Financial Specialist Jobs in Bethlehem, PA

A Financial Specialist is an important figure in the finance industry who manages monetary transactions, financial planning, and analysis for organizations, businesses, or individuals. They are responsible for budgeting, forecasting, analyzing financial statements, advising on investment opportunities, and ensuring regulatory compliance. Their role includes having in-depth knowledge of financial markets, keeping up-to-date with economic trends, performing risk assessments, and making strategic financial decisions that will strengthen financial performance and ensure financial sustainability.

Important skills for a Financial Specialist include strong analytical skills, attention to detail, good communication skills, and aptitude in mathematics. It is beneficial for a Financial Specialist to hold certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). In addition to qualifications, hands-on experience is critical for this role. Prior to becoming a Financial Specialist, a person may have roles such as a Financial Analyst, Financial Advisor, or Accountant. These roles provide a solid foundation and understanding of financial principles and practices.

1-15 of 16 Jobs

Commercial Credit Analyst II

  • Souderton, PA (20 miles from Bethlehem, PA)
  • 13 hours ago
  • Souderton, PA (20 miles from Bethlehem, PA)
  • 13 hours ago

Overview Univest Financial Corporation (UVSP), has approximately $8.1 billion in assets and $5.2 billion in assets under management and supervision (as of December 31, 2024). Headquartered in...

Financial Services Representative- Lehigh Valley, PA

  • Center Valley, PA (3 miles from Bethlehem, PA)
  • 6 days ago
  • Center Valley, PA (3 miles from Bethlehem, PA)
  • 6 days ago

Financial Services Representative- Lehigh Valley, PA 4.0 4.0 out of 5 stars Center Valley, PA 18034 Hybrid work Job Description: Financial Services Representative Have a passion for helping...

Financial Services Representative- Lehigh Valley, PA

  • Lehigh Valley, PA (5 miles from Bethlehem, PA)
  • 7 days ago
  • Lehigh Valley, PA (5 miles from Bethlehem, PA)
  • 7 days ago

Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where youll have dedicated time to focus on growth and career development,...

Client Service Associate

  • Allentown, PA (5 miles from Bethlehem, PA)
  • 7 days ago
  • Allentown, PA (5 miles from Bethlehem, PA)
  • 7 days ago

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with...

Finance Intern

  • Bethlehem, PA
  • 12 days ago
  • Bethlehem, PA
  • 12 days ago

Overview Minerals Technologies Inc. (MTI) is a leading, technology-driven specialty minerals company that develops, produces, and markets a broad range of mineral and mineral-based products,...

Credit Analyst

  • Orefield, PA (13 miles from Bethlehem, PA)
  • 17 days ago
  • Orefield, PA (13 miles from Bethlehem, PA)
  • 17 days ago

Apply Job Type Full-time Description General Responsibilities Responsible for performing administrative duties to support the credit analysis function; achieving goals as established in the...

Financial Services Representative - Colmar Office

  • Colmar, PA (22 miles from Bethlehem, PA)
  • 18 days ago
  • Colmar, PA (22 miles from Bethlehem, PA)
  • 18 days ago

Full-time position currently available in Colmar, PA. General Duties and Responsibilities: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality...

Chief Finance Officer

  • Nazareth, PA (12 miles from Bethlehem, PA)
  • 22 days ago
  • Nazareth, PA (12 miles from Bethlehem, PA)
  • 22 days ago

Position Profile: C.F. Martin & Co. seeks a strategic Chief Financial Officer (CFO) with a proven track record as the company continues to build on two centuries of craftsmanship and innovation....

Business Analyst (Accounting/Finance/Manufacturing)

  • Kintnersville, PA (8 miles from Bethlehem, PA)
  • 24 days ago
  • Kintnersville, PA (8 miles from Bethlehem, PA)
  • 24 days ago

Support monthly and quarterly reporting cycles, including variance analysis and business reviews for internal business leaders....

Business Analyst

  • Allentown, PA (5 miles from Bethlehem, PA)
  • 25 days ago
  • Allentown, PA (5 miles from Bethlehem, PA)
  • 25 days ago

Support monthly and quarterly reporting cycles, including variance analysis and business reviews for internal business leaders....

Application Analyst-Finance

  • Bethlehem, PA
  • 30+ days ago
  • Bethlehem, PA
  • 30+ days ago

Overview Buzzi Unicem USA is one of the leading cement manufacturing companies in the United States. With over 1,500 valued employees, Buzzi Unicem USA manufactures and distributes its cement...

Financial Services Representative - Downtown Quakertown Office

  • Quakertown, PA (9 miles from Bethlehem, PA)
  • 60+ days ago
  • Quakertown, PA (9 miles from Bethlehem, PA)
  • 60+ days ago

Full-time position currently available in Quakertown, PA. General Duties and Responsibilities: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and...

Financial Services Representative - Coopersburg Office

  • Coopersburg, PA (6 miles from Bethlehem, PA)
  • 60+ days ago
  • Coopersburg, PA (6 miles from Bethlehem, PA)
  • 60+ days ago

Full-time position currently available in Coopersburg, PA. General Duties and Responsibilities: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and...

Credit Analyst I

  • Doylestown, PA (22 miles from Bethlehem, PA)
  • 60+ days ago
  • Doylestown, PA (22 miles from Bethlehem, PA)
  • 60+ days ago

Work for one of the nation's top community banks! Our goal is to support the growth of the communities we serve. First Citizens has a knack for hiring the finest and brightest employees; we...

Client Service Associate

  • Easton, PA (13 miles from Bethlehem, PA)
  • 90+ days ago
  • Easton, PA (13 miles from Bethlehem, PA)
  • 90+ days ago

Morgan Stanley Client Service Associate Job Description POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth...

Demographic Data for Bethlehem, PA

Moving to Bethlehem, PA? Find some basic demographic data about Bethlehem, PA below.


Local
National
125,919
2,936
Medium/Lg

Financial Specialist Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
Financial Accounting
Explore the core financial accounting tools that will help you understand annual reports and footnotes - creating a solid understanding of the financial statements. This professional certificate...
Financial Market Analysis
Learn the fundamentals of finance that are essential for both investors and policymakers. In this IMFx course you will learn, from hands-on demonstrations, how to price different types of bonds,...

Title Synonyms

Users interested in this job title also searched for the following job title


Salary for Financial Specialist Jobs in Bethlehem, PA

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Financial Specialist positions.



Highest Education Level

Financial Specialists in Bethlehem, PA offer the following education background
Bachelor's Degree
50.1%
Master's Degree
36.7%
High School or GED
4.1%
Associate's Degree
3.6%
Vocational Degree or Certification
2.7%
Doctorate Degree
2.1%
Some College
0.5%
Some High School
0.1%


Other Career Titles

Here are some other career titles that require similar skills



Financial Specialist Related Career Advice Articles

close up of a financial chart with finance professionals meeting in the background
5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.

Read article »
Certified Financial Advisor discussing investment opportunities with clients
Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.

Read article »
team of finance professionals reviewing documents
Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.

Read article »