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Financial Firm Jobs (NOW HIRING)

TruOak Financial Partners

Financial Advisor

Atlanta, GA · On-site +1

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 ...

rebel Financial

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 ...

rebel Financial

Financial Coach

Groveport, OH

$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 ...

rebel Financial

Financial Coach

Groveport, OH · On-site

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 ...

LFG11 LLC

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 ...

LFG11 LLC

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 ...

TruOak Financial Partners

Financial Advisor

Atlanta, GA · Hybrid

$123K/yr

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 ...

Providence Financial and Insurance Services, Inc.

Be Seen First

Financial Advisor

Woodland Hills, CA · On-site

$90K - $110K/yr

We are a growing, retirement-focused financial firm looking for a licensed advisor to step into an established client base and provide exceptional service, planning, and guidance to our clients. What ...

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

Virginia Beach, VA · Remote

$95K - $575K/yr

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 ...

WFG Chicago

Financial Services

Chicago, IL · On-site

World Financial Group (WFG) is a financial firm that caters to increasing the financial literacy of middle- income individuals and families across North America. Through our parent companies ...

WFG Chicago

Financial Services

Chicago, IL · On-site

World Financial Group (WFG) is a financial firm that caters to increasing the financial literacy of middle- income individuals and families across North America. Through our parent companies ...

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All JobsFinancial Firm Jobs

Financial Firm information

See salary details

$31.5K

$71.6K

$115K

How much do financial firm jobs pay per year?

As of Aug 1, 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:
What job categories do people searching Financial Firm jobs look for? The top searched job categories for Financial Firm jobs are:
Financial Firm jobs near you
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 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Strategic Sourcing & Procurement (Top Financial Firm/Fund)

Coda Search│Staffing

Chicago, IL • On-site

Other

Posted 6 days ago

Job description

Our client is a premier Financial Technology/Quant Fund, seeking to add an experienced VP Strategic Sourcing & Procurement professional to lead the Procurement and strategic sourcing function within IT vertical for firm, managing vendor relationships and ensuring the organization manages efficient buying processes. The role focuses on optimizing IT sourcing and procurement processes, proactively identifying and resolving areas of weakness within the firm. Select individual should be well versed in navigating and (re) negotiating all facets of highly complex IT vendor contracts.



Responsibilities

  • Support the implementation of quality standards and policies by collaborating across all operational teams and processes
  • .Responsible for the preparation, analysis, negotiation and finalization of the end-to-end Procurement process for all software and data providers
  • .Perform direct negotiations and manage large and complex agreements
  • Find and deliver saving opportunities via stakeholder engagement and data analysis
  • Identify, evaluate, and select vendors based on quality, cost, and delivery capabilities, specifically within the financial services sector
  • Collaborate with internal stakeholders, including Finance, Legal, HR, Compliance, Technology and Operations teams, to understand procurement needs and specifications
  • Maintain accurate records of procurement activities, contracts, and vendor information within the firm ERP
  • Accountable for purchasing financial performance initiate and lead cost reduction projects
  • .Internal/External customer focus to address complex issues
  • Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues
  • Influence or convince stakeholders to achieve outcomes
  • .Lead Purchasing team to achieve the goals of the function and align with the organization’s goals
  • Establish & maintain relationships with key functional managers and their teams to ensure understanding of their needs and to facilitate the appropriate level of challenge
  • Stay updated on industry best practices, regulatory requirements, and advancements in procurement technology
  • Overseeing work progress and ensuring timely completion of technical development activities
  • Develop and review KPIs, interview and hire staff and oversee staff training and complete performance evaluations

Qualifications

  • A minimum of a Bachelor's degree is required for this position
  • A minimum of 8 years’ experience in Procurement
  • Experience within the financial industry preferred
  • .In Depth knowledge of bidding procedures and criteria
  • Strong leadership, vision and strategy setting, communication, influencing, collaboration, and talent development skills
  • Strong contract management and negotiations skills
  • .Excellent analytical and problem-solving abilities
  • .Strong Project and change management capabilities
  • Ability to continuously improve the organization
  • Excellent computer skills with Excel, Word, PowerPoint, and familiar with ERP
  • Experience in working with multi-cultural team
  • Data-driven decision maker with excellent program management and organizational skills

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Coda Search & Staffing logo

About Coda Search & Staffing

Sourced by ZipRecruiter

Since its inception, our founder’s mission has been to build a firm that runs on transparency, honesty and the highest degree of integrity. What started in a windowless office space with just two employees is now consistently ranked as one of the top 25 Largest Executive Search Firms in the NYC area by Crain’s. If you ask a Coda team member what their favorite part about working for Coda, you will most likely hear mentions of our hard-working, fun and dynamic team of experts.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

New York City, NY, US

Year founded

2011

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