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Financial Services Representative Jobs in California

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$12

$24

$43

How much do financial services representative jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial services representative in California is $24.90, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $28.46 per hour, depending on experience, location, and employer.

What is a financial services representative?

As a financial services representative (FSR), you work as a sales agent for an investment bank, insurance company, or another financial institution. Your job duties include guiding clients through your organization’s basic services and offerings, determining which might be right for them. You discuss their financial goals and develop a plan to reach them with their preferred amount of risk tolerance. A career as an FSR requires a bachelor’s degree in business or marketing. Sometimes special licensing is required, especially when selling regulated products like insurance. Additional voluntary certifications and experience gained in internships or elsewhere in the financial industry can make you a more competitive candidate when applying to positions. Since you will be interacting with clients, strong interpersonal skills will also help throughout your career.

What are the key skills and qualifications needed to thrive as a financial services representative, and why are they important?

To thrive as a Financial Services Representative, you need strong knowledge of financial products, customer service expertise, and typically a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 are often required. Excellent communication, problem-solving abilities, and a client-focused attitude help build trust and lasting client relationships. These skills ensure representatives can effectively advise clients, comply with regulations, and grow business in a competitive industry.

What are some common challenges financial services representatives face when managing client expectations?

Financial Services Representatives often encounter challenges in balancing client expectations with realistic financial outcomes, especially during market fluctuations or when clients have ambitious goals. Clear communication and regular updates are essential to help clients understand investment risks and timelines. Building trust and educating clients about financial products can help manage expectations and foster long-term relationships. This role requires patience, adaptability, and strong interpersonal skills to address concerns and provide tailored solutions.

What is the difference between Financial Services Representative vs Customer Service Representative?

AspectFinancial Services RepresentativeCustomer Service Representative
Required CredentialsFINRA Series 6/7, possibly CFP or insurance licensesNo specific licenses required
Work EnvironmentFinancial institutions, banks, investment firmsRetail, call centers, service departments
Employer & IndustryFinancial services industry

The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.

More about Financial Services Representative jobs

What are the most commonly searched types of Financial Services Representative jobs in California?

The most popular types of Financial Services Representative jobs in California are:

What are popular job titles related to Financial Services Representative jobs in California?

For Financial Services Representative jobs in California, the most frequently searched job titles are:

What job categories do people searching Financial Services Representative jobs in California look for?

The top searched job categories for Financial Services Representative jobs in California are:

What cities in California are hiring for Financial Services Representative jobs?

Cities in California with the most Financial Services Representative job openings:

What are popular job titles related to Financial Services Representative jobs in CA?

For Financial Services Representative jobs in CA, the most frequently searched job titles are:

Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in California as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,796 per year, or $24.9 per hour.

Financial Services Representative

CommonWealth Central Credit Union

San Jose, CA • On-site

$27.25 - $34.05/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

At CommonWealth, we serve the financial needs of more than 40,000 people who live or work in Santa Clara County. We are seeking candidates who share our value and commitment to building stronger communities through financial health – one member at a time. In addition to a competitive base salary, our compensation package includes:
  • 13 paid holidays
  • 17 days of Paid Time Off (PTO) during first year of employment
  • Up to 2% discounts on loans--including first mortgages*
  • 401(k) Plan with Company Match
  • Medical, dental, vision insurance
  • Long-term disability insurance
  • Life insurance
  • Voluntary insurance
  • Employee assistance program
  • Financial Wellness benefits and resources
  • Tuition reimbursement and more
We are currently accepting applications for a full-time Financial Services Representative at our San Jose Branch.
As a Financial Services Representative, your major responsibilities will include:
  • Ensure fulfillment of members' financial needs through discussions of financial wellness.
  • Assist member with all transactions, including opening memberships, accounts and loans.
  • Assist members with online banking inquiries.
  • Interview and process member's loans. Effectively cross sell payment protection products.
  • Performa outreach activities as part of the credit union's new member onboarding process.
  • Consistently provide exceptional member service through financial wellness discussions and support to internal and external members.
This position requires registration with the National Mortgage Licensing System (NMLS). Individuals in this position must satisfy all of the requirements under the category of Mortgage Loan Officer (MLO) and satisfactorily complete and supply all of the required information. Additionally, individuals in this position must satisfy all requirements to become an endorsee of the Credit Union’s State of California’s Credit Insurance Business Entity License. These requirements remain a condition of employment in this position.
Our ideal candidate will have at least six months to two years of similar or related experience and previous experience with processing loans. Exceptional customer service skills are required, as well as excellent verbal and written communication skills. A professional appearance and demeanor are required. Prior experience working in a credit union or bank strongly preferred.
Pay Range: $27.25/hour - $34.05/hour; based on skills and experience.
For immediate consideration, apply today!
CommonWealth is an Equal Opportunity Employer

Apply