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Financial Services Advisor information

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$36K

$102.1K

$144K

How much do financial services advisor jobs pay per year?

As of Aug 23, 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 is a financial services advisor?

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 are the key skills and qualifications needed to thrive as a financial services advisor?

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.

Who are the top companies hiring for Financial Services Advisor jobs?

The top employers for Financial Services Advisor jobs are:

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 August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Member Services Advisor I

SkyOne Federal Credit Union

Hawthorne, CA • On-site

$25.76 - $30/hr

Full-time

Re-posted 26 days ago

Job description

Join SkyOne Federal Credit Union as a Member Services Advisor I in Hawthorne, CA, where your contributions will directly impact our members' lives. Experience the thrill of being at the forefront of member interactions, providing tailored financial solutions that enhance their everyday experiences. In this onsite role, you'll collaborate with a passionate team dedicated to upholding our core values of performance, accountability, integrity, innovation, and respect. Embrace a vibrant workplace culture that fosters professional growth and encourages innovative thinking. Your ability to deliver exceptional service will not only fulfill our vision but also enrich your career journey.
Take the leap and apply for a position that offers both personal fulfillment and a chance to be part of a mission-driven organization focused on meaningful financial support for our members.
Are you a good fit for this Member Services Advisor I job?
As a Member Services Advisor I, you'll help members get the right financial solutions through accurate service, thoughtful questions, and clear guidance. This role exists to strengthen relationships while meeting service standards and individual/team goals. Key responsibilities include handling member inquiries by phone and in person; processing transactions and account maintenance; opening and closing memberships; establishing digital services (SkyFone, iSky, Mobile Banking, Bill Pay); supporting consumer loan applications and payoff requests; coordinating with internal partners for mortgages, IRAs, investments, and consumer loans; and following all policies, security requirements, and BSA/OFAC compliance.
QUALIFICATIONS:
  • Minimum of one-year experience in a call center, preferably financial services.
  • Strong cross-selling and telemarketing skills.
  • Excellent member service and telephone communication skills.
  • Strong knowledge and understanding of financial products and services.
  • Windows, Word, Excel, and Internet proficiency.
  • A high degree of confidentiality.
  • A positive, professional image within the workplace.
  • Effective verbal and written communication skills.

Your day as a Member Services Advisor I
You start by reviewing priorities and getting set for a steady flow of calls, walk-ins, and follow-ups. Throughout the day, you switch between focused tasks-like completing documentation, updating records, and checking details for accuracy-and member conversations where you listen, clarify, and confirm next steps. Between interactions, you coordinate handoffs with teammates, keep notes current, and circle back on open items so nothing gets missed. You'll also make time for short outbound touchpoints, helping keep relationships active and responsive. As the day wraps, you reconcile what's pending, ensure work is completed to standard, and leave the queue ready for the next shift.
Make your move
If you believe that this position matches your requirements, applying for it is a breeze. Best of luck!

Apply