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Financial Firm Jobs (NOW HIRING)

Sims Financial Services

Be Seen First

Client Service Administrator

Wayne, PA · On-site

$45K - $55K/yr

Who we are Sims Financial Services is a boutique, family-run advisory firm in Wayne, PA, serving clients nationwide since 1960. With specialties in wealth management, retirement planning, insurance ...

WFG Chicago

Financial Services

Chicago, IL

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 ...

Khan Law Firm

Law Firm Administrator

Kent, WA · On-site

$60K - $120K/yr

Description A law firm administrator manages the business and operational aspects of a law firm ... Handling bookkeeping, budgeting, payroll, and financial reporting. • Human Resources: Managing ...

Khan Law Firm

Law Firm Administrator

Kent, WA

$60K - $120K/yr

A law firm administrator manages the business and operational aspects of a law firm, essentially ... Financial Management: Handling bookkeeping, budgeting, payroll, and financial reporting. * Human ...

MassMutual

Financial Advisor

Atlanta, GA · On-site

$50K - $150K/yr

Piedmont Group, a MassMutual Firm, when you join our team, you'll know you aren't alone in your ... relationships with local financial institutions and professional firms * State-of-the-art ...

MassMutual

Financial Advisor

Atlanta, GA · Remote

$50K - $150K/yr

Piedmont Group, a MassMutual Firm, when you join our team, you'll know you aren't alone in your ... relationships with local financial institutions and professional firms * State-of-the-art ...

MassMutual

Financial Advisor

Tampa, FL · On-site

$50K - $300K/yr

Coastal Wealth, a MassMutual Firm, builds wealth and builds leaders. We help advisors scale with ... relationships with local financial institutions and professional firms * State-of-the-art ...

T Rowe Price

Financial Consultant

Colorado Springs, CO · Hybrid

Grow your career with a top global financial firm with 80+ years of success in the industry. Here, every associate contributes to the lives of those we serve for the better. We do this by building ...

MassMutual

Financial Advisor

Tampa, FL · Remote

$50K - $300K/yr

Coastal Wealth, a MassMutual Firm, builds wealth and builds leaders. We help advisors scale with ... relationships with local financial institutions and professional firms * State-of-the-art ...

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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 May 29, 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 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 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 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 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.

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 May 2026, with employment types broken down into 54% Full Time, 40% Part Time, and 6% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Administrative Assistant-Financial Industry

New York Financial Partners Inc

Jericho, NY

$60K - $70K/yr

Full-time

PTO

Posted 20 days ago

Job description

Benefits/Perks
  • Competitive Compensation
  • Paid Time Off
  • Career Growth Opportunities
Job Summary
We are seeking a motivated and outgoing Administrative Assistant to join our team for a busy, growing financial firm. You will be required to support clients, Financial Advisors and the managing partners. Strong communication, computer and organizational skills are a must and financial/broker dealer knowledge is preferred. This is a full time position in the office.
Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, filing, processing paperwork, placing various office orders etc . The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.
Responsibilities
  • Answer incoming phone calls and route them to the appropriate person
  • Schedule appointments and maintain a calendar
  • Organize meetings and take accurate minutes
  • Write emails, memos, and letters and distribute them appropriately
  • Maintain an organized filing system
  • Develop, update, and maintain relevant office procedures
Qualifications
  • High school diploma/GED required, Associates degree or administrative training is preferred
  • Previous experience as an Administrative Assistant ideally in the financial industry
  • Familiarity with standard office equipment such as printers and fax machines
  • Excellent computer skills and knowledge of Microsoft Word, Outlook, and PowerPoint
  • Highly organized with excellent time management skills and the ability to prioritize projects