation may include bonuses and incentives based on performance.

What jobs make $1,000,000 a year?

In the financial sector, high-level roles such as Chief Investment Officer, hedge fund managers, and private equity partners can earn $1,000,000 or more annually, often through a combination of salary, bonuses, and profit sharing. These positions typically require extensive experience, advanced certifications, and a strong track record in investment management or finance leadership.

What credentials do you need to work in finance?

To work in finance, credentials such as a bachelor's degree in finance, accounting, or related fields are typically required. Professional certifications like the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) can enhance job prospects and credibility. Additionally, strong analytical skills, knowledge of financial software, and relevant work experience are important for many finance roles.
More about Credential Financial jobs
What states have the most Credential Financial jobs? States with the most job openings for Credential Financial jobs include:
What job categories do people searching Credential Financial jobs look for? The top searched job categories for Credential Financial jobs are:
Credential Financial jobs near you
Infographic showing various Credential Financial job openings in the United States as of July 2026, with employment types broken down into 2% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.
Strategic CFO for a Public Foundation (Columbia)

Strategic CFO for a Public Foundation (Columbia)

Central Carolina Community Foundation

Columbia, SC • On-site

Part-time

Posted 4 days ago

New

Job description

A public foundation in Columbia, SC, is seeking a Chief Financial Officer (CFO) to lead financial strategy and ensure operational excellence. The CFO will manage a high-performing finance function overseeing $275 million in assets and more than 500 funds. The ideal candidate is a credentialed financial executive with strong leadership skills and a commitment to transparency and integrity. They will report to the President & CEO while providing guidance and support to the Board of Trustees and staff.
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