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Entry Level Financial Representative Jobs in Dallas, TX

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Entry Level Financial Representative information

See Dallas, TX salary details

$31.2K

$70.9K

$113.8K

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

As of Sep 6, 2026, the average yearly pay for entry level financial representative in Dallas, TX is $70,886.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $91,000.00 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 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

Entry-Level Sales Representative

Allegiant Business Group

Southlake, TX • On-site

$65K - $85K/yr

Full-time, Contractor

Re-posted 6 days ago

Job description

Entry-Level Sales RepresentativeAbout Us

At Allegiant Business Group, we do right by people with integrity, follow-through, and a personal touch. Our mission is helping businesses and individuals protect what matters most — their teams, families, and financial security. We’re a driven, caring team that values hard work, genuine relationships, and making a difference.

What You’ll Do

  • Meet business owners and decision-makers face to face to offer supplemental insurance solutions

  • Conduct needs-based consultations and enroll clients in coverage

  • Build relationships and follow up to ensure satisfaction

  • Learn and grow through hands-on training and mentorship

What We Offer

  • Commission-based pay with a starting base draw and bonuses

  • Agents average $65,000–$85,000 per year

  • Licensing assistance and reimbursement

  • Supportive, service-oriented team culture

  • Independence and flexibility as an independent contractor

Who You Are

  • Self-motivated, reliable, and coachable

  • Comfortable building relationships face to face

  • Eager to grow and help others

  • Professional, confident, and driven

Allegiant Business Group
Full-Time | Independent Contractor | B2B / Direct Sales
Compensation: Commission-based pay with a starting base draw and bonuses
Location: Local Territory (In-person)
 

Join Us

If you’re ready for a career that blends purpose with opportunity, we’d love to meet you.
Learn more at http://allegiantbusinessgroup.com