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Credential Financial Jobs (NOW HIRING)

GTE Financial

Financial Advisor

Tampa, FL · On-site

... credentials is highly desirable. Position Details: * Location: Headquarters in Tampa, FL with ... GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general ...

GTE Financial

Financial Advisor

Tampa, FL

... credentials is highly desirable. Position Details: * Location: Headquarters in Tampa, FL with ... GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general ...

GTE Financial

Financial Advisor

Tampa, FL

... credentials is highly desirable. Position Details: * Location: Headquarters in Tampa, FL with ... GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general ...

ATD Technology LLC

Credentialing Specialist

New York, NY · On-site

$27 - $29/hr

... credential audits, as well as clinical privileging for Medical Staff, Allied Health Professionals ... financial needs and technical goals. ATD is a full service provider with offerings in Contract ...

Alma

Credentialing Specialist

Manhattan, NY · Remote

We do this by making it easy and financially rewarding for therapists to accept insurance and offer in‐network care. We are looking for a detail‐oriented Credentialing Specialist to own the ...

ATD Technology LLC

Credentialing Specialist

New York, NY · On-site

$25 - $27/hr

... credential audits, as well as clinical privileging for Medical Staff, Allied Health Professionals ... financial needs and technical goals. ATD is a full service provider with offerings in Contract ...

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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 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.
Security Officer - Credential Verification

Security Officer - Credential Verification

Allied Universal

Indianapolis, IN • On-site

$17/hr

Part-time

Retirement

Posted 10 days ago

Allied Universal rating

5.6

Company rating: 5.6 out of 10

Based on 2,396 frontline employees who took The Breakroom Quiz

66th of 100 rated security

Job description

As a Security Officer Credential Verification in Indianapolis, IN, you will serve and safeguard clients in a range of industries such as Financial Institutions, and more. Join a leading team where flexibility meets opportunity. As a Part-Time Security Officer, you can build a schedule that works for you and explore new roles using our Claim a Shift platform. Learn more: aus.com/earnmore. Join Allied Universal as an Access Control Officer at a financial institution location, where you will monitor entry points, manage badges and visitor access, and support security-related operations with professionalism and care. In this role, you will remain visible to help to deter incidents, deliver exceptional customer service and communication, and work with a team that values being agile, reliable, innovative, and acting with integrity.

Position Type: Part Time

Pay Rate: $17.00 / Hour

Job Schedule:

DayTimeSat11:00 PM - 07:00 AMSun11:00 PM - 07:00 AM

What You'll Do:

  • Provide customer service to employees, visitors, and vendors by carrying out access control procedures, site-specific policies, and/or emergency response activities appropriate to the location.
  • Monitor entry and exit points, verify credentials and visitor authorization, and help to deter unauthorized access to restricted areas within the financial institution location.
  • Respond to incidents, alarms, and critical situations in a calm, problem-solving manner, documenting security-related concerns and reporting observations to site contacts and/or Allied Universal leadership.
  • Conduct regular and random patrols around the business and perimeter, noting unusual activity, unsecured doors, and other security-related issues as conditions at the location may vary.
  • Support front lobby and reception area operations as assigned by assisting with visitor processing, maintaining access logs, and communicating clearly with staff regarding security-related procedures and access requests.

Minimum Requirements:

  • At least 1 year of security-related experience is required.
  • CPR certification is preferred.
  • Access control and/or badge experience is preferred.
  • CPR and/or First Aid experience is preferred.
  • Be at least 18 years of age for unarmed roles; 21+ years of age for armed roles.
  • Possess a high school diploma or equivalent.
  • As a condition of employment, applicants will be subject to a background investigation in accordance with all federal, state, and local laws.
  • Allied Universal will consider qualified applications with criminal histories in a manner consistent with applicable laws.
  • As a condition of employment, applicants will be subject to a drug screen to the extent permitted by law.
  • Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment.
  • A valid driver’s license will be required for driving positions only.

Why Join Us:

  • Smart Tools: Access to our exclusive technology to view and claim additional shifts to earn more.
  • Career Growth: Get paid training and access to career growth opportunities.
  • Financial Benefits: Participate in our retirement savings plan to invest in your future.
  • Exclusive Perks: Enjoy discounts on top brands and services through our Perks Program.

What Allied Universal employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Allied Universal

Sourced by ZipRecruiter

Allied Universal® is a leading security and facility services company. We provide proactive security services and cutting-edge smart technology to deliver evolving, tailored solutions that allow our clients to focus on their core business. Our excellence starts with our local leadership and local presence. Operating in more than 90 countries, our global workforce of approximately 800,000 people. Employees help to deliver our promise globally and locally: keeping people safe so our customers and communities can thrive. As we build the world's best services company, we continue to expand our footprint and infrastructure on a global and local level. In North America, we operate our business under the existing Allied Universal brand, and our international business operates under the G4S brand.

Industry

Investigation and physical security services, chemical manufacturing and real estate

Company size

10,000+ Employees

Headquarters location

Santa Ana, CA, US

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