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Financial Planning Ministry Jobs (NOW HIRING)

The Navigators

Gift Planning Officer

Colorado Springs, CO · On-site

$70K - $111K/yr

Listens to, engages, and disciples gift planning ministry partners to use their gifts of giving ... Experience in non-profit or financial industry work and knowledge preferred regarding Gift Planning ...

Navigators

Gift Planning Officer

Colorado Springs, CO

$70K - $111K/yr

Listens to, engages, and disciples gift planning ministry partners to use their gifts of giving ... Experience in non-profit or financial industry work and knowledge preferred regarding Gift Planning ...

Ministry Brands

Corporate FP&A Manager

Alpharetta, GA · On-site

Ministry Brands is looking for a Corporate FP&A Manager to join our growing team! Who we are Ministry Brands is a leading provider of SaaS operational management systems, payments platforms, digital ...

Rainmaker Resources, LLC

Manager FP&A

Cincinnati, OH · On-site

Lead/assist in the preparation of the ministry consolidation, elimination entries and analysis and ... Advanced accounting, analytical, financial modeling, strategic planning and forecasting skills.

Ministrybrands

Corporate FP&A Manager

Alpharetta, GA · Hybrid

Ministry Brands is looking for a Corporate FP&A Manager to join our growing team! Who we are Ministry Brands is a leading provider of SaaS operational management systems, payments platforms, digital ...

Patria Church

Finance Coordinator

Rancho Cucamonga, CA · On-site

$25 - $26/hr

Prepare budget-to-actual reports and financial summaries for ministry and operational leaders.Support campuses with financial planning, purchasing processes, reimbursement requests, and expenditure ...

New

Central Church

Finance Director

Sioux Falls, SD · On-site

Develop financial forecasting models and scenario planning to support ministry growth, campus expansion, and capital planning. * Provide financial insight that helps leadership discern what is ...

Central Church

Finance Director

Sioux Falls, SD · On-site

$115K - $140K/yr

Develop financial forecasting models and scenario planning to support ministry growth, campus expansion, and capital planning. * Provide financial insight that helps leadership discern what is ...

Central Church

Finance Director

Sioux Falls, SD · On-site

Develop financial forecasting models and scenario planning to support ministry growth, campus expansion, and capital planning. * Provide financial insight that helps leadership discern what is ...

Compassion

Planned Giving Officer

Concord, NC

$123K - $144K/yr

Designs and implements personalized legacy giving strategies that align donors' philanthropic, financial, and estate planning goals with Compassion's ministry objectives. Actively advances long-term ...

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All JobsFinancial Planning Ministry Jobs

Financial Planning Ministry information

See salary details

$35.5K

$60.6K

$104.5K

How much do financial planning ministry jobs pay per year?

As of Jul 16, 2026, the average yearly pay for financial planning ministry in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

Is financial planning a stressful job?

Financial planning can be a stressful job due to the responsibility of managing clients' finances and meeting deadlines. It often requires strong analytical skills, attention to detail, and the ability to handle client expectations, which can contribute to work-related stress.

What jobs do financial planning majors get?

Financial planning majors often pursue careers as financial advisors, personal financial planners, or wealth management consultants. They typically work in financial services firms, banks, or independently, using skills in investment analysis, budgeting, and client consultation. Certifications like CFP can enhance job prospects in this field.

What is the difference between Financial Planning Ministry vs Financial Advisor?

AspectFinancial Planning MinistryFinancial Advisor
CredentialsTypically requires financial planning certifications (e.g., CFP), relevant educationOften holds similar certifications (e.g., CFP, Series 7), with focus on client advice
Work EnvironmentGovernment or nonprofit settings, focusing on public financial education and planningPrivate firms, banks, or independent practices serving individual clients
Employer & Industry UsageUsed mainly in government or nonprofit sectorsCommon in financial services industry, private sector

Financial Planning Ministry typically refers to government or nonprofit initiatives promoting financial literacy and planning, whereas a Financial Advisor is a professional providing personalized financial advice to clients. Both roles may require similar certifications but differ mainly in their work environment and employer type.

What is a Financial Planning Ministry?

A Financial Planning Ministry is an organization or department, often within a church or faith-based institution, that helps members with financial guidance and estate planning from a stewardship perspective. Their services typically include assisting individuals and families in creating wills, trusts, and charitable giving plans that align with their values and faith. The goal is to ensure wise management of resources while supporting both personal and ministry financial goals. These ministries often offer workshops, educational resources, and one-on-one consultations.

How does a Financial Planning Ministry professional typically collaborate with clients and other team members to create comprehensive financial plans?

A Financial Planning Ministry professional often works closely with clients to understand their unique financial goals, values, and circumstances, placing a special emphasis on stewardship and legacy planning. Collaboration with team members such as other financial planners, legal advisors, and accountants is also common to ensure that all aspects of a client’s financial situation are addressed. Regular meetings, both with clients and internally, help coordinate strategies for charitable giving, estate planning, and long-term financial stability. This team-oriented approach ensures holistic and tailored solutions that align with both practical financial needs and the ministry’s mission.

What are the key skills and qualifications needed to thrive in a Financial Planning Ministry role, and why are they important?

To thrive in a Financial Planning Ministry role, you need a solid background in financial planning, estate planning, and an understanding of faith-based stewardship principles, typically supported by a degree in finance or related fields. Familiarity with financial planning software, customer relationship management (CRM) tools, and relevant certifications such as CFP or ChFC is highly valuable. Strong interpersonal skills, integrity, and the ability to communicate complex financial concepts in a compassionate and clear manner are essential soft skills. These qualifications ensure that financial guidance is both technically sound and aligned with the values and needs of individuals and families seeking faith-based financial advice.

