If you’ve landed on this article, you probably have tons of questions about working in the finance consumer services industry and are wondering if this is a career path worth pursuing.

Good news – you have come to the right place! Whether you're an entry-level professional or well-established in another industry and looking for a career change, this article is for you!

In this article, we’ll be covering the following topics:

1. What Is The Finance Consumer Services Industry?
2. What Companies Are In The Finance Consumer Services Field?
3. What Are The Job Options In Finance Consumer Services?
4. What Are The Skills Needed For Finance Consumer Services?
5. What Do Finance Consumer Services Jobs Pay?
6. Is Finance Consumer Services A Good Career Path? (Our Verdict)
7. How To Build A Job-Winning Finance Consumer Services Resume

Let’s dig in!

What Is The Finance Consumer Services Industry?

Finance consumer services involves providing financial products and services directly to consumers. These can include banking, credit, insurance, and investment services tailored to meet individual needs. The industry ensures that consumers have access to the tools and resources they need to manage their finances effectively.

Companies in finance consumer services are dedicated to improving financial literacy, accessibility, and security for their customers.

What Companies Are In The Finance Consumer Services Field?

Many companies operate in the finance consumer services industry. Here are some examples from different areas:

• Banking: Companies like JPMorgan Chase, Bank of America, and Wells Fargo provide personal banking services, loans, and credit options.
• Insurance: Firms like State Farm, Allstate, and Geico offer personal insurance solutions, including auto, home, and life insurance.
• Credit & Lending: Companies such as Discover, American Express, and PayPal focus on credit card services, personal loans, and digital payments.
• Investment Services: Companies like Charles Schwab, Fidelity, and Vanguard provide investment products and financial advisory services.

These companies help individuals manage their money, plan for the future, and protect their assets.

What Are The Job Options In Finance Consumer Services?

When looking for jobs in the finance consumer services industry, you can either take on operational roles, such as customer service at a financial institution, or specialized roles like financial advising or underwriting.

In this section, we’ll cover the most common specialized roles.

Jobs In Banking

Banking roles focus on helping consumers manage their finances effectively. The most common roles in this area are:

• Loan Officer: Evaluates applications and financial profiles to help consumers secure personal or business loans.
• Customer Service Representative: Assists customers with banking inquiries, transactions, and account management.
• Branch Manager: Oversees daily operations at a bank branch, ensuring customer satisfaction and profitability.

Jobs In Insurance

Insurance roles involve helping consumers protect their financial assets. The most common roles in this area are:

• Insurance Agent: Sells policies tailored to individual needs, from auto to life insurance.
• Claims Adjuster: Investigates and processes insurance claims for compensation.
• Underwriter: Assesses risk to determine policy terms and premiums.

Jobs In Financial Planning

Financial planning roles help consumers achieve their long-term financial goals. The most common roles in this area are:

• Financial Advisor: Provides personalized advice on savings, investments, and retirement planning.
• Wealth Manager: Works with high-net-worth individuals to optimize their financial portfolios.
• Credit Counselor: Assists individuals in managing debt and improving credit scores.

What Are The Skills Needed For Finance Consumer Services?

Learning the skills required for each position is very important. You might have to address some skill gaps or you may already have well-developed skills that you can leverage as you seek a new role.

Here are the required skills for the most common roles in the finance consumer services industry:

Entry-Level Roles:

• Customer Service: Essential for roles like bank tellers and customer service representatives.
• Numeracy Skills: Proficiency in basic math for handling transactions and managing accounts.
• Problem-Solving: Ability to address consumer inquiries and resolve issues effectively.

Mid-Senior Manager Roles:

• Leadership: Managing teams in banks or financial institutions requires strong leadership skills.
• Strategic Thinking: Developing strategies to attract and retain customers.
• Regulatory Knowledge: Understanding compliance and legal frameworks in finance.

Mid-Senior Technical Roles:

• Financial Analysis: In-depth knowledge of financial data to guide business decisions.
• Risk Assessment: Evaluating financial risks for loans, insurance, or investments.
• Technological Proficiency: Familiarity with financial software and tools.

Finding Your Fit With Consumer Non-Durable Roles

Want to find out if you are the right fit for a role in the consumer non-durable industry?

We've got you covered.

Here's a simple, step-by-step guide to find out if you have the skills to take a new position in the consumer non-durables industry!

1. Head over to LinkedIn and search for consumer non-durables industry roles.
2. Copy the job description of the role that sparked your interest.
3. Head over to ResyMatch.io (or use our shortcut below)
4. Grab a copy of your most updated resume.
5. Upload your resume on the left side.
6. Paste the job description on the right side.
7. Hit “Start Resume Scan.”

Boom! ResyMatch will compare and score your resume versus the job description and identify skill gaps.

ResyMatch will also provide best practices you can use to improve your resume and will ensure that your resume is ATS compliant (ATS is a software that recruiters use to track candidates through their hiring process).

Use our shortcut below to get started:

Step 1

Copy/paste or upload your resume here:

Click here to paste text

or

Upload a PDF, Word Doc, or TXT File

UPLOAD RESUME

Step 2

Paste the job post's details here:

Job Title Industry

Job Description

Step 3

Scan to compare and score your resume vs the job's description.

START RESUME SCAN

Or see a sample resume scan

Scanning...

