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Financial Services

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Salary and Benefits

Financial Services
$46K-$57K / yr. (est.)
$47K
$51,976 / year
$57K
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

What does a Financial Services do?

As financial services professionals, our primary tasks include managing client investments, offering financial advice, and facilitating financial transactions. We work with financial instruments like stocks, bonds, and derivatives to help clients achieve their financial goals. Financial advisors provide customized financial planning based on a client's unique situation and future objectives. Investment bankers assist corporations in raising capital and advising on mergers and acquisitions. We aim to enhance clients' financial health and security through informed decisions and strategic planning.

Core tasks:

  • Analyzing financial statements and market trends to provide investment recommendations
  • Managing client portfolios to achieve specific financial objectives
  • Creating detailed financial plans that outline strategies for saving, investing, and retirement
  • Facilitating and executing buy and sell orders for various financial instruments
  • Conducting risk assessments to ensure investment strategies align with clients' risk tolerance

Insights

Professional Growth

How Many Years of Experience Do Professionals Need Before Becoming Financial Services?
On average, people work 3-5 years in other positions prior to becoming a Financial Services.
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Financial AnalystPhiladelphia, PA - A year ago
hey, not everyone follows a linear career progression. Some of us had unique circumstances that led us straight into finance!
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Loan OfficerMiami, FL - A year ago
🤔 Did they consider that some people switch careers later in life? Maybe they already have financial knowledge and experience from previous jobs!

Professional Growth

How Long Do Financial Services Employees Typically Stay in Their Roles?
On average, Financial Servicess works in this position for 1-3 years across multiple employers.
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Financial PlannerHouston, TX - A year ago
As a certified financial planner, I believe the length of time in this position depends on the individual's commitment to professional growth and specialization.
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Bank TellerAtlanta, GA - A year ago
It's true, y'all! Most bank tellers stay in this role for under 3 years, but it provides an excellent foundation for understanding the financial services industry. 🤑

Professional Growth

What Is the Job Hopper Score for Financial Services Employees?
Moderate job changes in Financial Services, showing some career movement without excessive turnover.
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Fund Accounting ManagerHouston, TX - A year ago
🔥This is nonsense! Successful hedge fund managers constantly seek new challenges and strategies. Changing jobs helps us stay at the forefront of the industry. Get out of here with your 'moderate' job changes!
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Financial AdvisorMiami, FL - A year ago
seriously🙄, these graphics can't capture the complexity of our work. Financial advisors build deep client relationships over time and only make job changes when it greatly benefits our clients. Simplifying it as 'moderate' is misleading.

Career path

Path to job

Fields of study

Discover a Financial Services's areas of knowledge sorted by their majors.

Top educational institutions

Explore the list of higher education institutions that a Financial Services typically studied at.
New York University
Penn State University

Path after job

Community

Demographics

Culture & Values

What Is the Age and Gender Ratio of Financial Services Employees?
Gender ratio in Financial Services position: 0.670483295491405 Male and 0.329516704508596 Female. Age ratio in Financial Services position: 16-20: 29%, 21-30: 62%, 31-40: 5%, 41-50: 3%, 51-60: 1%, 60+: 0%. Financial Services position is predominantly male (67.0%) with the largest age group being 21-30 years old, followed by 16-20 years old.
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Financial ServicesSan Francisco, CA - A year ago
But what about the lack of opportunities for older individuals in Financial Services? We shouldn't only focus on gender, but also age diversity! 🧓
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Financial ServicesMiami, FL - A year ago
I completely agree! Age discrimination is a real issue, and we need companies to value the experience and knowledge that older individuals can bring to the table. 🙌

Workplaces

Professional Growth

Who Are the Top Employers for Financial Services?
Top employers of Financial Services position: EY, Morgan Stanley, Primerica. People who work in Financial Services position most typically go on to work for the EY.
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Financial ServicesMiami, FL - A year ago
I can't believe they didn't include Goldman Sachs. They are one of the most prestigious companies in the industry!
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Financial ServicesHouston, TX - A year ago
EY, Morgan Stanley, Primerica? Seriously? What about JPMorgan Chase? They're a giant player in the Financial Services sector!
EY
Morgan Stanley
Primerica

Professional Growth

What Industries Does Financial Services Typically Have Experience In?
Industry Background: The most typical industries of Financial Services: Finance & Insurance, Professional / Scientific / Technical, Information Technology, Education, Administrative & Support. Financial Services employees most likely come from a Finance & Insurance industry background.
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Insurance UnderwriterHouston, TX - A year ago
Oh please, Investment Bankers. Do you really think your financial wizardry matters when people lose everything due to lack of insurance coverage? 😠
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Financial PlannerPhiladelphia, PA - A year ago
Insurance Underwriters, don't even get me started on how you make it difficult for us Financial Planners to provide the best options for our clients! 😡

Find your job as Financial Services

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Discussion about Financial Services

Want to know more about Financial Services position?
Share your thoughts and ideas about Financial Services position with others in our community.
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How balanced is the gender diversity among people working as a Financial Services?
avatar-of-creator
Liam Brown4 years ago
Mostly men choose this job, but women also choose this.
What is the typical age of people who work as a Financial Services?
avatar-of-creator
Liam Brown4 years ago
24 is the average age of people working as a Financial Services.
Is a Financial Services considered to be a junior profession?
avatar-of-creator
Sophie Hayes4 years ago
You probably need around 4 years to work as a Financial Services
What industries does a Financial Services typically work in?
avatar-of-creator
Benjamin Gardner4 years ago
Finance & Insurance is the most frequent for a Financial Services.
Do I need a degree to work as a Financial Services?
avatar-of-creator
Liam Brown4 years ago
No higher education could not hurt if you want to be a Financial Services
As a Financial Services, which company should I definitely check out for jobs?
avatar-of-creator
Liam Brown4 years ago
It’s common for a Financial Services to work for EY, Morgan Stanley, Primerica and TIAA
How many years of experience as a Financial Services is needed in average to switch to another position?
avatar-of-creator
Isabella Holmes4 years ago
A Financial Services typically changes positions after 2 years.
How likely is it for people working as a Financial Services to switch companies still working as a Financial Services?
avatar-of-creator
Benjamin Gardner4 years ago
On average a Financial Services works for only a few companies.
What jobs do people work in before becoming a Financial Services?
avatar-of-creator
Isabella Holmes4 years ago
A Financial Services probably worked as Finance Intern, Accounting or Financial Analyst before
What can be the next step in your career path from Financial Services?
avatar-of-creator
Isabella Holmes4 years ago
Financial Analyst, Analyst or Summer Analyst can be a good next step
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