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Credential Financial Jobs (NOW HIRING)

EVM professional certification or DAU Cost Estimating or Financial Management Practitioner Credential * Minimum of 5 years professional experience related to labor category * Shows proficient skills ...

Financial Analyst

Washington, DC · On-site

$75K - $100K/yr

Overview VTG is seeking a Mid-Level Financial System Analyst to support the Navy located at the ... EVM Cert or equivalent DAU Cost Estimating credential *Pending contract award *Military friendly ...

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Credential Financial information

See salary details

$38.5K

$95.5K

$146K

How much do credential financial jobs pay per year?

As of Jul 8, 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:
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.
Chief Financial Officer - WCSA

$228K - $240K/yr

Full-time

Re-posted 17 days ago


Job description

Job Details SERVICING PERSONNEL OFFICE/UNIT: Office of Human Resources POSITION SERIES: DS-501 POSITION GRADE: DS-18 IF "OPEN UNTIL FILLED," FIRST SCREENING DATE: February 6, 2025 TOUR OF DUTY: To Be Determined AREA OF CONSIDERATION: Unlimited PROMOTION POTENTIAL: None NO. OF VACANCIES: One (1) or more AGENCY: Events DC DURATION OF APPOINTMENT: Permanent COLLECTIVE BARGAINING UNIT: This position is not in a collective bargaining unit. DESCRIPTION OF DUTIES: This position is located in the Office of the Chief Financial Officer, Washington Convention Center and Sports Authority (Events DC).

The incumbent is responsible for providing strategic financial leadership for the establishment, oversight of Events DC's financial systems and directing all aspects of the organization's financial planning and operations, including budgeting, accounting, grants management, financial reporting, compliance, audit functions, and forecasting. Duties include, but are not limited to: Strategic Financial Leadership Lead financial planning, budgeting, and reporting processes to strengthen Events DC's fiscal posture, including funding for capital improvements. Collaborate with internal and external stakeholders to secure business investments and advance economic development opportunities.

Analyze complex financial data and deliver timely reports on organizational performance to executive leadership and stakeholders. Drive adoption of innovative financial management practices that enhance operational efficiency and compliance with regulatory requirements. Provide expert guidance on fiscal challenges and strategic solutions.

Operational Oversight & Governance Oversee the establishment and maintenance of financial systems, ensuring accurate resource allocation and adherence to sound accounting principles. Develop and enforce policies that support transparent financial tracking and informed decision-making. Adapt departmental practices to evolving technologies, regulations, and organizational priorities.

Leadership & Talent Management Manage organizational changes, supervise staff performance, and make recommendations on hiring, promotions, and corrective actions. Employing the SMARTER principles to foster a results-driven culture and guiding staff on meeting organization-wide goals and objectives. Minimum Qualifications Ten (10) years of progressive experience to include four (4) years at the managerial level, overseeing and administering the budget, accounting, grants, compliance and audit activities, as well as all other financial management activities within a large government or corporate organization; experience serving as a technical authority and advisor on accounting and financial principles, policies and procedures; possessing expert knowledge of GASB, GAAP, and/or FASB; and experience developing, reviewing and implementing financial policies, plans and procedures.

In addition, applicant must possess a bachelor's degree at an accredited US institution in accounting, business administration, finance, public administration or related field. Applicants must submit an official transcript that verifies the bachelor's degree in order to be considered. If applicable, your application package must include a foreign credential course by course evaluation of all foreign transcripts.

Acceptable foreign credential equivalency reports must be provided by organizations that have current membership with the National Association of Credential Evaluation Services (NACES) or the Association of International Credential Evaluators (AICE). Specialized Experience Experience that provides the applicant with the particular knowledge, skills, and abilities to perform successfully the duties of the position, and that is typically in or related to the work of the position to be filled. To be creditable, specialized experience must have been equivalent to at least the next lower grade level in the normal line of progression for this position.

Additional Information STATEMENT ON THE USE OF ARTIFICIAL INTELLIGENCE (AI): Integrity is the foundation of a fair and competitive recruitment process. Candidates are expected to complete all application materials, assessments, and interviews without the assistance of artificial intelligence (AI) tools. The use of AI-generated or any unauthorized assistance during any stage of the hiring process is strictly prohibited.

