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Elevated Financial Jobs (NOW HIRING)

Cushman & Wakefield

Senior Financial Analyst

New York, NY · On-site

$115K/yr

Enhance pitch win rate through elevated financial precision and storytelling * Enable execution of $1B+ in annual transaction volume, supporting $5M+ in fee generation * Increase institutional buyer ...

Cushman & Wakefield

Senior Financial Analyst

New York, NY · On-site

$115K/yr

Enhance pitch win rate through elevated financial precision and storytelling * Enable execution of $1B+ in annual transaction volume, supporting $5M+ in fee generation * Increase institutional buyer ...

Cushman & Wakefield

Senior Financial Analyst

New York, NY · On-site

$115K/yr

Enhance pitch win rate through elevated financial precision and storytelling * Enable execution of $1B+ in annual transaction volume, supporting $5M+ in fee generation * Increase institutional buyer ...

Socket.dev

Chief Financial Officer (CFO)

Itasca, IL · On-site

$180 - $320/hr

The company has a strong, high-performing Controller and has made meaningful progress on business continuity; the key capability the new CFO must bring is elevated financial reporting. The ideal ...

W S DARLEY & CO

Chief Financial Officer (CFO)

Itasca, IL · On-site

$300K - $500K/yr

The company has a strong, high-performing Controller and has made meaningful progress on business continuity; the key capability the new CFO must bring is elevated financial reporting. The ideal ...

Slash

Product Engineer: Core Banking

San Francisco, CA · On-site

Slash is a fast-growing fintech company reimagining business banking and building an elevated financial operating system. The role involves building and evolving core banking products, collaborating ...

W S Darley & Co

Chief Financial Officer (CFO)

Itasca, IL · On-site

$300K - $500K/yr

The company has a strong, high-performing Controller and has made meaningful progress on business continuity; the key capability the new CFO must bring is elevated financial reporting. The ideal ...

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Elevated Financial information

What are some common challenges faced by financial advisors at Elevated Financial, and how can new hires prepare to overcome them?

At Elevated Financial, financial advisors often encounter challenges such as building a client base, staying updated with evolving financial regulations, and tailoring advice to diverse client needs. New hires can prepare by actively networking, pursuing relevant certifications, and participating in ongoing training programs offered by the company. Additionally, leveraging team support and mentorship opportunities can help overcome initial hurdles while fostering professional growth.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical abilities, knowledge of financial markets, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as Series 7 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is important for effective client service. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build lasting client relationships. These skills ensure that advisors can develop tailored strategies, comply with regulations, and support clients in achieving their financial goals.

What is an Elevated Financial advisor?

An Elevated Financial Advisor is a professional who provides advanced financial planning and investment advice, often specializing in high-net-worth individuals or complex financial situations. They help clients develop strategies to manage assets, minimize taxes, plan for retirement, and achieve long-term financial goals. Elevated Financial Advisors typically offer personalized services and may have additional certifications or expertise compared to standard financial advisors.

What is the difference between Elevated Financial vs Financial Advisor?

AspectElevated FinancialFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCertifications like CFP, Series 7, Series 66 common
Work EnvironmentFinancial firms, investment companies, banksIndependent or firm-based, client-facing
Industry UsageUsed in finance, investment management, wealth planningCommonly used in personal finance, investment advising

Elevated Financial and Financial Advisor roles share similar credentials and work environments, often overlapping in industry usage. Elevated Financial may focus more on higher-level financial planning or investment management, while Financial Advisors typically work directly with clients to develop financial plans. Both roles require relevant certifications and are integral to the finance and wealth management sectors.

What does Elevated Financial do?

Elevated Financial is a company that provides financial services, including investment management, financial planning, and advisory solutions. Employees in related roles may work with clients to develop strategies for wealth growth and risk management, often utilizing financial software and certifications such as CFP or CFA. The company typically operates in a professional environment with a focus on client service and compliance standards.
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What cities are hiring for Elevated Financial jobs? Cities with the most Elevated Financial job openings:
What are the most commonly searched types of Elevated Financial jobs? The most popular types of Elevated Financial jobs are:
What states have the most Elevated Financial jobs? States with the most job openings for Elevated Financial jobs include:
What job categories do people searching Elevated Financial jobs look for? The top searched job categories for Elevated Financial jobs are:
Elevated Financial jobs near you
Infographic showing various Elevated Financial job openings in the United States as of August 2026, with employment types broken down into 70% Full Time, and 30% Part Time. Highlights an 100% In-person job distribution.

Senior Financial Analyst

Cushman & Wakefield

New York, NY

$115K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

Cushman & Wakefield rating

7.4

Company rating: 7.4 out of 10

Based on 158 frontline employees who took The Breakroom Quiz

109th of 201 rated real estate companies

Job description

Job Title

Senior Financial Analyst

Job Description Summary

Job Description

The Multifamily Senior Financial Analyst will play a critical role in supporting the execution of investment sales transactions across multifamily, mixed-use, and development assets across the Tri-State. This position requires strong financial modeling capabilities, market research acumen, and the ability to communicate complex financial narratives to institutional clients. The Senior Financial Analyst will work closely with key team members and clients to deliver high-quality underwriting, marketing materials, and transaction support.

Key Responsibilities

  • Lead underwriting and valuation for $50M+ investment sales transactions
  • Prepare discounted cash flow analyses, pro forma statements, and rent roll evaluations to determine valuation
  • Assist in the preparation of offering memorandums, pitch decks, and reports for investment sales transactions
  • Conduct market research and analyze competitive positioning, location dynamics, and supply/demand dynamics
  • Interface directly with prospective investors and clients during diligence and site inspections
  • Maintain internal databases tracking investment sales activity and relevant real estate metrics
  • Mentor junior analysts to ensure timely and accurate deliverables
  • Support the collection and evaluation of due diligence materials and coordinate with clients to ensure completeness
  • Preserves clientfacing continuity by leading property tours, presenting financial insights to investors, and supporting brokers in realtime conversations-activities that materially shape client confidence and deal conversion.

Expected Impact

  • Improve underwriting-to-market speed by 30-40%
  • Enhance pitch win rate through elevated financial precision and storytelling
  • Enable execution of $1B+ in annual transaction volume, supporting $5M+ in fee generation
  • Increase institutional buyer confidence through sophisticated and clean deliverables

Qualifications & Experience

  • Bachelor's degree in Real Estate, Finance, Business, or related field preferred
  • 2-5 years of experience in real estate investment, finance, or advisory services
  • Strong proficiency in Excel and Argus; financial modeling expertise required
  • Excellent written and verbal communication skills
  • Detail-oriented with the ability to manage multiple projects in a fast-paced environment
  • Ability to obtain and maintain applicable state real estate license
  • Familiarity with local market dynamics and trends preferred

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 97,750.00 - $115,000.00Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or emailAccommodations@cushwake.com. Please refer to the job title and job location when you contact us.

INCO: "Cushman & Wakefield"

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