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.


  • 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.


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 the 10 largest metro areas based on the total number of people employed in Financial Specialists jobs , as of 2016

Metro Area Total Employment Annual Mean Salary
Los Angeles-Long Beach-Anaheim 5,230 $81,590
Atlanta-Sandy Springs-Roswell 3,060 $80,020
Dallas-Fort Worth-Arlington 3,030 $73,730
Detroit-Warren-Dearborn 2,790 $74,280
Seattle-Tacoma-Bellevue 2,760 $78,710
Denver-Aurora-Lakewood 2,680 $69,360
Baltimore-Columbia-Towson 2,350 $67,250
Houston-The Woodlands-Sugar Land 2,150 $89,460
Miami-Fort Lauderdale-West Palm Beach 1,810 $72,930
San Diego-Carlsbad 1,640 $79,660

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Total employment and salary for professions similar to financial specialists

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

Source : 2016 Occupational Employment Statistics, Bureau of Labor Statistics, U.S. Department of Labor, BLS.gov

Most Popular Industries for
Financial Specialists

These industries represent at least 1% of the total number of people employed in this occupation.

Industry Total Employment 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
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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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