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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.

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How much do family financial jobs pay per year?

As of Jun 21, 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 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.

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.
More about Family Financial jobs
What cities are hiring for Family Financial jobs? Cities with the most Family Financial job openings:
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Family Financial jobs near you
Infographic showing various Family Financial job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 69% Full Time, 25% Part Time, and 4% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Patient and Family Financial Advocate

Dayton Children's

Dayton, OH • On-site

Full-time

Posted 8 days ago

Job description

Facility:
Dayton Children's - Main CampusDepartment:
Patient Access - Pre-Registration/Prior AuthorizationSchedule:
Full timeHours:
40Job Details:
Under the direction of the Pre-Service Operations Manager, the Patient and Family Financial Advocate is responsible for providing patients with an exceptional financial experience by assisting patients navigate and understand insurance benefits and potential financial liability. Financial Advocates identify patients who may be eligible for financial and social assistance from various public agencies by assessing their financial and social situations, acting as liaison between the patient and the public agencies and documenting the assessment and outcome. Financial Advocate staff ensure that all data entry is accurate including demographic and financial information for each account to guarantee the successful financial outcome of all patient services. Must demonstrate understanding of regulatory and third-party payer guidelines for outpatient and inpatient services while being familiar with managed care, Medicare and Medicaid rules regarding billing, coverage and reimbursement rules.
Department Specific Job Details:
Monday-Friday
8am - 5pm
No weekends or holidays
Education
  • High School Diploma or GED required
  • Associate's degree is preferred
  • Financial Advocate orientation modules completed within six (6) months of hire required

Experience
  • Minimum of one (1) year of experience in patient access, patient accounts, customer service, or a large hospital/medical front office is required
  • Two (2) or more years of experience is preferred

Required Qualifications
  • Proficient in customer service and data collection processes
  • Strong analytical and problem-solving abilities
  • Demonstrated ability to support, motivate, and collaborate with a team
  • Solid understanding of healthcare billing regulations, insurance processes, and compliance requirements
  • Excellent organizational and time-management skills

Preferred Qualifications
  • Medical Terminology
  • EPIC

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