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Entry Level Financial Representative Jobs in Elizabeth, NJ

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Entry Level Financial Representative information

See Elizabeth, NJ salary details

$31.7K

$72.1K

$115.7K

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

As of Sep 7, 2026, the average yearly pay for entry level financial representative in Elizabeth, NJ is $72,087.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,800.00 and $92,600.00 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 cities near Elizabeth, NJ are hiring for Entry Level Financial Representative jobs?

Cities near Elizabeth, NJ with the most Entry Level Financial Representative job openings:

Entry Level Financial Representative jobs near you

Entry Level Sales Representative

Victory Home Remodeling

Paramus, NJ • On-site

$70K - $90K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 23 days ago

Job description

$4500 rookie bonus - "Highest rookie bonus in the industry"
YOUR POTENTIAL. OUR PLAYBOOK.
Driven. Coachable. Caring. Authentic. This is the DNA of a person who'd thrive as a Sales Representative at Victory. We believe that financial success is possible beyond the confines of a desk and that a career shouldn't be in conflict with personal happiness, but a contributor of it. With our MBA-style leadership development, one-on-one support, and promoting from within, all your personal, professional, and financial aspirations are possible with Victory.
This people-first philosophy is why FORTUNE Magazine recognized us as the #1 mid-sized remodeling company to work for in the nation. Here you'll be empowered to reach your full potential while working alongside and creating authentic bonds with others as inspired as you to build a better life.
If you're looking for a career that'll launch your potential to the next level and beyond-this is where you belong.
THE POSITION
Hiring Immediately - As a full-time Sales Development Representative, you'll engage with new and existing customers to identify their home remodeling needs and provide solutions. After several weeks of Victory's MBA-style classroom training, you'll be set for success with top-tier communication, negotiation, and presentation skills. This base-salary + commission role is the ideal launchpad into other positions in our business, which is why 90% of our senior leadership team started in this same role.
Here's what your day-to-day will look like:
Be the frontline expert on Victory's products and services, presenting them to our clients in a digestible way.
Be our customers' first interaction with Victory, moonlighting as a brand ambassador and a company spokesperson.
Resolve our customers' questions and concerns with superstar speed and a smile.
Crush daily, weekly, monthly, quarterly, and annual goals
Collaborate and build connections with team members and other departments.
Continue being a student of industry best practices and trends.
Reach your highest potential while having an incredible time with the best people.
THE PERSON
Growth-oriented and coachable
Highly entrepreneurial and motivated by success
A master communicator with rockstar organizational and interpersonal skills
Driven by crushing your sales goals and reaping the rewards
Passionate about self-improvement, both personally and professionally
Open-minded and fiercely resilient
Values finding purpose and meaning in their work
Preferably holds a BA/BS
Ability to work Mon - Fri: 9AM to 5PM
THE PERKS
$70,000 - $90,000 first-year salary range (Base salary plus commission and bonuses)
Monthly opportunities for performance-based non-monetary rewards, such as luxury vacations, high-end electronics, gift cards and tickets to concerts and events
Full medical, dental, life and disability insurance plans
Paid parental leave
Ample paid vacation and holidays
A competitive 401(k) retirement savings program
A robust social program filled with events and team-building activities
An all-expense paid, 3-day trip to Cancun with a significant other
On-going career coaching and mapping
Thoughtfully and artfully designed work spaces
8 hour shift
Work Location: In person

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