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Vision Financial Services Jobs (NOW HIRING)

Olathe

Financial Services Manager

Olathe, KS · On-site

$84K - $110K/yr

Health, Vision, Life and Dental Insurance * Flexible Spending Account * Kansas Public Employee ... The Financial Services Manager is responsible for overseeing financial operations and ensuring the ...

TEKsystems

Financial Services Professional

Tempe, AZ

$52K/yr

As a Financial Services Professional, you are often the first point of contact for financial ... Vision, Medical, Dental Coverage HSA 401k Matching Workplace Type This is a fully onsite position ...

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Vision Financial Services information

See salary details

$38.5K

$95.5K

$146K

How much do vision financial services jobs pay per year?

As of Aug 18, 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 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 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 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.

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.

More about Vision Financial Services jobs

What cities are hiring for Vision Financial Services jobs?

Cities with the most Vision Financial Services job openings:

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
Infographic showing various Vision Financial Services job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $95,505 per year, or $45.9 per hour.

Financial Services Representative

Adams Bank and Trust

Ogallala, NE • On-site

$15 - $23/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Full-Time Financial Services Representative
Why You'll Love Working Here:
Work in a supportive, team-focused environment
Build lasting relationships with customers
Professional growth opportunities
Competitive pay + benefits package
About the Role
We're looking for a positive, customer-focused go-getter to join our team as a Financial Services Representative (combination of Teller and Personal Banker). In this role, you'll be the friendly face our customers rely on for everyday banking, while also helping them discover products and services that make their financial lives easier.
What You'll Do:
Greet customers and process transactions quickly and accurately
Balance and maintain your cash drawer daily
Open and close accounts (checking, savings, CDs, NOW accounts, etc.)
Provide exceptional customer service and build long-term relationships
Cross-sell banking products and services based on customer needs
Perform basic loan administration as needed
Follow all policies, procedures, and regulations
What We're Looking For:
Cash handling experience
Strong customer service & communication skills
Ability to multitask and pay close attention to detail
Professional appearance and demeanor
Sales experience preferred (but not required)
College degree may be substituted for experience - we'll train the right person
Perks & Benefits:
Competitive pay
Health, dental, and vision insurance
401(k) with employer match after one year
Paid time off & holidays
Ongoing training and career growth opportunities
Ready to Join Our Team?
Apply now with your resume - we can't wait to meet you!

Apply