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$12

$25

$43

How much do financial services representative jobs pay per hour?

As of Jun 30, 2026, the average hourly pay for financial services representative in the United States is $25.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $28.85 per hour, depending on experience, location, and employer.

What are Financial Services Representatives?

Financial Services Representatives are professionals who help clients manage their finances by offering advice on investments, insurance, retirement, and other financial products. They typically work for banks, insurance companies, or financial firms, and assist clients in making informed decisions based on their individual needs and goals. Their responsibilities may include evaluating client financial situations, recommending suitable products, and maintaining long-term client relationships. Additionally, they must stay updated on financial regulations and market trends to provide accurate information.

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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What are the most commonly searched types of Financial Services Representative jobs? The most popular types of Financial Services Representative jobs are:
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Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $52,483 per year, or $25.2 per hour.
Financial Services Representative

Financial Services Representative

Adams Bank & Trust

Sutherland, NE • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago

Key responsibilities

  • Greet customers and process transactions quickly and accurately.

  • Balance and maintain your cash drawer daily.

  • Open and close accounts such as checking, savings, CDs, and NOW accounts.

Job description

Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!


Hiring now for a Full-Time Financial Services Representative (Universal Banker) for the Sutherland branch - signing bonus may apply

Adams Bank & Trust is a family-owned, regional bank with branches in Nebraska, Colorado, Kansas, and Arizona. We offer Commercial, Ag, and Retail products that allow our customers to utilize services both personally and and for their business. We are currently looking for a full time Financial Services Representative (Universal Banker) to service customers at our Sutherland branch. We offer a competitive benefits package; including paid time off, 401k match, and health insurance.

About the Role
We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.

What You'll Do:

Greet customers and process transactions quickly and accurately

Balance and maintain your cash drawer daily

Open and close accounts (checking, savings, CDs, NOW accounts, etc.)

Provide exceptional customer service and build long-term relationships

Cross-sell banking products and services based on customer needs

Perform basic loan administration as needed

Follow all policies, procedures, and regulations

What We're Looking For:

Cash handling experience

Strong customer service & communication skills

Ability to multitask and pay close attention to detail

Professional appearance and demeanor

Sales experience preferred (but not required)

College degree may be substituted for experience - we'll train the right person

Perks & Benefits:

Competitive pay

Health, dental, and vision insurance

401(k) with employer match after one year

Paid time off & holidays

Ongoing training and career growth opportunities

Ready to Join Our Team?
Apply now with your resume - we can't wait to meet you!

Apply