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Financial Services Manager Jobs in Inverness, FL

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 ...

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 ...

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 ...

The Financial Advisor works within an assigned region of credit union branches to acquire new ... management. • Meet service level agreements for lead and referral follow up • Create and ...

Branch Manager

Inverness, FL · On-site

$70 - $90/hr

Key Word tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Development, Finance, Full-time, Career, Benefits, Customer Experience ...

New

Key Word tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Development, Finance, Full-time, Career, Benefits, Customer Experience ...

Key Word tags Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Development, Finance, Full-time, Career, Benefits, Customer Experience ...

Showing results 41-60

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 Sep 7, 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:

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.

Full-time

Re-posted 17 days ago


Job description

Position Title: Sales Manager

Reports to: General Manager

Status: Hourly

Position Summary

The Sales Manager along with the Credit Manager are the second in charge at the individual branch location. The Sales Manager performs a wide variety of job functions at the direction of the General Manager, assisting and coordinating store activities to ensure safe, professional and profitable operations. The Sales Manager is accountable for meeting company objectives; maintain company quality standards and adhering to company policies.

Principal Accountabilities

  • Acquire and Maintain Customers
  • Attend to customer concerns immediately
  • Compliance with all applicable federal, state and local statutes
  • Decipher, prepare and review store reports
  • Ensure adequate availability of merchandise at all times
  • Fill out paperwork for submission to corporate support
  • Follow monthly marketing plans and maintain internal quality control standards
  • Implement sales and marketing programs
  • Maintain detailed operating records
  • 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, enforce company policy
  • Reconcile daily transactions
  • All other duties deemed necessary for effective by store management

Requirements for Sales Manager: 

  • Effective organizational skills 
  • Established selling skills 
  • Good communications skills 
  • Handle multiple priorities simultaneously 
  • Learn and become proficient in POS system 
  • Maintain professional appearance 
  • Must be able to read, write and communicate effectively in person and over the phone with the employees and customers 
  • Negotiate and resolve conflict 
  • Plan, organize, delegate, coordinate and follow up various tasks and assignments 
  • Recognize and solve problems 
  • Must have proficient navigational skills with a satisfactory driving record and meet insurability requirements 
  • Regular and consistent attendance, including nights and weekends as business dictates 

Education and Experience:

  • Two years' experience with Rent-to-Own, retail or other business emphasizing customer service, account management, sales and merchandising 

General Physical Requirements:

  • Position routinely requires lifting, loading, moving, and using a dolly for merchandise 50-300lbs 
  • Stooping, bending, pulling, climbing, reaching, and grabbing as required 
  • Must be able to traverse multiple flights of stairs while carrying furniture, appliances, and electronics
  • Prolonged driving and standing 
  • Must be able to work in and outdoors in a variety of climates and weather conditions