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Financial Services Manager Jobs in Boca Raton, FL

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Financial Services Manager information

See Boca Raton, FL salary details

$36.3K

$98.7K

$138K

How much do financial services manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial services manager in Boca Raton, FL is $98,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,700.00 and $108,300.00 per year, depending on experience, location, and employer.

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 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.

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 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.

More about Financial Services Manager jobs

What are the most commonly searched types of Financial Services jobs in Boca Raton, FL?

The most popular types of Financial Services jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Financial Services Manager jobs?

Cities near Boca Raton, FL with the most Financial Services Manager job openings:

Financial Services Manager jobs near you

Insurance and Financial Services Position - State Farm Team Member

Hallandale Beach, FL • On-site

State Farm
Insurance Services • 10K+ employees
Learn more about State Farmexternal

$60K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-posted 9 days ago

Key responsibilities

  • Develop and maintain customer relationships in insurance and financial services.

  • Consult customers with comprehensive financial planning and insurance options.

  • Assist customers with retirement planning, investment management, and insurance needs.

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,566 frontline employees who took The Breakroom Quiz

Job description

Replies within 24 hours
Benefits:
  • Health insurance
  • Paid time off
  • 401(k) matching
  • Bonus based on performance

ROLE DESCRIPTION:
As Insurance and Financial Services Position - State Farm Team Member for Sharon King - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Develop and maintain customer relationships in insurance and financial services.
  • Consult customers with comprehensive financial planning and insurance options.
  • Assist customers with retirement planning, investment management, and insurance needs.
  • Stay current with market trends and product offerings.

QUALIFICATIONS:
  • 3+ years of experience in insurance and financial services.
  • Communication and interpersonal skills.
  • Licenses in insurance and FINRA Series 7 and 63 preferred.

Compensation: $60,000.00 - $80,000.00 per year
Do you want to work with someone who will help you achieve YOUR goals?
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to work in an environment that is fun, challenging, and rewarding, then Sharon King - State Farm Agent may be the right fit for you!
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, and Renters Insurance.
  • Our office is located in Hallandale Beach.
  • Our office is open 9:00-5:00.
  • I have been a State Farm agent since 1990.
  • I am a proud graduate of FAU.
  • We currently have 9 team members at our agency.
  • Additional languages spoken: Spanish

If you want a career, not a job, then we encourage you to apply
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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