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Entry Level Financial Representative Jobs in Atlanta, GA

OneMain Financial

Loan Sales Specialist

Marietta, GA

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee  ...

OneMain Financial

Loan Sales Specialist

Griffin, GA

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Duluth, GA

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

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All JobsFinancial Representative JobsEntry Level Financial Representative JobsEntry Level Financial Representative Jobs in Atlanta, GA

Entry Level Financial Representative information

See Atlanta, GA salary details

$29.9K

$68.1K

$109.3K

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

As of Sep 2, 2026, the average yearly pay for entry level financial representative in Atlanta, GA is $68,060.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $87,400.00 per year, depending on experience, location, and employer.

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 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 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.

How do I start a career in entry level financial representative with no experience?

To start as an entry-level financial representative with no experience, focus on obtaining relevant certifications such as the Series 6 or 7 license, which are often required by employers. Gaining knowledge of financial products, developing strong communication skills, and applying for internships or trainee programs can also improve your chances of entering the field.

What is an entry level financial representative position in finance?

An entry level financial representative is a professional who assists clients with financial planning, investment products, and insurance services. The role typically requires strong communication skills, basic knowledge of financial concepts, and may involve using tools like financial software; certifications such as the Series 6 or 63 can be beneficial. It is often a starting position with opportunities for advancement in the finance industry.

What is the best entry-level financial representative job?

An entry-level financial representative job typically involves providing financial advice, selling insurance or investment products, and building client relationships. Success in this role often requires strong communication skills, basic financial knowledge, and relevant certifications such as the Series 6 or 63 license. These positions usually offer on-the-job training and opportunities for career advancement in the financial services industry.

What are the most commonly searched types of Financial Representative jobs in Atlanta, GA?

The most popular types of Financial Representative jobs in Atlanta, GA are:

Entry Level Financial Representative jobs near you

Entry-Level Financial Advisor

The Piedmont Group

Atlanta, GA • On-site

$60K - $170K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days ago

Job description

Financial Advisor (May Graduates, Early Acceptance)
About The Piedmont Group
At The Piedmont Group, we believe great financial advisors aren't born—they're developed. Backed by the strength and stability of The Piedmont Group, we provide the training, mentorship, and support needed to help ambitious recent graduates and early-career professionals launch successful, rewarding careers.
From your first day, you'll have access to experienced mentors, professional development resources, and prior to starting, a structured path to earn industry licenses and build your expertise. If you're looking for an opportunity to learn, grow, and make a meaningful difference in people's lives, this could be the perfect place to start. Join our collaborative team and begin building a career with purpose.
Why The Piedmont Group?

  • Comprehensive training and mentorship

  • Industry licensing support

  • Career growth opportunities

  • Backing of a respected financial services organization

  • Meaningful work helping clients achieve their financial goals

  • Collaborative and supportive team culture

The Opportunity
As a Financial Advisor, you'll learn how to help individuals and families make informed financial decisions and work toward their long-term goals. Through hands-on training, mentorship, and real-world experience, you'll develop the skills needed to build strong client relationships and deliver personalized financial guidance.
Licensing & Professional Development
We'll provide the resources, study materials, training, and support necessary to help you earn key industry licenses prior to onboarding:
Life & Health Insurance License

  • Securities Industry Essentials (SIE)

  • FINRA Series 66

You'll receive guidance throughout the licensing process and ongoing mentorship to help you build a long-term career in financial services. Series 7 after onboarding.
Compensation & Growth
We offer a competitive compensation structure designed to support your success as you build your career.

  • Performance/commission-based compensation

  • Bonuses and incentives

  • Practice allowances to support your professional development and business growth

  • Significant advancement and income-growth potential

Benefits
Eligible advisors have access to a comprehensive benefits package, including:

  • Medical Insurance

  • Dental Insurance

  • Vision Insurance

  • 401(k) Retirement Plan

  • Disability Coverage

If you're a recent graduate or early-career professional looking for more than just a job, join The Piedmont Group and begin building a career that can make a lasting impact on the lives of others—and your own future.
To qualify, you must be a U.S. citizen or permanent resident with work authorization that does not require sponsorship and have the ability to obtain required licenses and registrations.

Compensation:

$60,000 - $170,000


Responsibilities:

With training and support, you will:

  • Learn how to conduct client conversations to understand financial goals, priorities, and needs

  • Build professional relationships through networking, referrals, and community involvement

  • Assist in developing financial strategies that may include investments, insurance, and retirement planning

  • Present recommendations and solutions tailored to each client's unique situation

  • Deliver outstanding client service and help create long-term, trusted relationships

  • Continuously develop your financial knowledge, business skills, and professional network


Qualifications:

No prior financial services experience is required—we're looking for motivated individuals with a desire to learn and grow.

What We're Looking For
Education

  • Bachelor's degree completed or in progress (all majors encouraged to apply)

  • Recent graduates and early-career professionals are welcome

Skills & Attributes
We're looking for candidates who are:

  • Motivated and Goal-Oriented – excited to build a successful career and take ownership of their growth

  • Coachable – open to feedback and committed to continuous learning

  • Strong Communicators – able to connect with others and build meaningful relationships

  • Driven by Purpose – motivated by helping others achieve financial confidence

  • Adaptable and Curious – eager to learn new concepts, technologies, and professional skills

  • Initiative-Takers – willing to step outside their comfort zone and embrace new opportunities

Previous experience in finance, sales, business development, or client service is helpful but not required.


About Company

We are a financial planning and wealth management firm offering insurance, retirement, and investment planning for individuals and businesses.

There is an overwhelming sense of pride that comes with representing The Piedmont Group. We have incredible people at our firm who are happy to be part of this big family. The whole is greater than the sum of its parts, and we firmly believe that with teamwork and togetherness, we are able to achieve more.