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Financial Specialist Jobs (NOW HIRING)

MDT Technical

Financial Specialist

Spartanburg, SC · On-site

Financial Specialist Primary Location : Spartanburg, South Carolina V-Soft Consulting is currently hiring for a Financial Specialist for our premier client in Spartanburg, South Carolina. Education ...

Seamar

Financial Specialist

Seattle, WA

Sea Mar is a mandatory COVID-19 and flu vaccine organization Position Summary The Financial Specialist provides financial screening and patient account management to Sea Mar clients in the mental ...

AXIS Management Group

Financial Specialist

Vienna, VA · On-site

Financial Specialist Full-Time | Federal Program Support We are seeking a Financial Specialist to provide financial management, accounting, and budget support for a federal program, onsite at a ...

Virginia Tech

Financial Specialist

Blacksburg, VA

Financial Specialist Apply now Back to search results Job no: 536803 Work type: Staff Senior management: Senior Vice Pres Advancement Department: University Development Location: Blacksburg, Virginia ...

Seamar

Financial Specialist

Mount Vernon, WA · On-site

Sea Mar is a mandatory COVID-19 and flu vaccine organization Position Summary The Financial Specialist provides financial screening and patient account management to Sea Mar clients in the mental ...

State of Wisconsin

Financial Specialist

Milwaukee, WI · On-site +1

$22.76/hr

Position Summary The Financial Specialist position is responsible maintenance of accounts for persons in our care, including payroll, and using the computerized system WICS (Wisconsin Integrated ...

City of Americus

Financial Specialist

Americus, GA

$42K/yr

Description The purpose of the Financial Specialist classification within the Finance department is to perform administrative, and technical work as the City's Financial Specialist. This is a mid ...

Apogee Engineering

Financial Specialist

Tampa, FL · On-site

Financial Specialist Location US-FL-Tampa ID 2025-1211 Category Finance/Accounting Position Type Hidden (2049) Remote No Overview We are continuously seeking qualified talent. Although this position ...

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Financial Specialist information

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$31.5K

$74.5K

$117K

How much do financial specialist jobs pay per year?

As of Jul 27, 2026, the average yearly pay for financial specialist in the United States is $74,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Specialist, and why are they important?

To thrive as a Financial Specialist, you need expertise in financial analysis, budgeting, and accounting principles, usually backed by a degree in finance, accounting, or a related field. Familiarity with financial software such as QuickBooks, SAP, or Excel, and certifications like CFA or CPA, are often required. Strong analytical thinking, attention to detail, and effective communication help professionals excel in interpreting data and advising stakeholders. These skills ensure accurate financial planning, regulatory compliance, and strategic decision-making within organizations.

What does a Financial Specialist do?

A Financial Specialist is responsible for analyzing financial data, preparing reports, and providing guidance on financial matters for individuals or organizations. They may handle budgeting, forecasting, investment analysis, and compliance with financial regulations. Financial Specialists often work in banks, corporations, government agencies, or consulting firms, helping clients make informed financial decisions. Their expertise is crucial for effective financial planning and risk management.

What are some common challenges Financial Specialists face when working with cross-functional teams?

Financial Specialists often collaborate with departments such as operations, marketing, and IT to develop budgets, forecast financial performance, and support strategic projects. One common challenge is translating complex financial data into actionable insights for non-financial colleagues, requiring strong communication skills and adaptability. Additionally, differing priorities or timelines between teams can create pressure to balance accuracy with responsiveness, making effective time management and relationship-building essential for success in this role.

What does a finance specialist do?

A finance specialist analyzes financial data, prepares reports, and provides advice to help organizations manage budgets, investments, and financial planning. They often use tools like spreadsheets and financial software and may hold certifications such as CFA or CPA. Their work involves assessing risks, ensuring compliance, and supporting strategic financial decisions.

What is the highest paid job in finance?

In finance, chief executive officers (CEOs) and chief financial officers (CFOs) are among the highest paid roles, often earning multi-million dollar compensation packages that include salary, bonuses, and stock options. Senior-level positions requiring extensive experience, advanced certifications like CFA or CPA, and leadership responsibilities tend to have the highest salaries in the industry.

What is the difference between Financial Specialist vs Financial Analyst?

AspectFinancial SpecialistFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CFP are a plusBachelor's degree in finance, economics, or related; CFA certification often preferred
Work EnvironmentFinancial institutions, corporate finance departments, or consulting firmsInvestment firms, banks, corporate finance teams, or consulting
Employer & Industry UsageUsed across banking, insurance, and corporate sectors for client or internal financial supportCommonly employed in investment analysis, market research, and financial planning

Financial Specialists focus on providing tailored financial advice and managing client accounts, while Financial Analysts primarily analyze data to support investment decisions and financial planning. Both roles require similar credentials and often work in overlapping environments, but their core functions differ in scope and focus.

