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Financial Specialists

Financial specialists sell products and services for financial institutions. Financial specialists help their customers determine their short-term and long-term financial objectives. They provide their clients various financial instruments. They also offer insurance and provide investment services. Financial specialists typically have experience in banking or sales and hold a bachelor's degree. Some financial specialists work as insurance executives or in the accounting field.

Responsibilities

  • Obtain a thorough understanding of financial instruments and insurance
  • Assess client's needs
  • Explain the details of financial instruments and insurance to clients
  • Evaluate the success level of the financial plan
  • Assist clients with making changes to the financial plan
  • Analyze financial data

Job Characteristics

Financial specialists need good marketing and sales skills. They also should have good communication and customer service skills. Financial advisors need good math skills and should be detail oriented. A financial advisor also needs a solid foundation with financial software programs.

Employment Outlook

Growth in the profession has been caused by the deregulation in the financial industry. Baby boomers looking for financial advice are also increasing the demand for financial specialists.

According to the Bureau of Labor Statistics the median annual wage for financial specialists in 2008 was $57,150.

Education, Certification, and Licensing

Typically, employers are seeking candidates that have a bachelor's degree in finance or marketing. Useful courses include economics, global finance and math. Usually on-the-job training is provided for the financial products and services that the company offers. Financial specialists are required to get special licenses to sell securities and insurance.

Resources

Major Employers

The major employers are banks, insurance companies and credit unions.

Schools for Financial Specialists are listed in the Browse Schools Section.

Metro Areas Sorted by Total Employment for:
Financial Specialists

Listed below are metro areas sorted by the total number of people employed in Financial Specialists jobs , as of 2015

Source: 2015 Occupational Employment Statistics and 2014-24 Employment Projections, Bureau of Labor Statistics, BLS.gov.

     
Metro Area (Alabama) Total Employment Annual Median Salary
Huntsville 310 $75,950
Hoover 130 $81,030
Birmingham 130 $81,030
Montgomery 120 $77,230
     
Metro Area (Alaska) Total Employment Annual Median Salary
Anchorage 180 $70,750
     
Metro Area (Arizona) Total Employment Annual Median Salary
Scottsdale 1430 $68,690
Mesa 1430 $68,690
Phoenix 1430 $68,690
Tucson 90 $64,210
Flagstaff 50 $55,170
Prescott N/A $72,550
     
Metro Area (Arkansas) Total Employment Annual Median Salary
Conway 170 $45,160
North Little Rock 170 $45,160
Little Rock 170 $45,160
Pine Bluff 30 $55,590
     
Metro Area (California) Total Employment Annual Median Salary
Anaheim 4810 $65,330
Los Angeles 4810 $65,330
Long Beach 4810 $65,330
San Diego 1690 $74,690
Carlsbad 1690 $74,690
San Jose 1120 $64,060
Santa Clara 1120 $64,060
Sunnyvale 1120 $64,060
San Bernardino 970 $47,720
Ontario 970 $47,720
Riverside 970 $47,720
Arcade 850 $68,250
Roseville 850 $68,250
Arden 850 $68,250
Sacramento 850 $68,250
Oxnard 610 $59,300
Ventura 610 $59,300
Thousand Oaks 610 $59,300
Bakersfield 410 $65,390
Fresno 300 $62,930
Santa Barbara 250 $57,200
Santa Maria 250 $57,200
Salinas 140 N/A
Santa Rosa 120 $52,700
Stockton 70 $58,920
Lodi 70 $58,920
Porterville 60 N/A
Visalia 60 N/A
Chico 60 $57,370
Modesto 40 $53,250
Napa 40 $57,670
Fairfield 40 $58,870
Vallejo 40 $58,870
Santa Cruz N/A $68,220
Watsonville N/A $68,220
     
Metro Area (Colorado) Total Employment Annual Median Salary
Aurora 2630 $65,740
Lakewood 2630 $65,740
Denver 2630 $65,740
Colorado Springs 310 $72,540
Boulder 220 $78,880
Fort Collins 50 $63,400
Greeley N/A $63,490
     
Metro Area (Connecticut) Total Employment Annual Median Salary
Hartford 640 $68,770
East Hartford 640 $68,770
West Hartford 640 $68,770
Stamford 380 $72,760
Bridgeport 380 $72,760
Norwalk 380 $72,760
New Haven 140 $73,390
Danbury 30 $57,110
     
