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Financial Firm Jobs (NOW HIRING)

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A fast-track career with exposure, respect, and impact A prestigious financial firm is seeking a top-performing Executive Assistant to support one of the firm's most dynamic and high-performing ...

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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 ...

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Join this Global Reaching Financial Firm in their Pittsburgh office by assisting a top Financial Advisor with client accounts. This firm serves High Net Worth Clients. They offer great benefits ...

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Join this Global Reaching Financial Firm in their Pittsburgh office by assisting a top Financial Advisor with client accounts. This firm serves High Net Worth Clients. They offer great benefits ...

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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 ...

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 ...

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 ...

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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 ...

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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 Aug 2, 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 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Executive Assistant to Partner - Premier Finance firm

Private Equity

New York, NY • On-site

$140K - $180K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

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Job description

  • A front-row seat to the inner workings of elite finance
  • A fast-track career with exposure, respect, and impact


A prestigious financial firm is seeking a top-performing Executive Assistant to support one of the firm's most dynamic and high-performing Partners. This is not your average EA role — this is a high-stakes, high-visibility position at the intersection of strategy, execution, and excellence.

As the right-hand to a senior Partner, you'll be the gatekeeper, strategist, and problem-solver, ensuring their day runs seamlessly so they can focus on driving the business forward.

  • Manage an ever-changing, fast-paced calendar across multiple time zones
  • Coordinate complex travel (private/commercial, international/domestic) with precision
  • Prepare and handle confidential materials and investor communications
  • Liaise with senior stakeholders, investors, and internal teams
  • Anticipate needs before they arise — you’re always three steps ahead
  • Take initiative on projects, research, and operational tasks
  • Thrive in a high-performance culture where excellence is the standard
  • 3+ years supporting senior executive at a professional services firm
  • Discretion and professionalism with high-level confidential information
  • Premium healthcare, 401(k), generous PTO