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Salary and Benefits

Financial Services Associate
$42K-$52K / yr. (est.)
$43K
$47,553 / year
$52K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Financial Services Associate

What does a Financial Services Associate do?

In the role of Financial Services Associate, we are responsible for providing 24/7 support to the customers by answering their complicated queries in a professional way. We have the ability to provide assistance to the other team members in solving the financial issues of the company. We support customer’s banks and other financial institutions. Working as Financial Services Associates, we are accountable for providing valuable advice to the customers to guide them to the appropriate investment opportunities and strategies. We manage the financial statements bills and other documents to check their accuracy and authenticity.

Core tasks:

  • selling financial products of the company
  • examining the customer’s requirements
  • building strong relationships with customers
  • developing sales presentations for the company
  • performing other duties as assigned

Insights

How Many Years of Experience Do Professionals Need Before Becoming Financial Services Associate?
On average, people work 3-5 years in other positions prior to becoming a Financial Services Associate.
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Customer Service RepresentativeHouston, TX - A year ago
🤷 This sounds about right. I started in customer service and eventually made my way into finance. It's all part of the journey!
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Graphic DesignerMiami, FL - A year ago
Well, well, well, looks like my graphic design background isn't worthy enough for a Finance Associate role. 👎
How Long Do Financial Services Associate Employees Typically Stay in Their Roles?
On average, Financial Services Associates works in this position for 1-3 years across multiple employers.
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Tax ConsultantHouston, TX - A year ago
Wait a minute! 💭 I started my own tax consulting business right out of college and have been helping clients for over 15 years. This infographic doesn't represent everyone!
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Insurance AgentMiami, FL - A year ago
Ugh, this infographic is way too generalized. As an insurance agent, I've seen colleagues stay in this position for decades, serving loyal clients and building trust 😤.
What Is the Job Hopper Score for Financial Services Associate Employees?
Moderate job changes in Financial Services Associate, showing some career movement without excessive turnover.
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Financial AdvisorLos Angeles, CA - A year ago
What's wrong with being committed to one employer and establishing long-term relationships with clients? 😤
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Loan OfficerHouston, TX - A year ago
As a Loan Officer, I barely have time to update my resume. Promotions aren't a priority when there are loan applications piling up! 🤷

Career path

Path to job

Discover a Financial Services Associate's areas of knowledge sorted by their majors.
Explore the list of higher education institutions that a Financial Services Associate typically studied at.
Cornell University
Penn State University

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Financial Services Associate Employees?
Gender ratio in Financial Services Associate position: 0.567746311683907 Male and 0.432253688316093 Female. Age ratio in Financial Services Associate position: 16-20: 11%, 21-30: 76%, 31-40: 9%, 41-50: 3%, 51-60: 1%, 60+: 0%. Financial Services Associate position is predominantly male (56.8%) with the largest age group being 21-30 years old, followed by 16-20 years old.
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Financial Services AssociateMiami, FL - A year ago
typical, men dominating another industry! 😡
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Financial Services AssociateSeattle, WA - A year ago
why is it mostly young people? what about experienced folks? 😤

Workplaces

Who Are the Top Employers for Financial Services Associate?
Top employers of Financial Services Associate position: EY, Fidelity Investments, People's United Bank. People who work in Financial Services Associate position most typically go on to work for the EY.
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Financial Services AssociateHouston, TX - A year ago
I disagree with the infographic. You don't automatically go on to work for EY if you're in this position!
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Financial Services AssociateMiami, FL - A year ago
Everyone seems to forget that Fidelity Investments provides great career development opportunities. Don't judge based on work-life balance alone!
EY
Fidelity Investments
People's United Bank
What Industries Does Financial Services Associate Typically Have Experience In?
Industry Background: The most typical industries of Financial Services Associate: Finance & Insurance, Professional / Scientific / Technical, Education, Retail, Health Care. Financial Services Associate employees most likely come from a Finance & Insurance industry background.
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Financial Services AssociateHouston, TX - A year ago
Y'all don't understand the stress that comes with being a financial services associate! The pressure is always on to meet targets and deadlines. 📉
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Financial Services AssociateMiami, FL - A year ago
As a financial services associate in Miami, I love the flexibility and potential for high earnings. Plus, who wouldn't want to work and live by the beach? 🌴

Find your job as Financial Services Associate

Discussion about Financial Services Associate

Want to know more about Financial Services Associate position?
Share your thoughts and ideas about Financial Services Associate position with others in our community.
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How balanced is the gender diversity among people working as a Financial Services Associate?
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Benjamin Gardner3 years ago
The women/men ratio is well balanced.
What is the typical age of people who work as a Financial Services Associate?
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Benjamin Gardner3 years ago
The typical age is 26 for a Financial Services Associate.
Do I need a lot of experience to be a Financial Services Associate?
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Benjamin Gardner3 years ago
You need 4 years of experience to work as a Financial Services Associate.
Which industries does a Financial Services Associate typically work in?
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Benjamin Gardner3 years ago
Finance & Insurance is the most probable for a Financial Services Associate to work in.
Is a higher education needed as a Financial Services Associate?
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Sophie Hayes3 years ago
You should be fine with a Bachelor of Science degree
As a Financial Services Associate, which company should I definitely check out for jobs?
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Liam Brown3 years ago
If you are a Financial Services Associate you should definitely apply for EY, Fidelity Investments, People's United Bank, PwC and USAA
How many years do people work as a Financial Services Associate before changing their role?
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Isabella Holmes3 years ago
On average people change after 2 years.
How common is it for a Financial Services Associate to jump from company to company?
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Isabella Holmes3 years ago
The job hopper score is medium for a Financial Services Associate.
What do people usually work as before switching to Financial Services Associate?
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Isabella Holmes3 years ago
A Financial Services Associate probably worked as Customer Service Representative, Teller or Financial Analyst before
If I’m working as a Financial Services Associate, what next position could I have?
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Benjamin Gardner3 years ago
Changing from a Financial Services Associate to Financial Analyst, Vice President or Customer Service Representative is a typical career path.
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Disclaimer

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