Metro Area (Florida) Total Employment Annual Median Salary
Miami 1750 $61,380
West Palm Beach 1750 $61,380
Fort Lauderdale 1750 $61,380
Clearwater 1170 $70,140
St. Petersburg 1170 $70,140
Tampa 1170 $70,140
Orlando 1160 $57,870
Sanford 1160 $57,870
Kissimmee 1160 $57,870
Jacksonville 740 $64,430
Tallahassee 290 $49,640
Palm Bay 250 $70,960
Titusville 250 $70,960
Melbourne 250 $70,960
Brent 170 $64,430
Pensacola 170 $64,430
Ferry Pass 170 $64,430
Fort Walton Beach 170 $75,560
Destin 170 $75,560
Crestview 170 $75,560
North Port 140 $56,670
Sarasota 140 $56,670
Bradenton 140 $56,670
Ormond Beach 90 $47,640
Daytona Beach 90 $47,640
Deltona 90 $47,640
Winter Haven 80 $46,590
Lakeland 80 $46,590
Naples 80 $60,030
Marco Island 80 $60,030
Immokalee 80 $60,030
Cape Coral 70 $57,700
Fort Myers 70 $57,700
Gainesville 60 $72,740
Panama City 60 $85,930
Ocala 40 $50,690
Port St. Lucie 40 $57,260
     
Metro Area (Georgia) Total Employment Annual Median Salary
Sandy Springs 2990 $56,980
Roswell 2990 $56,980
Atlanta 2990 $56,980
Warner Robins 280 $76,140
Albany 100 $64,440
Savannah 50 $46,430
Gainesville 40 $36,290
Macon 40 $47,460
     
Metro Area (Hawaii) Total Employment Annual Median Salary
Urban Honolulu 670 $69,400
     
Metro Area (Idaho) Total Employment Annual Median Salary
Boise City 180 $62,150
     
Metro Area (Illinois) Total Employment Annual Median Salary
Peoria 300 $77,690
Bloomington 140 $64,160
Springfield 110 $53,550
Rockford 50 $58,060
Carbondale 40 $51,810
Marion 40 $51,810
Decatur 40 $59,150
Urbana N/A $68,780
Champaign N/A $68,780
     
Metro Area (Indiana) Total Employment Annual Median Salary
Anderson 1540 $70,520
Carmel 1540 $70,520
Indianapolis 1540 $70,520
Bloomington 160 $61,740
Columbus 70 $50,130
Fort Wayne 50 $39,140
     
Metro Area (Iowa) Total Employment Annual Median Salary
West Des Moines 420 $64,550
Des Moines 420 $64,550
Cedar Rapids 160 $61,910
Cedar Falls 110 $52,290
Waterloo 110 $52,290
Iowa City 80 $53,570
     
Metro Area (Kansas) Total Employment Annual Median Salary
Wichita 80 $62,480
Topeka 70 $58,070
     
Metro Area (Kentucky) Total Employment Annual Median Salary
Fayette 120 $52,450
Lexington 120 $52,450
Fort Knox 100 $55,280
Elizabethtown 100 $55,280
Owensboro 60 $35,680
     
Metro Area (Louisiana) Total Employment Annual Median Salary
Metairie 330 $54,870
New Orleans 330 $54,870
Lafayette 170 $49,100
Baton Rouge 160 $47,150
Shreveport 70 $54,680
Bossier City 70 $54,680
Hammond 60 $38,440
Monroe 50 $38,240
Lake Charles 30 $35,740
Alexandria 30 $48,410
     
Metro Area (Maine) Total Employment Annual Median Salary
South Portland 140 $49,410
Portland 140 $49,410
     
Metro Area (Maryland) Total Employment Annual Median Salary
Baltimore 2230 $52,640
Towson 2230 $52,640
Columbia 2230 $52,640
Lexington Park 560 $96,740
California 560 $96,740
     
Metro Area (Massachusetts) Total Employment Annual Median Salary
Barnstable Town 50 $57,370
New Bedford N/A $66,530
     
