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Financial Service Professional Jobs (NOW HIRING)

himagine solutions inc

KY · On-site

... service. Role Description The Financial Services Professional is a full-time remote role responsible for supporting clients with comprehensive financial planning and guidance, with a focus on health ...

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Financial Service Professional information

See salary details

$38.5K

$95.5K

$146K

How much do financial service professional jobs pay per year?

As of Sep 10, 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 - Bilingual (Hindi, Telugu, Gujarati, Tamil, Bengali, Urdu)

Durham, NC • On-site

New York Life
Colleges, Universities, and Professional Schools • 11 - 50 employees
Learn more about New York Lifeexternal

$69K - $130K/yr

Full-time

Re-posted 12 days ago

Key responsibilities

  • Provide clients with information and guidance on insurance products such as life insurance, annuities, long-term care insurance, disability income insurance, and investment products.

  • Assist clients in navigating financial challenges related to retirement, college savings, and other financial goals by developing tailored solutions.

  • Utilize digital sales, prospecting, and marketing tools to attract and retain clients and support ongoing client relationship management.

Job description

Are you a leader who has the following traits?
  • Competitive
  • Entrepreneurial
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
Do You live in Raleigh, Durham, Cary, Apex, Morrisville, Holly Springs, or Fuquay-Varina North Carolina? If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,² estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.³ Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.⁴ About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.⁵
  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody’s)
  • AA+ Very Strong (Standard & Poor’s)
We’re proud of the training we offer.⁶
  • Training Magazine’s APEX Award for 2022
We’re proud to be recognized by organizations that also value diversity.
  • Human Rights Campaign: 2022 Corporate Equality Index
  • Forbes 2022: America’s Best Employers for Diversity
  • Latino Leaders 2022 Best Companies for Latinos to Work For
We’re proud of the help we’ve provided and continue to provide our clients.⁷
  • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
  • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products.
  • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
  • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.⁸
  1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
  2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.
  3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied.
  4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.
  5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.
  6. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition
  7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022.
  8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.
New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)
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About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

View All NorCal Orange Jobs