Is $100,000 enough to work with a financial advisor?

For a Financial Specialist, a $100,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of financial planning needed. Many advisors have minimum investment requirements or charge a percentage of assets under management, which can influence whether this amount is adequate for personalized services.

What jobs make $1,000,000 a year?

Financial specialists typically do not earn $1,000,000 annually; such high earnings are usually associated with top executives, successful entrepreneurs, hedge fund managers, or investment bankers in senior roles. Achieving this level often requires extensive experience, advanced skills, and significant risk-taking or ownership stakes. Most high earners in finance or related fields work in leadership positions or own their own firms.

What Is a Financial Specialist?

Financial specialists work with their clients to determine what their economic goals are and then make recommendations on how to meet those goals. As a financial specialist, you analyze your client’s current financial situation and offer advice on the best securities and other investments to achieve their short- and long-term goals. You may sell your customer various financial services, such as insurance and certificates of deposit, based on their financial needs.

More about Financial Specialist jobs
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Financial Specialist jobs near you
Infographic showing various Financial Specialist job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 13% Part Time, and 5% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $74,528 per year, or $35.8 per hour.
Financial Specialist

Financial Specialist

Lutheran Social Service of Minnesota

Saint Paul, MN

$21.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Lutheran Social Service of Minnesota rating

6.8

Company rating: 6.8 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

51st of 238 rated social care providers

Job description

Lutheran Social Service of Minnesota is a dynamic social service organization serving children, youth and families, people with disabilities, older adults, and military veterans. Trustworthiness is a value and strength shared by our employees and recognized by the communities we serve. We offer an Alive Workplace (Supportive, Positive and Fun) and careers that challenge, energize, and reward employees. Consider joining us!

As a Financial Specialist, you will provide a range of bookkeeping functions for Guardianship Options by coordinating with Guardian/Conservator in the management and reporting of the financial affairs of its vulnerable clients. 

As a Financial Specialist, we offer you:

  • An excellent benefits package that includes medical, dental, life, vision, 403(b) plan with a match, wellness program, and other ancillary plans
  • Generous PTO plan, Paid Holidays, and 3 Float Days
  • Opportunities to continue professional development
  • An ALIVE Workplace that is Supportive, Positive, Healthy and Fun!
  • A diverse workplace
  • An outstanding reputation

As a Financial Specialist you will:

  • Maintain financial documentation according to policy and present to all internal and external auditors upon request.
  • Document and bill service hours for each assigned client following LSS GO policy and procedures. 
  • Handel all finances associated with the client’s estate, including but not limited to payment of bills, reconciling accounts, handling deposits, etc.
 

Financial Specialist Minimum Requirements:

  • A two-year associate’s degree is preferred.
  • A minimum of two years of experience in accounting, banking or customer service is required.
  • Coordinating skills required to organize and maintain separate financial records for 30 to 60 individual clients.
  • Computer literacy, spreadsheets, word processing and basic budgeting is required.
  • Strong communication skills are required to work as a team and present financial information in a conscientious manner. Also required to be a good listener and ask questions
  • Strong administrative skills needed to monitor financial data and interrupt financial policies and procedures.
  • Able to work under pressure and handle stressful situations in a calm and professional manner.
  • A DHS criminal background check is required.
  • Excellent accuracy and attention to detail regarding financial tasks (paying bills, transferring assets, depositing client funds).
  • Good planning and organizational skills; able to determine priorities and manage time appropriately.
  • Sound judgment and problem-solving skills required to analyze problems regarding best interests of clients

What Lutheran Social Service of Minnesota employees say

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About Lutheran Social Service of Minnesota

Sourced by ZipRecruiter

Lutheran Social Service of Minnesota, based in Saint Paul, MN, U.S., is one of the largest nonprofit organizations in the state, operating since 1865. The company is dedicated to serving the less privileged and marginalized sectors of society and works in the non-profit organization management industry, focusing on social services. The services they provide include counselling, financial services, housing, and disability services amongst others. They firmly uphold their mission of “Expressing the love of Christ for all people through service that inspires hope, changes lives, and builds community.” Their belief in the potential of every individual propels the organization to continue to work on improving people's lives.

Industry

Non-profits

Company size

1,001 - 5,000 Employees

Headquarters location

Saint Paul, MN, US

Year founded

1865

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