Metro Area (Michigan) Total Employment Annual Median Salary
Warren 3000 $72,590
Detroit 3000 $72,590
Dearborn 3000 $72,590
East Lansing 890 $74,060
Lansing 890 $74,060
Grand Rapids 530 $56,700
Wyoming 530 $56,700
Ann Arbor 330 $59,270
Flint 190 $39,250
Saginaw 150 $71,280
Portage 130 $54,830
Kalamazoo 130 $54,830
Battle Creek 70 $70,190
Muskegon 40 $45,070
Niles 40 $55,630
Benton Harbor 40 $55,630
Jackson 30 $64,360
Monroe N/A $44,290
     
Metro Area (Minnesota) Total Employment Annual Median Salary
St. Cloud 100 $45,600
Rochester 60 $52,230
     
Metro Area (Mississippi) Total Employment Annual Median Salary
Pascagoula 200 $56,470
Biloxi 200 $56,470
Gulfport 200 $56,470
Jackson 160 $58,680
     
Metro Area (Missouri) Total Employment Annual Median Salary
Springfield 120 $50,450
Columbia 70 $46,780
Jefferson City 30 $45,660
     
Metro Area (Montana) Total Employment Annual Median Salary
Billings 40 $60,530
     
Metro Area (Nebraska) Total Employment Annual Median Salary
Lincoln 30 $50,000
     
Metro Area (Nevada) Total Employment Annual Median Salary
Paradise 560 $50,070
Henderson 560 $50,070
Las Vegas 560 $50,070
Reno 170 $52,060
Carson City 30 $67,790
     
Metro Area (New Hampshire) Total Employment Annual Median Salary
Manchester 150 $61,450
     
Metro Area (New Jersey) Total Employment Annual Median Salary
Trenton 1180 $75,370
Atlantic City 150 $50,830
Hammonton 150 $50,830
Ocean City 70 $60,830
Bridgeton 70 $69,030
Vineland 70 $69,030
     
Metro Area (New Mexico) Total Employment Annual Median Salary
Albuquerque 520 $54,850
Santa Fe 320 $41,210
Las Cruces 80 $36,880
     
Metro Area (New York) Total Employment Annual Median Salary
Cheektowaga 250 $58,460
Buffalo 250 $58,460
Niagara Falls 250 $58,460
Utica 150 $64,430
Rome 150 $64,430
Troy 120 $64,430
Albany 120 $64,430
Schenectady 120 $64,430
Rochester 60 $60,440
Syracuse 60 $77,210
Binghamton 30 $58,030
     
Metro Area (North Carolina) Total Employment Annual Median Salary
Raleigh 500 $63,450
Chapel Hill 350 $55,730
Durham 350 $55,730
Winston 150 $60,470
Salem 150 $60,470
Greenville 140 $47,470
Greensboro 110 $55,420
High Point 110 $55,420
Fayetteville 90 $72,330
Wilmington 70 $57,470
Asheville 60 $56,470
     
Metro Area (North Dakota) Total Employment Annual Median Salary
Bismarck 50 $57,690
     
Metro Area (Ohio) Total Employment Annual Median Salary
Columbus 1240 $71,810
Elyria 1040 $69,000
Cleveland 1040 $69,000
Dayton 920 $81,000
Akron 200 $57,240
Toledo 140 $58,570
Canton 50 $59,280
Massillon 50 $59,280
     
Metro Area (Oklahoma) Total Employment Annual Median Salary
Oklahoma City 300 $70,190
Tulsa 250 $83,710
Lawton 40 $48,580
     
Metro Area (Oregon) Total Employment Annual Median Salary
Eugene 110 $54,470
Salem 110 $61,190
Medford 40 $49,340
Bend 40 $50,190
Redmond 40 $50,190
Corvallis 30 $59,610
     
Metro Area (Pennsylvania) Total Employment Annual Median Salary
Pittsburgh 1100 $72,820
Harrisburg 380 $72,550
Carlisle 380 $72,550
York 100 $69,830
Hanover 100 $69,830
Hazleton 60 $58,720
Barre 60 $58,720
Scranton 60 $58,720
Wilkes 60 $58,720
Lebanon 50 $54,860
Lancaster 40 $66,480
     
Metro Area (Puerto Rico) Total Employment Annual Median Salary
Caguas 660 $30,480
Carolina 660 $30,480
San Juan 660 $30,480
Ponce 60 $19,230
Mayag�ez 40 $24,440
     
Metro Area (South Carolina) Total Employment Annual Median Salary
Columbia 140 $57,070
Mauldin N/A $42,570
Anderson N/A $42,570
Greenville N/A $42,570
     
