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Financial Services Professional Jobs (NOW HIRING)

Dexian

Financial Services Professional

Scottsdale, AZ

$45K - $55K/yr

This role serves as a primary point of contact for financial professionals, providing high-quality support related to account servicing, operational inquiries, documentation processing, and service ...

New York Life Insurance

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Financial Services Professional

Melville, NY · On-site

$55K - $125K/yr

Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life ... You will grow personally and professionally along with your clients. What we offer... Training and ...

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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 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

New York Life - Greater Los Angeles

Los Angeles, CA • On-site

$60K - $75K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Description
We are currently seeking Financial Professionals for our Southern California General Office.
Our Financial Services Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. We are looking for self-motivated, self-disciplined job seekers looking for an opportunity to build a great career as a financial professional while helping clients achieve their financial goals.
Utilizing our expansive product line, our agents work to guide individuals, families, and businesses towards the financial strategy that is right for them. When you join our team, you will enjoy a rewarding career with a stable, industry-leading company that makes doing right by its customers its first priority. You will also be able to build a long-lasting career with advancement opportunities and comprehensive benefits.
New York Life is a Fortune 100 Company with the highest ratings currently awarded to any life insurer. With over 175 years of experience, we are committed to providing sound financial guidance and peace of mind to clients and policyholders.
Responsibilities
• Become educated on New York Life's financial products
• Attend company training sessions
• Network in your community to develop professional relationships
• Leverage existing relationships to build a referral-based practice
• Contact clients and prospects to schedule appointments
• Meet with prospects to discuss their financial needs and/or concerns
• Educate clients on the various products and services offered by New York Life
• Make financial recommendations to clients
• Achieve company performance metrics
Qualifications
• Highly motivated
• Goal-oriented
• Strong interpersonal and communication skills
• Self-starter and disciplined
• Enterprising mindset
• Strong drive to achieve results
• Previous sales and/or advisor experience a plus, not required
• Current FINRA licensing (Series 6 or 7) a plus, not required
• Current book of business (transferable) a plus, not required
• Bachelor's Degree
• Willing to obtain securities licenses

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