ZipRecruiter

Log In

1

Professional Financial Jobs in Spring Valley, NY

Cetera

Financial Professional

Bloomfield, NJ · On-site

$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 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 ...

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 ...

Bankers Life

Financial Services Professional

Paramus, NJ · On-site

$60K - $90K/yr

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

New

Eulerity

Controller, Finance - AI first

New York, NY · On-site

Move us from early-stage startup processes to professional financial workflows. Implement controls and software stacks (e.g., billing, expense management) that scale. Future Focus: Strategy & Growth

Eulerity

Controller, Finance - AI first

New York, NY · On-site

Move us from early-stage startup processes to professional financial workflows. Implement controls and software stacks (e.g., billing, expense management) that scale. Future Focus: Strategy & Growth

previous pagenext page

Showing results 21-40

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 Sep 3, 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 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 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

Financial Services & Investment Professional

Traction Forge Financial

Stamford, CT • On-site, Remote

Part-time

Re-posted 15 days ago

Job description

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future.

No previous financial industry experience is necessary. We provide training, mentorship, and licensing support to help you grow professionally and personally.

Key Responsibilities
  • Educate clients on financial protection and retirement strategies
  • Conduct financial needs assessments
  • Help clients develop personalized financial plans
  • Build strong, long-term client relationships
  • Utilize digital tools to support the client experience
  • Participate in ongoing training and professional development
Ideal Candidates
  • Motivated and self-disciplined
  • Strong communicators with a passion for helping others
  • Entrepreneurial and growth-minded
  • Coachable and team-oriented
  • Willing to obtain financial licensing

Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.

What We Offer
  • Flexible remote work opportunities
  • Comprehensive training and mentorship
  • Leadership and advancement potential
  • Supportive team culture
  • Opportunity to make a meaningful impact helping families pursue financial confidence
Requirements
  • Legal U.S. Resident, Citizen, or valid Work Permit with SSN
  • Life Insurance License preferred
    • Must be willing to obtain licensing within 14-21 days if not currently licensed
  • Soft background check required
Employment Type: PART_TIME

Apply