Jobs that use financial services the most include registered representative, finance writer, and bank operations officer.
| Rank | Job title | Salary | % of all skills | Job openings |
|---|---|---|---|---|
| 1 | Registered Representative | $54,074 | 25% | 17,622 |
| 2 | Finance Writer | $71,020 | 24% | 83,381 |
| 3 | Bank Operations Officer | $34,130 | 22% | 120,545 |
| 4 | Consumer Banker | $39,462 | 22% | 24,716 |
| 5 | Bank Advisor | $90,014 | 21% | 49,437 |
| 6 | Finance Sales Consultant | $45,562 | 17% | 101,031 |
| 7 | Finance Services Director | $234,259 | 17% | 160,136 |
| 8 | Finance Center Manager | $58,763 | 16% | 151,642 |
| 9 | Finance Service Representative | $38,361 | 15% | 220,519 |
| 10 | Practice Management Consultant | $92,700 | 15% | 123,902 |
What jobs use Financial Services the most?
1. Registered Representative
How registered representative uses Financial Services:
- Manage variable and fix immediate and defer annuities for wealth accumulation.
- Develop knowledge of complex financial instruments and successfully communicate strategies for utilizing various securities in achieving client financial objectives.
- Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
Most common skills for registered representative:
- Financial Services
- Financial Products
- Securities
- Annuities
- Long-Term Care
- Health Insurance
2. Finance Writer
How finance writer uses Financial Services:
- Manage the proposal lifecycle, including RFP analysis, regular communications, proposal development and production consistent with branding strategies.
- Review HTML, Java, C+ and SQL coding to facilitate error correction.
- Transfer all press releases date 2013-1995 to CMS on tight deadline for a new website launch.
Most common skills for finance writer:
- Blog Posts
- Financial Services
- SEO
- Subject Matter Experts
- WordPress
- Financial Topics
3. Bank Operations Officer
How bank operations officer uses Financial Services:
- Manage day-to-day accounting accuracy and monthly audit of reports using GAAP principals.
- Download the cash letter and ACH items.
- Process and verify all night drop and ATM deposits.
Most common skills for bank operations officer:
- Financial Services
- Operational Procedures
- Executive Management
- Commercial Banking
- Cash Management
- Operational Issues
4. Consumer Banker
How consumer banker uses Financial Services:
- Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
- Handle vault, safe-deposit, ATM and night-drop activities.
- Facilitate monthly auditing by conducting cash counts for vault and ATM.
Most common skills for consumer banker:
- Financial Services
- Securities
- Cash Management
- Excellent Interpersonal
- Bank Products
- Product Knowledge
5. Bank Advisor
How bank advisor uses Financial Services:
- Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
- Carry out excellent profiling, cross-selling of all products, and explaining benefits to each client.
- Utilize cross-selling techniques to sell the best product for each customer's needs.
Most common skills for bank advisor:
- Financial Services
- CRM
- Client Relationships
- Cross-Selling
- Financial Solutions
- Bank Products
6. Finance Sales Consultant
How finance sales consultant uses Financial Services:
- Process teller transactions, manage and service ATM, schedule and process cash shipments, and manage branch cash.
- Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
- Introduce Swagelok quality system and implement CRM system for operation optimization and organizational growth.
Most common skills for finance sales consultant:
- Customer Satisfaction
- Sales Process
- Financial Services
- Customer Service
- Loan Applications
- Workplace
7. Finance Services Director
How finance services director uses Financial Services:
- Lead the PMO for a risk and compliance project for a large mutual insurance company.
- Manage satisfactory academic progress monitoring and meet with students for quarterly reinstatement appeals.
- Lead implementation of new worldwide consolidation system, Hyperion, significantly reducing closing time and improving controls over the consolidation process.
Most common skills for finance services director:
- Financial Services
- Customer Satisfaction
- Risk Management
- Healthcare
- Customer Service
- Revenue Cycle
8. Finance Center Manager
How finance center manager uses Financial Services:
- Assist in achieving strategic goals including deposit accounts, consumer loans, wealth management, and treasury products through personal production.
- Support clinicians by regularly communicating on center s status, managing patient correspondence, fulfilling pharmaceutical needs, and discharging patients.
- Perform extensive sales training and coaching in evaluating client needs, cross-selling appropriate products and services, and training team members.
Most common skills for finance center manager:
- Customer Service
- Exceptional Client
- Financial Services
- Regulatory Policies
- Operational Procedures
- Customer Relationships
9. Finance Service Representative
How finance service representative uses Financial Services:
- Manage correspondent services including but not limit to wire processing, coin and currency, ACH support and international payments.
- Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
- Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
Most common skills for finance service representative:
- Financial Services
- Patients
- Team-Oriented Environment
- Mutual Funds
- Financial Products
- Customer Service
10. Practice Management Consultant
How practice management consultant uses Financial Services:
- Manage a team responsible for designing service-orient application architecture, standards and best practices guidelines, security and data access frameworks.
- Provide overall implementation of AllScripts EMR; develop and oversee implementation project milestones.
- Solve lab EHR interface problems.
Most common skills for practice management consultant:
- Financial Services
- Project Management
- Business Development
- Human Resources
- Client Relationships
- Risk Management
11. Finance Account Manager
How finance account manager uses Financial Services:
- Manage staff, insurance and patient AR, and bookkeeping functions, which include payroll.