What does a church finance secretary do?

A church finance secretary manages the church's financial records, including tracking donations, preparing budgets, and handling accounts payable and receivable. They often use accounting software and ensure compliance with financial policies and reporting requirements.

What church jobs pay the most?

In a religious organization, senior financial roles such as Chief Financial Officer (CFO) or Director of Finance typically have the highest salaries, often exceeding $100,000 annually. These positions require strong financial management skills, accounting knowledge, and experience with budgeting and compliance within a church or faith-based setting.
More about Financial Planning Ministry jobs
What cities are hiring for Financial Planning Ministry jobs? Cities with the most Financial Planning Ministry job openings:
What states have the most Financial Planning Ministry jobs? States with the most job openings for Financial Planning Ministry jobs include:
What job categories do people searching Financial Planning Ministry jobs look for? The top searched job categories for Financial Planning Ministry jobs are:
Financial Planning Ministry jobs near you
Infographic showing various Financial Planning Ministry 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 $60,617 per year, or $29.1 per hour.
Gift Planning Officer

Gift Planning Officer

The Navigators

Colorado Springs, CO • On-site

$70K - $111K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

PRIMARY PURPOSE
The Gift Planning Officer for the Western United States shall serve The Navigators and fulfill the responsibilities listed below in the spirit of The Navigators calling, values and purpose: To advance the Gospel of Jesus and His kingdom into the nations through spiritual generations of laborers living and discipling among the lost.
This position will work in partnership with the Senior Director of Gift Planning, Foundations, & Content Creation, other Gift Planning Officers, the Gift Planning, Foundations, & Content Creation team, and the wider Advancement team to effectively implement successful legacy strategies that serve Navigator ministry partners by securing deferred, and current funding for The Navigators priorities.
ESSENTIAL FUNCTIONS
Gift Planning Primary Responsibilities (90%)
  • Facilitates strategies regarding cultivation, solicitation, closing techniques, and some stewardship to meet short and long-term legacy funding goals. Identifies, researches, cultivates, and solicits qualified prospects for planned gifts by actively managing a dynamic portfolio of ministry partners and prospects.
  • Listens to, engages, and disciples gift planning ministry partners to use their gifts of giving toward Navigator missional objectives.
  • Develops a comprehensive understanding of The Navigators' history, values, ministries, vision, and strategic objectives and be able to communicate these knowledgeably, credibly, and enthusiastically with Gift Planning ministry partners and other Navigator constituents.
  • Develops an annual moves management strategic plan in partnership with the Senior Director of Gift Planning, Foundations, & Content Creation for their territory to engage with and cultivate a portfolio of new and current Gift Planning ministry partners.
  • Participates in and contributes to Advancement Department planning and strategy meetings.
  • Works collaboratively with the Senior Director of Gift Planning, Foundations, & Content Creation, Direct Response, Mid-Level, Ministry Partner Advisors, Gift Planning and Foundations team members, and ministry partner research/moves management teams to identify and pursue prospective Gift Planning donors.
  • Remains current regarding gift planning trends, educational opportunities, and legal requirements.
  • Travel Required approximately 50% of the time.

Additional Responsibilities (10%)
  • Attends weekly Gift Planning huddles and other department meetings.
  • Read spiritually and culturally developmental books and literature.
  • Participates in development events such as Navigator on-site events, Cultural Development and Diversity trainings or other non-Navigator developmental events as appropriate.
  • Participates in the annual Plan and Progress Review (PPR) process which includes a self-evaluation and manager evaluation.
  • Submits and maintains regular trip summaries and tracks all ministry partner contact in Salesforce.
  • Submit expense reports, due the 15th of each month
  • Additional job-related duties as assigned.

CORE COMPETENCIES
  • Customer Service oriented
  • Superior written and verbal communication skills
  • Strong presentation and liaison skills
  • Self-motivated
  • Attention to detail
  • Strategic
  • Positive and professional demeanor
  • Ability to forge strong working relationships

MINIMUM AND PREFERRED QUALIFICATIONS
Spiritual: Belief in and adherence to the Statement of Faith and Mission of The Navigators. Knowledge of Navigator Missions and ministries preferred. Lives out a deep, personal, and daily relationship with Jesus Christ which reflects and represents The Navigators' ministry and values. Embraces Advancement as a ministry to ministry partners with purposeful intent to be
deeply involved in ministry partners' lives and to discover and cultivate ministry partners'
philanthropic interests.
Experience: At least one year of experience in Gift Planning preferred, including knowledge of gifting options, cultivation, stewardship, and closing skills. Experience in non-profit or financial industry work and knowledge preferred regarding Gift Planning options e.g., Wills, Living Trusts, QCDs from IRAs, Life Insurance, Charitable Remainder Trusts, Charitable Gift
Annuities, Donor Advised Funds, and Charitable Endowments.
Technical Knowledge & Skills: Working knowledge of Microsoft Office and other database and web-based fundraising tools.
Communication & Leadership: Excellent interpersonal and communication skills including verbal & written, to create understanding and build strong working relationships required.
Education: Minimum four-year degree. Fundraising (CFRE) or (CAP) credentials preferred but not required.
Location: Remote, Hybrid, In-Person. Must live West of the Mississippi River in the United States.
Compensation Range: $70,601.51 - $111,333.20 annual
Benefits: High-Deductible Health Plan: Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, EAP, 401a and 403b retirement options. Up to 15 paid holidays per year, accumulating PTO (vacation, sick, personal). For detailed information, visit navbenefits.org.
The Navigators is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. The Navigators does not discriminate based on race, color, national origin, sex, age, disability, veteran status, or any other status protected by law or regulation.

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