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Financial Strategist Jobs (NOW HIRING)

All Financial Freedom

Financial Strategist

$60K - $75K/yr

Position Overview We are seeking a Client Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and ...

1919 Investment Counsel, LLC

$120 - $180/hr

The Senior Financial Strategist will analyze financial data, market trends, and economic indicators to provide expert advice on investment opportunities, risk management, and financial goal ...

Stifel

Senior Financial Planner

Birmingham, AL

$71K - $95K/yr

The Senior Financial Strategist will analyze financial data, market trends, and economic indicators to provide expert advice on investment opportunities, risk management, and financial goal ...

Stifel

Senior Financial Planner

Birmingham, AL

$71K - $95K/yr

A Senior Financial Strategist is a seasoned professional who specializes in developing and implementing financial plans, strategies, and recommendations for individuals or organizations. The Senior ...

MArteLive

NY · On-site

$58.57 - $82/hr

Amministrazione e Financial Strategist per MArteLabel e MArteLive System Chi siamo MArteLabel è l'etichetta discografica eclettica con un catalogo di oltre 1000 brani, nata nel 2008 come naturale ...

Wycliffe Bible Translators

Finance Strategist

Orlando, FL · On-site

$113K - $146K/yr

Evaluate and improve financial processes by identifying risks, inefficiencies, and opportunities, and by developing clear workflows, controls, and operating procedures aligned with organizational ...

Wycliffe Bible Translators

Finance Strategist

Orlando, FL · On-site

$113K - $146K/yr

Evaluate and improve financial processes by identifying risks, inefficiencies, and opportunities, and by developing clear workflows, controls, and operating procedures aligned with organizational ...

MonteVista Homes

Chief Financial Officer

Bend, OR

$180K/yr

The CFO is the company's financial leader and strategic partner, responsible for translating vision into financial reality. This role owns all financial planning, land development pro formas, cash ...

WizeHire, Inc

Chief Financial Officer (Bend)

Bend, OR · On-site

The CFO is the company's financial leader and strategic partner, responsible for translating vision into financial reality. This role owns all financial planning, land development pro formas, cash ...

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Financial Strategist information

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$45K

$139.9K

$177.5K

How much do financial strategist jobs pay per year?

As of Sep 6, 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.

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.

What are the key skills and qualifications needed to thrive as a financial strategist?

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.

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 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.

Is 40 too late to start a career in finance?

Starting a career as a financial strategist at age 40 is feasible, as many professionals enter finance later in life and bring valuable experience. Success often depends on acquiring relevant skills, certifications like the CFA, and building a network, regardless of age.
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Financial Strategist jobs near you
Infographic showing various Financial Strategist job openings in the United States as of August 2026, with employment types broken down into 85% 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

All Financial Freedom

Remote

$60K - $75K/yr

Part-time

Re-posted 6 days ago

Job description

Position Overview
We are seeking a Client Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and onboarding process. This role emphasizes professionalism, communication, and client support rather than sales.
The ideal candidate is organized, detail-oriented, and comfortable working in a client-facing, remote environment. Prior financial services experience is not required. Training and licensing support are provided.
Key Responsibilities
  • Support clients through a standardized financial education and information process
  • Facilitate virtual client meetings and follow-up communications
  • Assist with documentation, scheduling, and client onboarding
  • Provide clear explanations of financial concepts related to protection and long-term planning
  • Maintain accurate records in accordance with company and compliance standards
  • Participate in ongoing training and professional development
Required Qualifications
  • Strong written and verbal communication skills
  • Professional, client-focused demeanor
  • High attention to detail and organizational skills
  • Ability to work independently in a remote setting
  • Willingness to obtain required state licensing (training provided)
  • Ability to pass a background check
Compensation & Work Environment
  • Performance-based compensation structure
  • Fully remote position with flexible scheduling
  • Structured onboarding and ongoing training
  • Advancement opportunities within client services, training, or leadership tracks
  • Collaborative, professional team culture
Career Path
This role provides exposure to financial services operations and client engagement, with opportunities to advance into education, leadership, or management roles.
Qualified candidates are encouraged to apply to learn more.

Apply