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$31.5K

$71.6K

$115K

How much do entry level financial representative jobs pay per year?

As of Jun 6, 2026, the average yearly pay for entry level financial representative in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

What is an entry-level financial representative?

An entry-level financial representative is a professional who provides financial advice and services to clients, often assisting with investments, insurance, and financial planning. This role typically requires strong communication skills, basic financial knowledge, and may involve obtaining relevant licenses or certifications. It is suitable for individuals starting their careers in finance or related fields.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Representative, and why are they important?

To thrive as an Entry Level Financial Representative, you need a solid understanding of financial products, basic sales principles, and at least a bachelor's degree in finance, business, or a related field. Familiarity with customer relationship management (CRM) software and, in some cases, the pursuit or possession of relevant licenses such as FINRA Series 6 or 7 is typical. Strong interpersonal skills, active listening, and effective communication help you build client trust and explain complex financial concepts clearly. These abilities are crucial for helping clients achieve their financial goals and establishing a successful, client-focused practice.

What does an Entry Level Financial Representative do?

An Entry Level Financial Representative assists clients with understanding and managing their finances, including helping them select insurance policies, retirement plans, and investment options. They often work under the supervision of experienced professionals and receive on-the-job training. Their responsibilities include meeting with clients, assessing their financial needs, providing product recommendations, and maintaining client relationships. This role is a common starting point for a career in financial services, offering opportunities for advancement as skills and certifications are gained.

What are some typical challenges faced by Entry Level Financial Representatives, and how can they be addressed?

Entry Level Financial Representatives often face challenges such as building a client base from scratch, learning to navigate complex financial products, and adapting to a performance-driven environment. Success in this role often requires persistence, strong networking skills, and continuous learning to stay current with industry regulations. Many firms provide mentorship, training programs, and collaborative team environments to help new representatives overcome these hurdles and establish a solid foundation for long-term growth.

What is the difference between Entry Level Financial Representative vs Financial Advisor?

AspectEntry Level Financial RepresentativeFinancial Advisor
CertificationsTypically requires FINRA Series 6 or 7, and possibly Life & Health licensesOften requires Series 7, 63, and additional certifications like CFP
Work EnvironmentBank, financial services firm, or insurance company; client-facingIndependent or firm-based; personalized financial planning
Job FocusProduct sales, client onboarding, basic financial adviceComprehensive financial planning, investment management

While both roles involve working with clients on financial matters, Entry Level Financial Representatives focus on product sales and basic client service, often within a bank or insurance setting. Financial Advisors provide more in-depth financial planning and investment advice, often requiring additional certifications. The roles differ mainly in scope, certifications, and responsibilities, but both serve as entry points into the financial services industry.

What cities are hiring for Entry Level Financial Representative jobs? Cities with the most Entry Level Financial Representative job openings:
What are the most commonly searched types of Financial Representative jobs? The most popular types of Financial Representative jobs are:
What states have the most Entry Level Financial Representative jobs? States with the most job openings for Entry Level Financial Representative jobs include:
Entry Level Financial Representative jobs near you

Entry-Level Financial Representative

True Path Financial

Burlingame, CA • On-site

$50K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 6 days ago

Job description

Description
Bilingual Mandarin Entry-Level Financial Representative
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
  • Flexible schedule with remote and in-person work options.
  • Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
  • Training stipend and performance-based bonuses.
  • Company-sponsored travel and professional development programs.
  • Sponsorship for required licenses and continuing education.

We can only consider applicants authorized to work in the United States.
Responsibilities
• Utilize marketing tools and resources to grow your client base.
• Attend virtual and in-person training to enhance financial expertise.
• Engage in structured coaching, mentorship, and training programs.
• Work with clients to assess financial needs and develop personalized strategies.
• Ensure compliance with financial industry standards and licensing requirements.
Qualifications
• Self-motivated, coachable, and driven to succeed.
• Previous sales experience is advantageous.
• Life and Health Insurance License preferred, but not required
• Bilingual in English and Mandarin/Cantonese.
• No prior financial experience is required, and comprehensive training is included.
• Self-motivated, coachable, and driven to succeed.
• Must be authorized to work in the US.
• Excellent communication and relationship-building abilities.
• Competitive mindset with a history of leadership or achievement.

Apply