A financial specialist is primarily responsible for selling services and products at a financial institution and meeting with customers to understand their needs. Generally, this person should have have a high school diploma or equivalent, though many companies also require a Bachelor’s degree in a field such as Finance or Marketing and/or training or courses in economics, finance, marketing, or mathematics.Depending on the field, special licenses and training may be required, such as in insurance and securities. This person will typically work in an office setting during daytime hours, though overtime is occasionally necessary.A financial specialist acts as a sort of liaison between their company and the customer. This person will meet with customers in order to assess their financial goals and offer products or services, such as investment services, insurance, certificates of deposits, or other financial instruments. This person will also be responsible for contacting potential customers, evaluating costs and revenue, creating presentations, researching and analyzing business trends, developing corrective financial plans, and preparing budget reports, cost reports, and financial statements in accordance with industry guidelines.