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$12

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$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
What cities are hiring for Financial Services Representative jobs? Cities with the most Financial Services Representative job openings:
What are the most commonly searched types of Financial Services Representative jobs? The most popular types of Financial Services Representative jobs are:
Who are the top companies hiring for Financial Services Representative jobs? The top employers for Financial Services Representative jobs are:
What states have the most Financial Services Representative jobs? States with the most job openings for Financial Services Representative jobs include:
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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

Scott Credit Union

Lebanon, IL • On-site

$18.22 - $22.78/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Financial Service Representative — Branch Network Department; Lebanon Branch

Banking • Full-Time • Branch Network

Scott Credit Union is hiring a Financial Service Representative in Lebanon, IL to help support our members and strengthen our connection with the community. If you’re passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment – we’d be excited to welcome you to our award-winning team.

Schedule: Full-time | Monday–Saturday, Saturday rotation as scheduled

Work Location Status: Fully on-site at the Lebanon, IL Branch

About the Role

Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.

Why Join Scott Credit Union?

Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.

Benefits include:
  • 11 paid holidays and competitive PTO
  • 401(k) with employer match
  • Medical, dental, vision, and life insurance
  • Short-Term Disability, including maternity leave
  • Tuition reimbursement program
  • “Dress for your day” policy
  • Career advancement opportunities
  • Supportive, team-oriented culture
What You’ll Do
  • Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model.
  • Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.
  • Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.
  • Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.
  • Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
  • Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.
What You Bring
  • High school diploma or equivalent
  • Minimum one year of customer service experience
  • Personal computer experience to include Microsoft Office products
Is This You?
  • You’re energized by creating meaningful connections and delivering strategic solutions
  • You stay focused under pressure and prioritize precision in your work
  • You take initiative, own your projects, and consistently aim for high-quality results
  • You’re looking to build a long-term career where your skills can grow and evolve
Our Commitment

At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth—for both our members and our employees.


Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.

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