Financial Services Associate Responsibilities

The financial services associate responsibilities include utilizing the marketing methods and fiscal procedures in order to approve the investing ideas and security insurance of the customers and merchandising fiscal investing depository financial institutional programs to the organizational customers of a business company. He follows up the fiscal information of the customers and suggests fiscal programs, plans and fiscal investment thoughts to them.

He has many responsibilities out of which the key ones are as under:

Qualifications and Skills Required

The candidate must have a bachelor's degree in accounts, finance, investments or a related field. He can also have a bachelor's degree in business administration and a master's degree in the same would take him to higher positions and appointments in the company. This would also ensure that he gets much better employment opportunities. He could also have a background on liberal arts . He needs to give a professional exam and obtain an active license that ensures that he can work as a financial services associate in any reputed company. He should have strong communication and examining skills. Apart from all these, he needs to have a successful stint of accounting, finance or a similar positioned professional at a company earlier.

Working Conditions

He generally works in an office from 8 in the morning till 6 or 7 in the evening and is surrounded by fiscal issues all the time. He works on computers and may do overtime on weekends in order to meet his deadlines. He travels in his country and abroad as well in order to meet his customers. His has a stressful job which requires thorough attention.


A financial services associate draws an average salary of around USD 51, 000 per annum. But this can vary from one company to another and is also dependent on the location of his job.

Thus, the financial services associate responsibilities include helping the clients with recognizing suitable investment opportunites and dealing with fiscal matters of the company.

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