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Momentum Financial Advisor Jobs (NOW HIRING)

$85 - $95/hr

Serve as a trusted financial advisor to Government leadership by providing strategic financial ... Experience with Power BI, Tableau, SharePoint, Power Query, Oracle, SAP, Momentum, Delphi, or ...

Role Description The Paraplanner role at Momentum Value Partners is a full-time, on-site position based in San Ramon, CA. The individual in this role supports financial advisors by preparing detailed ...

Vice President, Growth Manager

Boston, MA · On-site +1

$142K - $237K/yr

Build support and momentum for key growth initiatives by developing stakeholder trust ... S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 ...

Showing results 41-60

Momentum Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do momentum financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for momentum financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a Momentum Financial Advisor?

Momentum Financial Advisors are professionals employed by Momentum, a financial services company, who provide clients with advice on managing their finances, investments, insurance, retirement planning, and wealth creation. They help individuals and businesses achieve their financial goals by assessing their needs and recommending suitable financial products or strategies. Momentum Financial Advisors are trained to stay current with financial regulations and market trends, ensuring clients receive informed and compliant guidance. Their services typically include financial planning, risk assessment, and ongoing support to adapt plans as circumstances change.

What skills and qualifications are needed to thrive as a Momentum Financial Advisor?

To thrive as a Momentum Financial Advisor, you need a solid understanding of financial planning, investment products, and regulatory compliance, typically supported by relevant financial qualifications such as a CFP or similar certifications. Familiarity with financial analysis software, CRM systems, and risk assessment tools is commonly required. Exceptional interpersonal skills, ethical judgment, and the ability to communicate complex concepts clearly help advisors build trust and long-term relationships with clients. These skills and qualities are vital to providing sound financial advice, meeting client goals, and ensuring regulatory adherence in a competitive financial services environment.

What challenges do Momentum Financial Advisors face when helping clients achieve their financial goals?

Momentum Financial Advisors often encounter challenges such as navigating changing market conditions, adapting financial strategies to clients' evolving life circumstances, and effectively communicating complex financial concepts in an understandable way. Building trust with new clients and maintaining strong, ongoing relationships requires excellent interpersonal and problem-solving skills. Advisors must stay current with regulatory changes and industry trends, ensuring their recommendations remain compliant and relevant to each client's unique situation.

What is the difference between Momentum Financial Advisor vs Financial Planner?

AspectMomentum Financial AdvisorFinancial Planner
CertificationsSeries 7, 66, CFP (optional)CFP, Series 7, 66
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment management, client portfoliosComprehensive financial planning, estate, retirement

Momentum Financial Advisors typically focus on investment management and portfolio strategies, often working within financial firms. Financial Planners provide broader financial planning services, including estate and retirement planning. Both roles may hold similar certifications like Series 7, 66, and CFP, but their scope and daily tasks differ, with advisors emphasizing investments and planners offering holistic financial advice.

Why do so many Momentum Financial Advisors quit?

Momentum Financial Advisors may leave the role due to high workload, pressure to meet sales targets, and the need for strong client management skills. The job often involves long hours, performance-based compensation, and ongoing certifications, which can contribute to turnover if expectations are not met or work-life balance is affected.
More about Momentum Financial Advisor jobs
Infographic showing various Momentum Financial Advisor 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 $102,134 per year, or $49.1 per hour.

Senior Financial Management Analyst

RELI Group

Springfield, VA • On-site

$85 - $95/hr

Other

Re-posted 19 hours ago


Job description

Job Details

Job DetailsJob Location: Springfield, VA 22150Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $85,000.00 - $95,000.00 Salary

About Us

At RELI Group, our work is grounded in purpose. We partner with government agencies to solve complex challenges, improve public health, strengthen national security, and make government services more effective and efficient. Our team of over 500 professionals brings deep expertise and a shared commitment to delivering meaningful outcomes. Behind every solution is a group of experts who care deeply about impact—whether we’re supporting data-driven decisions, modernizing systems or safeguarding critical programs.

Position Summary

At RELI Group, our work is grounded in purpose. We partner with federal agencies to strengthen mission delivery through innovative management consulting, financial management, and program support services. As part of the TSA Enterprise Support and Verification Program (ESVP), the Senior Financial Management Specialist serves as a trusted financial advisor supporting TSA leadership in budget planning, financial execution, portfolio management, and strategic decision-making.

