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Financial Partners Jobs (NOW HIRING)

TruOak Financial Partners

Financial Consultant

Atlanta, GA · Hybrid

$95K - $123K/yr

TruOak Financial Partners is looking for competitive, coachable professionals who want more than a title, quota, or traditional advisor path. This is for someone who wants to build something real: a ...

COR Financial Partners

Be Seen First

Financial Services Professional

OR · Remote

$50K - $100K/yr

We are a full-service financial planning firm partnered with leading institutions across North America. Our focus is helping individuals, families, and business owners create structured retirement ...

COR Financial Partners

Be Seen First

Financial Services Professional

OR · Remote

$50K - $100K/yr

We are a full-service financial planning firm partnered with leading institutions across North America. Our focus is helping individuals, families, and business owners create structured retirement ...

CSuite Financial Partners

CFO Consultant

Austin, TX · On-site

CSuite Financial Partners is seeking an Interim CFO to serve as the seated financial executive throughout the firm's M&A transaction. This individual will lead M&A readiness initiatives, serve as the ...

CSuite Financial Partners

CFO Consultant

Austin, TX

CSuite Financial Partners is seeking an Interim CFO to serve as the seated financial executive throughout the firm's M&A transaction. This individual will lead M&A readiness initiatives, serve as the ...

TruOak Financial Partners

Financial Consultant

Atlanta, GA · On-site +1

$95K - $123K/yr

TruOak Financial Partners is looking for competitive, coachable professionals who want more than a title, quota, or traditional advisor path. This is for someone who wants to build something real: a ...

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Financial Partners information

See salary details

$31.5K

$71.6K

$115K

How much do financial partners jobs pay per year?

As of Jun 16, 2026, the average yearly pay for financial partners 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 as a Financial Partner, and why are they important?

To thrive as a Financial Partner, you need strong analytical skills, expertise in financial planning, and a solid understanding of investment strategies, typically supported by a degree in finance or accounting and relevant certifications such as CFA or CFP. Proficiency with financial modeling tools, portfolio management software, and CRM systems is commonly required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build lasting client relationships. These skills are crucial for providing sound financial advice, managing assets effectively, and fostering client trust and retention.

What are Financial Partners?

Financial Partners are individuals or organizations that collaborate to provide financial services, support, or investment to clients, businesses, or other institutions. They may include banks, investment firms, advisors, or other entities that work together to achieve financial goals, manage assets, or fund projects. Financial Partners play a crucial role in helping clients plan, grow, and protect their wealth through tailored financial strategies and solutions.

What is the difference between Financial Partners vs Financial Advisors?

AspectFinancial PartnersFinancial Advisors
CredentialsCertifications vary; often include CFP, CFA, or CPATypically hold CFP, CFA, or Series 7/66 licenses
Work EnvironmentCollaborate with clients and internal teams, often in corporate or financial firmsWork directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by firms offering partnership or collaborative financial servicesCommonly employed by banks, advisory firms, and independent practices

Financial Partners and Financial Advisors both require relevant certifications and work within the financial industry. However, Financial Partners often refer to collaborative roles within firms, while Financial Advisors focus on direct client financial planning and investment advice. Understanding these differences helps clarify career paths and service offerings in the financial sector.

How do Financial Partners typically collaborate with clients and internal teams to develop effective financial strategies?

Financial Partners work closely with clients to understand their financial goals, assess current portfolios, and identify tailored strategies for growth or risk management. Collaboration often extends to internal teams such as analysts, portfolio managers, and compliance specialists to ensure proposals are data-driven and compliant with regulations. Successful Financial Partners are proactive communicators, regularly updating clients and leveraging teamwork to deliver comprehensive financial solutions. This collaborative environment not only enhances client satisfaction but also provides opportunities to learn from colleagues and advance within the organization.
What cities are hiring for Financial Partners jobs? Cities with the most Financial Partners job openings:
What are the most commonly searched types of Financial Partners jobs? The most popular types of Financial Partners jobs are:
What states have the most Financial Partners jobs? States with the most job openings for Financial Partners jobs include:
Financial Partners jobs near you
Infographic showing various Financial Partners job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 74% Full Time, 21% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Financial Advisor - Thrive Financial Partners

uFinancial Group

Huntersville, NC • Remote

Full-time

Posted 12 days ago

Be an early applicant

Job description

Flexibility and Control.

And a business partner who gives you the freedom to have both.

You’ve spent a good portion of your career building the practice you envisioned. And for whatever reason, you may now see a need for change. We respect your experience and your expertise. At our firm, Thrive Financial Partners, a uFinancial Group firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success.

We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.

If you’re a successful entrepreneur looking to accelerate your practice, we will support you through...

  • A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop
  • A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer
  • A unique business markets process that will differentiate you and help you add more value to conversations with business owners
  • Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
  • A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
  • Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms
  • State-of-the-art technology platforms and tools

Let’s partner together in support of the values we share with each other:

  • Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise
  • Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
  • Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
  • Being heard: because your voice matters, because you matter
  • Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
  • Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you

Reach out today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best.