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Financial Services Assistant information

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$10

$23

$40

How much do financial services assistant jobs pay per hour?

As of Jul 22, 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 is a financial service assistant?

A financial services assistant supports financial professionals by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with banking, investment, or insurance services.

What do you do as a financial assistant?

A financial services assistant supports financial advisors or departments by preparing reports, managing client records, processing transactions, and assisting with administrative tasks. They often use financial software and require strong organizational skills to ensure accurate record-keeping and compliance with regulations.

What is the role of a financial assistant?

A financial services assistant supports financial professionals by preparing reports, managing client records, and handling administrative tasks. They often use financial software and require strong organizational skills to ensure accurate and efficient operations within financial institutions.

Is it hard to become a FA?

Becoming a Financial Services Assistant typically requires a high school diploma or equivalent, with some roles preferring or requiring relevant certifications such as the Series 6 or 7. The role often involves on-the-job training, strong communication skills, and knowledge of financial products, making it accessible for many entry-level candidates but competitive depending on the employer.
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 July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.

Financial Services Professional

Creative Financial

Neptune City, NJ • On-site

$75K - $250K/yr

Full-time

Retirement

Posted 6 days ago

Job description

Building your practice from the ground-up can be challenging and often requires a team effort. At CREATIVE Financial Group, we provide the support you need to achieve your long-term goals for profit and growth. Our resource teams work with you to overcome the daily challenges business owners face by developing and implementing industry best practices.

Our professionals are backed by a team of experts bringing you the following top-notch services:

• A team-based approach to problem-solving that gives you access to industry experts and thought-leaders.

• Dedicated professionals assigned to your company, committed to your specific business needs.

• Experienced employee benefits personnel to help you design and implement qualified retirement plan strategies that benefit both you and your staff.

• Financial professionals with industry-specific knowledge who will evaluate your company on an independent basis and make suggestions for improvements.

• Insurance and risk management professionals to help minimize losses due to unforeseen events.

• Compliance experts who take the time to research the regulatory impact of business decisions and support your company as it grows.

• Knowledgeable personnel to assist you when setting up executive compensation plans and key person insurance coverage.

• Strategically focused professionals who will walk you through the business planning process and establish a long-term strategy for succession.

Why explore the career of a Financial Services Professional NOW?

CREATIVE Financial Group helps their clients navigate through uncertainty. Currently, we are in a time period and environment of unprecedented uncertainty. Now, is when a financial services professional shows his or her value. The outcome of this current economic environment may result in increased demand for financial guidance and strategies. Is this an opportunity you want to explore? ARE YOU:

• Wanting to positively impact other people’s lives?

• Looking to be part of a team and learn from experienced professionals

• Driven to keep learning?

• Looking for a career that offers freedom, flexibility, and control?

• A goal-oriented self-starter?

• Wanting to be in control of your career and earnings potential?

If you are curious and would like to learn more about this industry… LET’S TALK!

More info about CREATIVE at www.1creative.com

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