This position provides senior-level financial management support across multiple initiatives, delivering executive-level financial analysis, forecasting, budget execution oversight, financial governance, and data-driven recommendations. The candidate will collaborate with government and contractor stakeholders to improve financial performance, strengthen fiscal stewardship, and ensure compliance with federal financial management policies.

Key Responsibilities
  • Serve as a trusted financial advisor to Government leadership by providing strategic financial analysis, budget formulation and execution recommendations, and data-driven insights supporting enterprise decision-making.
  • Lead the development, execution, and monitoring of program budgets, spend plans, financial forecasts, and multi-year funding strategies supporting TSA initiatives.
  • Analyze obligations, expenditures, burn rates, funding execution, and financial trends to identify risks, forecast future requirements, and recommend corrective actions.
  • Develop executive dashboards, portfolio analytics, and briefing materials communicating financial performance, funding status, resource utilization, schedule impacts, and organizational risks.
  • Lead financial reconciliation and validation activities ensuring budget, procurement, labor, and contract data are complete, accurate, and compliant with federal financial management requirements.
  • Support acquisition planning through Independent Government Cost Estimates (IGCEs), cost and price analyses, lifecycle cost evaluations, and financial assessments of proposed contract actions.
  • Review contract funding, labor expenditures, invoices, and financial documentation to ensure compliance with contract requirements and appropriations guidance.
  • Develop financial governance processes, SOPs, desk guides, and internal controls that improve consistency, transparency, and operational efficiency.
  • Support audits, data calls, internal control reviews, and executive inquiries while ensuring timely, accurate financial reporting.
  • Leverage Microsoft Excel, Power BI, SharePoint, and Microsoft 365 to automate reporting, improve financial visibility, and support executive decision-making.
  • Collaborate with Program Managers, CORs, Budget Analysts, Contract Specialists, and executive stakeholders to align financial strategies with mission priorities.
Qualifications
  • Bachelor's degree in finance, accounting, economics, business administration, public administration, or a related discipline.
  • 10+ years of progressively responsible experience supporting federal financial management, budget execution, acquisition support, program controls, or financial analysis.
  • Minimum 5 years supporting DHS, TSA, FAA, DoD, or another federal civilian agency with acquisition and financial strategies
  • Demonstrated experience preparing and presenting executive-level financial analyses and briefings.
  • Advanced proficiency with Microsoft Excel and Microsoft Office 365; experience with financial reporting and data visualization tools.
  • Excellent analytical, written, verbal, and interpersonal communication skills.
  • Ability to obtain and maintain a TSA Public Trust.
Preferred Qualifications
  • Experience supporting TSA Enterprise Support and Verification Program (ESVP) or similar DHS program management environments.
  • Knowledge of Capital Planning and Investment Control (CPIC), OMB guidance, and federal appropriations.
  • 5- years+Experience working in FSMSand other budget tools, and a firmunderstandingof expenditureplanning and support.
  • Experience supporting acquisition planning, contract funding, Earned Value Management (EVM), or portfolio management.
  • Experience with Power BI, Tableau, SharePoint, Power Query, Oracle, SAP, Momentum, Delphi, or similar enterprise financial systems.
  • Professional certifications such as CPA, CGFM, PMP, MBA, or MPA are preferred.
Desired Leadership Competencies

Strategic Financial Leadership Executive Presence Financial Stewardship Portfolio Management Executive Briefings Budget Formulation & Execution Cost Estimating Risk Management Data Analytics Dashboard Development Cross-Functional Collaboration Continuous Process Improvement Customer Focus Independent Judgment Mission Delivery

Work Environment

Full-time position supporting the Transportation Security Administration (TSA) Enterprise Support and Verification Program (ESVP). Hybrid or on-site support at TSA Headquarters in Springfield, Virginia, based on contract requirements. Ability to obtain and maintain a TSA Public Trust is required.

EEO Employer

RELI Group is an Equal Employment Opportunity / Affiliated Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

HUBZone

We encourage all candidates who live in a HUBZone to apply. You can check to see if your address is located in a HUBZone by accessing the SBA HUBZone Map.

The annual salary range for this position is $85,000 to $95,000. Actual compensation will depend on a range of factors, including but not limited to the individual’s skills, experience, qualifications, certifications, location, other business and organizational needs, and applicable employment laws. The estimate displayed represents the typical salary range for this position and is just one component of the total compensation package for employees.

RELI Group provides a variety of additional benefits to its employees.

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