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Financial Services Support Jobs (NOW HIRING)

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Financial Services Support information

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$38.5K

$95.5K

$146K

How much do financial services support jobs pay per year?

As of Sep 13, 2026, the average yearly pay for financial services support in the United States is $95,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What is financial services support?

Financial Services Support roles involve assisting financial professionals and clients with a variety of administrative and operational tasks. These positions may include processing transactions, maintaining financial records, preparing reports, and ensuring compliance with industry regulations. Professionals in these roles are often the first point of contact for client inquiries and play a key part in keeping financial operations running smoothly. Strong organizational skills, attention to detail, and a good understanding of financial products and services are important for success in this field.

What are the key skills and qualifications needed to thrive as a financial services support professional?

To thrive as a Financial Services Support professional, you need a solid understanding of financial products, transaction processing, and regulatory compliance, typically supported by a degree in finance or related field. Familiarity with financial software systems, CRM platforms, and knowledge of industry regulations such as FINRA or SEC guidelines are often required. Strong organizational skills, attention to detail, and effective communication make someone stand out in this role. These abilities ensure accurate and efficient client service, regulatory adherence, and smooth operations within financial institutions.

What are some common challenges faced by financial services support professionals, and how can they be addressed?

Financial Services Support professionals often juggle multiple priorities, such as responding to client inquiries, processing transactions, and keeping up with regulatory changes. One common challenge is managing high volumes of client requests while maintaining accuracy and compliance. Strong organizational skills, effective communication, and ongoing training on financial products and regulations can help address these challenges. Additionally, collaborating closely with advisors and other team members ensures prompt issue resolution and a positive client experience.

What is the difference between Financial Services Support vs Financial Advisor?

AspectFinancial Services SupportFinancial Advisor
CredentialsTypically requires basic financial certifications or licenses (e.g., FINRA Series 6/7)Requires professional certifications (e.g., CFP, CFA) and licensing
Work EnvironmentSupport roles within financial firms, assisting advisors and clientsClient-facing, providing personalized financial planning and investment advice
Employer & Industry UsageUsed by banks, brokerages, and financial institutions in support functionsIndependent or firm-employed professionals offering financial planning services

Financial Services Support roles focus on assisting financial advisors and supporting client transactions, often requiring basic licenses. Financial Advisors, on the other hand, provide personalized financial planning and investment advice, usually holding advanced certifications. Both roles are integral to the financial industry but differ in responsibilities, credentials, and client interaction.

What states have the most Financial Services Support jobs?

States with the most job openings for Financial Services Support jobs include:

What are popular job titles related to Financial Services Support jobs?

For Financial Services Support jobs, the most frequently searched job titles are:

Financial Services Support jobs near you
Infographic showing various Financial Services Support job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Client Services Specialist - Financial Services

Hillsborough, CA • On-site, Remote

All Financial Freedom
See more jobs at All Financial Freedomexternal

$70K - $75K/yr

Part-time

Re-posted 6 days ago

Job description

Position Overview
We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding individuals through foundational financial concepts, and supporting long-term financial planning initiatives.
The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Key Responsibilities
  • Facilitate virtual client meetings
  • Assist with onboarding and follow-up
  • Support financial education initiatives
  • Maintain professional client records
Required Qualifications
  • Strong organizational and communication skills
  • Client-focused mindset
  • Remote work capability
  • Licensing eligibility
Compensation & Benefits
  • Performance-based compensation
  • Remote flexibility
  • Training and licensing support
Career Path
Client services → education → leadership.

Apply