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Financial Services Assistant Jobs in Colorado (NOW HIRING)

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Financial Services Assistant information

See Colorado salary details

$11

$24

$42

How much do financial services assistant jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for financial services assistant in Colorado is $24.56, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $27.55 per hour, depending on experience, location, and employer.

What is the difference between Financial Services Assistant vs Customer Service Representative?

AspectFinancial Services AssistantCustomer Service Representative
Required credentialsBasic financial certifications, high school diploma or equivalentHigh school diploma or equivalent, sometimes certifications in customer service
Work environmentFinancial institutions, banks, investment firmsVarious industries including retail, telecom, banking
Employer usageFinancial sector employersBroad industry usage
Common search intentAssisting clients with financial products, processing transactionsHandling customer inquiries, resolving issues

The main difference is that Financial Services Assistants focus on supporting financial operations and client accounts within financial institutions, often requiring some financial certifications. Customer Service Representatives have a broader role across industries, primarily handling customer inquiries and support. While both roles involve client interaction, Financial Services Assistants specialize in financial products and services, making their skills more tailored to the finance industry.

What do you do as a financial services assistant?

A financial services assistant supports financial advisors or institutions by handling client inquiries, preparing financial documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with account management, data entry, and basic financial transactions. The role may also involve maintaining client records and ensuring compliance with regulations.

What is a financial services assistant?

A financial services assistant supports financial advisors or banking staff by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with account management and customer service.

What are the most commonly searched types of Financial Services jobs in Colorado?

The most popular types of Financial Services jobs in Colorado are:

What cities in Colorado are hiring for Financial Services Assistant jobs?

Cities in Colorado with the most Financial Services Assistant job openings:

Financial Services Assistant jobs near you
Infographic showing various Financial Services Assistant job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $51,079 per year, or $24.6 per hour.

Financial Services Professional

New York Life - Colorado

Denver, CO • Hybrid

$76K - $107K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 26 days ago

Job description

Build a meaningful career helping individuals and families make informed financial decisions.

New York Life is seeking motivated professionals to join our Denver office as Financial Services Professionals. Whether your background is in sales, business development, customer service, banking, insurance, or financial services, this role offers the opportunity to develop a rewarding career focused on relationship building and financial guidance.

You'll work closely with clients to understand their needs, identify opportunities, and provide solutions designed to help them achieve financial security.

Compensation

Expected annual earnings range from $76,000 - $107,000+ per year, based on individual performance and business development efforts.

Responsibilities

  • Connect with prospective clients and build lasting professional relationships
  • Conduct financial needs discussions and identify appropriate solutions
  • Educate clients on products and services that support their financial objectives
  • Assist clients with retirement planning, protection strategies, and wealth-building goals
  • Maintain consistent follow-up and ongoing client support
  • Participate in training, licensing, and professional development programs

Qualifications

  • Bachelor's degree preferred
  • Sales, customer-facing, or financial services experience preferred
  • Strong interpersonal and communication skills
  • Goal-oriented and motivated to succeed
  • Ability to work independently while collaborating with a team
  • Licensing experience is helpful but not required

What We Offer

  • Comprehensive training program
  • Mentorship and coaching
  • Hybrid work environment
  • Career advancement opportunities
  • Access to established financial products and resources
  • Performance-based compensation structure

Benefits

  • 401(k) with employer matching
  • Pension plan
  • Medical, dental, and vision coverage
  • Life insurance
  • Tuition reimbursement
  • Paid training
  • Flexible spending accounts
  • Wellness programs

If you're looking for a professional opportunity where you can make a positive impact while building your own future, we'd like to hear from you.


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