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Financial Firm Jobs (NOW HIRING)

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

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

$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 ...

Build My Great Team

Firm Administrator

Richmond, VA · On-site

$100K - $145K/yr

Firm Administrator Richmond, Virginia | Monthly travel to Williamsburg, Fredericksburg, and ... Oversee financial operations including AR, AP, and general ledger integrity * Support ...

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 ...

Build My Great Team

Firm Administrator

Richmond, VA · On-site

$100K - $145K/yr

Firm Administrator Richmond, Virginia Monthly travel to Williamsburg, Fredericksburg, and Virginia ... Oversee financial operations including AR, AP, and general ledger integrity * Support ...

Build My Great Team

Firm Administrator

Richmond, VA · On-site

$100K - $145K/yr

Firm Administrator Richmond, Virginia | Monthly travel to Williamsburg, Fredericksburg, and ... Oversee financial operations including AR, AP, and general ledger integrity * Support ...

PeopleFirst Staffing

EXECUTIVE ASSISTANT

Blue Ash, OH · On-site

EXECUTIVE ASSISTANT needed for Financial Firm in Blue Ash, OH. Looking for someone with Administrative experience, excellent communication skills, organized, polite and can work with an Exec. that is ...

Blueline Capital Group

Be Seen First

Senior Account Executive

New York, NY · On-site

$85K - $130K/yr

Blueline Capital Group Financial District, Manhattan, NY Full-Time | In-Office (Monday-Friday) Blueline Capital Group is an expanding financial firm helping business owners secure the capital they ...

Open Systems Technologies

Python Developer

Manhattan, NY · On-site

$150K - $200K/yr

A major financial firm is looking for a Python Developer to join their team in New York, NY. Compensation: $150-200k/year Qualifications: * A Bachelor's Degree in Computer Science, Engineering, or ...

Virtu Financial

Trading Operations Analyst

Austin, TX

$125K - $140K/yr

Virtu is a leading financial firm that leverages cutting edge technology to offer liquidity to the global markets and innovative, transparent trading solutions to our clients. As a market maker ...

Virtu Financial

Systems Engineer

Austin, TX · On-site

Virtu Financial is a leading financial firm that leverages cutting edge technology to deliver liquidity to the global markets. The Systems Engineer role involves designing, building, and supporting ...

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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 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:
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 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Financial Services

WFG Chicago

Chicago, IL • On-site

Part-time

Re-posted 13 days ago

Job description

Company Description
We educate families on how to spend less, save more, and reduce their taxes!
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, Transamerica and Aegon, we are able to assess financial needs, educate clients, and offer a wide variety of services that match financial needs and goals. Every financial plan has a common purpose- to protect families and their dreams.
Job Description
A Financial Consultant/ Financial Advisor works with clients to develop individualized financial plans for savings, retirement, investments and insurance. They effectively manage a client base by ensuring that all clients receive the proper attention and response. Consultants and advisors also work with clients to learn client needs, goals, preferences and prior experiences in efforts to accomplish financial goals and objectives.
Qualifications
  • High energy and ability to work in a fast-paced environment
  • Self-starter with the ability to work independently
  • Detail-oriented and results driven
  • Ability to communicate through face-to-face meetings and/or phone presentations, in a clear and concise manner
  • Ability to develop strong relationships with clients, prospects and business partners in any setting
  • Flexibility to travel and/or work non-traditional hours to meet with clients in their homes or businesses.
  • Willingness to obtain state LIFE license within 90 days of hire
  • Willingness to obtain Series 6, Series 63 within 180 days of hire (Advisors ONLY)
  • Must have 2-3 years of work related experience
  • Ability to pass federal background check

Additional Information
  • Assess financial situations by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning
  • Analyze and interpret customers' financial circumstances and develop financial strategies
  • Select appropriate products, through balanced presentations, to each client's current needs and long term financial strategy
  • Monitor clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, and recommending changes in goals and plans
  • Provide financial management information by preparing financial need analyses
  • Market services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, and presenting financial planning workshops
  • Prospect and recruit new team members to build a strong company base
  • Update job knowledge by tracking financial markets, general economic conditions, and new financial products
  • Participate in educational opportunities by reading professional and technical publications, maintaining personal networks and participating in professional organizations
  • Adhere to all compliance/risk procedures, follow corporate and industry protocols, and act in a manner which protects the interests of the client at all times

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