What does a Financial Specialist earn?
"On average, financial specialists earn around $89,650 per year in the U.S. They work with clients of all sizes, providing guidance and advice on the best financial decisions. For those looking for a career with more specialised focus, financial specialists can choose to specialise in areas such as corporate finance and investment banking."
How to earn more as a Financial Specialist
To become a financial specialist, you will need to have a specialised degree in finance, economics, or business administration. Alternatively, you could take part in a degree apprenticeship. To increase your potential earnings, you should look into specialising in a niche, such as risk management, or perhaps a managerial role in the financial sector. Self-employment or setting up a financial consultancy business are both viable options and could be a great way to progress your career.
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Investment Consultant - Eugene, OR in
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge ...Read more
IT Finance Consultant in New York
Talan is an international consulting and technology expertise group supporting Corporate and Investment Banking (CIB) and Financial Services clients through large-scale transformation programs driven by data, technology, and innovation.
In North America, Talan works with some of t ...Read more
Senior Wealth Consultant - Financial Planning & Guidance in
Charles Schwab is hiring a Financial Consultant who will provide wealth management and financial planning advice to existing clients. This position requires a valid FINRA Series 7 license and entails growing client practices through relationship management and networking.
Key qualifications ...Read more
Wealth Advisor & Financial Planning Specialist in Menlo Park
Charles Schwab is seeking a qualified professional to deliver financial guidance and wealth management services to clients. The role emphasizes relationship building, effective communication, and comprehensive financial advice.
You will focus on client asset consolidation through networking ...Read more
PWM Investment Consultant - Relationship Manager in
Position Summary
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan St ...Read more
Senior Employee Benefits Finance Consultant in
Holmes Murphy in Dallas, TX seeks a Financial Consultant in Employee Benefits to advise clients on health and welfare plans and to present financial/clinical data. You will run monthly financial reports and contribute to advanced reporting tools and CLUE enhancements.
The role includes deve ...Read more
Authorization & Financial Clearance Specialist in
Med Center Health in Bowling Green, KY seeks an Authorization Specialist to join its NEW Contact Center and handle prior authorizations, precertifications, and payer approvals for scheduled services. This is a full-time day-shift role to support streamlined patient access and timely care.
Y ...Read more
Wealth Advisor & Financial Planning Consultant in
Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will help clients own their financial futures by forming lasting relationships and providing tailored guidance.
The ideal candidate will possess a valid ...Read more
Annuity & Financial Planning Specialist in Missouri
Jobtailor in Missouri seeks a planning advisor/paraplanner to translate advisor-submitted data into structured planning proposals addressing retirement income, longevity and tax planning needs. You will design modular recommendations showing how asset management, annuities and life insurance supp ...Read more
Senior Finance Consultant in Wisconsin
Wat ga je doen als senior finance consulant?
Als senior finance consultant ben jij het gezicht van de organisatie. De klant ziet jou als een financieel expert en ervaart je inzet als een positieve bijdrage. Om een optimale klanttevredenheid te realiseren combineer je hard ...Read more