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Area Financial Services Jobs (NOW HIRING)

Thompson Financial Group

$60K/yr

Anyone ready to learn the financial services industry, with strong support behind them Compensation ... We have a longstanding history of success in the Greater Baltimore area and are actively expanding ...

Leidos

Financial Services Lead

Mclean, VA · On-site

$90K - $117K/yr

Lead the Financial Services Area supporting a high-visibility DNI contract, providing strategic direction, operational oversight, and financial management expertise across multiple customer ...

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All JobsArea Financial Services Jobs

Area Financial Services information

See salary details

$25K

$65.2K

$132K

How much do area financial services jobs pay per year?

As of Aug 6, 2026, the average yearly pay for area financial services in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals in area financial services, and how can they be addressed?

Professionals in Area Financial Services often encounter challenges such as managing diverse client portfolios, staying updated with evolving financial regulations, and balancing risk with profitability. Navigating these complexities requires strong analytical skills, effective communication, and continuous professional development. Collaborating closely with compliance teams and attending industry training sessions can help address these challenges and ensure high-quality client service.

What are area financial services?

Area Financial Services refers to a division or department within a larger organization that manages financial operations and services for a specific geographic area or region. This can include budgeting, financial reporting, forecasting, and providing guidance to local branches or offices. Professionals in Area Financial Services help ensure that financial practices comply with organizational policies and regulations, support local decision-making, and optimize financial performance within their assigned area. Their work is crucial for aligning regional operations with the overall financial goals of the organization.

What is the difference between Area Financial Services vs Area Financial Advisor?

AspectArea Financial ServicesArea Financial Advisor
CredentialsCertifications like CFP, CFA, or CPA often requiredTypically holds CFP, CFA, or similar certifications
Work EnvironmentCorporate offices, financial institutions, or client sitesClient-facing, often in offices or client homes
Employer & Industry UsageFinancial firms, banks, investment companiesFinancial planning firms, banks, independent advisors
Search & Comparison IntentUnderstanding financial services roles in a regionComparing financial advisory careers or services

Area Financial Services refers to the broader industry or sector providing financial products and services in a region. In contrast, an Area Financial Advisor is a professional offering personalized financial advice to clients within that area. While both roles require similar certifications and work in related environments, the former focuses on the industry as a whole, and the latter on individual client guidance.

What are the key skills and qualifications needed to thrive as an area financial services manager?

To excel as an Area Financial Services Manager, you typically need a solid background in finance, accounting, and business administration, often backed by a relevant degree and experience in financial services. Familiarity with financial analysis software, CRM systems, and regulatory compliance tools is essential. Strong leadership, analytical thinking, and effective communication skills help manage teams and build client relationships. These skills are crucial for driving financial performance, ensuring compliance, and maintaining high client satisfaction across multiple locations.
More about Area Financial Services jobs
What states have the most Area Financial Services jobs? States with the most job openings for Area Financial Services jobs include:
What job categories do people searching Area Financial Services jobs look for? The top searched job categories for Area Financial Services jobs are:
Area Financial Services jobs near you
Infographic showing various Area Financial Services job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Financial Services Representative

Lakeshore Financial Group

Chicago, IL • On-site, Remote

Full-time, Part-time

Medical, Dental, Vision, Retirement

Re-posted 11 days ago

Job description

Description
Training Provided
Are you a driven, client-focused professional seeking career advancement and amazing income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build a great career.
Lakeshore Financial Group launched in 2016 and has grown rapidly since. Today, we have teams throughout the Greater Midwest. Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth.
Why Join Lakeshore Financial Group?
  • Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
  • Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
  • Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
  • Professional Development: Gain valuable experience in sales, finance, and client relationship management.
  • Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and retirement plan.

We can only consider candidates living in the Chicagoland area. College degree or equivalent experience are required.
Responsibilities
What You'll Do:
• Build relationships with potential clients and understand their financial needs
• Present and explain products and solutions
• Guide clients through the application and policy issuance process
• Provide ongoing support and service to clients
• Attend training and development sessions
Qualifications
Who We're Looking For:
• Sales experience is a plus, but not required. We are willing to train the right person
• Must be able and willing to obtain a life insurance license
• Highly motivated and self-driven individuals
• Excellent communication and interpersonal skills
• A passion for helping others
• A strong work ethic and a desire to succeed
• This is an upside 100% commission-based opportunity.
Why Join Us?
• Be part of a supportive and collaborative team
• Represent a reputable and respected company
• Enjoy the flexibility and freedom of a self-driven career
• Make a positive impact on the lives of others
• Earn a competitive income

Apply