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Financial Strategist Jobs (NOW HIRING)

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

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

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 ...

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 ...

JVS Boston

Chief Financial Officer

Boston, MA

$220K - $280K/yr

Key Responsibilities Strategic Financial Leadership: Serve as the chief financial strategist and trusted advisor to the CEO and Board of Directors on all financial matters * Develop and execute ...

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 ...

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$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

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 ...

Medium

Chief Financial Officer

Boston, MA · On-site

$150 - $250/hr

Key Responsibilities Strategic Financial Leadership * Serve as the chief financial strategist and trusted advisor to the CEO and Board of Directors on all financial matters * Develop and execute ...

JVS Boston

Chief Financial Officer

Boston, MA · On-site

Key Responsibilities Strategic Financial Leadership: Serve as the chief financial strategist and trusted advisor to the CEO and Board of Directors on all financial matters * Develop and execute ...

JVS Boston

Chief Financial Officer

Boston, MA

Key Responsibilities Strategic Financial Leadership: Serve as the chief financial strategist and trusted advisor to the CEO and Board of Directors on all financial matters * Develop and execute ...

Gateway Center

Chief Financial Officer

Atlanta, GA · On-site

$125K/yr

Develop financial strategies that support organizational sustainability, growth, and mission impact. Evaluate the financial implications of new initiatives, partnerships, contracts, and capital ...

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 ...

Gulfshoresal

Chief Financial Officer

Corpus Christi, TX · On-site

$150 - $230/hr

Are you a visionary finance executive with a passion for public service, strategic leadership, and organizational transformation? Do you have the technical expertise to navigate complex affordable ...

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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 Aug 16, 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 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.

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?

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 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:

Who are the top companies hiring for Financial Strategist jobs?

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What states have the most Financial Strategist jobs?

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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 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

All Financial Freedom

MD • On-site, Remote

$60K - $75K/yr

Part-time

Re-posted 29 days ago

Job description

About the Role

We're expanding our financial education team and looking for motivated individuals who want to make a real impact helping families protect their income, plan for the future, and build financial confidence.

This role is ideal for career pivoters, parents returning to the workforce, or professionals who want flexible income while doing meaningful work. Training and mentorship are provided.

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

Conduct virtual consultations

Build long-term client relationships based on trust and education

Participate in ongoing training and professional development

Mentor and support new team members as you advance

What We're Looking For

Strong communication skills and emotional intelligence

Coachable, self-motivated, and professional

Desire to help others and make a positive impact

Willingness to obtain a state insurance license (we guide you through the process)

Comfortable working remotely and managing your own schedule

What We Offer

Flexible, remote work environment

Comprehensive training and mentorship

Advancement opportunities based on performance, not tenure

Supportive team culture, no high-pressure sales tactics

Opportunity to build long-term income and leadership skills

Who This Is For

Career pivoters

Parents seeking flexibility

Professionals burned out by traditional sales roles

Individuals passionate about education and impact

Employment Type: PART_TIME

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