What does a Financial Professional do?

Financial professionals provide a broad range of financial services and advise and educate clients on a variety of money topics from life insurance to the stock market. They recommend products and services, and may assist with opening or managing accounts. They provide guidance for long-term future planning, assisting clients in areas such as retirement arrangements and investments. They often are expected to recommend particular products and services and may have sales or revenue goals to meet.

Financial professionals generally have a bachelor’s degree and a background in a financial role or a related field such as insurance or real estate. Excellent people skills are a must. These positions often require a variety of licenses, which could include a life insurance license or a Series 7 securities license. There are also an assortment of clearances and background checks routinely involved.

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Average Years of Experience

0 - 1
24%
2 - 4
33%
5 - 7
7%
8+
36%

Common Skill Sets

Microsoft Office Suite
Excellent Customer Service
Written Communication
Strong WORK Ethic
AML
Jd MBA
Time Management
Motivated

Financial Professional Seniority Levels

Controller
40% made the transition
Financial Advisor
39% made the transition
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Financial Professional Salaries

Average Base Pay

$45,728 /yr
Same as national average
Not including cash compensation
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$23K
Median: $46K
$93K
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Glassdoor Estimated Salary

Financial Professional Jobs