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Financial Service Professional Jobs in Alabama (NOW HIRING)

Symmetry Financial Group

Our Mission If you're a driven professional who knows you're capable of more, but you're feeling ... Build and maintain long-term client relationships through trust and service * Develop new business ...

H&R Block

Block Advisors Client Service Professional

Arab, AL · On-site

$13.50 - $17.25/hr

About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... Experience working in a tax office, CPA firm, or financial services environment Why work for us At ...

H&R Block

Block Advisors Client Service Professional

Arab, AL · On-site

$13.50 - $17.25/hr

About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... Experience working in a tax office, CPA firm, or financial services environment Why work for us At ...

New York Life

Financial Professional

Creola, AL · On-site

... services. The company offers life insurance, long-term care insurance, and group disability ... Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk.

New York Life

Experienced Financial Services

Mobile, AL · On-site

New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial ...

Tuskegee University

Hire, train, supervise, and evaluate student financial service professionals and support staff * Develop and manage the annual operating budget for the department * Track athletic grant in aid ...

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All JobsFinancial Service Professional JobsFinancial Service Professional Jobs in Alabama

Financial Service Professional information

See Alabama salary details

$34.9K

$86.6K

$132.3K

How much do financial service professional jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial service professional in Alabama is $86,565.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,500.00 and $100,600.00 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 are the most commonly searched types of Financial Service jobs in Alabama?

The most popular types of Financial Service jobs in Alabama are:

What cities in Alabama are hiring for Financial Service Professional jobs?

Cities in Alabama with the most Financial Service Professional job openings:

Financial Service Professional jobs near you
Infographic showing various Financial Service Professional job openings in Alabama as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $86,565 per year, or $41.6 per hour.

Financial Services Professional

On-site

Symmetry Financial Group
Finance and Insurance • 1 - 5K employees
Learn more about Symmetry Financial Groupexternal

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Our Mission

If you're a driven professional who knows you're capable of more, but you're feeling limited by corporate ceilings, lack of advancement opportunities, or a role that no longer challenges you, this opportunity may be worth exploring.

We're building a team of growth-minded individuals who want more than a paycheck. We are looking for people who value personal development, leadership, flexibility, and the ability to create a meaningful impact while building a business of their own.

What sets us apart is simple: we don't just offer an opportunity—we provide a system, mentorship, and a pathway for growth.

You'll have access to experienced leaders, ongoing development, proven processes, and a supportive culture that encourages both personal and professional success.

Why Professionals Choose Us

✔ Mentorship from leaders who are actively invested in your growth

✔ A clear path for advancement and leadership development

✔ Flexibility to build your business around your life

✔ Performance-based income with no artificial limits

✔ A culture focused on collaboration, accountability, and continuous improvement

✔ The ability to make a meaningful difference by helping families protect their financial future

✔ Access to technology, resources, and support designed to help you succeed

What You'll Do

  • Identify client needs and recommend personalized protection and financial solutions

  • Build and maintain long-term client relationships through trust and service

  • Develop new business through referrals, networking, and company-supported lead programs

  • Educate clients on available coverage options and financial protection strategies

  • Guide prospects through the decision-making process with confidence and professionalism

  • Stay informed on industry trends, products, and best practices

  • Operate independently while benefiting from a collaborative team environment

What Makes This Opportunity Different?

Many organizations recruit agents. Few invest in helping them become leaders.

Our focus is not simply on production. We are committed to helping individuals develop the skills, confidence, and business acumen necessary to create lasting success.

Whether your goal is supplemental income, a full-time career, or building a team of your own, you'll have access to a proven framework and a community that supports your growth every step of the way.

Who We're Looking For

  • Licensed professionals or individuals willing to obtain a license

  • Strong communicators who enjoy helping others

  • Self-motivated individuals who value personal accountability

  • Professionals comfortable with technology and virtual communication

  • Individuals with an entrepreneurial mindset

  • People seeking growth, flexibility, and long-term opportunity

If You're Ready...

If you're looking for a place where your growth matters, your effort is rewarded, and your potential is not limited by someone else's expectations, we'd welcome the opportunity to connect and learn more about your goals.

Symmetry Financial Group logo

About Symmetry Financial Group

Sourced by ZipRecruiter

Symmetry Financial Group is a leading insurance marketing organization based in Asheville, North Carolina, USA, specializing in life insurance, mortgage protection, retirement protection, and debt elimination services. The company was established in 2009 by co-founders Brandon Ellison, Brian Pope, and Casey Watkins to cater to families requiring personal protection and financial security. With a nationwide footprint, Symmetry has become a significant player in the insurance and financial services industry. Symmetry Financial Group's mission revolves around making a positive and lasting impact on the families they serve across the nation. It is built around core values which they call 'The Symmetry Way' – Relationships matter, People come first, Family, and Serve others.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Swannanoa, NC, US

Year founded

2009

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