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Financial Agency Jobs (NOW HIRING)

Aquent

Financial Controller (Ad Agency)

NY · On-site

$70 - $90/hr

Jul 1, 2026 Our ad agency client is looking for a Controller. This is a full time, hybrid role in New York, NY (3 days onsite / 2 remote). RESPONSIBILITIES Month-End Close & Financial Reporting • ...

Western & Southern Life

Agency Manager

Stockton, CA · On-site

$85K - $130K/yr

The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within ... The position will drive Financial Representative retention, sales growth, client retention, and ...

Western & Southern Life

Agency Manager

Wayne, PA · On-site

The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within ... The position will drive Financial Representative retention, sales growth, client retention, and ...

PERFECT CHOICE HOME CARE LLC

Agency manager

Bywood, PA · On-site

$20 - $24/hr

The Agency Manager will lead and oversee the operations of an insurance agency specializing in ... Bachelor's degree in Business, Finance, Insurance, or a related field. * Proven experience in ...

Western & Southern Life

Agency Manager

Wayne, PA

The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within ... The position will drive Financial Representative retention, sales growth, client retention, and ...

Western & Southern Life

Agency Manager

Wayne, PA · On-site

The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within ... The position will drive Financial Representative retention, sales growth, client retention, and ...

Western & Southern Life

Agency Manager

Charlotte, NC · On-site

The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within ... The position will drive Financial Representative retention, sales growth, client retention, and ...

Western & Southern Life

Agency Manager

Stockton, CA

The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within ... The position will drive Financial Representative retention, sales growth, client retention, and ...

Western & Southern Life

Agency Manager

Charlotte, NC · On-site

The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within ... The position will drive Financial Representative retention, sales growth, client retention, and ...

Western & Southern Life

Agency Manager

Charlotte, NC

The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within ... The position will drive Financial Representative retention, sales growth, client retention, and ...

PERFECT CHOICE HOME CARE LLC

Agency manager

Bywood, PA · On-site

$20 - $24/hr

The Agency Manager will lead and oversee the operations of an insurance agency specializing in ... Bachelor's degree in Business, Finance, Insurance, or a related field. * Proven experience in ...

Western & Southern Life

Agency Manager

Orland Park, IL · On-site

$85K - $130K/yr

The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within ... The position will drive Financial Representative retention, sales growth, client retention, and ...

Western & Southern Life

Agency Manager

Stockton, CA

The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within ... The position will drive Financial Representative retention, sales growth, client retention, and ...

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Financial Agency information

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$31.5K

$71.6K

$115K

How much do financial agency jobs pay per year?

As of Jun 18, 2026, the average yearly pay for financial agency in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What does a financial agency do?

A financial agency provides financial services such as investment management, financial planning, and advising clients on banking, insurance, or investment products. Employees in this field often analyze financial data, use financial software, and may require certifications like the CFA or CFP. Their work environment typically involves client consultations and adherence to regulatory standards.

What jobs pay $10,000 a month without a degree?

In the financial sector, roles such as financial advisors, insurance agents, and real estate brokers can earn $10,000 or more monthly through commissions and fees, often without requiring a college degree. Success in these jobs depends on sales skills, certifications, and experience, with some individuals reaching high income levels through client acquisition and performance-based pay.

How do financial agency professionals typically collaborate with clients and internal teams to achieve financial goals?

Financial agency professionals work closely with clients to assess their financial needs, develop tailored strategies, and provide ongoing advice. Collaboration with internal teams—such as analysts, compliance officers, and portfolio managers—is essential to ensure that all recommendations align with regulatory standards and organizational objectives. Regular meetings, transparent communication, and leveraging team expertise are common practices to deliver comprehensive financial solutions. This role requires both strong interpersonal skills for client interaction and the ability to work effectively within a multidisciplinary team.

What is the difference between Financial Agency vs Financial Advisor?

AspectFinancial AgencyFinancial Advisor
CredentialsVaries; may include licenses for selling financial productsOften requires certifications like CFP, Series 7
Work EnvironmentTypically within firms or agencies selling financial productsIndependent or within financial firms providing personalized advice
Employer & Industry UsageUsed by firms offering financial products and servicesUsed by professionals offering financial planning and investment advice
Search & Comparison IntentPeople comparing roles in financial sales and servicesIndividuals seeking personalized financial planning

Financial agencies primarily focus on selling financial products and may have agents with specific licenses. Financial advisors provide tailored financial planning and investment advice, often holding certifications like CFP. While both roles operate within the financial industry, agencies are more sales-oriented, whereas advisors focus on client-specific financial strategies.