Violations of this policy may result in disqualification from consideration for employment. COVID-19 VACCINATION: The Office of the Chief Financial Officer values the safety of our employees, our residents, and our visitors. In support of these values, OCFO employees are strongly encouraged to be immunized against COVID-19.

COLLECTIVE BARGAINING UNIT: Employment with the OCFO is at will. However, the discipline and/or discharge of bargaining unit employees is governed by the collective bargaining agreement. EEO STATEMENT: The OCFO is an Equal Opportunity Employer.

All qualified candidates will receive consideration without regard to race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, family responsibilities, matriculation, physical handicap, or political affiliation. HOW TO APPLY: All Applicants, including departmental employees and other DC Government Employees, must submit an OCFO employment application at cfo.dc.gov. (Resume may be attached)

Incomplete applications will not be considered. Employees affected by restructuring must submit their application with the application transmittal form. All applications, transcripts, and supporting documents must be received by close of business (5:00 PM) on the closing date of the announcement or they will not be considered.

NOTE: It is imperative that all information on the employment application, resume and supporting documents be both accurate and truthful and is subject to verification. Misrepresentations of any kind may be grounds for disqualification for this position or termination. JOB OFFERS: Official job offers are made only by the OCFO's Office of Human Resources.

REASONABLE ACCOMMODATION REQUESTS: If you are scheduled for an interview and require any reasonable accommodation in our interview process, please inform the hiring representative who contact you to schedule your interview. Whenever possible, please give the hiring representative sufficient time to consider and respond to your request. RESIDENCY PREFERENCE: An external applicant for a position in the OCFO who is a bona fide resident of the District of Columbia at the time of application, may claim a hiring preference over a non-resident applicant by completing the 'Residency Preference for Employment' form, DC 2000RP, and uploading and attaching it to their employment application.

To be granted preference, an applicant must: (1) be qualified for the position; and (2) submit a claim form at the time of application. Except for employees entitled by law to preference, preference will not be granted unless the claim is made at the time of application. This preference is only granted upon initial appointment.

NOTICE OF NON-DISCRIMINATION: In accordance with the D.C. Human Rights Act of 1977, as amended, D.C. Official Code section 2-1401.01 et seq., (Act) the District of Columbia does not discriminate on the basis of actual or perceived: race, color, religion, national origin, sex, age, marital status, personal appearance, sexual orientation, familial status, family responsibilities, matriculation, political affiliation, disability, source of income, or place of residence or business

Sexual harassment is a form of sex discrimination, which is also prohibited by the Act. In addition, harassment based on any of the above, protected categories is prohibited by the Act. Discrimination in violation of the Act will not be tolerated.

Violators will be subject to disciplinary action. NOTICE OF BACKGROUND INVESTIGATION AND PENALTIES FOR FALSE STATEMENTS: Employment with the OCFO is subject to the completion and satisfactory result of a background investigation conducted by the OCFO. For most positions, the investigation is conducted after commencement of duty, at which time you will be provided background and release of information forms to complete.

For more information, see the Employment Opportunities section at the OCFO website (www.cfo.dc.gov). Certain highly sensitive positions however warrant completion of the OCFO background investigation prior to commencement of duty. You will be informed if this is required

Applicant understands that a false statement on any part of your application, including materials submitted with the application, may be grounds for not hiring you, or for firing you after you begin work (D.C. Official Code, section 1-616.51et seq.) (2001). The applicant understands that making a false statement on the application or on materials submitted with the application is punishable by criminal penalties pursuant to D.C

Official Code, section 22-2405 et seq. (2001). SALARY REDUCTION OF REEMPLOYED ANNUITANTS: An individual selected for employment in the District Government on or after January 1, 1980, who is receiving an annuity under any District government civilian retirement system, shall have his or her pay reduced by the amount of annuity allocable to the period of employment as a reemployed annuitant.

VETERANS PREFERENCE: Applicants claiming veteran's preference must submit official proof with the application. WORKING CONDITION: Office Environment