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Financial Services Broker Jobs (NOW HIRING)

Professional Planning Associates

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Financial Services Manager

Philadelphia, PA · On-site

$65K - $75K/yr

Financial Services Manager This position will oversee the investment department of a full service ... Resolve client and investment issues with both Broker Dealer as well as with outside Companies

Wealth Management Company

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Financial Services Assistant

Vineland, NJ · On-site

$38K - $55K/yr (+ commission)

Financial Services / Brokerage / Investment Advisory Position Overview We are seeking a dedicated and detail-oriented Financial Services Assistant to support a growing financial services practice in ...

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Wealth Management Company

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Financial Services Assistant

Vineland, NJ · On-site

$38K - $55K/yr (+ commission)

Financial Services / Brokerage / Investment Advisory Position Overview We are seeking a dedicated and detail-oriented Financial Services Assistant to support a growing financial services practice in ...

Urgent

Professional Planning Associates

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Financial Services Administrator

Philadelphia, PA · On-site

$50K - $60K/yr

Financial Services Administrator This position will provide support to a group of investment ... We have expanded from a small firm providing life insurance to a full service brokerage firm ...

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Financial Services Broker information

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$25K

$65.2K

$132K

How much do financial services broker jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial services broker in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is the difference between Financial Services Broker vs Insurance Agent?

AspectFinancial Services BrokerInsurance Agent
CredentialsLicenses for securities, investments, and financial advisingInsurance licenses for specific policies
Work EnvironmentFinancial firms, brokerage houses, banksInsurance companies, agencies, brokerages
Industry UsageFinancial planning, investment advisingInsurance sales and policy management
Common Search IntentComparing financial products, investment adviceFinding insurance coverage options

While both roles involve client advising and sales, a Financial Services Broker focuses on a range of financial products like investments and securities, whereas an Insurance Agent specializes in selling insurance policies. Understanding these differences helps clients choose the right professional for their financial or insurance needs.

Do financial services brokers make good money?

Financial services brokers can earn a wide range of incomes, often based on commissions, fees, and client portfolios. Successful brokers with strong sales skills and industry certifications can achieve high earnings, but income levels vary significantly depending on experience, location, and client base.

What does a financial services broker do?

A financial services broker acts as an intermediary between clients and financial institutions, helping clients select and purchase financial products such as investments, insurance, or loans. They analyze clients' financial needs, provide advice, and often require licensing or certifications to operate legally. Their work involves understanding financial markets, assessing risk, and maintaining client relationships.

What cities are hiring for Financial Services Broker jobs?

Cities with the most Financial Services Broker job openings:

What states have the most Financial Services Broker jobs?

States with the most job openings for Financial Services Broker jobs include:

What are popular job titles related to Financial Services Broker jobs?

For Financial Services Broker jobs, the most frequently searched job titles are:

Financial Services Broker jobs near you
Infographic showing various Financial Services Broker 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 $65,227 per year, or $31.4 per hour.

Financial Services Operations Associate

Saint Louis, MO

Accounting Career Consultants
51 - 200 employees
Learn more about Accounting Career Consultantsexternal

$50K - $60K/yr

Full-time

PTO

Posted 22 days ago

Job description

Job Description Why is This a Great Opportunity. Growing firm Dynamic role in a small group Great benefits (unlimited PTO) Growth potential Job Description: Operations Associate is responsible for the day-to-day duties of various processes in Operations. An associate will work with a highly experienced operations staff.

The position requires a strong understanding and of the specific duties assigned. This individual works closely with financial advisors and professionals, compliance and client associates to provide an excellent level of service to our clients. This role requires cross training and back up for all operations roles.

Responsibilities - Advisory Account Accurately process advisory account requests in all systems used for advisory fee processing. Review and code agreements for advisory accounts. This process includes verification that all required information is complete and a review of eligibility of any current assets in accounts for management.

Ability to accurately calculate advisory fees for each monthly scheduled cycle as well as any pro-rated fees. Review and verification of vendor calculation is necessary. Must be able to identify and reconcile differences.

Prepare the fee document and remit to our clearing firm to post to each client account. Understand core systems utilized through our clearing firm. Responsibilities - Direct Business Commission Processing Create and process file for Financial Advisor/Professional direct business compensation for the manual check and ACH payments received.

Requirements Ethical, knowledgeable, fair, reliable, collaborative, ability to maintain confidentiality and possessing a strong work ethic. 3+ years of experience in financial services (Broker Dealer and/or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for technology Series 99 license to be obtained within a mutually agreed upon timeframe Strong communication and interpersonal skills to be able to discuss issues with management, home office and branch office personnel. Qualifications: Requirements Ethical, knowledgeable, fair, reliable, collaborative, ability to maintain confidentiality and possessing a strong work ethic.

3+ years of experience in financial services (Broker Dealer and/or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for technology Series 99 license to be obtained within a mutually agreed upon timeframe Strong communication and interpersonal skills to be able to discuss issues with management, home office and branch office personnel. #ACCNOR

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