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Financial Services Representative Jobs in Riverside, CA

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Financial Services Representative information

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$12

$26

$45

How much do financial services representative jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for financial services representative in Riverside, CA is $26.32, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $30.10 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 popular job titles related to Financial Services Representative jobs in Riverside, CA?

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

What job categories do people searching Financial Services Representative jobs in Riverside, CA look for?

The top searched job categories for Financial Services Representative jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Financial Services Representative jobs?

Cities near Riverside, CA with the most Financial Services Representative job openings:

Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in Riverside, CA as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $54,754 per year, or $26.3 per hour.

Financial Services Representative

Primerica

Riverside, CA • On-site

Other

Life

This job post has expired today. Applications are no longer accepted.

Primerica rating

9.3

Company rating: 9.3 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

Job description

⚠️ COMPENSATION


COMPLETELY COMMISSION-BASED — NO HOURLY OR SALARY PAY


This is an independent contractor opportunity. Compensation is based on business activities and results.


ROLE DESCRIPTION


This is a part-time, remote opportunity for an independent Financial Services Representative. No prior financial-services experience is required. Training, mentorship, and support are provided.


Licensing support is available for qualified representatives, including opportunities related to life insurance, investments, and mortgage services, subject to applicable licensing and regulatory requirements.


WHAT WE OFFER


* Part-time, flexible schedule

* Remote opportunity

* Training and mentorship

* Licensing support for qualified representatives

* Life insurance licensing

* Investment licensing

* Mortgage licensing

* Opportunity to build your own financial-services business


QUALIFICATIONS & EXPECTATIONS


!!MUST BE LEGALLY AUTHORIZED TO WORK IN THE US

!!* Must be willing to actively build your business and generate your own client opportunities* Must understand and be comfortable with a completely commission-based compensation structure


WHO THIS MAY BE A GOOD FIT FOR


This opportunity may be a good fit for students, parents, entrepreneurs, career changers, or anyone looking for a flexible way to enter the financial-services industry while developing professional and business skills. QUALIFICATIONS & EXPECTATIONS


* Must be 18 years or older

* Must be willing and able to complete the required coursework and licensing requirements

* Must be willing to consistently dedicate time and effort toward completing the coursework and obtaining the required licenses*

Must understand that licensing is an important part of the opportunity because the required licenses allow representatives to legally offer and close applicable policies and financial product

* Must be self-motivated, coachable, and willing to learn

* Must be able to manage your own schedule and work independently

* Must participate in training, coaching, and team support

* Must be comfortable communicating with potential clients and building relationships

* Must understand that this is COMPLETELY COMMISSION-BASED — there is no hourly wage or salary

* Must be willing to put in consistent time and effort because your level of activity directly impacts your opportunity to earn


WHILE YOU’RE GETTING LICENSED


Representatives can begin building toward applicable bonuses/incentives while completing their licensing process, based on meeting the applicable requirements.


Once the required licenses are obtained, representatives can expand the products and services they are able to offer and work toward closing policies and generating commission income, subject to licensing and regulatory requirements.


This opportunity is best suited for someone who is serious about learning, completing the coursework, getting licensed, and putting in the time necessary to build their business.

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