Financial Service Professional
Tempe, AZ · Hybrid
$23.18 - $38.63/hr
Financial Services industry experience ... Associate's or Bachelor's degree Please note: Training may be up to 20 weeks long. You will be ...
Tempe, AZ · Hybrid
$23.18 - $38.63/hr
Financial Services industry experience ... Associate's or Bachelor's degree Please note: Training may be up to 20 weeks long. You will be ...
Tempe, AZ · Hybrid
$23.18 - $38.63/hr
Financial Services industry experience ... Associate's or Bachelor's degree Please note: Training may be up to 20 weeks long. You will be ...
Waltham, MA · On-site
$25.50 - $42.49/hr
Job Overview As a Financial Service Professional you will be providing support to Commonwealth's advisors and their support staff through phone and email inquiries. These inquires can range from ...
Waltham, MA · On-site
$25.50 - $42.49/hr
Job Overview As a Financial Service Professional you will be providing support to Commonwealth's advisors and their support staff through phone and email inquiries. These inquires can range from ...
Providence, RI · On-site
$113 - $138/hr
Financial Service Professional New York Life - Rob Ward Providence, Rhode Island, United States About this position Our mission is to provide financial security and peace of mind through our ...
Providence, RI · On-site
$113 - $138/hr
Financial Service Professional New York Life - Rob Ward Providence, Rhode Island, United States About this position Our mission is to provide financial security and peace of mind through our ...
Providence, RI · On-site
$125K/yr
Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and ...
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Providence, RI · On-site
$125K/yr
Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and ...
Hybrid Schedule after Training Entry Level Financial Services Rep As a Financial Services Professional you are often the first point of contact for financial advisors who rely on you to help them ...
Hybrid Schedule after Training Entry Level Financial Services Rep As a Financial Services Professional you are often the first point of contact for financial advisors who rely on you to help them ...
Hybrid Schedule after Training Entry Level Financial Services Rep As a Financial Services Professional you are often the first point of contact for financial advisors who rely on you to help them ...
Hybrid Schedule after Training Entry Level Financial Services Rep As a Financial Services Professional you are often the first point of contact for financial advisors who rely on you to help them ...
Hybrid Schedule after Training Entry Level Financial Services Rep As a Financial Services Professional you are often the first point of contact for financial advisors who rely on you to help them ...
Quick apply
Hybrid Schedule after Training Entry Level Financial Services Rep As a Financial Services Professional you are often the first point of contact for financial advisors who rely on you to help them ...
Raleigh, NC · On-site
$69K - $130K/yr
Authentic If the answer is yes, consider becoming an Financial Service Professional to drive positive impact in the lives of families every day. At New York Life, you're in control of your career ...
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Raleigh, NC · On-site
$69K - $130K/yr
Authentic If the answer is yes, consider becoming an Financial Service Professional to drive positive impact in the lives of families every day. At New York Life, you're in control of your career ...
Being an insurance and financial professional at New York Life is more than a profession; it's an ... array of service offerings, including life insurance, annuities, long-term care insurance ...
Being an insurance and financial professional at New York Life is more than a profession; it's an ... array of service offerings, including life insurance, annuities, long-term care insurance ...
Fort Mill, SC · On-site
$21.10 - $35.16/hr
... customer service experience for LPL's Financial Professionals . We are looking for people who ... Associate's or Bachelor's degree Pay Range: $21.10-$35.16/hour Actual base salary varies based on ...
Fort Mill, SC · On-site
$21.10 - $35.16/hr
... customer service experience for LPL's Financial Professionals . We are looking for people who ... Associate's or Bachelor's degree Pay Range: $21.10-$35.16/hour Actual base salary varies based on ...
... financial service professional * Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice
Quick apply
... financial service professional * Participate in educational meetings or seminars relevant to client risk-tolerant and financial objectives for research prior to offering sound financial advice
Fort Mill, SC · On-site
$23.72 - $39.52/hr
The Equitable Gold Service Professional delivers elite, "white glove" support to a select group of high-value Equitable Financial Advisors. This role goes beyond traditional call center ...
Fort Mill, SC · On-site
$23.72 - $39.52/hr
The Equitable Gold Service Professional delivers elite, "white glove" support to a select group of high-value Equitable Financial Advisors. This role goes beyond traditional call center ...
Associate Financial Professional This Associate Advisor position is for someone looking to grow in ... With a strong focus on customer service and sales, the Advisor should be a true "people person" who ...
New
Associate Financial Professional This Associate Advisor position is for someone looking to grow in ... With a strong focus on customer service and sales, the Advisor should be a true "people person" who ...
New
Superior service and support. * A competitive benefits package including Pension, 401(k) with match and Roth options, health, vision, dental insurance, and more. * Leadership and career development ...
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Superior service and support. * A competitive benefits package including Pension, 401(k) with match and Roth options, health, vision, dental insurance, and more. * Leadership and career development ...
Worthington, OH · On-site
$75K - $90K/yr
Are you an early-career financial services professional who enjoys building relationships, helping ... The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ...
Worthington, OH · On-site
$75K - $90K/yr
Are you an early-career financial services professional who enjoys building relationships, helping ... The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ...
Ensure exceptional customer service is provided to existing clients; track and monitor ... We are looking for driven professionals who are eager to build a career in financial services while ...
Quick apply
Ensure exceptional customer service is provided to existing clients; track and monitor ... We are looking for driven professionals who are eager to build a career in financial services while ...
