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Family Financial Jobs (NOW HIRING)

Valor Family Financial

Financial Consultant

$75K - $100K/yr

Description At Valor Family Financial, we're committed to empowering individuals and families from all financial backgrounds with the tools and knowledge they need to build a secure financial future.

The Pennsylvania State University

AND POSITION REQUIREMENTS The Penn State Sokolov-Miller Family Financial and Life Skills Center is hiring Part-time Financial Literacy Student Ambassadors at the University Park campus. Our mission ...

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How much do family financial jobs pay per year?

As of May 31, 2026, the average yearly pay for family 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 Family Financial Advisor, and why are they important?

To thrive as a Family Financial Advisor, you need expertise in financial planning, investment strategies, and personal finance, typically supported by a bachelor's degree in finance or a related field and certifications like CFP. Proficiency with financial planning software, portfolio management tools, and CRM systems is often necessary. Strong interpersonal skills, trustworthiness, and clear communication help you build lasting client relationships and effectively guide families through complex financial decisions. These skills are essential for delivering tailored financial advice and ensuring clients' long-term financial security.

What are some common challenges faced by Family Financial Advisors when working with clients, and how can these be managed?

Family Financial Advisors often encounter challenges such as navigating complex family dynamics, balancing differing financial goals among family members, and addressing sensitive topics like inheritance or debt. Successfully managing these challenges requires strong communication skills, empathy, and the ability to mediate discussions to reach consensus. Advisors typically use structured processes, such as regular family meetings and clear goal-setting, to ensure transparency and foster trust. Collaboration with other professionals, like estate planners and tax advisors, also helps deliver comprehensive solutions tailored to the family's unique needs.

What does a Family Financial Advisor do?

A Family Financial Advisor helps families manage their finances by providing guidance on budgeting, saving, investing, estate planning, and retirement planning. They work with clients to understand their financial goals and develop personalized strategies to achieve them. Additionally, they may offer advice on insurance, tax planning, and managing debt. Their goal is to help families improve their financial well-being and plan for a secure future.
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Family Financial jobs near you
Infographic showing various Family Financial job openings in the United States as of May 2026, with employment types broken down into 3% As Needed, 80% Full Time, 14% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Family Financial Officer

Heart of LA Federal Credit Union

Pineville, LA • On-site

Full-time

Posted 18 days ago

Job description

Description:

Role:

To provide personalized service to our members in all areas of member service and consumer lending. Essential Functions & Responsibilities:


Perform routine member service transactions, including but not limited to:

Respond to members' request, problems and complaints. If another department is involved, act as a liaison to ensure a smooth process for the member and follow up.

Open/close accounts.

Issue temporary checks, cashier’s checks, bonds and VISA debit cards.

Process deposits, loan payments and check orders.

Set up online account services and assist members with online issues.

Process stop payments and check copy requests on share draft accounts.

Assist members with the proper completion of payroll deduction and direct deposit cards; set up payroll distribution amounts.

Process IRA transactions including transfers and withdrawals and member inquiries.

Discuss products and services which would be beneficial to the members and make them aware of their eligibility.

Whenever possible greet member in lobby and escort them to the FFO office. Always escort members to the teller line with cash transactions.

Explain loan programs to members, evaluate their needs and recommend loan options including credit life and disability, GAP and extended warranty when it would benefit the member.

Perform consumer loan officer duties, including but not limited to:

Interview applicant, analyze members' financial position and determine risk involved in extending credit or lending money.

Prepare and review all loan documents for completeness and accuracy.

Establish the terms and conditions of an approval loan and review with member.

Assist collector with loans less than 45 days delinquent.

Approve loans for other Loan Officers and Family Financial Officers within lending limits.

Work Courtesy Pay Report Weekly.

NMLS Designation per Safe Act Policy.

Must register with State Commissioner of Insurance.

Perform other job duties as assigned.


Performance Measurements:

1. Treat members like family.

2. Maintain a professional and friendly atmosphere for members and coworkers.

3. Possess excellent communication skills and ensure the member or co worker understands the message you are attempting to convey.

4. Make sound credit decisions.

5. Take care with appearance and dress professionally.

6. Ensure work continues at a steady pace with a high rate of accuracy.

7. Comply with all credit union policies and procedures.



Requirements:

Six months to two years of similar or related experience.

Experience:

A high school education or GED.

Education:

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.

Interpersonal Skills:

Proficient in working on a computer keyboard and ten key calculator by touch.

Other Skills

Physical Requirements

Work Environment

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