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Financial Planning Ministry Jobs (NOW HIRING)

Chief Financial Officer

Waukesha, WI · On-site

$180 - $260/hr

The CFO leads Financial Services and is responsible for financial planning, accounting and ... Leads the development and administration of the biennial ministry financial plan including ...

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 ...

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 ...

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 ...

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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 Aug 20, 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.

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.

What does a financial planning ministry professional do?

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?

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 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 can I do with a financial planning ministry degree?

A financial planning ministry degree prepares individuals for roles such as financial planners, advisors, or consultants, focusing on helping clients manage personal finances, investments, and retirement planning. It often involves developing skills in budgeting, financial analysis, and using tools like financial planning software, with certifications like CFP enhancing career prospects.
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:

Infographic showing various Financial Planning Ministry job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Chief Financial Officer (Waukesha)

WELS Church Extension Fund, Inc.

Waukesha, WI • On-site

Full-time

Posted 2 days ago

New


Job description

Chief Financial Officer# Chief Financial OfficerHot JobWELS-CMM - Waukesha, WI 53188## DescriptionSUMMARYThe Chief Financial Officer serves as the chief financial steward of the Wisconsin Evangelical Lutheran Synod, providing executive leadership for the financial management, stewardship, and administrative support of WELS and its affiliated ministries and organizations. The CFO leads Financial Services and is responsible for financial planning, accounting and reporting, treasury and investment management, budgeting, audit oversight, risk management, legal coordination, nonprofit compliance, internal controls, and strategic financial counsel and decision support.Reporting directly to the President of the Synod, the CFO provides executive oversight of Financial Services and other assigned ministry support functions and affiliated organizations, currently including Human Resources, Facilities Services, WELS Church Extension Fund, WELS Foundation, WELS Investment Funds, the WELS Retirement Program Commission, and the WELS VEBA Commission. The CFO also serves as the Treasurer of the Synod, participates in governance of various boards, commissions, and committees, and advises the President, Synodical Council, Accounting Oversight Committee, ministry leaders, and other stakeholders.ESSENTIAL DUTIES AND RESPONSIBILITIES* Provides executive leadership for the financial stewardship and long-term financial sustainability of WELS, aligning financial resources with the Synod's mission, ministry priorities, and organizational objectives.* Leads the development and administration of the biennial ministry financial plan including budgeting, forecasting, financial analysis, recommendations, and executive decision support.* Oversees accounting, financial reporting, audit coordination, internal controls, financial policies, and nonprofit and regulatory compliance, ensuring complete, accurate, and timely financial information.* Directs treasury, cash and investment management, banking, financing, liquidity, debt, and enterprise financial risk activities, including relationships with financial institutions and investment advisors.* Provides executive leadership, financial integrity, effective governance, organizational alignment, operational excellence, and continuous improvement.* Oversees the financial planning, financing, contract administration, and executive governance of major capital construction, renovation, and facility improvement projects at WELS and its ministerial education schools.* Serves as Treasurer of the Synod and provides executive financial leadership and strategic counsel to the President, Synodical Council, Accounting Oversight Committee, governing boards, ministry leaders, and affiliated organizations.* Manages key executive relationships with external auditors, legal counsel, insurance providers, consultants, and other professional service partners and leads cross-functional initiatives assigned by the President.SUPERVISORY RESPONSIBILITIESProvides executive leadership for assigned staff and organizational leaders, including recruitment, delegation, coaching, performance management, professional development, and succession planning. Fosters a culture of collaboration, accountability, continuous improvement, servant leadership, mutual respect, and faithful stewardship.*These requirements are representative, but not all-inclusive, of the knowledge, skill, and ability required to perform this job. Other duties may be assigned.*## QualificationsQUALIFICATIONS AND EXPERIENCE* Active voting member in good standing of a WELS congregation, with a demonstrated commitment to the doctrine, mission, and ministry of WELS.* Bachelor's degree in Accounting, Finance, Business Administration, or a closely related field required; an MBA, graduate degree in a related discipline, or other advanced education is preferred.* CPA designation strongly preferred. Other relevant professional certifications may be considered based on the candidate's education and experience.* Progressively responsible executive leadership experience built on a strong foundation in accounting and financial management, including financial reporting, budgeting, treasury, investments, internal controls, risk management, and financial strategy.* Experience leading responsibilities beyond traditional finance, including cross-functional initiatives, organizational improvement, technology implementation, capital projects, or other complex enterprise activities.* Experience overseeing independent financial audits, regulatory compliance, legal coordination, banking relationships, financing activities, investment management, and other professional service relationships.* Experience advising executive leadership, governing boards, or similar oversight bodies and presenting complex financial information in support of strategic decision-making.* Strong analytical, problem-solving, organizational, and project-management abilities, with the capacity to identify trends, evaluate alternatives, manage competing priorities, and recommend practical solutions.* Demonstrated ability to communicate and present complex financial, legal, regulatory, and organizational matters clearly to audiences with differing levels of technical and financial knowledge.* Strong integrity, discretion, executive judgment, interpersonal skills, and ability to maintain confidentiality while managing sensitive financial, personnel, legal, and organizational matters.* Experience in a nonprofit, faith-based, educational, or similarly mission-driven organization is preferred but not required.* Proficiency with modern financial systems, Microsoft Office applications, data analysis tools, and technology that support financial and organizational effectiveness.* Ability to travel as necessary for meetings, conferences, ministry activities, and visits to WELS schools, ministries, subsidiaries, and affiliated organizations.
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