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Financial Service Professional Jobs (NOW HIRING)

LPL Financial

Financial Service Professional

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 ...

WizeHire, Inc

Financial Service Professional

Austin, TX · On-site

Join the New York Life team as a motivated financial services professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and ...

New York Life

Financial Service Professional

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 ...

New York Life

Financial Service Professional

Durham, 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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Financial Service Professional information

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$38.5K

$95.5K

$146K

How much do financial service professional jobs pay per year?

As of Sep 11, 2026, the average yearly pay for financial service professional 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 is a financial service professional?

Financial Service Professionals are experts who help individuals and businesses manage their finances, plan for the future, and achieve financial goals. They may provide services such as investment advice, retirement planning, insurance solutions, tax strategies, and estate planning. These professionals can work for banks, investment firms, insurance companies, or as independent advisors. Their goal is to help clients make informed decisions about their money and financial security.

What are the key skills and qualifications needed to thrive as a financial service professional?

To thrive as a Financial Service Professional, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or business and relevant industry licenses. Familiarity with financial planning software, CRM systems, and tools like Bloomberg Terminal or Morningstar is typically required. Strong interpersonal skills, integrity, and effective communication set top performers apart in building trust and maintaining client relationships. These skills are crucial for providing sound financial advice, ensuring regulatory adherence, and fostering long-term client satisfaction.

What are some common challenges financial service professionals face when building a client base, and how can they overcome them?

Financial Service Professionals often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining consistent referrals. Overcoming these hurdles typically involves proactive networking, leveraging professional certifications, and providing personalized financial advice tailored to each client's goals. Building long-term relationships through transparent communication and ongoing education can also help establish credibility and foster client loyalty in this dynamic field.

What is the difference between Financial Service Professional vs Financial Advisor?

AspectFinancial Service ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial servicesMore specific to personal financial planning
Common Search & ComparisonOften compared for licensing and rolesCompared for client advisory services

The main difference is that a Financial Service Professional is a broad term covering various roles in financial services, often with different licenses, while a Financial Advisor specifically provides personalized financial planning and advice, usually with advanced certifications like CFP. Both roles work within the financial industry but focus on different aspects of client service and expertise.

What cities are hiring for Financial Service Professional jobs?

Cities with the most Financial Service Professional 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 Professional jobs?

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

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

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

Financial Service Professional jobs near you
Infographic showing various Financial Service Professional job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Service Professional

Pine Hill, NJ • On-site

Helios Financial LLC
See more jobs at Helios Financial LLCexternal

$60K - $120K/yr

Part-time

Medical, Life

Posted 4 days ago

Job description

Join Our Team as a Financial Service Professional at Helios Financial LLC!

Are you ready to take your financial expertise to the next level? Helios Financial LLC, based in Lindenwold, NJ, is looking for a motivated and driven Financial Service Professional to join our team. If you're passionate about helping clients achieve their financial goals and thrive in a commission-based role, we want to hear from you!

What You'll Do

As a Financial Service Professional at Helios Financial LLC, you will play a key role in guiding clients toward financial success. Your responsibilities will include:
- Building and maintaining strong client relationships by understanding their financial needs.
- Providing expert advice on financial services and products tailored to each client.
- Assisting clients with life and health insurance solutions.
- Staying up-to-date on industry trends and regulations to ensure compliance and deliver top-notch service.

What We're Looking For

To succeed in this role, you'll need:
- At least 1 year of experience in a financial services or related role.
- The ability to obtain a Life and Health Producer License (if you don’t already have one).
- Strong interpersonal and communication skills to connect with clients and build trust.
- A self-motivated and goal-oriented mindset to thrive in a commission-based environment.

Why Helios Financial LLC?

At Helios Financial LLC, we pride ourselves on fostering a professional and supportive environment where your success is our success. We are committed to helping our clients achieve their financial goals while empowering our team to grow and excel in their careers.

Ready to Take the Next Step?

If you're ready to make a meaningful impact and grow your career in financial services, we’d love to hear from you! Apply today and start your journey with Helios Financial LLC.

Helios Financial LLC is an equal opportunity employer. We look forward to welcoming you to our team!


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