ZipRecruiter

Log In

1

Financial Services Manager Jobs in Inverness, FL

next page

Showing results 1-20

All JobsFinancial Services JobsFinancial Services Manager JobsFinancial Services Manager Jobs in Inverness, FL

Financial Services Manager information

See Inverness, FL salary details

$29.2K

$79.4K

$111.1K

How much do financial services manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial services manager in Inverness, FL is $79,401.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,600.00 and $87,100.00 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 cities near Inverness, FL are hiring for Financial Services Manager jobs?

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

Financial Services Manager jobs near you
Infographic showing various Financial Services Manager job openings in Inverness, FL as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $79,401 per year, or $38.2 per hour.

Financial Services Representative - State Farm Agent Team Member

Scott Cameron - State Farm Agent

Ocala, FL • On-site

$70K - $85K/yr

Full-time

PTO

Re-posted 20 days ago

Job description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development

Build a Career in Financial Planning and Relationship-Based Advising
We are seeking a Financial Advisor / Investment Representative who is committed to developing a professional career centered on financial planning, relationship management, and disciplined customer service. Our agency focuses on a needs-based approach to help individuals and families evaluate income protection, retirement preparation, and investment considerations in alignment with their goals and risk tolerance.
The Role
This position involves conducting structured financial and insurance reviews, identifying potential planning gaps, and discussing suitable strategies across income protection, retirement accumulation, and investment planning. The role operates within defined processes and supervisory guidelines and is supported by coaching and an established customer base.
 Career Development
Structured onboarding, ongoing development in retirement planning and investment conversations, coaching within regulatory and supervisory frameworks, and opportunities to expand responsibilities based on performance, licensing, and business development.
Key Responsibilities
• Conduct comprehensive financial and insurance reviews (in person or virtual).
• Evaluate assets, liabilities, income protection needs, retirement readiness, and legacy objectives.
• Identify potential gaps and discuss suitable planning options consistent with regulatory standards.
• Perform daily targeted outreach to designated planning segments.
• Complete periodic portfolio and financial reviews in accordance with firm policy.
• Maintain required documentation and compliance standards for insurance and securities activity.
 Qualifications
Financial degree or relevant financial experience is required.
Active Florida Life & Health Insurance license (2-15) preferred.
FINRA Series 6 and 63 licenses required for securities activity (Series 65 or 66 may be required depending on registration structure).
Ability to obtain and maintain all required securities registrations.
Financial services, insurance, or advisory experience preferred.
Strong communication skills and strict adherence to compliance and ethical standards.
Why Join Us?
Make a meaningful impact by guiding clients toward financial security and confidence
Supportive team environment with daily coaching and accountability meetings
Clear career growth opportunities within Life, Disability, and Investment product lines
Competitive salary plus performance-based incentives
This employment opportunity is with a State Farm Agent, not with State Farm Insurance Companies and requires the successful completion of licensing requirements to solicit and service State Farm products.