How to Become a Financial Services Representative?

Are you thinking of becoming a Financial Services Representative or already started your career and planning the next step? Learn how to become a Financial Services Representative, what skills you need to succeed, how to advance your career and get promoted, and what levels of pay to expect at each step on your career path. Explore new Financial Services Representative job openings and options for career transitions into related roles.
"Financial Professional" was the nearest match for you query "Financial Services Representative".

Steps to Become a Financial Professional

If you're considering starting your Financial Professional career path, it's important to note the skills, qualifications, and time it takes to become a professional Financial Professional and how to advance your career path. Below are the steps generally required to begin and advance your Financial Professional career.
Contents
1

Earn a Degree

To begin your Financial Professional career path, a Bachelor's Degree in Business or a related field is usually necessary in order to remain a competitive option for employers. Focus on industry-specific skill development during your education in order to be properly equipped when applying for entry-level positions and entering the job force. A Financial Professional internship may be required to earn your Bachelor's Degree and acquire necessary on-the-job skills before entering the workforce.
2

Choose a Specialty in Your Field

As an Financial Professional, you may be required to choose a specialty within your field. Determine which part of the Financial Professional field you feel strongest in, and continue taking active steps toward growing in your chosen Financial Professional specialty.
3

Get an Entry-Level Position as a Financial Professional

Once you've acquired a Bachelor's Degree in Business or a related field, you'll typically begin your career as an entry-level Financial Professional. In general, you can become a Financial Professional after completing your 4 year Bachelor's Degree in a related discipline. Depending on the type of Financial Professional role you’re pursuing, you may want to explore certification in certified healthcare access associate, certified patient account technician, certified revenue cycle representative.
4

Advance in Your Financial Professional Career

Following entry-level, there are several Financial Professional career path levels to advance into. It can take 2 years as an entry-level Financial Professional to progress to the next seniority level position. Each advanced Financial Professional position requires approximately 8 years of experience at each level to advance in your Financial Professional career path. It may be necessary to receive additional education, an advanced degree such as a Master's Degree in a related field, or special certifications in order to advance your Financial Professional career path.
5

Continued Education for Your Financial Professional Career Path

Not all industries and companies require continued education to advance your Financial Professional career path. However, earning this degree may help you advance to higher-earning positions more quickly. Earning a Graduate Degree in Business can take 4 years to complete. People that have earned their Graduate Degree typically make $92,124 compared to $22,734 for those without that type of degree.

We don't have enough career path data for Financial Services Representative jobs. Below are job titles that share similar skill sets.

Total Pay Trajectory

Financial Services Representative Career Path

Not enough salaries reported to show trajectory

Contribute to Glassdoor

Everything you add helps others find a job and company they'll love.
Add Your Salary

Related Careers in the Finance & Accounting Industry

Interested in other Finance & Accounting careers? Below are occupations that have high affinity with Financial Services Representative skills. Discover some of the most common Financial Services Representative career transitions, along with skills overlap.

Financial Analyst
0% skills overlap
15% transitioned to Financial Analyst