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Financial Services Professional Jobs (NOW HIRING)

New York Life

Financial Services Professional

Raleigh, NC · Hybrid

$69K - $130K/yr

The Financial Services Professional position is a client-based role where you manage your own financial practice, but have the support of a Fortune 100 company every step of the way. As a Financial ...

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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 Jun 9, 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

Raven Financial Partners

Ridgeland, SC • Remote

Full-time

Posted 12 days ago

Job description

Salary:

Raven Financial Partners


Financial Services Professional (Entry-Level to Experienced)

Job Type:Full-time / Part-time
Location:Remote (United States)
Compensation:$50,000 $100,000+ per year (performance-based)


Job Overview

Raven Financial Partners is seeking motivated individuals to join our team as a Financial Services Professional. In this role, you will work with individuals and families to help them build financial strategies aligned with their goals.

This position is ideal for candidates interested in financial services, client advising, or those looking to transition into a professional advisory role. Both entry-level and experienced candidates are encouraged to apply.

May begin part-time with the opportunity to grow into full-time roles and leadership positions.


Key Responsibilities

  • Meet with clients to assess financial goals and current financial situations
  • Develop personalized financial strategies, including retirement and wealth planning
  • Educate clients on financial products and long-term planning concepts
  • Maintain ongoing client relationships and provide continuous support
  • Stay informed on financial industry trends and compliance requirements
  • Participate in training and professional development programs


Services We Provide

  • Retirement Planning
  • Wealth Management
  • Insurance & Risk Management
  • College Savings Strategies
  • Tax-Advantaged Planning
  • Business Financial Planning


Qualifications

  • Must be 18 years or older
  • High school diploma or equivalent required; college coursework or degree preferred
  • Strong communication and interpersonal skills
  • Self-motivated and goal-oriented
  • Ability to work independently and as part of a team
  • Willingness to obtain required state licenses (training support provided)
  • Previous experience in customer service, sales, or finance is helpful but not required


Schedule

  • Flexible schedule
  • Part-time and full-time options available
  • Weekly training sessions (virtual)


Compensation & Benefits

  • Performance-based compensation (commissions, bonuses, and residual income opportunities)
  • Flexible work schedule
  • Professional training and mentorship program
  • Career advancement opportunities
  • Access to financial planning tools and resources


Licensing

  • Life & Health Insurance License (preferred or willing to obtain)


Work Location

Remote (U.S.-based applicants only)


Important Notes for Applicants

  • This is a performance-based role; income is not guaranteed and depends on individual production and licensing
  • Candidates must be able to pass a background check in accordance with applicable laws


"Empowering Our Clients Through Innovative Solutions"