Freelance Finance Job Search Tips

Finance is a broad area that includes banking, financial planning, investments, insurance and real estate, and a freelance finance professional with skills in these sectors can find a variety of positions.


Without the benefit of a firm’s reputation to bring in clients, a freelancer in the finance industry will need to create reputation based on their credentials and professional experience. Your resume with positions in the finance industry will help clients determine if you are suitable candidate for their contract opportunities.

Recognized industry certifications are also an asset. For example, a freelance financial planner will need to complete certification as a Certified Financial Planner, and if the planner is also evaluating and recommending insurance products, the freelancer should consider completing the certification to become a Certified Insurance Counselor. If you possess any relevant certifications make them clearly available on your resume and business cards. It is costly for a freelancer to complete certifications; however, becoming certified and joining the professional associations for these occupations will enhance the freelancer’s reputation, as well as offer a membership directory and a forum for professional networking that will lead to additional contracts.


Satisfied customers are one of the best ways to find new clients in this industry, so reaching out to previous clients and former colleagues will help the freelancer find new clients. Use connections and attend any networking events offered by local professional organizations. Depending on the services that the freelancer offers, it is also beneficial to attend small or independent business owner networking events in your area. Small business owners are a source of good contacts for independent finance professionals since they will hire freelancers, and provided that this does not cause a conflict of interest, they can also recommend the freelancer to their employees and other industry contacts.

Joining an online professional networking site, such as LinkedIn, will also help the finance freelancer to find contacts. LinkedIn allows professionals to create a profile, including a resume, upload postings from a blog, join groups and interact with other professionals on the site in the Answers forum. There are several groups for finance professionals, including the Finance Club and the Real Estate Finance & Investment Society, which will help a freelancer cultivate a professional network on LinkedIn. Groups also have the option to post jobs directly to their group pages, which means that group members are the only route within LinkedIn to access some of these postings.

Portfolio Sites

Freelance finance professionals can either create their own website to advertise their services or they can use a portfolio site, such as iFreelance, to upload a list of services and skills to the Internet. On iFreelance, a freelancer can create a profile, select skills that they can offer and rate their expertise. They can also upload samples of their work that are available to employers that browse the site. Freelancers bid on projects advertised on the site. iFreelance bidding is closed, so only the employer sees the bid. Employers and freelancers are also able to rate the client experience after the job is completed, so good ratings will build a professional reputation within the portfolio site.