What is a financial agency?

A financial agency is a business or organization that provides financial services to individuals or companies, such as investment advice, insurance, asset management, or money management. These agencies act as intermediaries between clients and financial institutions, helping clients make informed decisions about their finances. Financial agencies can include independent firms, bank-affiliated offices, or specialized agencies focused on specific financial products or services.

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

To thrive as a Financial Agent, you need a solid understanding of financial products, market analysis, and regulatory compliance, often supported by a degree in finance, economics, or a related field. Familiarity with financial software, customer relationship management (CRM) systems, and relevant certifications such as FINRA or Series 6/7 licenses is typically required. Strong interpersonal skills, ethical judgment, and effective communication help build client trust and manage complex financial situations. These skills and qualifications ensure accurate guidance, regulatory adherence, and long-term client relationships in a competitive financial industry.

What jobs pay 2000 a day?

In the financial sector, high-level roles such as hedge fund managers, private equity partners, and senior investment bankers can earn $2,000 or more per day through bonuses, commissions, or profit sharing. These positions typically require extensive experience, advanced degrees, and strong industry networks, often working in fast-paced, high-stakes environments.

What professions make $500,000 a year?

In the financial sector, roles such as hedge fund managers, private equity partners, and senior investment bankers often earn $500,000 or more annually, especially with bonuses and profit sharing. These positions typically require advanced degrees, extensive experience, and strong analytical skills, often working in high-pressure environments. Executive-level roles in finance and certain specialized consulting positions can also reach or exceed this income level.
What cities are hiring for Financial Agency jobs? Cities with the most Financial Agency job openings:
What states have the most Financial Agency jobs? States with the most job openings for Financial Agency jobs include:
Financial Agency jobs near you
Financial Analyst I

Financial Analyst I

Pennsylvania Housing Finance Agency

Harrisburg, PA • On-site

Full-time

Posted 15 days ago

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Job Description
Key Responsibilities
Review and analyze audited financial statements to determine surplus cash, cash flow, owner distribution, and compliance with PHFA legal documents.
Perform annual financial reviews of properties for credit quality and compliance with PHFA regulations. This may include the review of monthly operating reports, general ledgers, and disbursement journals.
Review annual operating budgets submitted by the management agent.
Assist in the multifamily development process underwriting PennHomes and tax credit proposals.
Review requests for capital expenditures and authorize appropriate funding from PHFA-held reserves or project-held funds.
Establish, monitor, and revise, as necessary, project escrow and reserve accounts. Authorize payment from the various accounts.
Assist Escrow Officer on supplier invoice request, customer invoice, supplier and customer contacts related to Workday Finance.
Monitor collateral securities for compliance with PHFA legal documents and authorize the release or extension as appropriate.
Enter reviewed budgets, portfolio and non-portfolio income statements into the AS400 system.
Monitor delinquencies for debt service, escrow, and reserve payments, as reported by the Finance Division.
Review, assist, and respond on an ongoing basis to requests and correspondence from owners, management agents, and Agency personnel pertaining to financial issues of their assigned properties.
Prepare reports, spreadsheets, and other responsibilities as required by the Director of Housing Management, Supervisor of Financial Operations and/or Supervisor of Financial Compliance.
Qualifications:
A.S. or B.S. in Accounting, Business Administration or at least two years accounting/auditing experience.
Computer proficiency in Microsoft Office applications.
Ability to effectively communicate, both verbally and in writing.
Ability to travel periodically, including overnight.
Preferred Qualifications:
CPA or experience in property management accounting.
Workday Finance
Entry-level professional with some experience to contribute on a project or program. Role learns to use professional concepts to resolve problems of limited scope and complexity under close supervision while achieving day-to-day objectives. Works on developmental assignments that are initially routine in nature, requiring limited judgment and decision making. This level is typically focused on self-development. Requires theoretical knowledge through specific education and training.
Qualifications
Associate of Science, Decision Making/Problem Solving, Relevant professional experience (2-5 years)
Experience
Relevant professional experience (2-5 years)
EEO Statement
As an employer, PHFA is committed to having a workforce that is diverse and reflects the residents that it serves. We strive to maintain a workplace where all employees and applicants for employment receive equal opportunities in all aspects of employment. There are numerous policies in place at PHFA to help us honor this commitment.
The Pennsylvania Housing Finance Agency is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, disability, family status, gender, national origin, political affiliation, race or religion.
Diversity Statement
PHFA values, honors and commits to the equitable treatment and elimination of discrimination in all forms. We are committed to the diversity of all staff, and in all programs and services offered.

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