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Salary and Benefits

Financial Services Professional
$48K-$58K / yr. (est.)
$48K
$53,603 / year
$59K
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 Professional

What does a Financial Services Professional do?

As Financial Services Professionals, we establish and maintain a long-lasting relationship with new and existing clients to achieve all customers/business' growth targets. We analyze customers' requirements to recommend suitable and customized financial products and solutions that suit their risk tolerance and financial goals. We administer and perform various administrative activities such as opening, and closing personal and business accounts, prepare and complete savings and other financial certificates. We also maintain and provide various financial services and business loan solutions to customers and initiate appropriate steps to complete all loan applications.

Core tasks:

  • evaluate and approve all business and personal loan applications
  • monitor the management of personal and business loans to resolve any delinquency
  • assist investment advisors and while maintaining insurance and investment accounts

Insights

How Many Years of Experience Do Professionals Need Before Becoming Financial Services Professional?
On average, people work 7+ years in other positions prior to becoming a Financial Services Professional.
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Insurance AgentSan Francisco, CA - A year ago
This is a misleading infographic! Not everyone needs to work 7+ years in other jobs to be successful in the financial services industry.
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Loan ProcessorNew York City, NY - A year ago
😡 I've been processing loans for years and I'm still not considered a Financial Services Professional. This is frustrating!
How Long Do Financial Services Professional Employees Typically Stay in Their Roles?
On average, Financial Services Professionals works in this position for 5+ years across multiple employers.
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Financial AnalystHouston, TX - A year ago
Interesting data! It's vital for Financial Analysts to explore various organizations to gather diverse experiences and gain a comprehensive perspective on the market. Flexibility is key.
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Wealth ManagerMiami, FL - A year ago
🤔 It's no wonder that Financial Services Professionals stay with multiple employers for only 5 years on average when they're constantly on the lookout for better offers. I see it all the time!
What Is the Job Hopper Score for Financial Services Professional Employees?
Frequent job changes in Financial Services Professional, indicating a willingness to change companies and roles more frequently.
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Tax AccountantHouston, TX - A year ago
The hustle culture in the Financial Services sector creates a revolving door for talent. Frequent job changes may reflect the search for better work-life balance and job satisfaction. 🤷
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Financial AnalystMiami, FL - A year ago
We should embrace the idea of adaptability and diverse experiences. A mix of roles and companies can provide a unique skill set that benefits both employees and clients. 💡

Career path

Path to job

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

Path after job

Community

Demographics

What Is the Age and Gender Ratio of Financial Services Professional Employees?
Gender ratio in Financial Services Professional position: 0.759642591213701 Male and 0.240357408786299 Female. Age ratio in Financial Services Professional position: 16-20: 3%, 21-30: 57%, 31-40: 19%, 41-50: 12%, 51-60: 7%, 60+: 2%. Financial Services Professional position is predominantly male (76.0%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Financial Services ProfessionalMiami, FL - A year ago
These stats are absolutely infuriating! It's time for a change, folks! 💔
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Financial Services ProfessionalPhoenix, AZ - A year ago
Male-dominated and age-skewed? What a surprise...not! We need more diversity and inclusivity in finance! ✊

Workplaces

Who Are the Top Employers for Financial Services Professional?
Top employers of Financial Services Professional position: Charles Schwab, MassMutual, New York Life. People who work in Financial Services Professional position most typically go on to work for the Charles Schwab.
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Financial Services ProfessionalAtlanta, GA - A year ago
What about JP Morgan and Goldman Sachs? Those are major players in the industry!
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Financial Services ProfessionalSan Francisco, CA - A year ago
The closest Charles Schwab office is too far from where I live. Are there any other nearby options?
Charles Schwab
MassMutual
New York Life
What Industries Does Financial Services Professional Typically Have Experience In?
Industry Background: The most typical industries of Financial Services Professional: Finance & Insurance, Professional / Scientific / Technical, Education, Information Technology, Religious / Grantmaking / Civic. Financial Services Professional employees most likely come from a Finance & Insurance industry background.
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Financial Services ProfessionalHouston, TX - A year ago
Well, that's just ridiculous! Why should we have to jump through so many hoops just to do our job? 😡
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Financial Services ProfessionalPhiladelphia, PA - A year ago
Because it's about protecting the consumers, ensuring competence, and maintaining industry standards. Licenses and certifications provide credibility and give clients peace of mind. 🤷

Find your job as Financial Services Professional

Discussion about Financial Services Professional

Want to know more about Financial Services Professional position?
Share your thoughts and ideas about Financial Services Professional position with others in our community.
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How is the gender diversity among people working as a Financial Services Professional?
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Sophie Hayes4 years ago
Mostly men choose this job, but women also choose this.
What is the most common age of a Financial Services Professional?
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Sophie Hayes4 years ago
32 is the average age of people working as a Financial Services Professional.
Do I need a lot of experience to be a Financial Services Professional?
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Benjamin Gardner4 years ago
You probably need around 7 years to work as a Financial Services Professional
Which industries are highly likely to employ a Financial Services Professional?
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Benjamin Gardner4 years ago
Most typically work in the Finance & Insurance industry.
Is it encouraged to have a degree as a Financial Services Professional?
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Isabella Holmes4 years ago
A Bachelor of Science degree could not hurt if you want to be a Financial Services Professional
Where are you working as a Financial Services Professional?
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Sophie Hayes4 years ago
Charles Schwab, MassMutual, New York Life, NYLIFE Securities LLC and World Financial Group has the most employees.
How many years do people work as a Financial Services Professional before changing their role?
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Benjamin Gardner4 years ago
On average people change after more than 5 years.
Is it common for people to switch companies and still work as a Financial Services Professional?
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Benjamin Gardner4 years ago
A Financial Services Professional typically works for multiple companies.
What occupations do people usually work in before becoming a Financial Services Professional?
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Sophie Hayes4 years ago
Most people come from Agent, Licensed Insurance Agent or Financial Advisor roles
If I’m working as a Financial Services Professional, what next position could I have?
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Liam Brown4 years ago
Financial Advisor, Financial Adviser or Financial Services Representative are good next steps for a Financial Services Professional
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Disclaimer

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