ZipRecruiter

Log In

1

Family Financial Jobs (NOW HIRING)

Valor Family Financial

Personal Financial Planner

$70K/yr

Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today! Responsibilities • Make ...

next page

Showing results 1-20

All JobsFamily Financial Jobs

Family Financial information

See salary details

$38.5K

$95.5K

$146K

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:
What states have the most Family Financial jobs? States with the most job openings for Family Financial jobs include:
What job categories do people searching Family Financial jobs look for? The top searched job categories for Family Financial jobs are:
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.

Personal Financial Planner

Valor Family Financial

Remote

$70K/yr

Full-time

Posted 24 days ago

Job description

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 ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Serve as a collaborative team player willing to further development through continued training opportunities
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• A required Bachelor's degree in business administration, finance, or similarly related field
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Apply