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Credential Financial Jobs (NOW HIRING)

FISD is comprised of professionally credentialed Forensic Auditors who provide comprehensive financial investigative services supporting criminal investigations under the Bureau's jurisdiction.

S.-based finance professional with a recognized credential -- CPA , EA , CFP , or CFA . * 2+ years in a substantive finance role (tax, financial planning, analysis, IB/PE, or advisory)

... 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 ...

... 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 ...

... 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 ...

... 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 ...

... 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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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.
Auditor (Financial)

$89K/yr

Other

Posted 9 days ago


Job description

The incumbent serves as a Forensic Auditor in the Financial Investigative Services Division (FISD) within the Office of Science and Technology (OST), Financial Investigative Services Division. FISD is comprised of professionally credentialed Forensic Auditors who provide comprehensive financial investigative services supporting criminal investigations under the Bureau's jurisdiction.Qualifications:
To qualify for the Auditor (Financial) at GS-0511-12 position you must meet the following requirements by the closing date of this announcement.
Degree: accounting, auditing; or a degree including auditing courses in a related field such as business administration, finance, or public administration that included or was supplemented by 24 semester hours in accounting. The 24 hours may include up to 6 hours of credit in business law.
OR
Combination of education and experience:
at least 4 years of experience in accounting, or an equivalent combination of accounting experience, college-level education, and training that provided professional accounting knowledge. The applicant's background must also include one of the following:
  1. Twenty-four semester hours in accounting or auditing courses of appropriate type and quality. This can include up to 6 hours of business law;
  2. A certificate as Certified Public Accountant or a Certified Internal Auditor, obtained through written examination; or
  3. Completion of the requirements for a degree that included substantial course work in accounting or auditing, e.g., 15 semester hours, but that does not fully satisfy the 24-semester-hour requirement of paragraph A, provided that (a) the applicant has successfully worked at the full-performance level in accounting, auditing, or a related field, e.g., valuation engineering or financial institution examining; (b) a panel of at least two higher level professional accountants or auditors has determined that the applicant has demonstrated a good knowledge of accounting and of related and underlying fields that equals in breadth, depth, currency, and level of advancement that which is normally associated with successful completion of the 4-year course of study described in paragraph A; and (c) except for literal nonconformance to the requirement of 24 semester hours in accounting, the applicant's education, training, and experience fully meet the specified requirements.
AND
Specialized experience
is demonstrated experience, which has equipped the applicant with the particular knowledge, skills and abilities to perform successfully the duties of this position. Experience must be in the normal line of progression or must be related to the work of the position advertised and must be reflected in resume.
Specialized experience must include all of:
  • Applying experience in forensic accounting/auditing; AND
  • Conducting financial investigations or complex audits involving multiples businesses; AND
  • Leading financial assignments and teams; AND
  • Developing reports and work product in compliance with standards and presenting findings to the auditee, team members, criminal investigators, prosecutors and/or triers of fact both orally and in writing.
Your resume must support your responses to the application questionnaire and the qualification requirements. Failure to do so may result in an ineligible rating.See the Required Documents section for important notes about what must be included in your resume.
After you submit this application, you will receive an e-mail informing you that a USA Hire assessment is required of you. You will have 48 hours from the closing date of this announcement (07/07/2026) to complete the assessment as this assessment is part of your application.Education:If you are relying on your education to meet qualification requirements, please see the statements below.
Education must be reviewed and certified by an accrediting institution recognized by the U.S. Department of Education, in order for it to be creditable towards your qualifications. Therefore, provide only the attendance and/or degrees from accredited institution.
FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in a conventional U.S. education program. It is your responsibility to provide such evidence when applying. For special instructions pertaining to foreign education and a list of organizations that can evaluate foreign education, see the Department of Education website. If you are qualifying on foreign education, you MUST submit proof of creditability of education as evaluated by a credentialing agency. All documentation must be in English or include an English translation.
Employment Type: OTHER