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Financial Strategist Jobs (NOW HIRING)

IMA Financial Group

Financial Strategist

Bennington, VT · On-site

$54K - $67K/yr

In this position, the Financial Strategist will independently support core financial modeling, claims projections, IBNR analysis, and strategic renewal analysis for self-funded and level-funded ...

All Financial Freedom

Financial Strategist

Rockville, MD · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions • Help clients understand options such as retirement strategies, life insurance, and debt ...

All Financial Freedom

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions • Help clients understand options such as retirement strategies, life insurance, and debt ...

All Financial Freedom

Financial Strategist

Alexandria, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions • Help clients understand options such as retirement strategies, life insurance, and debt ...

All Financial Freedom

Financial Strategist

Bethesda, MD · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

Chevy Chase, MD · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

Great Falls, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

Potomac, MD · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

MD · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

Fairfax, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

Mclean, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

Vienna, VA · On-site +1

$60K - $75K/yr

What You'll Do Educate individuals and families on financial protection and planning solutions Help clients understand options such as retirement strategies, life insurance, and debt solutions ...

All Financial Freedom

Financial Strategist

Potomac, MD · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions • Help clients understand options such as retirement strategies, life insurance, and debt ...

All Financial Freedom

Financial Strategist

Bethesda, MD · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions • Help clients understand options such as retirement strategies, life insurance, and debt ...

All Financial Freedom

Financial Strategist

Mclean, VA · On-site +1

$60K - $75K/yr

What You'll Do • Educate individuals and families on financial protection and planning solutions • Help clients understand options such as retirement strategies, life insurance, and debt ...

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Financial Strategist information

See salary details

$45K

$139.9K

$177.5K

How much do financial strategist jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

Is 200,000 enough to work with a financial advisor?

For a Financial Strategist, a $200,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management or flat fees, so the level of service and planning you receive will vary accordingly.

What is the difference between Financial Strategist vs Financial Analyst?

AspectFinancial StrategistFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA or CFPBachelor's degree in finance, accounting, or related field; CFA is a plus
Work EnvironmentStrategic planning sessions, client meetings, corporate officesData analysis, financial modeling, report preparation
Employer & Industry UsageFinancial services firms, corporate finance departments, consultingInvestment firms, banks, corporate finance teams

While both roles require finance knowledge and certifications like CFA, a Financial Strategist focuses on developing long-term financial plans and advising clients or companies on financial growth strategies. In contrast, a Financial Analyst primarily analyzes financial data, prepares reports, and supports investment decisions. The Strategist's role is more consultative and strategic, whereas the Analyst's role is more analytical and data-driven.

Can financial advisors make $500,000 a year?

Financial strategists and advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialization in high-net-worth individuals. Achieving this level often requires advanced certifications, such as the CFP or CFA, and success in building a profitable practice or working in lucrative sectors like investment management or private banking.

What are some common challenges Financial Strategists face when collaborating with cross-functional teams?

Financial Strategists often work closely with departments such as marketing, operations, and executive leadership to align financial planning with broader business goals. One common challenge is translating complex financial data and models into actionable insights that non-financial stakeholders can easily understand and use. Additionally, balancing short-term departmental needs with long-term strategic objectives may require negotiation and compromise. Strong communication skills and adaptability are essential for building consensus and ensuring everyone is working toward the same financial targets.

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

To thrive as a Financial Strategist, you need strong analytical abilities, a solid foundation in finance or economics, and typically a bachelor’s or master’s degree in a related field. Familiarity with financial modeling software, advanced Excel skills, and certifications such as CFA or CFP are commonly required. Exceptional communication, critical thinking, and problem-solving skills help you build trust and present complex financial concepts clearly to clients and stakeholders. These skills and qualities are essential to develop effective financial plans, optimize investments, and drive organizational growth.

Does strategic finance pay well?

