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Financial Services Professional Jobs (NOW HIRING)

Bankers Life

Financial Services Professional

San Jose, CA · On-site

$19K/yr

Financial Services Professional - Hybrid Remote (state abbr) Bankers Life ® , a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Sales ...

Bankers Life

Financial Services Professional

Newark, DE · On-site

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

Bankers Life

Financial Services Professional

Woodstock, GA · On-site

$50K - $80K/yr

As a Financial Services Professional, you will: · Build a client base by growing relationships with your network and providing guidance · Gain expertise through sponsored coursework and proprietary ...

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Financial Services Professional information

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$38.5K

$95.5K

$146K

How much do financial services professional jobs pay per year?

As of Sep 7, 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?

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 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.

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.

Is a financial services professional a good career?

A financial services professional is a career that involves providing financial advice, managing investments, and offering banking or insurance services. It often requires strong analytical skills, certifications such as the Series 7 or CFP, and the ability to work in a client-focused environment. The field can offer good earning potential and job stability, especially with experience and ongoing education.
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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 August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Services Professional

LJG Financial Inc.

East Brookfield, MA • On-site

$60K - $150K/yr

Part-time

Posted 17 days ago

Key responsibilities

  • Build and maintain relationships with clients to understand their financial needs and goals.

  • Provide tailored financial advice and solutions to help clients achieve their objectives.

  • Manage your own client portfolio and grow your business through networking and referrals.

Job description

Join LJG Financial Inc. as a Financial Services Professional

Are you ready to take control of your career and build a future on your own terms? At LJG Financial Inc., located in East Brookfield, MA, we’re offering a unique opportunity for driven individuals to join our team as Financial Services Professionals. Whether you’re just starting out or looking to make a career change, this role allows you to create your own schedule, work independently, and unlock your full potential.

What You'll Do

As a Financial Services Professional, you’ll have the chance to:
- Build and maintain relationships with clients to understand their financial needs and goals.
- Provide tailored financial advice and solutions to help clients achieve their objectives.
- Stay informed about financial products, services, and market trends to offer the best guidance.
- Manage your own client portfolio and grow your business through networking and referrals.
- Take advantage of opportunities for bonuses and promotions as you excel in your role.

What We’re Looking For

We believe in giving everyone a chance to succeed, so no prior experience is required! Here’s what we value:
- A self-motivated and entrepreneurial mindset.
- Strong communication and interpersonal skills.
- A commitment to providing exceptional service to clients.
- The ability to work independently and manage your own schedule.

Why Join LJG Financial Inc.?

At LJG Financial Inc., we’re all about empowering our team members to create their own success stories. Here’s what makes this opportunity stand out:
- Flexibility: Create your own schedule and work on your terms.
- Growth Potential: Enjoy the chance to earn bonuses and promotions based on your performance.
- Independence: As a 1099 contractor, you’ll have the freedom to run your business your way.
- Supportive Environment: While you’ll be working independently, we’re here to provide guidance and resources to help you thrive.

About Us

LJG Financial Inc. is a trusted name in financial services, dedicated to helping individuals and families in East Brookfield, MA, achieve their financial goals. We value integrity, professionalism, and a commitment to excellence in everything we do.

Ready to Take the Next Step?

If you’re ready to embark on a rewarding career with unlimited potential, we’d love to hear from you. Apply today and start building the future you deserve with LJG Financial Inc.!


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