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Financial Services Manager Jobs in Inverness, FL

Zinnia Wealth Management

Director of Operations

Ocala, FL · On-site

$65K - $75K/yr

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being for our clients through dedicated service and expert guidance. Located in the vibrant community of ...

Zinnia Wealth Management

Director of Operations

Ocala, FL · On-site

$65K - $75K/yr

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being for our clients through dedicated service and expert guidance. Located in the vibrant community of ...

BUDDYS HOME FURNISHING

Sales Manager

Brooksville, FL · On-site

Maintain detailed records of financial services transaction * Managing inventory and cash assets * Make sure all merchandise is priced * Prepare daily work schedules, delivery schedules, assign tasks ...

BUDDYS HOME FURNISHING

Sales Manager

Inverness, FL · On-site

Maintain detailed records of financial services transaction * Managing inventory and cash assets * Make sure all merchandise is priced * Prepare daily work schedules, delivery schedules, assign tasks ...

BUDDYS HOME FURNISHING

Sales Manager

Inverness, FL · On-site

Maintain detailed records of financial services transaction * Managing inventory and cash assets * Make sure all merchandise is priced * Prepare daily work schedules, delivery schedules, assign tasks ...

BUDDYS HOME FURNISHING

Sales Manager

Brooksville, FL · On-site

Maintain detailed records of financial services transaction * Managing inventory and cash assets * Make sure all merchandise is priced * Prepare daily work schedules, delivery schedules, assign tasks ...

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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.

Director of Operations

Zinnia Wealth Management

Ocala, FL • On-site

$65K - $75K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 13 days ago

Job description

Welcome to Zinnia Wealth Management, where we believe in cultivating lasting financial well-being for our clients through dedicated service and expert guidance. Located in the vibrant community of Ocala, Florida, we are a growing firm committed to building strong relationships and delivering exceptional value. We're searching for a dynamic and experienced Director of Operations to join our dedicated team and play a crucial role in our continued success. This isn't just about managing processes; it's about shaping the very foundation of our firm, ensuring our operations run seamlessly so our advisors can focus on what they do best – serving our clients. You'll be instrumental in refining our systems, leading our talented operations staff, and upholding the high standards that define Zinnia Wealth Management. If you're passionate about operational excellence and eager to contribute to a thriving, client-centric organization, we invite you to explore this exciting opportunity.

Responsibilities

Oversee all day-to-day administrative and operational functions of Zinnia Wealth Management.

Implement strategic operational plans that align with the company's long-term goals.

Manage and optimize workflows, processes, and systems to enhance efficiency and client service delivery along with our Director of Client Services.

Motivate the operations team, fostering a collaborative and productive work environment.

Ensure compliance with all relevant industry regulations and internal policies.



Requirements

Bachelor's degree in Business Administration, Finance, or a related field; MBA preferred.

Minimum of 2 years of progressive experience in operations management, within the financial services or wealth management industry. A backoffice superstart.

Demonstrated success in developing and implementing operational strategies that drive efficiency and scalability.

Strong understanding of regulatory compliance within the financial services sector.

Proven ability to lead, mentor, and develop a high-performing operations team.

Exceptional analytical, problem-solving, and decision-making skills.

Proficiency in financial management software and CRM systems.

Excellent communication and interpersonal skills, with the ability to build rapport with internal teams and external stakeholders.

Benefits
Paid Time Off (PTO)###Health Insurance###Career Growth Opportunities###Vision Insurance###Dental Insurance###