Financial Specialist Average Salary

Job Satisfaction

Highly satisfied Image
Highly satisfied
Rated 4 out of 5 based on 49 Financial Specialist votes.
national salary data
National Employer Data
National Salary Data 
Financial Specialist - The PNC Financial Services Group, Inc.
13 salaries
$31,943 - $56,724  
Financial Specialist - University of Tennessee
3 salaries
Financial Specialist - Usaa Insurance
2 salaries
Financial Specialist - Northwest Farm Credit Services, Inc
2 salaries
Financial Specialist - Regions Bank
2 salaries
Country: United States | Currency: USD | Updated: 15 Oct 2016 | Individuals Reporting: 106

Financial Specialist Job Listings

Search for more jobs:

Job Description for Financial Specialist

A financial specialist is primarily responsible for selling services and products at a financial institution and meeting with customers to understand their needs. Generally, this person should have have a high school diploma or equivalent, though many companies also require a Bachelor’s degree in a field such as Finance or Marketing and/or training or courses in economics, finance, marketing, or mathematics.

Depending on the field, special licenses and training may be required, such as in insurance and securities. This person will typically work in an office setting during daytime hours, though overtime is occasionally necessary.

A financial specialist acts as a sort of liaison between their company and the customer. This person will meet with customers in order to assess their financial goals and offer products or services, such as investment services, insurance, certificates of deposits, or other financial instruments. This person will also be responsible for contacting potential customers, evaluating costs and revenue, creating presentations, researching and analyzing business trends, developing corrective financial plans, and preparing budget reports, cost reports, and financial statements in accordance with industry guidelines.

This position requires a person with an analytical mindset, critical thinking skills, and highly-developed organizational and management skills. Customer service and communication skills are also of the utmost importance. Those in this position will often manage communication between customers and professionals within their office, so in-depth knowledge and experience are essential.
Financial Specialist Tasks
  • Provide insight on financial trends, suggest optimization strategies, and offer insight into potential business models.
  • Submit summaries and reports documenting analyses, technical, and factual research.
  • Monitor and analyze finance numbers, providing guidance, forecasts, and issue identification.
  • Calculate and advise clients or team members on particular financial questions.

Key Stats


65 %
35 %
$31,752 - $55,365
$37,945 - $73,580
Less than 1 year
1-4 years
5-9 years
10-19 years
20 years or more

Job Satisfaction

Highly satisfied
Rated 4 out of 5
based on 49 votes.

Find Out Exactly What You Should Be Paid

United States (change)

Comp Managers: Start Here »

Subscribe to Our Newsletter

Salary and career advice to put you a step ahead.
newsletter icon


Get Career Tips & Advice

Want to Get More Specific? Get a Salary Report Customized for YOU

Tell us about your current job and your skillset, and we’ll let you know how much employers are paying in your area.

PayScale Research