Santa Rosa, 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 ...
Santa Rosa, 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 ...
San Francisco, 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 ...
San Francisco, 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 ...
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 ...
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 ...
Fremont, 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 ...
Fremont, 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 ...
Omaha, NE · 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 ...
Omaha, NE · 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 ...
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 ...
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 ...
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 ...
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 ...
Alameda, 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 ...
Alameda, 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 ...
Meridian, MS · 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 ...
Meridian, MS · 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 ...
Concord, NH · On-site
$60K - $90K/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 ...
Concord, NH · On-site
$60K - $90K/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 ...
Spokane, WA · On-site
$60K - $90K/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 ...
Spokane, WA · On-site
$60K - $90K/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 ...
Miami, FL · On-site
$40K - $65K/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 ...
Miami, FL · On-site
$40K - $65K/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 ...
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 ...
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 ...
Madison, WI · On-site
$60K - $90K/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 ...
Madison, WI · On-site
$60K - $90K/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 ...
Our Mission If you're a driven professional who knows you're capable of more, but you're feeling ... financial solutions * Build and maintain long-term client relationships through trust and service
Our Mission If you're a driven professional who knows you're capable of more, but you're feeling ... financial solutions * Build and maintain long-term client relationships through trust and service
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 ...
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 ...
Southaven, MS · 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 ...
Southaven, MS · 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 ...
Colorado Springs, CO · On-site
$60K - $90K/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 ...
Colorado Springs, CO · On-site
$60K - $90K/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 ...
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 ...
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 ...
Madison, MS · 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 ...
Madison, MS · 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 ...
$38.5K - $48.3K
1% of jobs
$48.3K - $58K
7% of jobs
$58K - $67.8K
6% of jobs
$67.8K - $77.6K
9% of jobs
$78.8K is the 25th percentile. Wages below this are outliers.
$77.6K - $87.4K
13% of jobs
The median wage is $93.7K / yr.
$87.4K - $97.1K
21% of jobs
$97.1K - $106.9K
17% of jobs
$107.5K is the 75th percentile. Wages above this are outliers.
$106.9K - $116.7K
10% of jobs
$116.7K - $126.5K
7% of jobs
$126.5K - $136.2K
5% of jobs
$136.2K - $146K
3% of jobs
$38.5K
$95.5K
$146K
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.
| Aspect | Financial Services Professional | Financial Advisor |
|---|---|---|
| Credentials | Varies; often includes licenses like Series 6, 7, 63 | Typically requires certifications such as CFP, CFA, or Series 7 |
| Work Environment | Financial institutions, banks, insurance companies | Independent or firm-based, client-facing |
| Employer & Industry Usage | Used broadly across financial services sectors | Primarily in wealth management and investment advising |
| Search & Comparison Intent | Understanding roles, licensing, and career paths | Seeking 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.
Cities with the most Financial Services Professional job openings:
The most popular types of Financial Services jobs are:
The top employers for Financial Services Professional jobs are:
States with the most job openings for Financial Services Professional jobs include:
The top searched job categories for Financial Services Professional jobs are:
$19K/yr
Other
Medical, Life, Retirement
Posted 7 days ago
JOB TITLE: 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 Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning team of Financial Professionals!
Our award-winning training equips you with the knowledge, skills, and financial strategies you need to be successful and confident in this career. Many of our talented Insurance Agents use this advantage to become a Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management. Uncover your earning potential, build a workday around your lifestyle, and make an impact in your community every day. With access to local and national mentors, we will surround you with resources to aid in the development of your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning
As a Bankers Life Financial Services Professional Expect To:
* Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom.
* Obtain knowledge beyond licensed agent training through sponsored coursework, and proprietary agent development training in areas such as Investment Management and Retirement Planning.
* Present clients with the ability to preserve their retirement and grow their wealth. Use the latest software and product illustrations to guide clients through important financial decisions while providing excellent customer service.
* Take ownership of your career as you master your craft and excel in Financial Services. Decide your path; delivering retirement protection, managing all client assets, or constructing and leading your own team of agents and representatives while generating a passive income stream.
How Bankers Life will provide support:
* Flexible in-office schedules once you complete your agent training and take off as a Full- time producing agent.
* Entry level Bankers Life agents are provided with pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life and health products.
* Our training, conducted in office, by successful field leaders, will fulfill your desire for continuous learning. Bankers Life has been named as a Training Apex Award Winner for twelve years and counting and a CLO LearningElite winner for five years and counting.
* First year agents can also receive up to $19,000 in additional income through our sales matching programs.
* Once established as a successful producing sales professional, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
* Benefit-eligible management positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning.
*This is an exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.
What makes a great Financial Services Professional?
* Ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity.
* Self-motivated to network and prospect for new clients, while demonstrating strong time-management skills.
* Strong relationship building and communication skills will bond you with clients and colleagues.
* Competitive and entrepreneurial spirit to achieve success both for yourself and others.
The Bankers Life Team comes from a variety of backgrounds including, but not limited to, sales, athletics, military, client services, or client-facing roles. Regardless of your professional experience level, we will provide you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live more and worry less. Apply now and join our team of Financial Professionals!
About us:
With a rich history dating back to 1879, Bankers Life has grown from our founder’s simple wish to make insurance affordable. Today we remain true to our heritage. Strength, stability, and service shape our culture as we help provide financial security solutions.
Compensation & Benefits:
* Commission structure designed to grow with you
* Diverse and flexible income portfolio and Bonus programs
* Retirement Savings Program
Note: Applicants must reside in the state of position to be considered. By submitting an application, you agree to be contacted via phone, email, and/ or SMS
