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$38.5K

$95.5K

$146K

How much do financial services professional jobs pay per year?

As of Jun 10, 2026, the average yearly pay for financial services professional in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What Is a Financial Services Professional?

A financial services professional is a person who works with clients on financial planning and investment strategies to help them better manage wealth. Your job duties include acting as a financial advisor, providing investment management, and evaluating tax strategies. A career as a financial services professional requires you have some formal qualifications and education, including a bachelor’s degree in business, finance, accounting or a related field. You may supplement any relevant job experience by earning certification with the Financial Industry Regulatory Authority (FINRA). Depending on your state, you may also be required to obtain licensure for the buying and selling of stocks, bonds, and other securities.

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

To thrive as a Financial Services Professional, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or economics, often supported by certifications such as CFP or Series 7. Familiarity with financial planning software, CRM systems, and investment platforms is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build strong client relationships and deliver tailored financial advice. These skills and qualities are essential for earning clients' trust, providing accurate guidance, and achieving success in a highly regulated and client-focused industry.

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

AspectFinancial Services ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial services sectorsPrimarily in wealth management and investment advising
Search & Comparison IntentUnderstanding roles, licensing, and career pathsSeeking personalized financial planning and investment advice

While both roles operate within the financial industry, a Financial Services Professional has a broader scope, often working in various financial sectors with different licenses. A Financial Advisor typically focuses on providing personalized investment and financial planning services, often holding specialized certifications. The choice depends on whether you're seeking a general financial role or dedicated financial planning expertise.

What are Financial Services Professionals?

Financial Services Professionals are experts who help individuals and organizations manage their finances, investments, and insurance needs. They may provide advice on retirement planning, wealth management, tax strategies, and risk management. These professionals can work for banks, investment firms, insurance companies, or as independent advisors. Their main goal is to help clients achieve their financial objectives by offering tailored solutions and guidance.

What are some common challenges financial services professionals face when working with clients, and how can they be managed?

Financial services professionals often encounter challenges such as building trust with new clients, effectively communicating complex financial concepts, and navigating changing regulatory requirements. To manage these challenges, professionals should prioritize clear, transparent communication, stay updated on industry regulations, and focus on ongoing relationship-building. Regular training and mentorship can also help professionals develop the skills needed to address client concerns and foster long-term loyalty.
More about Financial Services Professional jobs
What cities are hiring for Financial Services Professional jobs? Cities with the most Financial Services Professional job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
Who are the top companies hiring for Financial Services Professional jobs? The top employers for Financial Services Professional jobs are:
What states have the most Financial Services Professional jobs? States with the most job openings for Financial Services Professional jobs include:
What job categories do people searching Financial Services Professional jobs look for? The top searched job categories for Financial Services Professional jobs are:
Financial Services Professional jobs near you
Infographic showing various Financial Services Professional job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 88% Full Time, 7% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Services Professional

Creative Financial

Fairfield, NJ • On-site

$75K - $250K/yr

Full-time

Retirement

Posted 27 days ago

Job description

JOB DESCRIPTION

Building your practice from the ground-up can be challenging and often requires a team effort. At CREATIVE Financial Group, we provide the support you need to achieve your long-term goals for profit and growth. Our resource teams work with you to overcome the daily challenges business owners face by developing and implementing industry best practices.

Our professionals are backed by a team of experts bringing you the following top-notch services:

• A team-based approach to problem-solving that gives you access to industry experts and thought-leaders.

• Dedicated professionals assigned to your company, committed to your specific business needs.

• Experienced employee benefits personnel to help you design and implement qualified retirement plan strategies that benefit both you and your staff.

• Financial professionals with industry-specific knowledge who will evaluate your company on an independent basis and make suggestions for improvements.

• Insurance and risk management professionals to help minimize losses due to unforeseen events.

• Compliance experts who take the time to research the regulatory impact of business decisions and support your company as it grows.

• Knowledgeable personnel to assist you when setting up executive compensation plans and key person insurance coverage.

• Strategically focused professionals who will walk you through the business planning process and establish a long-term strategy for succession.

Why explore the career of a Financial Services Professional NOW?

CREATIVE Financial Group helps their clients navigate through uncertainty. Currently, we are in a time period and environment of unprecedented uncertainty. Now, is when a financial services professional shows his or her value. The outcome of this current economic environment may result in increased demand for financial guidance and strategies. Is this an opportunity you want to explore? ARE YOU:

• Wanting to positively impact other people’s lives?

• Looking to be part of a team and learn from experienced professionals

• Driven to keep learning?

• Looking for a career that offers freedom, flexibility, and control?

• A goal-oriented self-starter?

• Wanting to be in control of your career and earnings potential?

If you are curious and would like to learn more about this industry… LET’S TALK!

More info about CREATIVE at www.1creative.com

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