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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 ...

Secur-Serv

Credential Processor

Holmdel, NJ · On-site

$18.25 - $23.50/hr

... financial, manufacturing, transportation, and healthcare industries. Why Secur-Serv? Join Secur ... POSITION SUMMARY The Credential Processor is responsible for reviewing, verifying, and processing ...

Secur-Serv

Credential Processor

Holmdel, NJ · On-site

$18.25 - $23.50/hr

... financial, manufacturing, transportation, and healthcare industries. Why Secur-Serv? Join Secur ... POSITION SUMMARY The Credential Processor is responsible for reviewing, verifying, and processing ...

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All JobsCredential Financial Jobs

Credential Financial information

See salary details

$38.5K

$95.5K

$146K

How much do credential financial jobs pay per year?

As of Aug 12, 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 credential 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 is a credential financial professional?

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 August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Entry-Level Financial Professional

New York Life Insurance Company

Norfolk, VA

$62K - $73K/yr

Full-time

Posted 22 days ago

Job description

Build a career that’s designed to last.


For over 180 years, New York Life has helped individuals, families, and businesses navigate life’s financial decisions through changing markets and generations.
As a Financial Professional*, you’ll play a direct role in helping people protect what matters and plan for their future, while building a practice of your own with the backing of a Fortune 100 company.


What You’ll Do
• Develop your own client base through networking, referrals, and community involvement
• Build relationships and guide clients through key financial decisions (retirement, protection, education planning)
• Offer tailored solutions across insurance and financial products
• Grow your knowledge and skills through ongoing training and real-world experience

What Sets This Role Apart
• Be Your Own Boss: After two years of training, our agents become independent career agents and run their own businesses.
• Training & Support: Structured onboarding, licensing support, ongoing coaching and
opportunities to obtain professional credentials, with prepaid tuition for eligible, participating agents pursuing approved credentials.
• Financial Support: Training subsidy available for eligible candidates during early stages
• Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
• Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions,
including life insurance, annuities, long-term care insurance, disability income insurance, and
investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. This range allows you to develop tailored strategies to help clients and their families achieve their financial goals.
• Career Path Flexibility: As you grow, you can specialize in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².


What We Look For
• Self-motivated individuals who take initiative
• Strong communicators who enjoy building relationships
• Coachable and open to feedback
• Interested in long-term learning and growth, not just a short-term role