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Financial Services Professional Jobs in Reno, NV

First Command

Financial Advisor

Reno, NV

... service members and military spouses to start and grow a successful Financial Advisor career ... Professional Development: We offer professional development: including progressive leadership ...

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Financial Services Professional information

See Reno, NV salary details

$38.4K

$95.2K

$145.6K

How much do financial services professional jobs pay per year?

As of Aug 15, 2026, the average yearly pay for financial services professional in Reno, NV is $95,225.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,800.00 and $110,700.00 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 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 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 are the most commonly searched types of Financial Services jobs in Reno, NV?

The most popular types of Financial Services jobs in Reno, NV are:

What are popular job titles related to Financial Services Professional jobs in Reno, NV?

For Financial Services Professional jobs in Reno, NV, the most frequently searched job titles are:

What job categories do people searching Financial Services Professional jobs in Reno, NV look for?

The top searched job categories for Financial Services Professional jobs in Reno, NV are:

What cities near Reno, NV are hiring for Financial Services Professional jobs?

Cities near Reno, NV with the most Financial Services Professional job openings:

Financial Services Professional jobs near you
Infographic showing various Financial Services Professional job openings in Reno, NV as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $95,225 per year, or $45.8 per hour.

Financial Services Representative

One Nevada Credit Union

Reno, NV • On-site

Full-time

Re-posted 7 days ago

Job description

Financial Services Representative
Location: Reno, Nevada
Reports To: Branch Manager
Join Our Team
Are you passionate about helping people achieve their financial goals while delivering exceptional customer service? We are seeking a Financial Services Representative (FSR) to serve as a trusted resource for our members by providing financial solutions, loan services, account support, and technology assistance in a fast-paced environment.
This role is ideal for someone who thrives on building relationships, enjoys problem-solving, is comfortable with technology, and is motivated by sales and service goals.
What You'll Do
Member Service & Financial Solutions
  • Build strong relationships with members through consultative conversations and exceptional service.
  • Open new accounts and process changes to existing accounts.
  • Assist members with deposits, withdrawals, transfers, and other financial transactions.
  • Educate members on products and services that support their financial well-being.
  • Identify opportunities and make referrals for mortgage, investment, insurance, GAP, and mechanical breakdown products.
  • Research and resolve account inquiries, disputes, and service requests.
  • Process wire transfers, account maintenance transactions, and fee adjustments within established limits.
  • Assist with IRA account setup, maintenance, transfers, deposits, and withdrawals.

Digital Banking & Technical Support
  • Assist members with online and mobile banking access, password resets, account unlocks, and multi-factor authentication.
  • Troubleshoot digital banking and debit/credit card-related issues.
  • Educate members on using ATMs, mobile apps, online banking, and other self-service tools.
  • Navigate multiple systems and software applications simultaneously to resolve member needs.
  • Escalate technical issues when appropriate.

Lending & Loan Processing
  • Interview members and process consumer loan applications.
  • Gather and verify required documentation to support loan decisions.
  • Prepare and fund approved loans.
  • Explain loan products, credit card features, and lending options.
  • Promote ancillary products such as debt cancellation, GAP coverage, and mechanical breakdown protection.
  • Maintain compliance with lending regulations and internal policies.

Sales & Business Development
  • Meet or exceed established sales and referral goals.
  • Promote products and services that align with member needs.
  • Participate in branch marketing campaigns and outbound calling initiatives.
  • Contribute to overall branch performance and member growth objectives.

What We're Looking For
Required Qualifications
  • High school diploma or GED equivalent.
  • Minimum of one year of experience in a financial institution or significant customer service and sales experience.
  • Strong customer service and relationship-building skills.
  • Ability to multitask, prioritize work, and maintain accuracy in a fast-paced environment.
  • Strong verbal and written communication skills.
  • Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
  • Ability to learn and navigate multiple software platforms and systems.
  • Strong problem-solving and analytical skills.
  • Ability to meet sales and service goals.

Preferred Qualifications
  • Previous banking or credit union experience.
  • Consumer lending experience.
  • Experience supporting online and mobile banking platforms.
  • Typing speed of 35+ WPM.
  • Experience with member service, account opening, and loan processing.

Skills for Success
  • Consultative sales and cross-selling
  • Loan interviewing and processing
  • Digital banking support and troubleshooting
  • Cash handling and transaction processing
  • Attention to detail and regulatory compliance
  • Critical thinking and sound judgment
  • Teamwork and collaboration
  • Member-focused communication and service

Why Join Us?
  • Opportunity to make a meaningful impact on members' financial lives.
  • Collaborative and supportive team environment.
  • Career growth and development opportunities.
  • Comprehensive training and professional development.
  • Dynamic role combining member service, lending, sales, and technology support.

Apply today and help our members build stronger financial futures while growing your career in financial services.

Apply