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Financial Service Professional Jobs (NOW HIRING)

Cetera Financial Group

Service Professional

Saint Augusta, MN · On-site

$17.75 - $23.25/hr

IRA Coordinator Cetera is a leading financial advice firm. Comprehensive services include: wealth ... Everything we do is designed to support and empower our financial professionals, their clients, and ...

Bankers Life

Financial Services Professional

Augusta, ME · On-site

$40K - $65K/yr

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

Cetera Financial Group, Inc.

Service Professional

Dallas, TX · On-site

$18 - $23.25/hr

Cetera is a leading financial advice firm. Comprehensive services include: wealth management ... Everything we do is designed to support and empower our financial professionals, their clients, and ...

Bankers Life

Financial Services Professional

Orlando, FL · On-site

$40K - $65K/yr

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

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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.
Service Professional

Service Professional

Cetera Financial Group

Saint Augusta, MN • On-site

$17.75 - $23.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

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

Cetera Financial Group rating

9.1

Company rating: 9.1 out of 10

Based on 23 frontline employees who took The Breakroom Quiz

Job description

IRA Coordinator

Cetera is a leading financial advice firm. Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and empower our financial professionals, their clients, and our employees to do more so they can be more.

As a member of the Cetera team, you're central to our mission and the reason for our growth. The very experiences you'll help strategize, design, and put into action have a direct impact on the lives of millions of people throughout the country. If you believe there's a better way to do things, and that there's more to life than settling for the status quo, we might be a great place for you to grow your career.

We get it. As important as your career might be, there's a whole lot more to life. We offer a competitive salary and benefits package including career growth opportunities, a modern office environment with sit/stand desks, 4 weeks PTO starting, 16 paid volunteer hours, 401k program with match, various Health, Dental and Vision options, company paid STD/LTD and Life Insurance.

Cetera Financial Group is currently seeking a Service Professional - IRA for our company's office located in St. Cloud, MN. This is a unique opportunity to join our team to provide customer service to our clients.

As a Service Professional - IRA at Cetera Financial Institutions, you will be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world's most referable platform.

  • Complete training on the rules and regulations on Individual Retirement Plans (IRA).
  • Provide support to our clients related Individual Retirement Plans.
  • Handle complex and escalated issues from representatives and customers.
  • Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
  • Work independently within the team to assist callers without requiring outside assistance.
  • Participate in special projects as assigned.
  • Provide training support on department process and system navigation.

What you need to have:

  • 1+ year of previous customer service related work
  • 1+ years of proficiency with Microsoft Office tools.
  • Must have a High School diploma or GED

The salary range for this role is $22.00 - $24.05 plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations.

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