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CSI Group LLP

Financial Services Associate

Wall, NJ

About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial ...

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$38.5K

$95.5K

$146K

How much do financial services jobs pay per year?

As of May 31, 2026, the average yearly pay for financial services 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 Are the Different Financial Services Sectors Where I Can Work?

The financial services sector encompasses a wide range of employment possibilities. For example, you could work in consumer banking, which deals with basic savings and checking accounts. Your duties in this job typically involve setting up these accounts for people, but you may provide other services, like financial planning or lending. You can also work in investment banking or stock trading. In both of these industries, you help people develop investment portfolios for significant growth and profit. Outside of banking, you can work in an accountant or financial advisor position.

What are the key skills and qualifications needed to thrive in Financial Services, and why are they important?

To thrive in Financial Services, you need strong analytical skills, financial modeling proficiency, and a relevant degree such as finance, economics, or accounting. Familiarity with financial analysis tools, Excel, industry-specific software, and certifications like CFA or CPA are highly valued. Excellent communication, attention to detail, and ethical judgment set top professionals apart in this field. These skills and qualifications are critical for making informed financial decisions, maintaining regulatory compliance, and building trust with clients.

What are some typical challenges faced when starting a career in financial services, and how can new professionals overcome them?

New professionals in financial services often encounter challenges such as navigating complex regulatory environments, understanding a wide range of financial products, and building client trust. The fast-paced nature of the industry can also make it challenging to keep up with changing market trends and compliance requirements. To overcome these obstacles, it's helpful to seek mentorship, engage in continuous learning through training programs, and actively communicate with colleagues and clients to build strong relationships. Many organizations also provide structured onboarding and support to help new hires adapt successfully.

What is the difference between Financial Services vs Financial Analyst?

AspectFinancial ServicesFinancial Analyst
Required CredentialsVaries; often includes degrees in finance, economics, or related fields; certifications like CFA or CFP beneficialTypically requires a degree in finance, accounting, or economics; CFA certification often preferred
Work EnvironmentBanking institutions, investment firms, insurance companies, financial advisory firmsCorporations, investment banks, asset management firms, consulting agencies
Employer & Industry UsageFinancial services industry broadly covers banking, insurance, and investment sectorsSpecialized role within finance, focusing on analyzing financial data and investment opportunities

Financial Services is a broad industry encompassing various roles in banking, insurance, and investments, while a Financial Analyst is a specific position within that industry focused on analyzing financial data to support decision-making. Both roles often require similar credentials and work in related environments, but their scope and responsibilities differ.

More about Financial Services jobs
What cities are hiring for Financial Services jobs? Cities with the most Financial Services job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Financial Services jobs? States with the most job openings for Financial Services jobs include:
What job categories do people searching Financial Services jobs look for? The top searched job categories for Financial Services jobs are:
Financial Services jobs near you
Infographic showing various Financial Services job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 91% Full Time, 7% Part Time, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Services Representative

Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Greenvale, NY • Remote

$90K - $130K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 18 days ago

Job description

At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios. We were awarded “Top Long Island Workplaces from 2018 to 2024” by Newsday/ Dan’s Paper. This position is located in East Hills, Long Island, New York.

Financial Services Representative Responsibilities:

  • Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a needs analysis
  • Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. We have a Financial Planning Team in-house to assist you **
  • Conduct portfolio reviews and analyses to ensure alignment with clients’ objectives and risk tolerance, making appropriate adjustments as needed
  • Stay updated on industry trends, market conditions, and regulatory changes to provide clients with up-to-date and relevant information
  • Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions
  • Guide clients through a fact-finding process, and account opening, and assist with necessary paperwork and documentation
  • Provide ongoing client support and address inquires related to account activity, performance, and general financial matters
  • Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies

Financial Services Representative Qualifications:

  • Excellent interpersonal skills
  • Bachelor’s degree is preferred, or experience in a similar role in the financial services industry
  • Results-orientated with a track record of achieving sales and business goals
  • Ability to work independently and collaboratively in a team setting

What makes Blue Ocean Wealth Solutions, LLC Unique:

  • Commission, Allowances, and Bonuses
  • Approximate expected first year earnings range from $90k to $130k***
  • Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance, 401 (k) & Match ****
  • Blue Ocean Wealth Solutions, LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships
  • State of the Art office with modern technology capabilities and teamwork culture
  • Willing to obtain the Life & Accident and Health License and Series 7 & 66.
  • On-site Firm Weekly Series 7 training Study Group
  • Flexibility to offer non-proprietary insurance through 3rd Party Relationships
  • Internal localized Support from the Executive Leadership Team
  • Initial 6-month Executive Training Program and personalized development thereafter
  • Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs

Visit our website at www.blueocean.us.com

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We are an Equal Opportunity Employer.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, status as a protected veteran, or any other protected classes in accordance with applicable federal, state, and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time.

*Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.