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Financial Services Professional Jobs in Springfield, VA

## Financial Services Analyst, OperationsApplylocations: University of Maryland College Parktime type ... The Division of Information Technology (DIT) is looking to hire an experienced professional for the ...

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Financial Services Professional information

See Springfield, VA salary details

$40.2K

$99.8K

$152.5K

How much do financial services professional jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial services professional in Springfield, VA is $99,758.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,600.00 and $115,900.00 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.

What job categories do people searching Financial Services Professional jobs in Springfield, VA look for?

The top searched job categories for Financial Services Professional jobs in Springfield, VA are:

What cities near Springfield, VA are hiring for Financial Services Professional jobs?

Cities near Springfield, VA with the most Financial Services Professional job openings:

Infographic showing various Financial Services Professional job openings in Springfield, VA as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $99,758 per year, or $48 per hour.

Financial Services Professional

New York Life - Greater DC

North Bethesda, MD • On-site

$100K/yr

Full-time

Posted 18 days ago


Job description

Determined individuals who have the drive to succeed can build a career designed to last.

For 181+ years, New York Life has helped individuals, families, and businesses navigate life’s financial goals and challenges through changing markets and generations. As a New York Life professional, you play a direct role in helping people plan and protect what matters, and develop strategies so that your clients can live through their goals. You are building a financial practice with the backing, strength, and team of a Fortune 100 company.

If you’re looking for a career where your work has real impact—and your growth is in your hands— supported by a company with a long history and a strong future, let’s start a conversation.

What You’ll Do

  • Develop relationships with clients where the focus is on their financial goals and priorities.

  • Guide clients through the process of planning, implementing, and transitioning through financial milestones.

  • Develop your own client base through networking, referrals, and community involvement

  • Provide personalized recommendations and strategies for key financial decisions (retirement, protection, education planning, tax diversification)

  • Offer tailored solutions across insurance and financial products

  • Be involved in your local communities, cultivate relationships, and build a strong personal brand of integrity and passion for helping others.

  • Develop relationships with professionals of different disciplines.

What Sets This Role Apart: Build a practice for yourself, NOT by yourself.

  • Control Your Career Path: After two years of training, our agents can become independent career agents and continue to grow their practices. There are opportunities to grow into leadership positions; the path is yours.

  • Training Support: Structured onboarding, licensing support, training and development with ongoing coaching, and opportunities to obtain professional credentials, with eligible agents the option to pursue approved credentials.

  • Resources Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.

  • Product Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, allowing you to develop personalized strategies for clients to achieve and protect their financial goals.

  • Career Path Flexibility: As you grow, you can specialize with the assistance of our practice models in areas such as wealth management, estate planning, and business solutions—or pursue leadership opportunities. You may also choose to become a financial advisor with Eagle Strategies LLC, our registered investment advisor, and offer advisory services².

Compensation - Benefits

You have the power to determine your own income with our commission-based compensation³. Individual agent performance will determine your income. There are training subsidies available for qualified agents in your early stages.

Benefits for eligible full-time agents include medical, dental, life, and long-term disability coverages, 401(k), and pension⁵

For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits

Compensation:

$100,000+ at plan earnings


Responsibilities:
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Develop and expand relationships with clients

  • Have a view to help every family member or individual, prioritize their financial goals, and develop financial snapshots through fact-finding

  • Engage and educate clients on strategies so that they are prepared for the unexpected life events/circumstances they may encounter

  • Develop and provide strategies that are suitable based on financial and goal objectives using the client-first mindset

  • Grow your network by being you. Get involved in your community, social and professional groups

  • Increase your industry knowledge by following the New York Life training curriculum and American College of Financial Services certifications

  • Leverage marketing, social media, and AI tools to identify potential clients

  • Be there when your clients need you most


Qualifications:
  • Track record of career growth
  • Individuals who have drive and are self-motivated
  • Strong verbal and written communication skills
  • Coachable  
  • Interested in long-term learning and growth
  • Uncompromising integrity
  • Passion for helping others
  • Ability to build relationships
  • Strong organizational skills
  • Strong time management skills
  • Valid life and health license preferred, or willing to obtain within 30 days

About Company

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

We’re proud to be recognized by the following organizations:¹⁰

  • Fortune (2026): World’s Most Admired Companies

  • Handshake (2026): Early Talent Award

  • Seramount (2025): 100 Best Companies for Workplace Programs

The results we’ve delivered for our clients include:

  • 5 million policyowners protected

  • $1 billion in lifetime annuity income paid

  • $7.8 billion in living benefits awarded (dividends not guaranteed)

  • $1.2 trillion in life insurance protection in force

  • #1 largest mutual insurer in the U.S.

¹Based on revenue as reported by Fortune magazine, June/July 2025