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Financial Services Assistant Jobs (NOW HIRING)

All Financial Freedom

About the Opportunity We are expanding our financial services team and are seeking motivated ... Conduct virtual meetings and information sessions * Assist clients through a structured, needs ...

All Financial Freedom

Financial Services Associate

$60K - $75K/yr

About the Opportunity We are expanding our financial services team and are seeking motivated ... Conduct virtual meetings and information sessions * Assist clients through a structured, needs ...

All Financial Freedom

Position Overview We are seeking a Financial Services Specialist to support our growing financial ... Facilitate virtual client meetings * Assist with onboarding and follow-up * Support financial ...

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How much do financial services assistant jobs pay per hour?

As of May 28, 2026, the average hourly pay for financial services assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 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 cities are hiring for Financial Services Assistant jobs? Cities with the most Financial Services Assistant job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Financial Services Assistant jobs? States with the most job openings for Financial Services Assistant jobs include:
Financial Services Assistant jobs near you
Infographic showing various Financial Services Assistant job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 56% Full Time, 42% Part Time, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.
Financial Services Assistant - State Farm Agent Team Member

Financial Services Assistant - State Farm Agent Team Member

State Farm

Chicago, IL • On-site

$38K - $55K/yr

Full-time

PTO

Posted 23 days ago

State Farm rating

7.5

Company rating: 7.5 out of 10

Based on 1,355 frontline employees who took The Breakroom Quiz

183rd of 258 rated insurance

Job description

Responsive recruiter
Replies within 24 hours
ROLE DESCRIPTION:As a Financial Services Assistant - State Farm Agent Team Member with Dwan Johnson-Bell - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS:
  • Bachelor's degree in finance, economics, accounting, or a related field.
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Bilingual Spanish

BENEFITS:
  • Paid time off (vacation and personal/sick days)
  • Profit sharing
  • Growth potential/Opportunity for advancement within my office

HOURS
Weekdays 9AM-6PM, Sat 10AM-2PM
Compensation: $38,000.00 - $55,000.00 per year
Are You Driven & Ambitious?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team is comprised of results-oriented individuals that are serious about their development. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Dwan Johnson-Bell - State Farm Agent!
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • Our office is located in Chicago on the south side .

Apply now and let us put you on the path to success
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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