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Financial Services Representative Jobs in Michigan

Michigan First

Financial Services Representative

Ypsilanti, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager. Can you start a ...

Michigan First

Financial Services Representative

Lansing, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager. Can you start a ...

Michigan First

Financial Services Representative

Royal Oak, MI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the Branch Manager. Can you start a ...

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Financial Services Representative information

See Michigan salary details

$10

$21

$38

How much do financial services representative jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for financial services representative in Michigan is $21.99, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $25.14 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 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.

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.
More about Financial Services Representative jobs

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

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

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

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

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

Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $45,744 per year, or $22 per hour.

Financial Services Representative

First National Bank of America

East Lansing, MI

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Job description

Are you looking to launch a rewarding career in the financial industry? First National Bank of America is seeking an energetic, customer-focused Financial Services Representative to join our East Lansing Branch team. This role is more than a job, it's an opportunity to build a strong foundation in banking, develop valuable financial skills, and create meaningful relationships with customers every day.

As a Financial Services Representative, you'll gain experience in both teller operations and relationship banking, offering a unique opportunity to learn two of the most important areas of branch banking. You'll play a key role in helping customers achieve their financial goals while building the knowledge, confidence, and expertise needed for long-term career growth. If you're driven, adaptable, and excited to learn, this is the perfect place to begin your banking journey.

What You'll Do

  • Deliver exceptional customer service by creating a welcoming and professional experience for every customer who visits the branch
  • Accurately process a variety of financial transactions, including deposits, withdrawals, transfers, loan payments, and cash transactions
  • Build customer relationships by identifying financial needs and connecting customers with products, services, and banking experts who can help
  • Educate customers on digital banking tools and self-service solutions, helping them bank with greater convenience and confidence
  • Contribute to branch growth through referrals, appointment setting, and customer outreach activities
  • Maintain the highest standards of operational excellence, security, compliance, and risk management in every interaction

What We're Looking For

  • A positive attitude and genuine passion for helping people succeed financially
  • Strong communication and relationship-building skills
  • Excellent attention to detail and commitment to accuracy
  • A desire to learn and grow within the banking industry
  • Professionalism, dependability, and a collaborative team mindset
  • Previous customer service, retail, or cash-handling experience is helpful, but not required; we value potential, enthusiasm, and a willingness to learn

Why Join First National Bank of America?

This position is designed as the first step in a rewarding banking career. You'll receive hands-on experience, professional development, and exposure to both customer service and financial solutions. High-performing Financial Services Representatives are well-positioned to advance into the Personal Banker role and continue growing into future leadership and specialized banking opportunities.

If you're ready to start building your future in financial services with a company that invests in your growth, we'd love to meet you. Join our team and take the first step toward a successful and fulfilling banking career.

Employee benefits

  • Medical - Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
  • Dental - Premiums as low as $0.00
  • Vision - Low premium Plan
  • Discounted childcare
  • Pet Insurance
  • Paid Time Off (PTO)
  • 401k with employer match

Apply