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Professional Financial Jobs in Spring Valley, NY

YO AI Labs

AI Finance Expert - Remote

New York, NY · Remote

$93K - $116K/yr

No prior AI experience is required--your financial expertise, analytical skills, and professional judgment are what matter most. Key Responsibilities * Analyze, review, and edit AI-generated ...

Cetera

Financial Professional

Bloomfield, NJ

$60K/yr

Attention finance, insurance, and sales professionals-are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for ...

New

New York Life

Financial Professional

White Plains, NY · On-site

Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you're out meeting with clients, working in a new market or putting together a proposal for ...

New York Life

Financial Professional

New York, NY · On-site

Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you're out meeting with clients, working in a new market or putting together a proposal for ...

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All JobsProfessional Financial JobsProfessional Financial Jobs in Spring Valley, NY

Professional Financial information

See Spring Valley, NY salary details

$39K

$96.8K

$147.9K

How much do professional financial jobs pay per year?

As of Aug 14, 2026, the average yearly pay for professional financial in Spring Valley, NY is $96,778.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,100.00 and $112,500.00 per year, depending on experience, location, and employer.

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 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 cities near Spring Valley, NY are hiring for Professional Financial jobs?

Cities near Spring Valley, NY with the most Professional Financial job openings:

Professional Financial jobs near you

Entry-Level Financial Investment Planner (Remote)

Traction Forge Financial

Stamford, CT • Remote

$77K - $104K/yr

Full-time, Part-time

Re-posted 24 days ago

Job description

At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions. We are committed to making financial education accessible to people from all walks of life while empowering clients to make informed and confident financial decisions.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals.

We are currently seeking motivated, growth-minded individuals to join our expanding team as Entry-Level Financial Professionals. This opportunity is ideal for candidates who are coachable, people-oriented, and passionate about helping others succeed financially while building a rewarding career of their own.

No prior experience in financial services is required. Through our comprehensive training and mentorship program, you will develop the skills and confidence needed to work with individuals, families, and business owners in areas such as:

Retirement Planning
Wealth Accumulation Strategies
College Planning
Investments
Insurance and Protection Solutions
Financial Goal Setting and Planning

You will learn how to conduct professional financial consultations, build personalized financial game plans, and educate clients on strategies designed to help them move closer to their financial goals.

Whether you are looking to transition into a new full-time career, earn supplemental part-time income, or develop valuable leadership and business skills, Traction Forge Financial offers flexible scheduling, ongoing mentorship, and opportunities for long-term growth and advancement.

If you are driven, service-focused, and excited about building meaningful relationships while making a positive impact in the lives of others, we invite you to explore a future with Traction Forge Financial.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days