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$36K

$102.1K

$144K

How much do financial services advisor jobs pay per year?

As of Jun 8, 2026, the average yearly pay for financial services advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Services Advisor, and why are they important?

To thrive as a Financial Services Advisor, you need a solid understanding of financial products, investment strategies, and regulatory requirements, typically supported by a degree in finance or a related field and relevant licenses (such as FINRA Series 7 or 66). Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential for managing client accounts effectively. Exceptional interpersonal skills, active listening, and trustworthiness help build long-term client relationships and deliver personalized advice. These skills and qualities are vital for providing compliant, tailored financial guidance that helps clients achieve their financial goals and maintains the advisor's professional reputation.

What are some common challenges faced by Financial Services Advisors when building and maintaining a client base?

Financial Services Advisors often face the challenge of establishing trust with new clients, especially in a competitive market where many options are available. Building a strong client base requires persistence, effective networking, and excellent communication skills to understand clients’ financial goals and recommend appropriate solutions. Additionally, advisors must stay current with changing financial regulations and market trends to provide accurate advice. Maintaining long-term relationships involves regular follow-ups, personalized service, and consistently demonstrating value to clients.

What are Financial Services Advisors?

Financial Services Advisors are professionals who provide clients with advice and guidance on managing their finances, including investments, retirement planning, insurance, taxes, and estate planning. They assess clients' financial needs and goals, recommend suitable products or strategies, and help clients make informed decisions about their money. Financial Services Advisors may work for banks, investment firms, or as independent consultants, and they often stay updated on financial regulations and market trends to better serve their clients.
What states have the most Financial Services Advisor jobs? States with the most job openings for Financial Services Advisor jobs include:
What are popular job titles related to Financial Services Advisor jobs? For Financial Services Advisor jobs, the most frequently searched job titles are:
Financial Services Advisor jobs near you
Infographic showing various Financial Services Advisor job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 98% Full Time, and 1% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Financial Services Advisor (personal banker)

Financial Services Advisor (personal banker)

MyUSA Credit Union

Dayton, OH

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description

MyUSA Credit Union is a member-owned, over $350 million financial institution with offices in Middletown (2), Trenton, Kettering (2), Moraine, Springfield and Vandalia.
We are seeking interested candidates for a Financial Services Advisor (personal banker) for servicing loans amp; new accounts at our Kettering location.
This role is best suited for an enthusiastic, member-service driven person who is motivated to serve our members by putting their financial needs and best financial interests first.
Responsibilities include:
  • Interview, counsel, and assist members regarding all of their financial service needs
  • Process/open new account and loan requests; service existing accounts.
  • Set up new account files and provide members with all necessary information for membership.
  • Knowledge in all aspects of the Credit Union’s products and services
  • Expected to assist in all areas of branch operations on a frequent basis
Qualifications include:
  • Live the values: Positive Empowerment, Compassionate Relationships, Transformative Service, and Collaborative Innovation. (Visit www.myusacu.com/about-us/ to learn more)
  • Ideal candidate should have a High School Diploma or equivalent through course work, training and/or financial services experience
  • Familiarity with branch operations and financial services products and services preferred
  • Effective communication skills (oral and written)
  • Able to demonstrate excellent interpersonal and organizational skills
  • Strong computer skills and ability to operate standard office machines needed to perform the job such as computer, calculator, copier
MyUSA Credit Union is an equal opportunity employer.
Job Type: Full-time
Benefits:
  • 401(k) Matching
  • Generous Paid Time Off
  • Company paid Life, AD amp;D and Disability Insurance
  • Credit Union membership
  • Health, Dental, amp; Vision insurance
  • Employee Assistance Program
  • Flexible Spending Account
  • Health Savings Account
  • Referral program
Physical setting:
  • Casual office environment
Schedule:
  • Day shift business operations
Education:
  • High school or equivalent (Required)
Experience:
  • Banking: Experience preferred
  • Customer service: Experience preferred
  • Cash handling: Experience preferred

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