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Financial Service Professional Jobs (NOW HIRING)

New York Life

Financial Service Professional

Durham, NC

$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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$95.5K

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How much do financial service professional jobs pay per year?

As of Jun 6, 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 are the key skills and qualifications needed to thrive as a Financial Service Professional, and why are they important?

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 Financial Service Professionals?

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 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 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 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:
Financial Service Professional jobs near you
Infographic showing various Financial Service Professional job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 84% Full Time, 7% Part Time, 1% Temporary, and 7% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Service Professional

New York Life - Nassau County General Office

Uniondale, NY • On-site

$100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 19 days ago

Job description

Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the "World's Most Admired Companies" by Fortune Magazine for 2019.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
2- Source: Individual Third Party Ratings Reports as 7/30/18.
3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Responsibilities
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services
• Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
• Use a CRM to organize each client's financial status, goals, cash flow, and monetary expectations for use in their individual financial plan
• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
Qualifications
• Experience in customer service or sales, ideally within the financial services industry, is helpful, but not necessary.
• Strong communication skills, both verbal and written, to effectively convey financial concepts.
• Self-motivated with a strong desire to learn and grow within the insurance and financial services field.
• Valid driver's license and the use of a vehicle.
Benefits:
• 401(k) with a 4% match.
• Retirement plan.
• Life and Disability Insurance.
• Health Coverage: Medical/Pharmacy, Dental, Vision.
• Must have the ability to successfully network and prospect for new clients
• Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Strong relationship management skills and/or experience required

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