What is Financial Services?
Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.
How is Financial Services used?
Zippia reviewed thousands of resumes to understand how financial services is used in different jobs. Explore the list of common job responsibilities related to financial services below:
- Determined customers' financial services needs and prepared recommendations such as insurance protection, retirement planning that addressed their needs.
- Led the education of all financial representatives on financial services products in the portfolio including summarizing economic and market conditions.
- Leveraged consultative sells strategy to sell financial services and provided customer support to prospective and existing customers.
- Established exclusive partnerships with local and statewide professional organizations to market MassMutual financial services to membership.
- Provided insurance and financial services to Prudential clients, including investments and retirement planning services.
- Operated as a financial services professional focusing on retirement, estate and insurance planning.
Are Financial Services skills in demand?
Yes, financial services skills are in demand today. Currently, 42,999 job openings list financial services skills as a requirement. The job descriptions that most frequently include financial services skills are registered representative, finance writer, and bank operations officer.
How hard is it to learn Financial Services?
Based on the average complexity level of the jobs that use financial services the most: registered representative, finance writer, and bank operations officer. The complexity level of these jobs is challenging.
On this page
What jobs can you get with Financial Services skills?
You can get a job as a registered representative, finance writer, and bank operations officer with financial services skills. After analyzing resumes and job postings, we identified these as the most common job titles for candidates with financial services skills.
Registered Representative
Job description:
A registered representative's job involves researching market conditions, liaising with potential clients, implementing advertising campaigns, cultivating personal contacts, and creating investment plans. Their duties and responsibilities include soliciting business from potential clients and selling financial products and services to clients for investment purposes.
- Financial Services
- Financial Products
- Securities
- Annuities
- Long-Term Care
- Health Insurance
Finance Writer
Job description:
Finance Writers are responsible for leading digital content and publications in the area of finance for an organization. Their duties include writing and editing financial content, collaborating with financial teams to conduct fact-checking, assist in social media content, and work with the finance team to summarize financial insights. They are responsible for working hand-in-hand with compliance and production teams to release publications and conceptualize financial themes and content branding on the website. Finance Writers also participate in documentation review and financial research.
- Blog Posts
- Financial Services
- SEO
- Subject Matter Experts
- WordPress
- Financial Topics
Bank Operations Officer
- Financial Services
- Operational Procedures
- Executive Management
- Commercial Banking
- Cash Management
- Operational Issues
Consumer Banker
Job description:
A consumer banker is responsible for providing efficient banking services, aiming for smooth operations and client satisfaction. Although the extent of their responsibilities depends on their company or place of employment, it typically revolves around assisting clients with different banking procedures, answering inquiries, processing requests such as withdrawals and deposits, opening and closing accounts, maintaining records, and performing data entry tasks. Moreover, a consumer banker typically works in a team environment, which requires an active communication line for an efficient workflow.
- Financial Services
- Securities
- Cash Management
- Excellent Interpersonal
- Bank Products
- Product Knowledge
Bank Advisor
- Financial Services
- CRM
- Client Relationships
- Cross-Selling
- Financial Solutions
- Bank Products
Finance Sales Consultant
Job description:
A finance sales consultant helps sell financial products and services. They can work in various industries, such as home, automotive, or banking. They essentially assess their client's needs and provide financial solutions. There are a lot of skills needed to become a good finance sales consultant. However, great customer service and communication skills top the demand.
- Customer Satisfaction
- Sales Process
- Financial Services
- Customer Service
- Loan Applications
- Workplace
Finance Services Director
Job description:
A finance services director is responsible for overseeing the organization's financial activities and identifying opportunities that would generate more revenue resources and increase profitability. Finance services directors release budget and operational funds to the departments to support business processes. They also manage client accounts, negotiate contracts with investors, and assessing the cash flow and expenditures. A finance services director must have excellent communication and analytical skills, as well as extensive knowledge of the accounting principles, to develop financial strategies and minimize the company's financial loss.
- Financial Services
- Customer Satisfaction
- Risk Management
- Healthcare
- Customer Service
- Revenue Cycle
Finance Center Manager
Job description:
The duties of a finance center manager depend on one's place or industry of employment. Typically, they are responsible for overseeing the operations of a financial center, ensuring everything is running smoothly. They are also responsible for performing clerical tasks such as producing progress reports and presentations, managing schedules, setting goals and deadlines, processing documents, and maintaining data and records of all financial activities. Furthermore, as a manager, it is essential to lead and encourage the team, all while implementing the company's policies and regulations.
