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Vision Financial Services Jobs (NOW HIRING)

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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 Jul 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
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:
Infographic showing various Vision Financial Services job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% 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.
Financial Services Specialist

$21 - $23/hr

Part-time

Retirement

Posted 27 days ago


Job description

Bargaining Unit/Salary Level:  This is a part-time, in person position based on our Wells, ME campus,  anticipated to work approximately 20–24 hours per week, based on departmental needs. The expected hourly rate is $21-$23 per hour, commensurate with experience and final classification.

This position is eligible for prorated benefits, including participation in the Maine Public Employees Retirement System (MPERS).

SUMMARY

York County Community College (YCCC), a dynamic institution with a proud 30-year history of transforming lives and communities throughout York County, Maine, is seeking a Financial Services Specialist to join our Finance team. Reporting to the Director of Finance, this position supports Accounts Payable, Accounts Receivable, student accounts, and general financial operations to ensure accuracy, compliance, and timely processing of financial transactions.

The Financial Services Specialist will play a key role in supporting the day-to-day operations of the Finance Department by assisting with invoice processing, student billing, purchasing, and financial record maintenance. This position works collaboratively with internal departments, students, and external vendors to ensure effective and efficient financial services across the College.

At YCCC, our mission is to develop an educated, skilled, and adaptable workforce that drives socioeconomic mobility for our students and creates economic and civic prosperity for our communities. The Financial Services Specialist will support this mission by helping ensure strong financial processes that enable student success and institutional effectiveness.

As a member of the YCCC community, this position will contribute to our Mission, Vision, and Purpose (MVP), support our One College approach, and reflect our workplace culture as outlined in United by Purpose. We seek individuals who bring attention to detail, collaboration, and service excellence to their work with students, colleagues, and community partners.

DUTIES AND RESPONSIBILITIES:

  • Process invoices and ensure proper coding, documentation, and timely payment through Accounts Payable and Accounts Receivable systems

  • Respond to vendor and internal inquiries regarding payments, purchasing, and financial procedures

  • Support student accounts operations, including billing, receivables, payment processing, refunds, and collections

  • Assist with preparation of deposits, reconciliation of accounts, and financial reporting

  • Review requisitions, obtain quotes, and assist with purchase order processing and procurement activities

  • Coordinate with vendors and internal departments to resolve discrepancies and ensure timely delivery of goods and services

  • Maintain accurate financial records and supporting documentation in accordance with MCCS and YCCC policies

  • Assist with month-end and fiscal year-end closing processes

  • Provide general administrative and operational support to the Finance team

  • Participate in departmental projects and continuous improvement efforts

MINIMUM QUALIFICATIONS: 

  • Bachelor’s degree in accounting, finance, business, or a related field

  • Up to two (2) years of relevant experience in accounting, finance, or business operations

  • Knowledge of accounting principles and internal controls

  • Strong proficiency in Microsoft Excel and general computer applications

  • Ability to communicate effectively and work collaboratively with a diverse population

DESIRED QUALIFICATIONS: 

  • Experience in higher education or public sector finance

  • Experience with automated accounting systems (e.g., Jenzabar or similar)

  • Experience with accounts payable, accounts receivable, or procurement processes

OTHER KNOWLEDGE, SKILLS, AND ABILITIES: 

  • Strong attention to detail and commitment to accuracy

  • Ability to manage multiple tasks and meet deadlines

  • Strong customer service and problem-solving skills

  • Ability to maintain confidentiality and exercise discretion

  • Ability to work effectively in a team-oriented environment

APPLICATION PROCEDURES: Position is available until filled. Employment contingent upon successful completion or references and background check.  Must be eligible and remain eligible to work in the United States. YCCC does not provide visa sponsorship.

If you are a detail-oriented and collaborative professional with a passion for supporting organizational operations and contributing to student success, we invite you to join our team at York County Community College as a Financial Services Specialist. This is an exciting opportunity to support the College’s mission, strengthen financial operations, and make a meaningful impact on our campus community.

York County Community College (YCCC) is proud to be a Recovery Friendly Workplace, a Second Chance Employer, and a Veterans Friendly Workplace. We are committed to fostering an inclusive, supportive environment that values the unique experiences and contributions of individuals from all walks of life, empowering all members of our community to thrive and succeed in both their professional and personal journeys.

York County Community College is an equal opportunity employer and actively seeks a diverse pool of candidates.  We provide reasonable accommodation to qualified individuals with disabilities upon request.  For more information, please contact 207-216-4444.

Explore YCCC at https://www.yccc.edu/