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Vision Financial Services Jobs (NOW HIRING)

Guidehouse

Partner | Financial Services

Boston, MA

... financial services, healthcare, sustainability, and national defense. Our mission is to help ... Our vision is to build relationships, advance knowledge, insight, and capacity to implement ...

Guidehouse

Partner | Financial Services

Arlington, VA · On-site

... financial services, healthcare, sustainability, and national defense. Our mission is to help ... Our vision is to build relationships, advance knowledge, insight, and capacity to implement ...

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Vision Financial Services information

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$38.5K

$95.5K

$146K

How much do vision financial services jobs pay per year?

As of Jun 7, 2026, the average yearly pay for vision 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 is the difference between Vision Financial Services vs Financial Advisor?

AspectVision Financial ServicesFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, CFA, Series 7/66
Work EnvironmentFinancial firms, banks, independent officesFinancial firms, banks, independent offices
Industry UsageFinancial services companiesFinancial services industry

Both roles often require similar certifications like CFP or Series 7/66 and operate within financial firms or banks. While a Financial Advisor provides personalized investment advice to clients, Vision Financial Services may refer to a company name or a broader service provider. Understanding these distinctions helps clarify career paths and client services within the financial industry.

What are some common challenges faced by professionals working in Vision Financial Services, and how can they be addressed?

Professionals in Vision Financial Services often navigate a fast-paced environment where adapting to evolving financial regulations and client needs is essential. A common challenge is keeping up with regulatory compliance while delivering personalized client solutions. Building strong communication and organizational skills helps, as does continuous professional development to stay informed about industry trends. Collaboration with compliance teams and ongoing training are key strategies for overcoming these challenges and delivering high-quality service.

What are Vision Financial Services?

Vision Financial Services refers to a company or suite of offerings that provide financial products and advisory solutions to individuals, businesses, or organizations. These services typically include investment management, retirement planning, insurance, wealth management, and financial consulting. Vision Financial Services aims to help clients achieve their financial goals by offering tailored strategies and expert guidance. The specific services provided may vary based on the firm's expertise and client needs.

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 a solid foundation in finance, customer service, and sales, often supported by a relevant degree and industry certifications such as FINRA Series 6 or 7. Familiarity with financial planning software, CRM systems, and compliance tools is typically required. Strong interpersonal communication, active listening, and problem-solving skills help build client trust and foster lasting relationships. These skills are vital for providing tailored financial solutions, maintaining regulatory compliance, and achieving business growth in a competitive field.
More about Vision Financial Services jobs
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What states have the most Vision Financial Services jobs? States with the most job openings for Vision Financial Services jobs include:
What job categories do people searching Vision Financial Services jobs look for? The top searched job categories for Vision Financial Services jobs are:
Vision Financial Services jobs near you
Financial Services Representative

Financial Services Representative

Security Finance

Tallahassee, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Security Finance rating

7.0

Company rating: 7.0 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

122nd of 138 rated financial services

Job description

Description
Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way?
Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and in person.
If you are ready to make a difference, join an enthusiastic team and start a lifelong career, "Come Begin Your Story" as a Customer Service Representative!
Professional Financial Services (PFS) has been purchasing retail installment contracts for new and used automobiles, trucks and motorcycles originated by franchise and independent vehicle dealers since 1995. We have branches in 12 different states.
You'll know you are a successful Customer Service Representative when you:
  • Provide outstanding customer service and problem resolution
  • Perform collection activities on delinquent accounts
  • Assist with insurance verifications
  • Perform Welcome Calls
  • Act as back up to our Administrative Assistant to receive loan payments and fund loans
  • Perform Skip Tracking and other locate activities

You could be a great addition as Customer Service Representative if you have:
  • Previous customer service and/or collections experience
  • A valid state driver's license, with an acceptable driver's record
  • Access to a reliable automobile for work use

Keep in mind that we provide:
  • An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, vision, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
  • Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
  • Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
  • Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
  • TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.

Come Begin Your Story! Apply Today!

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