- Customer Service
- Exceptional Client
- Financial Services
- Regulatory Policies
- Operational Procedures
- Customer Relationships
Finance Service Representative
Job description:
A financial service representative typically works for a bank or a similar establishment. One of their primary responsibilities is to reach out to clients and offer financial advice, services, or products such as insurance and credit cards. They can also set appointments, meet with clients to discuss benefits, and even gather applications. Furthermore, a financial service representative needs to have extensive knowledge of the products and services and be equipped with communication skills to build a rapport that will be essential in securing trust and sales.
- Financial Services
- Patients
- Team-Oriented Environment
- Mutual Funds
- Financial Products
- Customer Service
Practice Management Consultant
Job description:
Practice management consultants need a bachelor's or master's degree in business, health policy, or economics. They also need a strong skill set in communication, problem-solving, analysis, flexibility, and teamwork in order to be successful in this career. Those who choose this career path work with providers and practice managers to identify and quantify practice management issues and implement solutions to these problems.
- Financial Services
- Project Management
- Business Development
- Human Resources
- Client Relationships
- Risk Management
Finance Account Manager
Job description:
The job of a finance account manager is to oversee, monitor, and evaluate the day-to-day activities of an organization's accounting department. As a finance account manager, you will perform a variety of tasks that may include assisting the accountant with reports and client settlement transactions, developing and implementing operational procedures and policies, and monitoring and analyzing accounting data. You will also be responsible for producing financial statements and reports and ensuring that the organization's financial accounting goals and objectives are met.
- Financial Services
- Account Management
- Financial Analysis
- Customer Relationships
- Payroll
- Financial Models
President And Managing Director
- Financial Services
- Product Development
- R
- Real Estate
- Non-Profit Organization
- Business Plan
Career Agent
- Life Insurance Products
- Financial Services
- Health Insurance
- Long-Term Care
- Medicare Advantage
- Annuities
Finance Representative
Job description:
A finance representative, also known as a financial advisor, provides sound financial proposals to clients. Primarily, financial advisors guide and plan the financial decisions of clients based on their needs, goals, and requirements. They recommend financial products and services to manage clients' portfolios. Their other duties include analyzing current accounts, interpreting data, and developing strategies to improve and manage their assets and portfolios. Also, they monitor market trends to identify potential leads. Finance representatives should have an analytical mind to analyze, assess, and make decisions based on the data they are given.
- Financial Services
- Customer Service
- Life Insurance
- Mutual Funds
- FINRA
- Securities
Insurance Underwriter, Sales
Job description:
A sales insurance underwriter evaluates new or renewal applications in turn for insurance coverage for companies and individuals. Insurance underwriters analyze insurance proposal risks and identify policy terms. They perform calculations on premiums based on statistical, background, and actuarial information. Several insurance businesses and companies operate graduate schemes that offer to underwrite. Among the necessary skills for this job include communication, decision making, and detail orientation.
- Lead Generation
- Financial Services
- Customer Service
- Sales Process
- Strong Work Ethic
- Insurance Carriers
Senior Client Service Specialist
- Financial Services
- Client Issues
- Client Accounts
- Exceptional Client
- External Clients
- Business Development
Finance Executive
Job description:
Finance executives oversee an organization's money and profit. They are responsible for overseeing the income and expenses of the business' money transactions. These executives evaluate financial reports such as cash-flow statements, tax planning, and budgeting. Sometimes, finance executives manage a staff of finance clerks, hire new staff, and develop schedules. They work full-time in an office, but they also often work beyond regular business hours. As for qualifications, finance executives must have at least a bachelor's degree and a considerable length of work experience in the business field.
- Financial Statements
- Financial Services
- Portfolio
- Financial Products
- Real Estate
- Insurance Products
Investment Consultant
Job description:
An investment consultant is an individual who gives investment products, planning, and/or advice to investors. Investment consultants formulate investment strategies to help clients fulfill their necessities and realize their financial objectives. They create internal research documents that outline real estate investment opportunities and private equity. It is also part of their job to review strategies of asset management that recognize estate and income tax needs.
- Financial Services
- FINRA
- Financial Products
- Client Relationships
- Investment Products
- Client Satisfaction
President Ergonomic Consulting
- Financial Services
- Business Development
- Data Collection
- Project Management
- Organizational Development
- R
Manager Of Business Consulting
Job description:
A manager of business consulting helps an organization operate better by resolving issues, maximizing growth, and improving business performance. His/Her or her responsibilities include collecting data to understand the organization, conducting business analysis, and managing projects and programs. The essential skills for the job include the ability to work as part of a team, good communication, problem-solving, and analytical skills, and knowledge of business environments. The job's education requirements include obtaining a degree in business, economics, or other related fields.
- Shared Services
- Financial Services
- Project Management
- Client Facing
- Cash Management
- Business Development
How much can you earn with Financial Services skills?
