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How much do financial services representative jobs pay per hour?

As of Jun 8, 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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Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in the United States as of May 2026, with employment types broken down into 2% As Needed, 92% Full Time, 5% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $52,483 per year, or $25.2 per hour.
Financial Services Representative

Financial Services Representative

Synergy Wealth Solutions

Chesterfield, MO • On-site

$40K - $100K/yr

Full-time

Posted 2 hours ago

Job description

Job Description
Company Description:
Synergy Wealth Solutions is a financial services firm located in St. Louis, MO. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day.
Role Description:
This is a full-time on-site role for a Financial Services Representative. The Financial Services Representative will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in growing your book of business as well as succession planning. Must be competitive and self-driven!
Qualifications:
  • Excellent analytical and problem-solving skills
  • Effective communication and interpersonal skills
  • Ability to build and maintain authentic, client relationships
  • Life/Health Insurance, Series 7, Series 66 licensed within 12 months
What You'll Do and How You'll Do It:
  • Sell planning and protection insurance products with the opportunity to sell products related to asset and investment management
  • Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts.
  • Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events
  • Complete licensing for advanced market planning
  • 1+ as a licensed financial services representative with a minimum active LAH (life, accident, health) license
  • Deep interest in building advisory plans for your clients
  • Interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed)
  • Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle
  • You are analytical, driven, and possess the grit needed to be successful in a sales role
Why Join Us:
We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company once you join MassMutual. We are changing the planning business, one hire at a time and transforming into a modern Financial Services company.
Estimated first year earnings are based on sales performance, closed cases, and historical ranges. It is not guaranteed compensation. All benefits mentioned are based on contract status (contract A) with MassMutual. You will be contracted directly with MassMutual.
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