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Financial Services Professional Jobs (NOW HIRING)

Bankers Life

Financial Services Professional

Wausau, 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 ...

Bankers Life

Financial Services Professional

Pensacola, FL · On-site

$60K - $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 ...

Bankers Life

Financial Services Professional

Paramus, NJ · 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 ...

Bankers Life

Financial Services Professional

Danbury, CT · 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 ...

Bankers Life

Financial Services Professional

Onalaska, 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 ...

Bankers Life

Financial Services Professional

South Bend, IN · 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 ...

Bankers Life

Financial Services Professional

Rockford, IL · 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 ...

Bankers Life

Financial Services Professional

Omaha, NE · On-site

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional ...

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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 Sep 7, 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 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.
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What states have the most Financial Services Professional jobs?

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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 August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Services Professional

Bankers Life

Burlington, VT • On-site

$60K - $90K/yr

Other

Posted 5 days ago

Job description

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.


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 agent development training
  • Guide clients through important financial decisions using the latest software and our expansive product portfolio
  • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning


What makes a great Financial Services Professional?


  • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
  • Self-motivation to connect with company provided sales leads and network with new clients
  • Strong relationship building, communication, and time-management skills
  • A competitive and entrepreneurial spirit to achieve success both for yourself and others


Competitive commission structure designed to grow with you!


  • 1st year: $50,000 - $80,000
  • 3rd year: $60,000 - $90,000
  • 5th year: $75,000 - $130,000


What we offer:

  • Passive income opportunities and bonus programs
  • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
  • Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
  • Flexible in-office schedules once you complete your agent training
  • Progressive advancement opportunities
  • Retirement savings program and more


Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

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