Financial Services Representative Salary (United States)

A Financial Services Representative earns an average salary of $34,741 per year. Most people with this job move on to other positions after 20 years in this field.
Financial Services Representative Total Pay (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$24,454 - $45,385
(Median)
24K
30K
35K
40K
45K
MEDIAN: $34,740
10%
25%
50%
75%
90%
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Financial Services Representative Total Pay (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$10.23 - $18.42
(Median)
10
12
14
16
18
MEDIAN: $14.00
10%
25%
50%
75%
90%
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National Salary Data

 (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$16K$32K$48K
Salary
$24,454 - $45,385  
   
Bonus
$0.00 - $5,117  
Profit Sharing
$484.79 - $4,983  
Commission
$0.00 - $12,041  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$24,031 - $45,820  
PayScale
Country: United States | Currency: USD | Updated: 5 Aug 2014 | Individuals Reporting: 472
National Hourly Rate Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$10$20$30
Hourly Rate
$10.23 - $18.42  
   
Overtime
$16.40 - $29.57  
National Annualized Data (?
XAll compensation data shown are gross, national 10th to 90th percentile ranges. Pay can vary greatly by location. To view local data, take the PayScale survey.
)
$0$20K$40K$60K
Bonus
$0.00 - $5,117  
   
Commission
$0.00 - $12,041  
Profit Sharing
$484.79 - $4,983  
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
$24,031 - $45,820  
PayScale
Country: United States | Currency: USD | Updated: 5 Aug 2014 | Individuals Reporting: 472
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Job Description for Financial Services Representative

A financial services representative works for a bank or other financial establishment to assist customers with a variety of the investments. They may also serve as the point person for handling regular loan applications for home mortgages, which includes providing information to customers on the application process. The financial services representative must be familiar with - and able to speak to customers about - a variety of investment strategies to suit the varying needs of the bank’s customers. The representative must be able to gather information from clients such as age, time until retirement, family size, and income to help the client determine appropriate investment options. The representative also looks at the client’s current investments and debts, and they may also be expected to make recommendations related to reducing payments or interest. Many banks also sell investment insurance and life-event insurance. The financial services representative presents these products to clients and customers as well.
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Financial Services Representative Tasks
  • Monitor market trends, identify and pursue potential customer leads, and meet sales goals.
  • Discuss customers' financial concerns, questions, and needs.
  • Provide financial advice and match financial products with customers' needs and goals.
  • Develop long-term rapport with customers and foster profitable relationships.

Common Career Paths for Financial Services Representative

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Financial Services Representative Job Listings

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Popular Employer Salaries for Financial Services Representative

Pay by Experience Level for Financial Services Representative

Median of all compensation (including tips, bonus, and overtime) by years of experience.

Pay Difference By Location

New York
up arrow 23%
Charlotte
up arrow 13%
National Average
$33,000
Raleigh
up arrow 6%
Larger circles over a city indicate a job is popular in that location.

Related Job Salaries

Experience Affects Financial Services Representative Salaries

Late-Career
up arrow 23%
Experienced
up arrow 16%
Mid-Career
up arrow 4%
National Average
$33,000
Entry-Level
up arrow 3%

Skills That Affect Financial Services Representative Salaries

Insurance
up arrow 9%
Sales
up arrow 2%
National Average
$33,000
Customer Service
up arrow 3%

Job Satisfaction

Highly satisfied Image
Highly satisfied
Rated 4 out of 5 based on 97 votes.

Gender

Female
59%
female alumni
 
Male
41%
male alumni

Years of Experience

Less than 1 year
14%
1-4 years
50%
5-9 years
19%
10-19 years
12%
20 years or more
5%

Common Health Benefits

medical benefits Medical: 82% dental benefits Dental: 73%
vision benefits Vision: 57% employee benefits None: 15%
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