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Financial Services Manager Jobs (NOW HIRING)

City of Lompoc, CA

Financial Services Manager

Lompoc, CA · On-site

$9.2K - $11K/mo

Management Services Division: Finance Opening Date: 06/16/2026 Closing Date: 6/30/2026 11:59 AM Pacific DEFINITION/SELECTION PROCESS THIS RECRUITMENT IS TO ESTABLISH AN ELIGIBILITY LIST FOR A CURRENT ...

New York Life Insurance

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Financial Services Manager

Sunrise, FL · On-site

$60K - $285K/yr

Our Accelerated Path to Management Program is designed to train you as a successful financial professional first, before seamlessly transitioning you into a management and recruiting role. We will ...

Holt Group

Financial Services Manager

San Antonio, TX · On-site

$77K - $100K/yr

Additionally, the Financial Services Manager is responsible for maintaining a strong DSO and mitigating losses while delivering Legendary Customer Service to internal and external customers. The ...

Hirekeyz Inc

Sr. Financial Services Manager

Fairfax, VA · On-site

$91K - $119K/yr

Role: Sr. Financial Services Manager Location: Fairfax, VA - Hybrid Type: Part-time role Duration: Long term : We are seeking a Part-Time Senior Financial Services Manager to join our expanding team.

Carzby

Financial Services Manager - Automotive

Fenton, MI · On-site

$80K - $105K/yr

This role is ideal for an experienced Financial Services Manager who is comfortable with used vehicle and non-prime transactions. * Complete sale paperwork with clients * Offer protection products ...

Insight

Patient Financial Services Manager

Chicago, IL · On-site

$60K/yr

Position Summary Patient Financial Services Manager oversees all front- and back-end revenue cycle functions related to patient billing, collections, insurance follow-up, and financial counseling.

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Financial Services Manager information

See salary details

$39K

$106.2K

$148.5K

How much do financial services manager jobs pay per year?

As of Jun 29, 2026, the average yearly pay for financial services manager in the United States is $106,160.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,000.00 and $116,500.00 per year, depending on experience, location, and employer.

What is the difference between Financial Services Manager vs Financial Advisor?

AspectFinancial Services ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA, or Series 7 often preferredCFP, CFA, or Series 7 certifications common
Work EnvironmentTypically in banks, financial institutions, or corporate finance departmentsUsually in financial planning firms or independent practice
Employer & Industry UsageUsed by banks, investment firms, and corporationsCommonly employed by financial planning firms and advisory firms
Primary FocusOverseeing financial services operations and client portfoliosProviding personalized financial advice and planning to clients

The main difference is that a Financial Services Manager oversees financial operations and client portfolios within organizations, while a Financial Advisor focuses on providing personalized financial planning and advice to individual clients. Both roles require similar certifications but serve different functions within the financial industry.

What Is a Financial Services Manager?

A financial services manager is responsible for managing the performance of a financial services team selling financial products to customers. Your job duties include motivating the team to hit defined sales goals, performing financial analysis on customer accounts, and providing sales training to the team. The qualifications for this career include a bachelor’s degree, although some employers may prefer a master’s degree in accounting, business, or a related field. You need strong leadership skills and experience working in a sales environment.

What are some common challenges Financial Services Managers face when leading teams in a dynamic financial environment?

Financial Services Managers often navigate challenges such as balancing sales targets with compliance requirements, adapting to rapidly changing financial regulations, and ensuring their team remains motivated and well-trained. They also need to foster strong client relationships while managing internal expectations and workflows. Effective communication and the ability to quickly resolve conflicts within the team are essential for maintaining productivity and meeting organizational goals.

What does a Financial Services Manager do?

A Financial Services Manager oversees financial operations, manages client accounts, and provides guidance on financial products and services such as loans, investments, and insurance. They work to ensure that clients receive sound financial advice tailored to their needs and goals. Additionally, they may supervise a team of financial advisors or analysts, maintain compliance with regulations, and help drive business growth by identifying new opportunities. Their role is crucial in helping both individuals and businesses make informed financial decisions.

What are the key skills and qualifications needed to thrive as a Financial Services Manager, and why are they important?

To thrive as a Financial Services Manager, you need strong financial analysis, risk assessment, and portfolio management skills, often supported by a degree in finance, accounting, or business administration. Familiarity with financial management software, CRM systems, and certifications such as CFA or CFP is highly beneficial. Leadership, client relationship management, and effective communication are essential soft skills for excelling in this role. These competencies ensure accurate financial guidance, regulatory compliance, and the building of trust with clients, all of which drive organizational success.
More about Financial Services Manager jobs
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Financial Services Manager jobs near you

Financial Services Manager

Short Term Financial, LLC

Superior, WI

$18 - $19.50/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Description

Job description:

AmeriCash Loans is seeking a motivated, customer-focused Store Manager to lead the daily operations and performance of our Superior, WI location.


In this role, you will take full ownership of the store's success, ensuring smooth operations, exceptional customer experiences, and strong business results. The Store Manager serves as the primary point of contact for customers, maintains compliance with operational and security standards, and creates a professional, welcoming environment.


Key Responsibilities

  • Oversee daily store operations to ensure efficiency, accuracy, and compliance
  • Deliver outstanding customer service and resolve customer inquiries promptly
  • Build and maintain strong customer relationships to support repeat business
  • Manage cash handling, financial transactions, and loss prevention
  • Execute promotional initiatives to drive store performance
  • Maintain operational, security, and brand standards
  • Ensure a positive, organized, and customer-focused store environment

Qualifications

  • Strong basic math skills with experience handling cash transactions
  • Basic computer skills (Microsoft Excel preferred)
  • High level of discretion when handling confidential information
  • Excellent organizational and communication skills
  • Professional demeanor with a customer-first approach
  • Ability to work independently, prioritize responsibilities, and follow through

Compensation

  • $18.00-$19.50 per hour
  • Bi-weekly bonus opportunity!

Benefits

  • Generous Paid Time Off (PTO)
  • Paid holidays and vacation
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • Life insurance
  • 401(k) with company matching

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: In person

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