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Professional Financial Jobs in Cheney, WA (NOW HIRING)

R.I.S.E. Financial

Field Sales Professional

Cheney, WA · On-site

At RISE Financial , we are a team of driven, relentless individuals committed to becoming the best versions of ourselves, both personally and professionally. We are a rapidly growing leader in the ...

R.I.S.E. Financial

Field Sales Professional

Cheney, WA · On-site

$75K - $100K/yr

At RISE Financial , we are a team of driven, relentless individuals committed to becoming the best versions of ourselves, both personally and professionally. We are a rapidly growing leader in the ...

First Command

Financial Advisor

Spokane, WA · On-site

If you're exploring what's next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience ...

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All JobsProfessional Financial JobsProfessional Financial Jobs in Cheney, WA

Professional Financial information

See Cheney, WA salary details

$40.4K

$100.3K

$153.4K

How much do professional financial jobs pay per year?

As of Sep 2, 2026, the average yearly pay for professional financial in Cheney, WA is $100,337.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,000.00 and $116,600.00 per year, depending on experience, location, and employer.

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What cities near Cheney, WA are hiring for Professional Financial jobs?

Cities near Cheney, WA with the most Professional Financial job openings:

Professional Financial jobs near you

Associate Financial Advisor

LPL Financial

Spokane, WA • Remote

Full-time

Medical, Retirement, PTO

This job post has expired 3 days ago. Applications are no longer accepted.

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

128th of 152 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane's picturesque South Hill, you will work alongside a successful Advisor team to continue building your business and advancing your career toward becoming a Financial Advisor. In this role, you will support the delivery of personalized financial advice, comprehensive planning, and investment management solutions, while contributing to strong client relationships and the firm's continued growth.

You will have access to a network of knowledgeable industry professionals, mentors, and resources designed to support your development and help you reach your full potential. This is a unique opportunity for a driven professional who is passionate about client service, financial planning, and growing within a collaborative, high-performing team environment.

Responsibilities:

In this role, your primary responsibility is to help clients grow and protect their assetstoachieve their financial goals including, but not limited to:

  • Funding for a secure retirement

  • Funding for a child's or grandchild's education

  • Build referral pipelines and develop strong partnerships to help develop and grow client relationships

  • Analyze financial data received from clients andassistwith the development of investment strategies to meet their goals

  • Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc.

  • Prepare and review client communications as well as forms and documents needed forcustomer accounts

  • Adhere to all Compliance and Legal requirements

  • Schedule appointments and prepare for meetings, answer routine client questions

  • Attend sales meetings andassistwith client prospecting and marketing

  • Attend coaching sessions and training events to improve sales skills and industry knowledge

  • Lead efforts to understand and thenutilizenew tools and resources to improve team productivity (e.g.,new technology, platform enhancements)

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • Bachelor's degree or equivalent working experience

  • 3+ years of direct client experience within the financial services industry

  • FINRA Series 7 and Series 66 (or Series 63 and 65) licenses

Core Competencies:

  • Strong understanding of financial planning principles, investment products, and retirement solutions.

  • Excellent communication (written and verbal) and interpersonal skills.

  • Highly organized with strong attention to detail and ability to manage multiple priorities.

  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.

  • Demonstrated ability to work independently and collaboratively in a fast-paced environment.

  • Client-centric mindset with a commitment to delivering outstanding service.

Preferences:

  • Life, Accident & Health insurance licenses preferred

  • CFP preferred but not required


Pay Range:

74,700.00 - 124,500.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment:We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

  • Limitless Career Potential:Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

  • Unified Mission:We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

  • Impactful Work:Our size is just right for you to make a real impact. Learn more here!

  • Commitment to Equality:We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

  • Community Focus:We care for our communities and encourage our employees to do the same. Learn more here!

  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.

EAC12.9.25

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