What Do Finance Consumer Services Jobs Pay?

Now that we’ve covered the most common jobs in the finance consumer services industry, you might be wondering how much these roles pay.

To answer this question, let’s head over to one of our favorite tools for salary research: Glassdoor.

Glassdoor is one of the world’s top job and recruiting websites where users can anonymously provide information about their companies – including their current salary. Glassdoor provides an average salary range for various roles based on the information sent by its users.

According to Glassdoor, the base salary for the most common finance consumer services industry jobs in 2025 are:

• Loan Officer: $66K – $121K / year base pay (USD)
• Branch Manager: $60K – $95K / year base pay (USD)
• Insurance Agent: $55K – $102K / year base pay (USD)
• Claims Adjuster: $40K – $80K / year base pay (USD)
• Underwriter: $54K – $93K / year base pay (USD)
• Financial Advisor: $58K – $108K / year base pay (USD)
• Wealth Manager: $80K – $149K / year base pay (USD)
• Credit Counselor: $41K – $72K / year base pay (USD)

Best Paying Jobs In Finance Consumer Services Compared To The Average U.S. Salary In 2025

According to the Social Security Administration, the average salary in the U.S. is $63,795.

This is what the best-paying jobs in the finance consumer services industry look like when we put them in perspective:

Wealth Manager, Loan Officer, and Financial Advisor are some of the highest-paying roles in the finance consumer services industry, with an earning potential of up to 133% higher than the U.S. average.

Is Finance Consumer Services A Good Career Path? (Our Verdict)

Finance consumer services is a promising career path for individuals interested in financial planning, customer service, and helping clients achieve their financial goals.

Roles in this field are essential for maintaining strong relationships between financial institutions and their customers. Companies like JPMorgan Chase, Wells Fargo, and American Express are leaders in delivering innovative and customer-focused financial services.

If you feel like this might be the career path for you, then be sure to dive into the next section where we will cover the best strategies to help you land a job in the field:

How To Build A Job-Winning Finance Consumer Services Resume

Here's a fact most people don't usually realize: you don't need traditional experience to take on a new role.

You can leverage your unique background, experiences, and skills for nearly any position, as long as you sell it.

Think about your resume as an advertisement for yourself. Like any ad, you want it to be compelling and visually attractive, right?

That's exactly what you will do with your resume!

You will start by:

1. Leveraging The Best Keywords For Your Target Role

Remember ResyMatch.io, that resume and job description scanner tool we mentioned earlier in this article?

We first showed you how you can scan and compare your resume with your target job description to find out how your skills match the role.

However, if you don't have a resume yet, you can still get great insight from this tool by running a job description scan.

Here's how: head over to ResyMatch.io and, in “Scan Type,” select “Job Description Scanner.” Then, copy the job description for your target role and paste it into the box on the left.

ResyMatch.io will provide a list of hard and soft skills that apply to the role. You can use these skills as keywords when building your resume.

Skim through the list to get ideas for keywords you can leverage on your resume.

For example, let's say you are a data-driven and analytical person. Are there any previous experiences, personal projects, or even academic achievements that you can showcase in your resume to highlight these skills?

If yes, then make sure to include those on your resume and then move on to the next step:

2. Writing Compelling Resume Bullets

This is where you'll start crafting a resume that sells!

You'll want your resume bullets to have just the right amount of hard and soft skills, action words, measurable results, and common words.

This means a compelling finance consumer services industry resume bullet for someone applying for a Financial Advisor role might look something like this:

Advised 50+ clients using financial modeling, driving 15% YoY asset growth.

This bullet focuses on specific hard and soft skills that apply to a Financial Advisor while also showcasing measurable results!

To help you write the perfect resume bullet, we've created ResyBullet, a free resume bullet analyzer that helps you write your resume in a way that grabs attention and illustrates value. Simply copy and paste your resume bullet below to begin your analysis:

Free Resume Bullet Analyzer

Learn to write crazy effective resume bullets that grab attention, illustrate value, and actually get results.

Copy and paste your resume bullet to begin analysis:

Click To Analyze!

ResyBullet will analyze and score your resume bullet and give you actionable insights for improvement.

Here's how our finance consumer services industry resume bullet scored on ResyBullet:

If you're a visual learner, check out our video that walks you through the step-by-step of writing a crazy-effective resume bullet:

https://youtu.be/Om3MTf6oE5k?feature=shared

3. Make Your Resume Visually Appealing

The last step is to take all of your content and apply it to a layout that is both easy to read and visually appealing. We recommend using a resume template so you can save the time you would normally spend designing your resume and instead allocate it to other high-value activities in your job search (like interview prep and networking).

You can use ResyBuild.io, a free resume builder, to easily build and customize your resume in no time. Just pick one of the templates below and get started:

Free Job-Winning Resume Templates, Build Yours In No Time.

Choose a resume template below to get started:

Choose from 8 proven templates and easily create, edit, and customize your resume. ResyBuild's AI assistant also helps you craft personalized, job-winning bullets in a single click. Simply add your experience, hit “Optimize,” and watch the magic happen.

Ready To Pursue A Finance Consumer Services Career Path?

Then check out our No Experience, No Problem course and access a proven framework for building the skills and results you need to break into a new industry (even if you have absolutely no relevant experience right now)!