You can earn up to $54,074 a year with financial services skills if you become a registered representative, the highest-paying job that requires financial services skills. Finance writers can earn the second-highest salary among jobs that use Python, $71,020 a year.
| Job title | Average salary | Hourly rate |
|---|---|---|
| Registered Representative | $54,074 | $26 |
| Finance Writer | $71,020 | $34 |
| Bank Operations Officer | $34,130 | $16 |
| Consumer Banker | $39,462 | $19 |
| Bank Advisor | $90,014 | $43 |
Companies using Financial Services in 2026
The top companies that look for employees with financial services skills are Wells Fargo, JPMorgan Chase & Co., and Pwc. In the millions of job postings we reviewed, these companies mention financial services skills most frequently.
| Rank | Company | % of all skills | Job openings |
|---|---|---|---|
| 1 | Wells Fargo | 15% | 1,974 |
| 2 | JPMorgan Chase & Co. | 11% | 11,355 |
| 3 | Pwc | 10% | 13,931 |
| 4 | U.S. Bank | 9% | 2,256 |
| 5 | J.P. Morgan | 8% | 0 |
Departments using Financial Services
The departments that use financial services the most are business development, it, and plant/manufacturing.
| Department | Average salary |
|---|---|
| Business Development | $103,778 |
| IT | $94,676 |
| Plant/Manufacturing | $82,814 |
| Finance | $75,263 |
8 courses for Financial Services skills
1. Blockchain Revolution in Financial Services
As the Internet was the first digital medium for information, blockchain is the first native digital medium for value. Blockchain is poised to transform the economy and society at large—redefining the ways we transact online, share ideas, and manage workflows. The financial services sector is a key lever in such transformations.\n\nThis four-course specialization introduces learners to the world of blockchain technology for financial services—including what blockchain is, how it works, and why it is revolutionary. Students learn about various categories of cryptoassets and the ways they can be transacted on a blockchain. They learn how blockchain is transforming the economy and society at large—redefining workflows, global payments, and prosperity. As an outcome of this specialization, students produce a Strategic Action Plan wherein they identify and evaluate a promising application of blockchain technology within the financial services industry.\n\nThe Specialization is taught by Don Tapscott and Alex Tapscott, globally-recognized authorities on innovation and technology and authors of the best-selling book, “Blockchain Revolution.” It also includes various industry experts and practitioners who will share their experiences within the blockchain ecosystem...
2. Digital Transformation in Financial Services
This Specialization is intended for learners that have or wants to have a career in the digital financial industries.\n\nThe Specialization explores the evolving world of finance, focusing on the changing dynamics caused by the conversion of products and services into digital goods, new customer demands and changing regulation to govern the competetive landscape - the digital transformation of finance.\n\nYou’ll learn about concepts such as digital platforms and business ecosystems, be exposed to the emerging Fintech landscape and master a new toolbox for successfully competing on innovation in the digital era of finance. In the final Capstone Project, you’ll create and defend a holistic digital transformation strategy for a real world company.\n\nThroughout the course, the instructors will use state of art examples and share their own research from the European and North American finance industries, as well as expose practices from leading digital financial services and companies, such as MobilePay, Saxo Bank and PayPal.\n\nThe main focus in the course is on the financial sector (in particular in North America and Europe), but the course also include material of relevance for the financial trading and insurance sectors and inspiration from Africa...
3. Digital Competition in Financial Services
Welcome to Digital Transformation Strategy! As you probably know, this is the first course in a three part specialization focused on the digital transformation of finance. We'll aim to bring you insights about how digitalization intersects with finance, culled from one of the world's top regions for digital innovation. I'm excited to have you in the class and look forward to helping you learn more about this important topic. To begin, I recommend taking a few minutes to explore the course site. A good place to start is the navigation bar on the left. Click Course Content to see what material we’ll cover each week, as well preview the assignments you’ll need to complete to pass the course. Click Discussions to see forums where you can discuss the course material with fellow students taking the class. Be sure to introduce yourself to everyone in the Meet and Greet forum! This course should take about four weeks to complete. You can check out the recommended course schedule below to see a quick overview of the lessons and assignments you’ll complete each week. By the time you finish this course, you’ll have mastered the transformational forces of digitalization and the new competitive dynamics it gives rise to, learned from leading financial companies and seen inspirational examples from the digital masters. You'll be introduced to the Capstone Project for the specialization and have a chance to form some preliminary solutions for a financial company seeking a new strategy for the digital age of finance. Good luck as you get started. I look forward to seeing you in class!...
