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Entry Level Financial Representative Jobs in Dallas, TX

Nexera

Entry Level Remote Sales Role

Dallas, TX · Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In this role, you will help families find the right financial protection coverage for their needs ...

Nexera

Entry Level Remote Insurance Sales

Dallas, TX · Remote

$1.5K - $3.2K/wk

No finance or insurance background needed. We'll train you and get you licensed. Why recent grads skip the "traditional job" path Typical entry-level job This role -- year one potential $42K-$55K ...

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All JobsFinancial Representative JobsEntry Level Financial Representative JobsEntry Level Financial Representative Jobs in Dallas, TX

Entry Level Financial Representative information

See Dallas, TX salary details

$30.3K

$68.9K

$110.6K

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

As of Aug 9, 2026, the average yearly pay for entry level financial representative in Dallas, TX is $68,901.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $88,500.00 per year, depending on experience, location, and employer.

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 financial software; certifications like the Series 6 or 63 can be beneficial. It is often a starting position with opportunities for advancement in the finance industry.

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 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 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 are the most commonly searched types of Financial Representative jobs in Dallas, TX? The most popular types of Financial Representative jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Entry Level Financial Representative jobs? Cities near Dallas, TX with the most Entry Level Financial Representative job openings:
Entry Level Financial Representative jobs near you

Financial Representative

Spectrum Financial Group

Dallas, TX • Remote

$75K - $125K/yr

Full-time

Re-posted 25 days ago

Job description

Job Title: Financial Representative (Early Career / Entry-Level)

Location: Flexible / Hybrid / Remote Options Available

Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential

Overview

Are you early in your career and looking for a path with real income potential, professional growth, and meaningful impact? This opportunity is designed specifically for individuals who may not have a large personal network or prior industry experience—but are motivated, coachable, and ready to build a career.

As a Financial Representative, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started.

What Makes This Role Different

  • No large network required: You’ll receive up to 80 leads per day and marketing support to help you build your client base.
  • Own your Book of Business: From Day 1, you'll own your book of business!
  • Team Effort: A Managing Associate/Team Lead will help you close deals.
  • Get paid while you build: An activity-based stipend rewards consistent effort and progress—not just results.
  • Clear path to growth: Structured training and mentorship help you develop into a top-performing advisor.
  • Purpose-driven work: Help clients reduce financial stress, plan for the future, and achieve their goals.

Key Responsibilities

  • Meet with prospective clients (provided leads + self-generated opportunities)
  • Conduct financial needs assessments and identify appropriate solutions
  • Educate clients on financial strategies (retirement, protection, savings, etc.)
  • Build and maintain long-term client relationships
  • Participate in training, coaching, and team development activities
  • Track daily activity and progress toward personal goals

Compensation Structure

  • Activity-Based Stipend: Earn consistent income based on key activities
  • Performance Bonuses: Additional earnings tied to production milestones
  • Commission Potential: Unlimited income based on client solutions implemented
  • Long-Term Residual Income: Build a sustainable income stream over time through renewals

Training & Support

  • Comprehensive onboarding program (no prior experience required)
  • Ongoing mentorship from experienced professionals
  • Access to proven scripts, systems, and marketing tools
  • Licensing support (where applicable)
  • Weekly coaching and development sessions
  • Earn required licensing (Life, SIE, Series 7 and Series 66)

Who This Role is Perfect For

  • Early-career professionals or career changers
  • Individuals without a large natural market or network
  • Highly motivated, coachable, and goal-oriented individuals
  • Strong communicators who enjoy helping others
  • Self-starters who thrive in a flexible, performance-based environment

Career Path

This role is designed as a launchpad into a long-term career in financial services. With consistent effort and development, you can advance into:

  • Managing Associate
  • Team Leader / Managing Director
  • Specialist Roles (retirement, wealth strategies, etc.)

Why Join Us

We believe talent and work ethic matter more than who you already know. If you’re willing to learn, put in the activity, and stay consistent, we provide the structure, support, and opportunity to help you succeed.

Apply today to start building a career with purpose, flexibility, and unlimited growth potential!!!