What does an Associate Financial Services Manager 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.
Associate Financial Services Manager Salaries
Average Base Pay
Associate Financial Services Manager Career Path
Learn how to become an Associate Financial Services Manager, what skills and education you need to succeed, and what level of pay to expect at each step on your career path.