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Financial Strategist Jobs (NOW HIRING)

All Financial Freedom

Financial Strategist

Vienna, VA · On-site +1

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 ...

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 ...

The Broker Group - Levine

Be Seen First

Financial Strategist - Account Executive

New York, NY · Remote

$50K - $250K/yr

Financial Strategist & Entrepreneur (Remote) Rewrite the rules of your career with THE BEST COMP PLAN IN THE BUSINESS!! The Broker Group is on a mission to democratize financial literacy. We don't ...

Stifel

Senior Financial Planner

Birmingham, AL · On-site

$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 ...

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 ...

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 ...

MonteVista Homes

Chief Financial Officer

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

See salary details

$45K

$139.9K

$177.5K

How much do financial strategist jobs pay per year?

As of Jun 21, 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 jobs pay 200,000 a year in the USA?

Financial strategists, especially those in senior roles such as Chief Financial Officers or senior financial advisors, can earn $200,000 or more annually, often requiring advanced certifications like CFA or CPA, extensive experience, and strong analytical skills. Other high-paying roles include investment bankers, corporate executives, and specialized consultants, typically working in high-pressure environments with long hours.

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

For a Financial Strategist, $200,000 can be a sufficient investment amount to develop comprehensive financial plans, including investment management and estate planning. The adequacy depends on individual financial goals, the complexity of the client's situation, and the advisor's fee structure, which may be a flat fee or a percentage of assets under management. Typically, clients with higher net worth or more complex needs may require larger portfolios or specialized services.

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 specialized skills in high-net-worth advising. Achieving this level often requires advanced certifications, a robust network, and the ability to manage large portfolios or complex financial planning. Income varies widely based on location, firm size, and individual performance.

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.

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, savings, or budgeting solutions, 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
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Financial Strategist jobs near you
Infographic showing various Financial Strategist job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Temporary. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.

Financial Strategist

All Financial Freedom

Vienna, VA • On-site, Remote

Part-time

Posted 3 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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