4. Fundamentals of Financial Services
Thank you for stopping on our course. The Financial Services industry is one of the most widely publicised, we all interact with it in different ways and yet sometimes we don't know what goes on within. Fundamentals of Financial Services has been developed as an introductory repository of information for the way the industry works. It is developed with the following potential learners in mind:- Anyone new to the industry- Anyone seeking knowledge about the basics relating to FS institutions, products and services- Anyone sitting the any financial services exams - foundation or basic levels, including: New employees at various financial institutionsAnyone interested in Economics and the EconomyCISI Level 2 "Fundamentals of Financial Services" candidatesACCA studentsAAT studentsFinance diploma, degree studentsAccounting diploma, degree studentsTax studentsFinancial Services entry levelBanking entry levelApprentices in the Financial Services industryAnyone interested in Economics and the EconomyWe developed it to help people:- Prepare for exams- Learn more about the Financial Services industry- Get a good foundation of the basics within the industryWe have provided information to suite the above mentioned groups of people and also anyone curious about the topic. We wish you success your endeavour's within the industry and look forward to interacting with you on LinkedIn. We welcome your feedback, questions and comments...
5. Introduction to Blockchain for Financial Services
In this first course of the specialization, we will discuss the limitations of the Internet for business and economic activity, and explain how blockchain technology represents the way forward. After completing this course, you will be able to explain what blockchain is, how it works, and why it is revolutionary. You will learn key concepts such as mining, hashing, proof-of-work, public key cryptography, and the double-spend problem. You’ll be able to describe seven design principles for blockchain technology, and the challenges facing the people developing it. You’ll also meet the players in the blockchain ecosystem, and consider your own role in stewarding the blockchain revolution...
6. Social Media for Financial Services
Using Social Media in Financial Services Social Media for Financial Services Providers guides financial advisers, investment advisers, registered principals and anyone else associated with a broker-dealer or an investment advisory firm through the process of using social media for business communications. In recent years, regulatory organizations like FINRA and the SEC have issued guidance on how firms and individuals can remain in compliance with all the applicable regulations, while still benefitting from the power of social media. This course covers what financial service professionals need to know to use social media without running into problems with regulators or their firms...
7. Blockchain in Financial Services: Strategic Action Plan
In this fourth and final course of the specialization, you will synthesize your learning into a Strategic Action Plan. The goals of this course are twofold: One, it’s for you to identify a specific need or problem within the financial services industry that can potentially be solved using blockchain technology. Two, it’s for you to investigate possible solutions to this problem, and to develop a strategic plan for how these solutions might be executed. You will accomplish different project milestones each week, and will be introduced to several tools to organize your findings. Throughout this process, you will hear from real-world practitioners who have hands-on experience in the blockchain ecosystem. Additionally, by participating in this course you will gain access to our Blockchain Case Commons—a crowdsourced collection of blockchain applications and use-cases spanning multiple industries. As an outcome of this course, you will walk away with a consolidated, peer-reviewed Strategic Action Plan, which you can use to pitch your idea to your organization and/or potential investors...
8. Building a Successful Agile Programme in Financial Services
Requirements There are no specific requirements that one has to fulfil in order to sign up for the course. It is designed for beginners and intermediate Scrum Team members in mind but will be a perfect fit for those with basic understanding of Agile methodology and wants to enhance their understanding in successfully implementing agile methodology in a regulated environment, like the bank. The course can also serve as an introduction to agile in general because it covers all basic concepts and key documents to be produced at various stages in the Agile journey. Description Are you a business analyst, project manager or a member of a scrum team who is frustrated in learning only theories of Agile without a case study for explanation? Are you looking to understand how to implement Agile methodology in a regulated environment, like the bank? Are you interested to understand in details the key concepts of Agile and all the necessary documents required to be produced during an Agile implementation? If your answer is Yes to any of the above questions, then this course is for you. In this course you will learn: What is Agile? Why Agile in Financial services and its benefits. The Agile Wheel - designed by the authors. An overview and fundamentals of Agile Understand the roles in an Agile Team Understand how to start an Agile project Understand the various phases within the Agile journey Understand the various artifacts/documents that are needed for each phase of the Agile journey Understand the various Scrum ceremonies and their expectations. Understand how to build a product backlog using the case study Understand how to write Epics, User Stories, Acceptance Criteria, & Definition of Done using a case study to explain. How to perform estimation, prioritization, define your Minimum Viable Product (MVP) using the case study. Target Audience Business Analysts interested in understanding how to implement Agile in financial services. Project Managers interested in understanding how to implement Agile in financial services. Scrum masters who need to broaden their understanding in implementing Agile in a less flexible environment. Product Owners/Accountable Executive who need to have a good understanding of the Agile lifecycle and all artifacts/documents that are required in each Agile Phases. Anyone who is interested in understanding how Agile can be successfully implemented...