What does a Financial Services Sales Agent earn?
Financial Services Sales Agents typically earn an average of $109,710 annually in the United States. They work with various clientele and offer assistance in areas such as investments, insurance, banking, and retirement planning. Experts in this field may choose to specialise in particular areas such as management of portfolios, wealth management, and securities trading.
How to earn more as a Financial Services Sales Agent
If you want to become a Financial Services Sales Agent, you'll need to gain the relevant qualifications, such as a Level 3 diploma in Financial Services or similar. You may also undertake a degree apprenticeship. To increase your earnings, you might choose to focus on a specific area of financial services, through studying for additional qualifications, or explore roles such as team leader or a managerial role in a financial services business. You may even decide to become self-employed or establish your own financial services firm.
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Client Relations Associate — Financial Services in
Edward Jones is seeking a Registered Branch Associate in Texas to help deepen relationships with existing clients and support Financial Advisors with account openings, research, and transaction execution. The role emphasizes regulatory knowledge, client service, and teamwork within a supportive b ...Read more
Senior Consultant - Financial Services - Data & Analytics - Data Management and Strategy in
Location: Charlotte, Dallas, New York
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
At EY ...Read more
Senior Solution Consultant - Financial Services in Colorado
What You’ll Do
- Execute pre‑sales framework to engage customers, prospects, and partners via virtual and onsite meetings, drive discovery, lead product demonstrations, and identify areas where Workiva solutions align to address customer/prospect needs.
- Demonstrate exper ...Read more
Financial Services Executive Search Associate in New York
Heidrick & Struggles International, Inc. in New York seeks an Executive Search Associate to support the executive recruiting lifecycle. This role involves research, candidate communication, and project management while maintaining strong relationships across teams.
The ideal candidate has 3 ...Read more
Client-Focused Registered Financial Services Associate in Monterey
Ameriprise Financial is seeking a Registered Practice Associate to support a segment of advisors in service, sales, and client engagement. The role involves preparing financial plans, conducting investment research, and ensuring timely processing of client requests.
You will work to uphold ...Read more
Strategic Program Lead - Financial Services Delivery in Roseland
Ember Group Consulting in New Jersey seeks a results-driven Program Manager to lead cross-functional product initiatives from planning through execution. Balance strategy and delivery, coordinating people, processes, timelines, and artifacts to ensure high-quality outcomes.
As a Program Man ...Read more
Client Retention Strategist – Financial Services in Charlotte
Teachers Insurance and Annuity Association of America (TIAA) is seeking a Client Outreach Retention Consultant in Charlotte, NC. You will resolve client questions, educate on investment options, and facilitate transfers while promoting TIAA solutions.
The role starts with hourly training an ...Read more
Solutions Engineer, Financial Services in San Francisco
About the Team
About the Team
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Client Relationships & Financial Services Associate in Raleigh
Edward Jones, located in Raleigh, North Carolina, is looking for a Registered Branch Associate responsible for building client relationships, making informed investment recommendations, and managing financial transactions. Ideal candidates should possess a high school diploma, relevant experience ...Read more
Client Relationship Associate – Financial Services in Floyds Knobs
Edward Jones in Floyds Knobs, IN is seeking a Registered Branch Associate to support financial advisors, deepen client relationships, and assist with opening accounts. This salaried role emphasizes regulatory compliance, client service, and team collaboration.
The position requires strong p ...Read more