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Financial Firm Jobs (NOW HIRING)

At TruOak Financial Partners , we are a holistic financial firm focused on all aspects of wealth management , including insurance, investments, retirement strategies, estate planning, and advanced ...

Financial Coach

Groveport, OH · On-site

$500 - $10K/mo

Why Choose Us At rebel Financial, we're not just redefining what a financial firm looks like - we're rebuilding the system from the inside out. We believe wealth management should empower people at ...

Financial Coach

Groveport, OH · On-site

$45K - $60K/yr

Why Choose Us At rebel Financial, we're not just redefining what a financial firm looks like - we're rebuilding the system from the inside out. We believe wealth management should empower people at ...

Were building a firm where future leadership and broad-based equity will be shared among the people ... If you want to make finance more human, technology more ethical, and opportunity more inclusive ...

Financial Consultant

Garden City, NY · On-site

$50K - $200K/yr

Why Legacy? We're not your average financial firm. We're a high-energy, high-reward team where ambition meets opportunity. You'll work with warm, pre-qualified leads -- no cold calls, no prospecting ...

Financial Consultant

Garden City, NY · On-site

$50K - $200K/yr

Why Legacy? We're not your average financial firm. We're a high-energy, high-reward team where ambition meets opportunity. You'll work with warm, pre-qualified leads -- no cold calls, no prospecting ...

At TruOak Financial Partners , we are a holistic financial firm focused on all aspects of wealth management , including insurance, investments, retirement strategies, estate planning, and advanced ...

Be Seen First

The firm is inclusive and focused on helping all individuals and families understand fundamental financial education concepts, implement wealth and protection strategies, improve personal financial ...

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Financial Firm information

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$31.5K

$71.6K

$115K

How much do financial firm jobs pay per year?

As of Jul 12, 2026, the average yearly pay for financial firm 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 types of careers are in finance?

Careers in finance include roles such as financial analyst, investment banker, financial advisor, accountant, and risk manager. These positions often require strong analytical skills, knowledge of financial tools and software, and relevant certifications like CFA or CPA. The finance industry offers opportunities in banking, asset management, corporate finance, and financial planning.

What are the key skills and qualifications needed to thrive in a financial firm, and why are they important?

To thrive in a financial firm, you generally need strong analytical skills, financial acumen, and a relevant degree such as finance, accounting, or economics. Familiarity with financial modeling tools, spreadsheets (like Excel), and certifications such as CFA or CPA are commonly required. Exceptional communication, problem-solving, and attention to detail are valued soft skills in this environment. These competencies are crucial for making informed financial decisions, ensuring compliance, and effectively serving clients in a highly regulated and competitive industry.

What is the difference between Financial Firm vs Financial Analyst?

AspectFinancial FirmFinancial Analyst
CredentialsVaries; often includes finance or business degrees, certifications like CFA or CPABachelor's degree in finance, accounting, or related field; CFA preferred
Work EnvironmentCorporate offices, investment banks, asset management firmsFinancial institutions, corporate finance departments, investment firms
Employer & Industry UsageFinancial services industry, consulting firms, investment companiesBanking, investment firms, corporate finance departments
Common Search & ComparisonFinancial Firm vs Financial Analyst

Financial firms are organizations providing financial services, including banks, investment firms, and asset managers. Financial analysts are professionals within these firms who analyze financial data to support investment decisions. While financial firms encompass the entire organization, financial analysts focus on data analysis and reporting within these organizations.

What is a financial firm?

A financial firm is a company that provides services related to managing money for individuals, businesses, or governments. These services can include investment management, banking, insurance, financial planning, and more. Financial firms can range from small advisory firms to large multinational banks. Their role is to help clients grow, manage, and protect their financial assets and make informed financial decisions.

What are some jobs in the financial field?

Jobs in the financial field include financial analyst, accountant, financial advisor, loan officer, and investment banker. These roles often require strong analytical skills, knowledge of financial software, and relevant certifications such as CFA or CPA. They can be found in banks, investment firms, insurance companies, and corporate finance departments.

What are some common challenges faced when working at a financial firm, and how can new employees successfully navigate them?

Working at a financial firm often involves adapting to a fast-paced environment with high expectations for accuracy, compliance, and client service. New employees may find the volume of regulations and the need to meet tight deadlines challenging at first. Building strong communication skills, staying organized, and seeking mentorship from experienced colleagues can help ease the transition. Proactively asking questions and participating in training programs are also effective ways to quickly become comfortable with the firm's systems and workflow.

What do you do at a finance firm?

A financial firm employs professionals who analyze financial data, develop investment strategies, manage client portfolios, and provide financial advice. Roles often require strong analytical skills, knowledge of financial tools, and relevant certifications such as the CFA or CPA. Employees may work in areas like banking, asset management, or financial planning, often within a structured schedule and team environment.

What professions make 500,000 a year?

In the financial industry, roles such as hedge fund managers, private equity partners, and investment bankers often earn $500,000 or more annually, especially with bonuses and commissions. These positions typically require advanced degrees, strong analytical skills, and extensive experience in finance or investment management.
More about Financial Firm jobs
What cities are hiring for Financial Firm jobs? Cities with the most Financial Firm job openings:
What states have the most Financial Firm jobs? States with the most job openings for Financial Firm jobs include:
Infographic showing various Financial Firm job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.
Facilities Manager at Financial Firm

Facilities Manager at Financial Firm

Bloom Talent

New York, NY • On-site

Full-time

Re-posted 20 days ago


Job description

Financial firm is looking for a Facilities Lead to join their team. This is a great opportunity to play a key role as they scale. In this role, you'll oversee day-to-day facilities and workspace operations, vendor management and relationships, and office maintenance and repairs. You'll also act as a point of contact and work cross-functionally to support other projects and initiatives. Someone execution-focused, takes ownership, and builds systems that are scalable and efficient. This is a hybrid role (Monday-Thurs) based in New York.
Responsibilities:
  • Overseeing daily office, facilities, and workplace operations.
  • Conduct inspections and perform routine maintenance or repairs to ensure the office is running efficiently.
  • Manage relationships with building management and all facilities vendors. Implement processes to document and assess vendors.
  • Collaboration with internal stakeholders and teams to maintain the workspace.
  • Participate in cross-functional initiatives related to the workspace and facilities, and assist with the strategy and planning process.
  • Serve as the point of contact for vendors and other related stakeholders during workplace initiatives.

Qualifications:
  • 6+ years of experience in Workplace Operations or Facilities, in a fast-paced environment.
  • Systems-oriented and strong process builder.
  • Forward thinker who can anticipate needs and issues before they arise.
  • Works well independently and takes ownership with a strong ability to prioritize and make sound judgments.
  • Effective communicator and problem solver who collaborates well across operations, IT, security, finance, construction, and external partners.
  • Resourceful problem-solver.

*Please Note: Your application will be considered for all open positions. You do not need to apply for multiple roles.