Vacaville, CA · On-site
$25.57 - $31.58/hr
The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional ... Levels: * Assoc. Financial Service Representative : Minimum 1 year of related experience.
Vacaville, CA · On-site
$25.57 - $31.58/hr
The TCU FSR is a career minded individual that enjoys a multi-faceted role providing professional ... Levels: * Assoc. Financial Service Representative : Minimum 1 year of related experience.
Puyallup, WA · On-site
$25 - $50/hr
... and Financial Service Professional - State Farm Agency Team Member. This role is for someone who ... Sales experience (outside sales or inside sales representative, retail sales associate, or ...
New
Puyallup, WA · On-site
$25 - $50/hr
... and Financial Service Professional - State Farm Agency Team Member. This role is for someone who ... Sales experience (outside sales or inside sales representative, retail sales associate, or ...
New
Edmonds, WA · On-site
$65K - $80K/yr
... professional seeking a long-term advisory opportunity within a collaborative ensemble practice ... Maintain high-touch service standards to ensure client retention and satisfaction Financial ...
Edmonds, WA · On-site
$65K - $80K/yr
... professional seeking a long-term advisory opportunity within a collaborative ensemble practice ... Maintain high-touch service standards to ensure client retention and satisfaction Financial ...
Edina, MN · On-site
$80K - $90K/yr
We provide comprehensive wealth management services that integrate life planning with financial ... Paid professional dues, continuing education, conferences, and training. • Hybrid position ...
Edina, MN · On-site
$80K - $90K/yr
We provide comprehensive wealth management services that integrate life planning with financial ... Paid professional dues, continuing education, conferences, and training. • Hybrid position ...
$13.94 - $18.84
13% of jobs
$20.85 is the 25th percentile. Wages below this are outliers.
$18.84 - $23.73
30% of jobs
The median wage is $25.22 / hr.
$23.73 - $28.63
24% of jobs
$31.45 is the 75th percentile. Wages above this are outliers.
$28.63 - $33.52
14% of jobs
$33.52 - $38.42
4% of jobs
$38.42 - $43.31
3% of jobs
$43.31 - $48.21
2% of jobs
$48.21 - $53.10
3% of jobs
$53.10 - $58
2% of jobs
$58 - $62.89
2% of jobs
$62.89 - $67.79
2% of jobs
$13
$31
$67
| Aspect | Associate Financial Service Professional | Financial Advisor |
|---|---|---|
| Certifications | Typically requires FINRA Series 6 or 7, and possibly Series 63 or 65 | Often requires Series 7, Series 66, and additional certifications like CFP |
| Work Environment | Entry-level role in financial firms, supporting advisors and client service | Client-facing role providing personalized financial planning and advice |
| Employer & Industry Usage | Used by banks, brokerages, and financial firms as a support or junior role | Used by independent and firm-affiliated financial planning practices |
The Associate Financial Service Professional typically serves as an entry-level support role with required licenses like Series 6 or 7, focusing on client service and administrative tasks. In contrast, a Financial Advisor provides personalized financial planning and advice, often holding additional certifications like CFP. While both roles operate within the financial industry, the Associate Financial Service Professional supports advisors and handles client interactions under supervision, whereas Financial Advisors independently manage client portfolios and financial strategies.
The top searched job categories for Associate Financial Service Professional jobs are:

$23.18 - $38.63/hr
Full-time
Medical, Retirement, PTO
Posted 9 days ago
7.2
Based on 73 frontline employees who took The Breakroom Quiz
129th of 151 rated financial services
Where Ambition Meets Innovation:
Build a career that matches all your initiative with an impressive dose of innovation. Fromcutting-edgeresources and a collaborative environment to the freedom to make an impact and more,you'llfind the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
In this inbound contact center role you will support advisors, or investors, on a variety of topics that range in complexity. Inquiries will range from simple balance inquiries to more challenging cross-functional financial transactions. Your duty remains the same regardless of complexity: provide a courteous, timely and completely accurate solution. Execution of these behaviors will bring to life our mission: We take care of our advisors so they can take care of their clients.
Responsibilities:
Navigate a structured onboarding experience, including instructor-led training supported by on-the-job training
Focus on continuous training during your first 18 months enabling you to expand your support across additional call types
Collaborate with internal service partners to achieve a resolution for the caller
On average, you'll assist with 25-30 call interactions per day
Work as part of a team with similar skills and focus
Participate in frequent touchpoints with your Manager to ensure your success
As part of your career development, opportunities to acquire financial industry licensing may be available
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
1-3 years of customer service experience
Possess the Securities Industry Essentials (SIE) certification or obtain it by the deadline specified as a condition of employment.
High School diploma or equivalent
Core Competencies:
General computer savviness with the ability to quickly navigate multiple applications
Ability to ask probing questions and actively listen to gain agreement with the caller
Interpersonal skills to establish a welcoming interaction that fosters rapport
Willingness to take ownership to provide accurate resolutions with each interaction
Learning mindset to respond and implement coaching and training
Preferences:
Call Center experience
Financial Services industry experience
Associate's or Bachelor's degree
Please note:
Training may be up to 20 weeks long. You will be required to be onsite full time during training, hybrid role to be determined by leadership after orientation.
#LPL-PA
#LPL-H1
Pay Range:
$23.18-$38.63/hourCompany Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.
EAC 5.19.26
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Finance and insurance
1,001 - 5,000 Employees
San Diego, CA, US
1989