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Financial Services Professional Jobs (NOW HIRING)

Financial Services Operations Investments Wealth Management Retirement Services Relationship Management Team Leadership Licensing & Professional Certifications Many successful employees transition ...

Financial Services Operations * Investments * Wealth Management * Retirement Services * Relationship Management * Team Leadership * Licensing & Professional Certifications Licensing & Professional ...

Authentic If yes, consider becoming a Financial Professional to drive a positive impact in the ... Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life ...

Authentic If yes, consider becoming a Financial Professional to drive a positive impact in the ... Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life ...

$60K/yr

Our Baltimore-based firm is expanding and seeking motivated career changers to join us as Financial Services Professionals . This commission-based role is ideal for individuals who want to help ...

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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 Aug 12, 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?

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.
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:
Infographic showing various Financial Services Professional job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% 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 Insurance Company

Wall, NJ • On-site

Full-time

Medical, Dental, Life, Retirement

Re-posted 9 days ago


Job description

Company Description
New York Life is among the strongest and most respected financial companies in America today. For 59 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings currently awarded from any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA), as of February 13, 2014. New York Life has been recognized as one of the "Top 50 Companies for Diversity" for 2014 by DiversityInc and as one of "World's Most Admired Companies" for 2014 by Fortune Magazine.
Job Description
Financial Professional in Insurance & Investment Services
Job Requirements
New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact. You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference. Our comprehensive training program will give you the tools you need to succeed and create the career success you envision. This career isn't for everyone, but the best professionals in our company will tell you there's nothing else like it.
Our Financial Professionals arrive with diverse career backgrounds including sales, retail, marketing, education, coaching, athletics, military, finance, banking, accounting, law, information technology, health care, mortgage, real estate, and recent graduates. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts.
Here's what you'll do
Build relationships with clients beyond a transaction basis.
Develop your professional skills and knowledge.
Develop and implement business and marketing plans.
Prospect for potential clients.
Schedule appointments and meet with clients.
Discuss financial concerns and needs of individuals.
Present potential solutions using our wide array of products and services.
Provide ongoing customer service and support to existing clients.
Training
One on one training, field and on the job training as well as classroom. NYLIC University: One of the most comprehensive, award winning, and well-respected training programs in the financial services industry.
Benefits
Health/Dental/Life/Disability Insurance 401(k) plan and Defined Benefit Pension Plan. Reimbursement for courses taken on industry designations. Partial health benefits paid for in retirement.
Career Advancement
After two years as a Successful Financial Professional, the opportunities that may be available include: Partner, sales development manager, product consultant, and also home office opportunities.
Constant Support
During and after the initial formal training, you will receive continuous assistance from your managers and peers in your office and personnel from the company to help you succeed. On-site trainers and product consultants are available to you and this is coupled with an entire division within the company located in the Home Office dedicated to providing advisors with prospecting ideas, sales ideas, and product knowledge.
Qualifications
Qualifications
Organized, detail-oriented and excellent time management skills.
Leadership and communication skills.
Ability to work in a team based environment.
Previous sales experience preferred.
Highly self-motivated and self-disciplined.
Bachelors Degree preferred.
Relationship building and networking abilities
Life & Health Insurance Licensed not required (company will pay for sponsorship)
FINRA Series 6, Series 7, Series 63 a plus (paid sponsorship available after employment)
Additional Information
Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep ®.
Please consider the following questions and provide the answers in your cover letter.
1. If considered for this opportunity, NYL will be investing a great deal of time and money into you. Please tell us why, you believe you would be successful?
2. What do you consider high income?
3. Do you have an interest in sales and why?
4. When are you available to begin the program if selected?