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Entry Level Financial Representative Jobs (NOW HIRING)

Bankers Life

Financial Representative

Elmira, NY

$40K - $62K/yr

Whether entry level or mid-career, at Bankers Life we offer award winning training and a career ... No sales or financial services experience necessary. Our entry level representatives come from ...

Bankers Life

Financial Representative

Auburn, NY

$40K - $62K/yr

Whether entry level or mid-career, at Bankers Life we offer award winning training and a career ... No sales or financial services experience necessary. Our entry level representatives come from ...

Bankers Life

Financial Representative

Binghamton, NY · On-site

$40K - $62K/yr

Whether entry level or mid-career, at Bankers Life we offer award winning training and a career ... No sales or financial services experience necessary. Our entry level representatives come from ...

Bankers Life

Financial Representative

Utica, NY

$40K - $62K/yr

Whether entry level or mid-career, at Bankers Life we offer award winning training and a career ... No sales or financial services experience necessary. Our entry level representatives come from ...

Bankers Life

Financial Representative

Watertown, NY

$40K - $62K/yr

Whether entry level or mid-career, at Bankers Life we offer award winning training and a career ... No sales or financial services experience necessary. Our entry level representatives come from ...

Bankers Life

Financial Representative

Syracuse, NY

$40K - $62K/yr

Whether entry level or mid-career, at Bankers Life we offer award winning training and a career ... No sales or financial services experience necessary. Our entry level representatives come from ...

J. Miller Financial Services LLC

Be Seen First

Entry Level Financial Services Representative

Houston, TX · Remote

$45K - $120K/yr

As a Financial Professional, you'll learn how to educate individuals, families and business owners on strategies designed to help them protect what they've worked hard to build, prepare for ...

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Entry Level Financial Representative information

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$31.5K

$71.6K

$115K

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

As of Jul 20, 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.

How do you get a job in finance with no experience?

Entry level financial representative roles often require strong communication skills and basic understanding of financial concepts. Candidates can improve their chances by obtaining relevant certifications like the FINRA Series 6 or 63, gaining knowledge through online courses, and demonstrating a willingness to learn and adapt during interviews.

How to make $10,000 a month with no degree?

An entry level financial representative can increase earning potential by gaining sales skills, building a strong client base, and obtaining relevant licenses such as the Series 6 or 7. High commissions and bonuses in financial services can help reach $10,000 monthly, but consistent performance and experience are essential for such income levels.

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.

Is 40 too late to start a career in finance?

Starting a career as an entry level financial representative at age 40 is possible, as many employers value skills, experience, and certifications like the Series 7 or 63. Age is generally not a barrier; success depends on your ability to learn, adapt, and build client relationships in the finance industry.

What is the best entry-level finance job?

An entry-level financial representative is a common starting role in finance, focusing on client service, financial product knowledge, and sales skills. These positions often require strong communication abilities and may involve certifications like the Series 6 or 63, with typical work hours during regular business times.
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

Bilingual Mandarin Entry-Level Financial Representative

True Path Financial

Burlingame, CA • On-site

$150K/yr

Full-time

Posted yesterday

Job description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.


Benefits include;

  • Flexible schedule with a strong work-life balance.
  • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
  • Training allowance and performance-based incentives.
  • Company-sponsored professional development opportunities.
  • Sponsorship for required licenses and continuous training.


We can only consider applicants authorized to work in the United States.

Compensation:

$50,000 - $150,000+ at plan commission


Responsibilities:
  • Participate in structured coaching and mentorship programs.
  • Provide guidance on insurance, investments, and retirement planning.
  • Attend virtual and in-person training to enhance financial expertise.
  • Maintain compliance with industry regulations and licensing requirements.
  • Leverage company-provided marketing tools and industry resources.

Qualifications:
  • No prior financial experience is required, and comprehensive training is included.
  • Demonstrated leadership or a proven track record of success.
  • Must be authorized to work in the US.
  • Strong interpersonal and communication skills.
  • Highly motivated with a strong work ethic.
  • 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.

About Company

At True Path Financial, we are proud to be Champions of Financial Freedom—helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals.

As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group’s mission “To Do Good,” we are committed to making a positive impact in the communities we serve while helping our clients navigate life’s financial milestones.

We’re looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we’d love to connect with you!