Strategic finance roles, such as Financial Strategists, typically offer competitive salaries that reflect experience, education, and industry. Professionals in this field often earn higher-than-average pay, especially with advanced certifications like CFA or CPA and strong analytical skills. Compensation can vary based on company size, location, and responsibilities.

What does a financial strategist do?

A financial strategist develops and implements financial plans and strategies to help individuals or organizations achieve their financial goals. They analyze financial data, assess risks, and recommend investment opportunities, often using tools like financial modeling and requiring certifications such as CFP or CFA. Their work involves strategic planning, market analysis, and ongoing financial management.

What is a Financial Strategist?

A Financial Strategist is a professional who develops and implements plans to help individuals or organizations achieve their financial goals. They analyze financial data, assess market trends, and create strategies for investment, risk management, and overall financial growth. Financial Strategists often work closely with clients to tailor solutions to specific needs, such as retirement planning, portfolio management, or business expansion. Their goal is to maximize financial performance while minimizing risks.
More about Financial Strategist jobs
What cities are hiring for Financial Strategist jobs? Cities with the most Financial Strategist job openings:
What states have the most Financial Strategist jobs? States with the most job openings for Financial Strategist jobs include:
What job categories do people searching Financial Strategist jobs look for? The top searched job categories for Financial Strategist jobs are:
Financial Strategist jobs near you
Infographic showing various Financial Strategist 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 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.
Financial Strategist

Financial Strategist

IMA Financial Group

Bennington, VT • On-site

$54K - $67K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

The Richards Group, an IMA Company is seeking a Financial Strategist to join our growing team. This role is a great fit for someone who enjoys translating complex financial data into clear, client-ready insights and wants to play a meaningful role in helping clients make informed decisions around their benefits strategy.
In this position, the Financial Strategist will independently support core financial modeling, claims projections, IBNR analysis, and strategic renewal analysis for self-funded and level-funded clients. This person will also consult on stop-loss programs and funding strategies, support financial negotiations with carriers and vendors, and begin representing the Financial Strategy function in client discussions.
The ideal candidate will bring strong technical analysis skills, a consultative approach, and a service-oriented mindset. We are looking for someone who is detail-oriented, collaborative, and comfortable communicating financial analysis to both internal partners and clients. Experience with self-funded plans, market trends in funding and pricing, and peer review processes will be especially helpful in this role.
This position offers flexibility, including the option to work remotely. Because we value in-person collaboration for training, client support, and strategic meetings, qualified candidates must live within reasonable travel distance to one of our VT or NH locations.
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
  • Supports and demonstrates IMA's core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Interacts professionally and timely with internal and external clients via email, phone and in-person
  • Marketing/RFPs
  • Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
  • Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
  • Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
  • Renewals
  • Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
  • Provides recommendations to client regarding renewal analysis
  • Partnership & Negotiation
  • Negotiates with carriers based on client's targeted goals
  • Maintains ongoing relationships with carrier and vendor partners
  • Underwriting & Analysis
  • Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
  • Provides underwriting cost projections for self-funded medical/Rx, dental, and vision products.
  • Develops and communicates self-funded IBNP analysis to client
  • Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
  • Reporting
  • With minimal guidance, analyzes data for inconsistencies and trends
  • Provides a written and oral summary of findings to Client Executive
  • Builds and customizes reports to fit client needs
  • Presentation
  • Prepares client presentations and presents in front of client with provided direction from Client Executive
  • Training & Mentorship
  • Provides mentorship to analysts and performs technical review of work

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:
  • 2+ years of similar or related experience
  • Prefer college graduate, 4-year degree or equivalent experience
  • Proficiency with MS Office Suites
  • Attains Life and Health license & maintains through continuing education requirements
  • Limited travel required (less than 25%)
  • Understands concepts of underwriting and actuarial computations
  • Analyzes and interprets data
  • Effectively manages multiple projects while meeting timelines
  • Ability to be firm and persuasive when needed, while maintaining good relationships
  • Handles confidential information with tact and discretion

Salary Range
$54,000-$67,500 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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