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Financial Services Specialist

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Salary and Benefits

Financial Services Specialist
$42K-$51K / yr. (est.)
$42K
$46,858 / 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 Specialist

What does a Financial Services Specialist do?
Man and woman sitting at the table
Marketing offer man people

As a Financial Services Specialist, our primary tasks include providing financial advice to clients, analyzing their financial situations, and recommending appropriate financial products and services. We also assist clients with investment planning, retirement planning, and managing risk through proper insurance coverage. Additionally, we stay updated on market trends and economic conditions to offer timely and relevant advice. Our role also involves ensuring compliance with financial regulations and maintaining accurate records of client interactions and transactions.

Core tasks:

  • Conducting financial assessments and creating personalized financial plans for clients
  • Providing investment advice and portfolio management services
  • Assisting clients with retirement and estate planning
  • Recommending and selling financial products such as insurance and mutual funds
  • Ensuring compliance with financial laws and regulations

Insights

Professional Growth

How Many Years of Experience Do Professionals Need Before Becoming Financial Services Specialist?
On average, people work 5-7 years in other positions prior to becoming a Financial Services Specialist.
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Financial AdvisorMiami, FL - A year ago
Are you telling me I wasted all these years for nothing? I've been helping clients with their finances for ages, and now you tell me I should've just become a Financial Services Specialist from the start?
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Credit AnalystSan Francisco, CA - A year ago
šŸ¤¬ This infographic is insulting to those of us who have tirelessly worked in the finance world for years before specializing in financial services. So misleading!

Professional Growth

How Long Do Financial Services Specialist Employees Typically Stay in Their Roles?
On average, Financial Services Specialists works in this position for 3-5 years across multiple employers.
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Financial AnalystHouston, TX - A year ago
I think Financial Services Specialists tend to learn a lot during those 3-5 years, gaining valuable expertise in the filed. It's a worthwhile experience.
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Bank TellerMiami, FL - A year ago
šŸ’ In my opinion, Bank Tellers typically move on from this position long before hitting the 3-year mark. There isn't much growth potential!

Professional Growth

What Is the Job Hopper Score for Financial Services Specialist Employees?
Steady employment history in Financial Services Specialist, with a tendency to stay with one company for extended periods of time.
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Loan OfficerHouston, TX - A year ago
No way! As a Loan Officer, you should constantly explore different financial institutions to expand your network, develop new strategies, and achieve career growth. Don't settle!
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Financial AnalystMiami, FL - A year ago
i think it depends on the individual and their unique career goals. Sometimes staying with one company can provide more extensive knowledge of specific industries, while switching could offer exposure to diverse sectors.šŸ¤·

Career path

Path to job

Fields of study

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

Top educational institutions

Explore the list of higher education institutions that a Financial Services Specialist typically studied at.
Arizona State University-Tempe
University of Missouri-Columbia

Path after job

Community

Demographics

Culture & Values

What Is the Age and Gender Ratio of Financial Services Specialist Employees?
Gender ratio in Financial Services Specialist position: 0.536022665947113 Male and 0.463977334052887 Female. Age ratio in Financial Services Specialist position: 16-20: 9%, 21-30: 71%, 31-40: 14%, 41-50: 5%, 51-60: 1%, 60+: 0%. Financial Services Specialist position is predominantly male (53.6%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Financial Services SpecialistPhiladelphia, PA - A year ago
Are we just going to ignore the fact that the representation of people above 50 is just 1%? We need more diversity in all aspects! šŸ˜¤
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Financial Services SpecialistPhoenix, AZ - A year ago
I can't believe there aren't any Financial Services Specialists above 60 years old! Is this career really that demanding or just ageist? šŸ¤”

Workplaces

Professional Growth

Who Are the Top Employers for Financial Services Specialist?
Top employers of Financial Services Specialist position: Federal Deposit Insurance Corporation (FDIC), Regions Bank, USAA. People who work in Financial Services Specialist position most typically go on to work for the Federal Deposit Insurance Corporation (FDIC).
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Financial Services SpecialistChicago, IL - A year ago
Of course the FDIC is listed, they are the gold standard in financial services!
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Financial Services SpecialistHouston, TX - A year ago
As a Financial Services Specialist, I can tell you that the FDIC would be an amazing place to work, if it was that easy to get in!
Federal Deposit Insurance Corporation (FDIC)
Regions Bank
USAA

Professional Growth

What Industries Does Financial Services Specialist Typically Have Experience In?
Industry Background: The most typical industries of Financial Services Specialist: Finance & Insurance, Public Administration, Education, Information Technology, Professional / Scientific / Technical. Financial Services Specialist employees most likely come from a Finance & Insurance industry background.
avatar-of-creator
Financial Services SpecialistHouston, TX - A year ago
Y'all think you know stress?! Try being a Financial Services Specialist in Houston during tax season! The sheer volume of paperwork and phone calls can make even the toughest Texans break a sweat. šŸŒµ
avatar-of-creator
Financial Services SpecialistMiami, FL - A year ago
Oh please, you all act like being a Financial Services Specialist is the hardest job in the world. Try doing it in Miami, where the humidity makes every day feel like a sauna. šŸ’¦

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Discussion about Financial Services Specialist

Want to know more about Financial Services Specialist position?
Share your thoughts and ideas about Financial Services Specialist position with others in our community.
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What is the women/men ratio in the job of Financial Services Specialist?
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Benjamin Gardner3 years ago
45% are women in this profession.
What is the typical age of people who work as a Financial Services Specialist?
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Benjamin Gardner3 years ago
The average age is 27
Is a Financial Services Specialist considered to be a senior profession?
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Benjamin Gardner3 years ago
On average, people have 6 years of experience when they start working as a Financial Services Specialist
Which industries should a Financial Services Specialist consider working in?
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Benjamin Gardner3 years ago
Finance & Insurance employs the most.
What kind of degree is needed to work as a Financial Services Specialist?
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Liam Brown3 years ago
You should be fine with a Bachelor of Science degree
As a Financial Services Specialist, which company should I definitely check out for jobs?
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Isabella Holmes3 years ago
Federal Deposit Insurance Corporation (FDIC), Regions Bank, USAA, Washington State Department of Social and Health Services and Wells Fargo has the most employees.
How many years do people spend as a Financial Services Specialist in their career path?
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Benjamin Gardner3 years ago
4 years is the typical lifespan for a Financial Services Specialist.
How frequently people change companies if they work as a Financial Services Specialist?
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Sophie Hayes3 years ago
Changing companies for a Financial Services Specialist is not typical.
What work history do people usually have before becoming a Financial Services Specialist?
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Liam Brown3 years ago
Customer Service Representative, Teller or Personal Banker are the typical prior positions for a Financial Services Specialist
Working as a Financial Services Specialist what job titles should I consider to switch to?
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Isabella Holmes3 years ago
Working as Financial Services Specialist consider Branch Manager, Financial Analyst or Financial Examiner as a next step in your career.
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