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Financial Service Assistant Jobs (NOW HIRING)

All Financial Freedom

Financial Service Specialist

$60K - $75K/yr

Facilitate virtual client meetings and follow-up communications * Assist with documentation ... to financial services operations and client engagement, with opportunities to advance into ...

LPL Financial

Financial Service Professional

Waltham, MA · On-site

$25.50 - $42.49/hr

... * Assist and/or conduct team huddles and service team reporting * Assist with projects to improve ... LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in ...

LPL Financial

Financial Service Professional

Tempe, AZ · Hybrid

$23.18 - $38.63/hr

On average, you'll assist with 25-30 call interactions per day * Work as part of a team with ... Financial Services industry experience * Associate's or Bachelor's degree Please note: Training may ...

Search Solution Group

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Financial Service Representative

Virginia Beach, VA · On-site

$20 - $21/hr

This position will work directly with customers to assist with their everyday banking needs, provide exceptional customer service, and recommend financial products and services based on individual ...

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TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

First National Bank Texas

Conduct business development visits to promote the bank s services and products * Assist customers with banking/financial needs * Remain knowledgeable about products, fees, policies and current ...

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Financial Service Assistant information

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How much do financial service assistant jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for financial service assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What do you do as a financial service assistant?

A financial service assistant supports clients by providing information about banking products, processing transactions, and assisting with account management. They often handle customer inquiries, perform administrative tasks, and use banking software to ensure accurate service delivery. Strong communication skills and knowledge of financial procedures are essential for this role.

What is a financial service assistant?

A financial service assistant supports financial professionals by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and need good communication skills to assist with banking, investment, or insurance services. This role typically requires attention to detail and knowledge of financial products.

What is the work of a financial service assistant?

A financial service assistant supports financial advisors or banking staff by handling client inquiries, processing transactions, maintaining records, and preparing financial documents. They often use banking software and must have good customer service skills to assist clients effectively.

What cities are hiring for Financial Service Assistant jobs?

Cities with the most Financial Service Assistant job openings:

What are the most commonly searched types of Financial Service jobs?

The most popular types of Financial Service jobs are:

What states have the most Financial Service Assistant jobs?

States with the most job openings for Financial Service Assistant jobs include:

What are popular job titles related to Financial Service Assistant jobs?

For Financial Service Assistant jobs, the most frequently searched job titles are:

Financial Service Assistant jobs near you
Infographic showing various Financial Service Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.

Financial Service Specialist

Remote

All Financial Freedom
See more jobs at All Financial Freedomexternal

$60K - $75K/yr

Part-time

Re-posted 10 days ago

Job description

Position Overview
We are seeking a Financial Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and onboarding process. This role emphasizes professionalism, communication, and client support rather than sales.
The ideal candidate is organized, detail-oriented, and comfortable working in a client-facing, remote environment. Prior financial services experience is not required. Training and licensing support are provided.
Key Responsibilities
  • Support clients through a standardized financial education and information process
  • Facilitate virtual client meetings and follow-up communications
  • Assist with documentation, scheduling, and client onboarding
  • Provide clear explanations of financial concepts related to protection and long-term planning
  • Maintain accurate records in accordance with company and compliance standards
  • Participate in ongoing training and professional development
Required Qualifications
  • Strong verbal communication skills
  • Professional, client-focused demeanor
  • High attention to detail and organizational skills
  • Ability to work independently in a remote setting
  • Willingness to obtain required state licensing (training provided)
  • Ability to pass a background check
Compensation & Work Environment
  • Performance-based compensation structure
  • Fully remote position with flexible scheduling
  • Structured onboarding and ongoing training
  • Advancement opportunities within client services, training, or leadership tracks
  • Collaborative, professional team culture
Career Path
This role provides exposure to financial services operations and client engagement, with opportunities to advance into education, leadership, or management roles.
Qualified candidates are encouraged to apply to learn more.

Apply