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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 ...

Nucor

Division CFO

Waterloo, IN · On-site

Preferred Qualifications: * CPA and/or MBA Credentials * Financial experience in the manufacturing industry * Experience with human resources or purchasing Nucor is an Equal Opportunity/Affirmative ...

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Credential Financial information

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$38.5K

$95.5K

$146K

How much do credential financial jobs pay per year?

As of Jun 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.

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.
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 May 2026, with employment types broken down into 1% As Needed, 85% Full Time, and 14% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.
Senior Financial Analyst

Senior Financial Analyst

Turn2Partners

Washington, DC • On-site

$100K - $120K/yr

Full-time

Medical, Retirement, PTO

Posted 6 days ago

Job description

Our client, a publicly traded and innovation-driven life sciences company, is seeking a Senior Financial Analyst to join its corporate finance team. This is a rare opportunity to work in a highly analytical role with direct exposure to executive leadership, including the CFO.
Location: Washington, DC (5 days/week onsite)
Work Authorization: U.S. Citizens and Green Card holders only
Key Responsibilities
  • Lead budgeting, forecasting, and variance analysis for multiple SG&A cost centers (e.g., Legal, Finance, Sales).
  • Present monthly, quarterly, and annual reporting results directly to senior executives.
  • Oversee month-end close activities for corporate functions.
  • Assist with SEC reporting and SOX compliance efforts.
  • Support procurement and contract negotiations.
  • Partner with stakeholders across the business to drive planning and performance insights.

Ideal Profile
  • CPA required, with Big 4 public accounting experience, including at least one year at the senior associate level.
  • 3+ years of total experience in audit and/or corporate finance.
  • Strong knowledge of U.S. GAAP, internal controls, and SOX 404.
  • Excellent analytical skills and advanced Excel proficiency.
  • ERP experience (Microsoft Dynamics or similar) is a plus.
  • Industry experience in life sciences or pharmaceuticals is a plus.
  • Team-first attitude, intellectually curious, and thrives in a high-performing, fast-paced environment.

Why This Role
  • 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 and unlimited PTO.
  • Strong benefits including healthcare, 401(k) match, parental leave, and more.
  • Work in a mission-driven, science-based organization with global reach.

Apply