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Family Financial Jobs (NOW HIRING)

Urban Institute

$83K - $145K/yr

Urban is committed to supporting our staff's physical, emotional, and financial well-being through ... or family responsibilities, matriculation, disability, political affiliation, or any other ...

Valor Family Financial

Personal Financial Planner

$77K - $104K/yr

Description Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ...

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How much do family financial jobs pay per year?

As of Jul 12, 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.
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Family Financial jobs near you
Infographic showing various Family Financial job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Services Associate

Davis Family Financial LLC

Philadelphia, PA • Remote

$55K - $70K/yr

Full-time

Re-posted 15 days ago

Job description

About the Role
Davis Family Financial is growing and currently hiring to support our expanding client base. This entry-level position focuses on helping individuals and families better understand their financial options through guided conversations and structured support.

This role is ideal for individuals who enjoy working with people, want to develop professional skills, and are looking for a long-term career path in financial services.

What You'll Do

  • Meet with clients virtually to understand their financial goals
  • Walk clients through basic financial concepts and available solutions
  • Assist in implementing appropriate financial strategies based on client needs
  • Maintain ongoing client communication and follow-ups
  • Participate in training and skill development sessions
  • Work alongside experienced team members to build client relationships

Training & Support
No prior experience is required. You'll receive structured training designed to help you develop confidence working with clients and understanding financial services.

Ongoing mentorship and support are provided as you progress.

Compensation
This is a performance-based role, with income tied to client activity and production.

Schedule
This position is structured as a full-time role. Scheduling flexibility may be available as you progress in training and licensing.

Licensing Requirement
A state financial services license is required for this role. The company provides guidance and support throughout the licensing process.

Qualifications

  • Must be at least 18 years of age
  • Must be authorized to work in the United States and currently reside within the U.S.
  • Strong communication and people skills
  • Self-motivated and dependable
  • Comfortable working in a remote environment
  • Ability to pass a background check (required for licensing)
  • Willingness to complete licensing within a reasonable timeframe
Employment Type: FULL_TIME

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