Metro Area (Tennessee) Total Employment Annual Median Salary
Franklin 550 $52,740
Murfreesboro 550 $52,740
Davidson 550 $52,740
Nashville 550 $52,740
Knoxville 200 $63,990
     
Metro Area (Texas) Total Employment Annual Median Salary
Fort Worth 3090 $66,390
Dallas 3090 $66,390
Arlington 3090 $66,390
Sugar Land 2060 $73,230
The Woodlands 2060 $73,230
Houston 2060 $73,230
Round Rock 1230 $59,530
Austin 1230 $59,530
New Braunfels 980 $64,430
San Antonio 980 $64,430
Edinburg 170 $61,060
Mission 170 $61,060
McAllen 170 $61,060
El Paso 150 $42,750
Beaumont 110 $52,360
Port Arthur 110 $52,360
Tyler 100 $37,010
Lubbock 80 $30,030
Temple 80 $47,810
Killeen 80 $47,810
Midland 80 $75,120
Brownsville 50 $51,800
Harlingen 50 $51,800
Amarillo 50 $68,030
Longview 40 $44,960
Corpus Christi 40 $60,260
Waco 40 $62,480
     
Metro Area (Utah) Total Employment Annual Median Salary
Salt Lake City 640 $56,790
Clearfield 380 $70,190
Ogden 380 $70,190
Provo 50 $37,240
Orem 50 $37,240
     
Metro Area (Vermont) Total Employment Annual Median Salary
South Burlington 70 $65,110
Burlington 70 $65,110
     
Metro Area (Virginia) Total Employment Annual Median Salary
Richmond 810 $65,920
Charlottesville 90 $59,500
Roanoke 70 $57,750
Radford 30 $46,290
Christiansburg 30 $46,290
Blacksburg 30 $46,290
     
Metro Area (Washington) Total Employment Annual Median Salary
Bremerton 130 $68,740
Silverdale 130 $68,740
Spokane Valley 70 $62,440
Spokane 70 $62,440
Longview 40 $47,090
Kennewick 40 $47,740
Richland 40 $47,740
Yakima 40 $57,310
Walla Walla 30 $60,790
Bellingham N/A $47,820
Seattle N/A $68,570
Tacoma N/A $68,570
Bellevue N/A $68,570
     
Metro Area (West Virginia) Total Employment Annual Median Salary
Vienna 160 $70,190
Parkersburg 160 $70,190
Beckley 90 $58,560
Charleston 60 $51,080
Morgantown 40 $61,300
     
Metro Area (Wisconsin) Total Employment Annual Median Salary
West Allis 720 $55,630
Waukesha 720 $55,630
Milwaukee 720 $55,630
Madison 270 $55,570
Green Bay 80 $37,750
Wausau 50 $44,450
Appleton 40 $47,340
Fond du Lac 30 $45,620
Neenah 30 $47,370
Oshkosh 30 $47,370
     
Metro Area (Wyoming) Total Employment Annual Median Salary
Cheyenne 40 $59,720

Career Stories (Job Profiles) for Financial Specialists

To find out more about building a career as Financial Specialists, we spoke with professionals in the field across a variety of specialties. Learn about their experiences on the job, the steps they took to complete their education, and what it takes to excel in this industry. Click the link to see a story.

All Types

Most Popular Industries for :
Financial Specialists

Industries representing at least 1% of total jobs for the occupation.

Source: 2015 Occupational Employment Statistics and 2014-24 Employment Projections, Bureau of Labor Statistics, BLS.gov.

Industry Jobs Percent Annual Median Salary
Banking And Credit 36,560 25% $51,810
Government 30,280 21% $62,500
Securities And Investment 12,850 9% $63,340
Business Management 11,920 8% $60,130
Professional And Technical Services 8,950 6% $60,790
Education 7,230 5% $50,730
Insurance 6,440 4% $56,570
Personal Services 4,170 2% $32,830
Hospital 3,820 2% $46,460
Office Services And Staffing 2,460 1% $56,930
Internet Service Provider 1,610 1% $60,430
These schools offer particularly quick info upon request, and we have written detailed profiles for each (click school names to see the profiles). Request info from multiple schools, by clicking the Request Info links.
 
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CityTownInfo Career and College Resources

We have some additional detailed pages at the state level for Financial Specialists.

Numbers in parentheses are counts of relevant campus-based schools in the state; online schools may also be available.

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