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Volunteer Finance Advisor Jobs (NOW HIRING)

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off * Option for Pet Insurance ...

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off * Option for Pet Insurance ...

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off * Option for Pet Insurance ...

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off * Option for Pet Insurance ...

SYM Financial Advisors serves as a trusted expert to our clients, using our team's deep knowledge ... Paid Time Off / Parental Leave / Family Time Off / Volunteer Time Off * Option for Pet Insurance ...

As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... volunteer programs that support your efforts to make a difference. * Membership programs that help ...

As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their ... volunteer programs that support your efforts to make a difference. * Membership programs that help ...

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Volunteer Finance Advisor information

See salary details

$36K

$102.1K

$144K

How much do volunteer finance advisor jobs pay per year?

As of Jul 28, 2026, the average yearly pay for volunteer finance 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 the difference between Volunteer Finance Advisor vs Volunteer Financial Counselor?

AspectVolunteer Finance AdvisorVolunteer Financial Counselor
Required CredentialsFinancial knowledge, certifications like CFP or CFA preferredFinancial literacy, certifications like AFC or similar helpful
Work EnvironmentNonprofit organizations, community programsNonprofit agencies, community outreach settings
Employer & Industry UsageFinancial planning, advisory services in nonprofitsFinancial education, debt management in community services

Volunteer Finance Advisors focus on providing financial planning and investment advice, often requiring certifications like CFP. Volunteer Financial Counselors typically offer debt management and financial education, often with relevant certifications like AFC. Both roles serve nonprofit and community organizations, but their specific functions and certifications differ slightly. Understanding these distinctions helps volunteers choose the role that best matches their skills and interests.

How does a Volunteer Finance Advisor typically collaborate with nonprofit staff and board members to support financial decision-making?

As a Volunteer Finance Advisor, you’ll work closely with nonprofit staff and board members by offering guidance on budgeting, financial reporting, and compliance. This often involves attending meetings, reviewing financial statements, and helping interpret financial data to support informed decisions. You may also train staff on financial best practices and assist with developing strategies for fundraising or resource allocation. Effective communication and a collaborative approach are key, as many team members may not have a strong financial background.

What are the key skills and qualifications needed to thrive as a Volunteer Finance Advisor, and why are they important?

To thrive as a Volunteer Finance Advisor, you need a solid understanding of financial principles, budgeting, and accounting, often supported by a degree in finance or a related field. Familiarity with financial management software such as QuickBooks or Excel and knowledge of nonprofit regulations are typically required. Strong communication, problem-solving, and organizational skills help you effectively advise and support non-profit organizations or community groups. These skills are essential to ensure transparent financial practices and sustainable decision-making for the organizations you support.

What is a Volunteer Finance Advisor?

A Volunteer Finance Advisor is an individual who offers financial expertise and guidance to organizations, often non-profits or community groups, on a voluntary basis. Their responsibilities may include helping with budgeting, financial planning, reporting, and ensuring compliance with financial regulations. By volunteering their time and skills, these advisors help organizations make sound financial decisions, strengthen their financial health, and maximize the impact of their resources. This role is ideal for those with a background in finance or accounting who want to give back to their community.

What is a volunteer advisor?

A volunteer finance advisor is a person who offers financial guidance and expertise to organizations or individuals without receiving compensation. They typically provide advice on budgeting, financial planning, or investment strategies and may work with nonprofits, community groups, or small businesses. Strong communication skills and relevant financial knowledge are essential for this role.

What job helps people with their finances?

A Volunteer Finance Advisor helps individuals improve their financial well-being by providing guidance on budgeting, saving, and debt management. This role often involves strong communication skills and financial knowledge, sometimes supported by certifications like the CFP or CPA. It typically involves working with community organizations or nonprofits to assist those in need of financial advice.

What is the most rewarding volunteer job?

A volunteer finance advisor finds the role rewarding because it allows them to use financial expertise to help organizations or individuals improve their financial stability. The impact of contributing to community development or supporting non-profits can provide a strong sense of personal fulfillment. Skills such as financial analysis, budgeting, and communication are essential in this role.

Can I earn money by volunteering?

A Volunteer Finance Advisor typically does not earn money for volunteering, as the role is usually unpaid and focused on providing financial guidance to organizations. Some volunteer positions may offer stipends or reimbursements for expenses, but they are not considered salaries. If earning income is a priority, seeking paid finance roles is recommended.
What cities are hiring for Volunteer Finance Advisor jobs? Cities with the most Volunteer Finance Advisor job openings:
What are the most commonly searched types of Finance Advisor jobs? The most popular types of Finance Advisor jobs are:
What states have the most Volunteer Finance Advisor jobs? States with the most job openings for Volunteer Finance Advisor jobs include:
Voya Financial Advisor Cleveland

Voya Financial Advisor Cleveland

Voya Financial Advisors

Cleveland, OH • On-site

Full-time

Medical, Life, Retirement

Posted yesterday


Voya Financial rating

7.8

Company rating: 7.8 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

97th of 150 rated financial services


Job description

Voya Financial Advisors, Inc., a leading Independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a dynamic and motivated Financial Advisor to join our Cleveland team of advisors, on-site. The team is dedicated to providing financial service and enrollment support to the employees of one our key plan sponsor relationships regarding their supplemental voluntary retirement plan.
Financial Advisor responsibilities include:
  • Engage and educate employees about the benefits of participating in their employer sponsored 403(b) and/or 457 (b) plan and how it relates to their other potential sources of retirement income such as employer pension and social security
  • Guide employees through the enrollment process
  • Help participants evaluate their sources of retirement income and how to identify potential gaps relative to future goals and assist with account consolidation when appropriate
  • Encourage participants to utilize the various tools & resources available to them that are designed to help them improve their financial future
  • Conduct group education meetings - live and virtually
  • Work in a team environment

To be eligible for this Financial Advisor role, candidates must possess the following qualifications:
  • Securities registrations - Series 6 and 63 (7, 65 or 66 preferred)
  • Life & Health Insurance licenses
  • Experience working with defined contribution 403(b),457(b), and 401(a) plans (preferred)
  • Must be able to demonstrate the ability to work in a team environment

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

What Voya Financial employees say

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