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$12

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$43

How much do financial services representative jobs pay per hour?

As of Jul 23, 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.
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Financial Services Representative jobs near you
Infographic showing various Financial Services Representative job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $52,483 per year, or $25.2 per hour.
Financial Services Representative

Financial Services Representative

First National Bank of America

East Lansing, MI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

First National Bank of America is seeking a proactive and adaptable Financial Services Representative to join the East Lansing Branch team. This role is the starting point of every great customer relationship at our branch. The Financial Services Representative blends the precision of teller operations with the interpersonal skills of a banker, giving hands-on experience across two of the most important functions in branch banking. It is the ideal entry point for someone who is service-oriented, detail-driven, and ready to build a career in financial services. From day one, this role helps build the skills needed to advance into the Personal Banker track and beyond.
Responsibilities:
  • Process customer transactions accurately and efficiently - including deposits, withdrawals, transfers, loan payments, and cash handling - while balancing daily activity to operational standards.
  • Deliver a welcoming, professional experience to every customer who visits the branch, resolving routine inquiries with confidence and care.
  • Identify basic customer financial needs through everyday interactions and refer customers to the appropriate banking products, services, or team members.
  • Educate customers on digital banking tools and self-service options to improve their convenience and long-term banking experience.
  • Support branch sales activity through referrals, appointment setting, and participation in outbound calling efforts.
  • Maintain strict compliance with all operational, security, risk, and regulatory policies in every transaction and customer interaction.

What We Are Looking For:
  • A positive, customer-first attitude with strong communication and interpersonal skills.
  • High attention to detail and comfort working accurately with cash and financial transactions.
  • Eagerness to learn both the operational and relationship sides of branch banking.
  • Reliability, professionalism, and a team-oriented work ethic.
  • Prior cash handling, customer service, or retail experience is a plus but not required.

Career Path:
This role is designed as the entry point into our branch banking career ladder. High-performing Financial Services Representatives are well-positioned to advance into the Personal Banker role as they develop their sales, service, and relationship management skills.
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

At First National Bank of America, we are looking for exceptional individuals with a "servant's heart" or a natural humility that recognizes the importance of prioritizing others' needs. We celebrate and acknowledge efforts that exceed expectations, whether it's delivering added value to customers or supporting colleagues. Just as interest compounds over time, the little things we do can make a substantial difference.
First National Bank of America recognizes that the quality of our people is the foundation for our success. Attracting exceptional individuals who value a challenging work environment that rewards the contributions of its people is the cornerstone of our hiring philosophy.
Note: These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties, and skills required for this job.
First National Bank of America uses E-Verify to confirm employment eligibility as per E-Verify guidelines.
First National Bank of America is an Equal Opportunity Employer.
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