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National Financial Services Jobs (NOW HIRING)

Certified Financial Planner

Boston, MA · On-site

$125K - $130K/yr

... services, helping clients navigate investments, retirement planning, and wealth management with confidence. Now a leading national financial planning firm, client-centric approach, focusing on ...

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National Financial Services information

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$25K

$65.2K

$132K

How much do national financial services jobs pay per year?

As of Sep 2, 2026, the average yearly pay for national financial services in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

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

AspectNational Financial ServicesFinancial Advisor
CertificationsSeries 7, 63, 65/66, CFP (optional)Series 7, 63, 65/66, CFP (preferred)
Work EnvironmentFinancial institutions, brokerage firms, corporate officesIndependent or firm-based client consultations
Employer & Industry UsageFinancial services companies, banks, brokeragesFinancial planning firms, banks, independent practices

National Financial Services typically refers to a broad company or division providing various financial products, while a Financial Advisor directly offers personalized financial planning and investment advice to clients. Both roles often require similar certifications and operate within the financial industry, but their focus differs: one on institutional services and the other on individual client guidance.

What cities are hiring for National Financial Services jobs?

Cities with the most National 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 National Financial Services jobs?

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

Infographic showing various National Financial Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

VP National Financial Business Development

loomis

Los Angeles, CA • Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago


Job description

Remote position with 50% travel; supporting new business needs across both the East and West regions, with a preference for candidates based in the Eastern or Pacific Time Zones.

In addition to the base range, a remunerative commission structure is offered

Job Overview: This position is responsible for identifying, engaging, and cultivating relationships with key stakeholders at financial institutions and retail organizations to secure new revenue for Loomis. The VP of NFBD will lead growth initiatives by implementing sales strategies, executing business development plans, and driving new revenue by positioning our cash logistics and financial services solutions. This role will report to the SVP– National Financial Business Development for overall performance and results.


Key Responsibilities:

  • Prospect, develop, and manage relationships with senior decision-makers at assigned banking and retail industry accounts across the U.S.
  • Execute established sales strategies and business plans to meet or exceed assigned revenue quotas and growth objectives.
  • Plan for and profitably sell strategic solutions that include ATM, Armored, Cash Vault Processing and/or other services to these assigned accounts.
  • Act as a consultant to develop solutions that support differentiated value within the financial supply chain to the customer. 
  • Collaborate cross-functionally with internal teams including corporate, Branch, and District staff to ensure seamless onboarding and service delivery.
  • Analyze market trends and customer needs to provide feedback that informs product development, pricing, and competitive positioning.
  • Make calls and presentations to and network with senior Loomis personnel and teammates.
  • Represent the company at industry events, conferences, and client meetings, reinforcing our brand as a trusted partner in financial services.
  • Maintain accurate sales pipeline reporting and CRM documentation to support forecasting, performance tracking, and strategic planning.
  • Other duties as assigned.

 

Primary Qualifications:

  • Bachelor’s degree in Business, Finance, Marketing, or a related field is desired.
  • Minimum 7 years B2B sales experience, preferably with large regional or national accounts.
  • Consultative sales experience in the financial, banking, supply chain, or service sector.
  • Proven track record of meeting or exceeding revenue targets.
  • Focus on improving portfolio design, total cost, and service enhancement using technology and process improvement techniques. 
  • Financial or accounting experience focusing on value proposition design; unit cost, total cost, EVA, and service improvements. Analytical approach in presenting business solutions. 
  • Ability to maintain constructive, collaborative working relationships within District Vice Presidents, Branch and Corporate personnel. 
  • Ability to travel as needed to meet with clients and business partners. 

Individual Skills & Competencies:

  • Strong business acumen and the ability to align sales initiatives with business goals.
  • Ability to think strategically with a customer-centric approach.
  • Demonstrated ability to build and maintain strong client relationships.
  • Ability to communicate effectively with individuals at various levels in the organization and external business contacts.
  • Strong presentation and negotiation skills with the ability to influence stakeholders.
  • Time management skills and attention to detail to provide quality service with accuracy.
  • Proficient with Microsoft Office Suite, Salesforce, and other related software.
  • Ability to act with integrity and professionalism and maintain confidentiality.

Benefits:

Loomis offers one of the most comprehensive employee benefit packages in the industry, which includes:

  • Vacation and Sick Time (PTO) as well as Paid Holidays
  • Health & Dental Insurance
  • Vision Insurance
  • 401(k) Plan
  • Basic Life Insurance Plan
  • Voluntary Life Insurance Plan
  • Flexible Spending and Health Savings Account
  • Dependent Care Account
  • Industry-leading Training and Development