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Car Financial Services Jobs (NOW HIRING)

Would you like to work for an award-winning dealership group that values excellent customer service ... Ensure accuracy of all documents before being sent to a financial institution * Possess in-depth ...

Would you like to work for an award-winning dealership group that values excellent customer service ... Ensure accuracy of all documents before being sent to a financial institution * Possess in-depth ...

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Car Financial Services information

See salary details

$38.5K

$95.5K

$146K

How much do car financial services jobs pay per year?

As of Jun 10, 2026, the average yearly pay for car financial services in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What are car financial services?

Car financial services refer to a range of financial products and services that assist individuals and businesses in purchasing, leasing, or refinancing vehicles. This can include auto loans, leases, refinancing options, insurance products, and sometimes services like extended warranties or gap insurance. These services are typically offered by banks, credit unions, auto dealerships, and specialized financial institutions. Car financial services help make vehicle ownership more accessible by spreading out the cost over time and offering additional protections and benefits.

What are the typical responsibilities of a professional working in Car Financial Services, and how do they collaborate with dealerships and clients?

Professionals in Car Financial Services are responsible for assisting customers in securing financing options for vehicle purchases, explaining loan terms, and guiding them through the application process. They work closely with car dealerships to ensure a smooth transaction and often liaise with banks or lending institutions to secure the best rates for clients. A key part of the role involves evaluating credit applications, verifying documentation, and maintaining compliance with regulatory standards. Collaboration and clear communication with both internal sales teams and external partners are essential for success in this fast-paced environment.

What is the difference between Car Financial Services vs Car Loan Specialist?

AspectCar Financial ServicesCar Loan Specialist
CredentialsTypically requires finance or banking certifications, knowledge of credit analysisRequires finance or banking background, often with sales or customer service skills
Work EnvironmentOffice-based, working with financial products and client dataDealerships or financial institutions, interacting directly with customers
Employer & IndustryFinancial institutions, banks, or auto finance companiesCar dealerships, auto finance companies, banks

Car Financial Services professionals focus on providing financial products and credit solutions for vehicle purchases, often working behind the scenes. Car Loan Specialists typically work directly with customers to facilitate auto loans at dealerships. While both roles require finance knowledge, Car Financial Services roles are more finance and analysis-oriented, whereas Car Loan Specialists emphasize customer interaction and sales.

What are the key skills and qualifications needed to thrive in Car Financial Services, and why are they important?

To thrive in Car Financial Services, you need a solid understanding of automotive financing, credit analysis, and financial regulations, often supported by a degree in finance, business, or a related field. Familiarity with loan origination software, CRM systems, and financial analysis tools is typically required. Outstanding customer service, negotiation abilities, and attention to detail are essential soft skills for building trust and ensuring accurate transactions. These competencies enable professionals to deliver tailored financing solutions while maintaining regulatory compliance and customer satisfaction.
More about Car Financial Services jobs
What cities are hiring for Car Financial Services jobs? Cities with the most Car Financial Services job openings:
What states have the most Car Financial Services jobs? States with the most job openings for Car Financial Services jobs include:
Infographic showing various Car Financial Services job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Services Professional I

Kestra Holdings

Phoenix, AZ โ€ข On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 2 days ago


Job description

ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
Client Service Specialist
Location: Phoenix, AZ
Company: Kestra Financial
**Where ambition meets real impact**
At Kestra Financial, we don't just answer questions, we build trust and lasting relationships with the financial advisors we serve. Our approach is people-first, tech-supported, and driven by purpose: to make it easier for advisors to run their businesses and serve their clients.
We're looking for a Client Service Specialist to join our front-line support team. Professionals who take pride in owning the client experience from the first call to final resolution. In this role, you'll be the go-to resource for advisors and their staff, helping them navigate systems, solve problems, and get the answers they need quickly and confidently.
It's a great opportunity for someone who enjoys working in a fast-paced environment, thrives on learning, and takes pride in making someone's day just a little easier. If you're looking to grow your skills, deepen your industry knowledge, and be part of a team that shows up for each other every day, this is the place.
What You'll Do
  • Serve as the initial point of contact for inbound calls and emails from advisors, staff, and clients, responding with care and urgency
  • Answer approximately 40-45 calls and 10-15 emails per day, ensuring timely and accurate assistance
  • Handle a wide range of inquiries across topics like account servicing, cost basis, retirement plans, transfer of assets, and password resets
  • Log and track client communication and activities in Salesforce
  • Educate and guide clients through operational processes, system navigation (e.g., AdvisorComplete and Streetscape), and procedural requirements
  • Collaborate with peers and support departments to resolve inquiries and improve overall client experience
  • Stay current on operational policies, procedures, and system changes through continuous training
  • Maintain structured work schedules between 7:00 AM - 6:30 PM, Monday through Friday, with shift flexibility
  • Deliver consistent, accurate, and empathetic service
  • Provide support aligned with departmental goals for service levels, quality, and client satisfaction
  • Partner with internal service teams and custodians to ensure seamless follow-through and resolution

What You Bring
  • A service-first mindset, with strong verbal and written communication skills
  • Professionalism under pressure and the ability to stay composed in fast-paced situations
  • Willingness to learn, take feedback, and grow with the team
  • Strong attention to detail and follow-through
  • Comfort working with multiple systems and tools
  • Prior experience in a call center, help desk, or client support environment is a plus
  • Curiosity and willingness to dig into problems and ask thoughtful questions
  • Ability to multitask, prioritize, and manage time effectively in a structured, high-volume environment

Qualifications
  • 1-2 years of experience in customer service within financial services, or a related role
  • Strong interpersonal skills with a professional, confident phone presence
  • Clear written communication and attention to tone and accuracy
  • Comfort using technology and learning new systems quickly (Salesforce, AdvisorComplete, Streetscape, Microsoft Office Suite)
  • Bachelor's degree preferred, but equivalent experience will be considered

Licenses & Certifications
  • SIE and Series 7 preferred

INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.