Top skills for Financial Services Representative jobs

Based on 64 active Financial Services Representative postings · updated Oct 8, 2026.

See 64 open Financial Services Representative jobs Add these skills to your job profile

Skills employers ask for

The share of Financial Services Representative postings that list each skill. Text that appears in almost every posting — equal-opportunity and benefits sections — is left out.

Financial Services98%
Hiring Process77%
Recruiting77%
Marketing73%
Business72%
Business Banking72%
Critical Thinking72%
Investment Funds72%
Mutual Funds72%
Decision Making70%
Customer Experience (CX)67%
Goal Planning63%
Digital Literacy61%
Customer Service27%
Investments27%
Call Center23%
Licensing17%
Loan17%
Refinancing17%
Reimbursement17%
Business Management16%
Career Development16%
Customer Inquiries16%
Finance16%
Financial Markets16%

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