- Monitor all transactions in assign inventory finance portfolio to manage invoice funding approval decision.
- Input deals and prepare customer information through ADP and CDK services.
Most common skills for finance account manager:
- Financial Services
- Account Management
- Financial Analysis
- Customer Relationships
- Payroll
- Financial Models
12. President And Managing Director
How president and managing director uses Financial Services:
- Manage business start-up from formation including development of business and marketing plans, equipment selection/installation, staffing, and product offerings.
- Monitor, track and analyze healthcare, pension and airline industry trends.
- Provide consulting, health reform, benefits advisory and lobbying services to select health plan, government and healthcare clients.
Most common skills for president and managing director:
- Financial Services
- Product Development
- R
- Real Estate
- Non-Profit Organization
- Business Plan
13. Career Agent
How career agent uses Financial Services:
- Secure an array of individual investment strategies, including fix annuities, benefit cost analysis and risk assessments.
- Generate sales and service of mutual funds and annuities, review underwriting procedures and recommend necessary requirements.
- Operate remote telecommunications using applications and secure computer communications to troubleshoot and resolve issues on customer Samsung devices.
Most common skills for career agent:
- Life Insurance Products
- Financial Services
- Health Insurance
- Long-Term Care
- Medicare Advantage
- Annuities
14. Finance Representative
How finance representative uses Financial Services:
- Work in QuickBooks to process payroll, submit payroll taxes, manage accounts payable and record income.
- Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
- Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
Most common skills for finance representative:
- Financial Services
- Customer Service
- Life Insurance
- Mutual Funds
- FINRA
- Securities
15. Insurance Underwriter, Sales
How insurance underwriter, sales uses Financial Services:
- Used consultative upselling techniques to provide leads
- Sell life and health insurance, annuities and mutual funds.
- Facilitate communications between doctors, hospitals, third party insurance companies and patients to obtain and verify patient billing information.
Most common skills for insurance underwriter, sales:
- Lead Generation
- Financial Services
- Customer Service
- Sales Process
- Strong Work Ethic
- Insurance Carriers
16. Senior Client Service Specialist
How senior client service specialist uses Financial Services:
- Utilize CRM to track all pertinent information relate to the opportunity and effectively manage territory.
- Configure, support, and troubleshoot home use Cisco VPN routers for executive level employees.
- Collaborate with auditors to prepare Medicaid and Medicare cost reports resulting in optimal reimbursement rates.
Most common skills for senior client service specialist:
- Financial Services
- Client Issues
- Client Accounts
- Exceptional Client
- External Clients
- Business Development
17. Finance Executive
How finance executive uses Financial Services:
- Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
- Experience in ERP implementation when A/R module are migrated from old system to new PS system.
- Improve financial results $50 million (GAAP) in 2000 over 1999 and generate the first profit in four years.
Most common skills for finance executive:
- Financial Statements
- Financial Services
- Portfolio
- Financial Products
- Real Estate
- Insurance Products
18. Investment Consultant
How investment consultant uses Financial Services:
- Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
- Research securities to determine value by analyzing financial statements, corporate filings and earnings reports
- Preform timely and accurate securities operational support functions, trade processing, settlement reporting.
Most common skills for investment consultant:
- Financial Services
- FINRA
- Financial Products
- Client Relationships
- Investment Products
- Client Satisfaction
19. President Ergonomic Consulting
How president ergonomic consulting uses Financial Services:
- Manage the client accounts for PICS, an iseries base ERP software vendor.
- Manage cross-functional teams responsible for implementing sophisticate CRM solutions while driving sales and service across a national territory.
- Work with management team to improve existing technology and make sure that the organization is getting its ROI from its technology.
Most common skills for president ergonomic consulting:
- Financial Services
- Business Development
- Data Collection
- Project Management
- Organizational Development
- R
20. Manager Of Business Consulting
How manager of business consulting uses Financial Services:
- Lead sales efforts for an ERP implementation project.
- Manage several large engagements for clients in high-tech manufacturing, software, and healthcare relate industries.
- Manage pipeline, validate solutions, and conduct ROI feasibility studies of business value for potential projects.
Most common skills for manager of business consulting:
- Shared Services
- Financial Services
- Project Management
- Client Facing
- Cash Management
- Business Development
Other skills
- FAA career
- FAFSA career
- FCAW career
- FCC career
- FDCPA career
- FEA career
- FHA career
- FINRA career
- FM career
- FPGA career
- FTP career
- Facebook career
- Facility Maintenance career
- Facility Tours career
- Fact Sheets career
- Failure Analysis career
- Fall Protection career
- Family Medicine career
- Family Practice career
- Family Therapy career
- Farm Equipment career
- Feature Film career
- Feature Stories career
- Federal Agencies career
- Federal Government career
- Federal Laws career
- Federal Regulations career
- Fiber Optic career
- Fiber Optic Cables career
- Fiction career
- Field Testing career
- Field Training career
- Financial Aid career
- Financial Analysis career
- Financial Assistance career
- Financial Data career
- Financial Institutions career
- Financial Management career
- Financial Markets career
- Financial Models career
- Financial Performance career
- Financial Planning Analysis career
- Financial Products career
- Financial Reports career
- Financial Resources career
- Financial Services career
- Financial Statements career
- Financial Systems career
- Financial Transactions career
- Fine Arts career
- Fine Dining career
- Fire Prevention career
Updated December 28, 2023