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Entry Level Financial Representative Jobs (NOW HIRING)

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... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

Be Seen First

... represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative ... Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level ...

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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 21, 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 Professional

Entry Level Financial Professional

Hayes Financial Talent Group

San Francisco, CA • Remote

$95K - $575K/yr

Part-time

Posted 29 days ago

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Job description

A different kind of impactful career comprised of high compensation, remote flexible schedule, mentorship training, steady career growth, company ownership and teamwork. We are on a mission to change lives, change families and change communities through financial education and implementing financial planning solutions that build guaranteed wealth, retirement certainty and increased net worth.

We do more than just provide financial solutions; we help people achieve a better future. Through inspirational individuals and personal connection, we are improving the financial outcomes for families.  Have you desired a career that is fun, purposeful, financially rewarding and based in an environment of helping one another succeed, grow and develop into the best version of yourself? We are designed as a real family friendly company that incorporates family into company incentive trips and activities. Do you want to learn about the simple rules of money to create a growing income asset and generational family income through a single career? What if you learned to master the simple rules of money and implement the methods the wealthy have planned, but were not taught to anyone in school? Financial professionals in our supportive culture learn to achieve their financial goals first and then help families and individuals achieve theirs. In just 10-14 days our professionals are licensed, learning core fundamentals and simple, real, life-changing strategies. From there we train in the field and proceed to quickly reach knowledge milestones and target the first promotion.

We are looking for a few Entry Level (not currently licensed) to Experienced (licensed) individuals to join the global firm we represent. The work is remote (flexible schedule part/full-time) in the immense and lucrative financial services industry. It is ok to continue a current employment while building a skill and knowledge base with the firm. The hiring organization is an industry leading Silicon Valley based financial services company and is positioned to launch the most advanced financial technology (FinTech), AI and tools for the next generation. Through relationships and the ease of technology resources, financial professionals educate and implement the simple wealth building and income accumulation methods leveraged by the wealthy, but often unknown to most individuals. Learn the simple money and wealth life skills not taught in school or the home. With stock market uncertainty, inflation and rising costs, endangered social security and people living longer, families and communities are in need of more financial knowledge and a trusted professional to improve their future outcome. A career here provides real life skills and knowledge to achieve financial security and guaranteed solutions that serve families and communities in order to transition from where they are, to where they want to be.

Mission. Help families dream and achieve financial certainty. We share financial knowledge, best practices, and implement solutions that help all people from across North and South America and beyond achieve wealth and financial security. Every person deserves a bright future, financial certainty, knowledge and a professional who will guide them to their goals (not just the wealthy). We will train you to become the go-to professional who understands basic financial principles and rules not taught in the school system. Our financial professionals achieve:

  • Lifetime and generational income including business ownership and partnership
  • Financial independence and security for their family and children (the learners)
  • Guaranteed retirement and income accumulation not at risk of market losses (earners and preservers)
  • Methods to expand wealth and avoid taxes while giving back and changing the financial future of families and communities for generations.
  • Partnership with real estate agents, accountants and other financial professionals to increase income, reduce taxes and retain customers
  • Community strength in church and local business relationships and financial solutions
  • Multiple internal divisions for collaboration, engagement and connection: Healthcare, Real Estate, International, Armed Forces, Faith, Athletes, Women 

Values and Culture. Faith, Family, Finance, Fitness and Fun create a culture of excitement, compassion, growth and personal development for teams and the customers and communities served.

2030 Vision. Have you ever wanted to be part of a movement that is transforming an era and creating better outcomes for families and communities? As a FinTech company, we have launched cutting edge industry technologies and a platform system partnered with real professionals who are in communities helping families and businesses in person and remotely every single day. We are expanding globally and the company is positioned for industry dominance similar to the rise and powerful blended technology and people platforms such as Amazon and Uber. The company will become the world renowned industry leader by 2030 and you can be part of the ownership, history and transformation and be positioned to achieve an equity stake in the financial gain as the company grows. Rapid expansion is currently occurring across North & South America and financial solutions can be implemented across multiple countries around the world. The company is partnered with the strongest network of the highest rated leading retirement, savings, insurance, and wealth-building companies based in the United States. Since the company's founding, every decision has been guided by supporting and growing each and every individual involved in the company's growth and the people and communities in need of financial services.

Minimum Requirements:

  • Currently possess a U.S. social security number (and authorization to work if not a citizen - WE DO NOT SPONSOR)
  • Be 18 years of age minimum
  • No felony convictions and pass a federal background check
  • Possess (or means to study and attain) state Producer license within ~7-14 days (the company facilitates every step of the online study and licensing process and provides a bonus for completing specific onboarding milestones)
  • Possess a personal computer
  • NOTE: NOT AN INTERNSHIP POSITION. THE COMPANY DOES NOT SPONSOR VISAS TO WORK IN U.S.

Desired Skills and Background:

  • Independent, disciplined and self-motivated personality (team sports experience, athletes, management, community leadership or military is a plus)
  • Coachable and goal oriented
  • Willing to learn basic fundamentals of money and wealth planning
  • Natural interest in personal finance
  • Ability to learn and comply with industry and federal regulations
  • Enjoys sharing knowledge and helping people
  • Commitment to communication, accountability and continuous skills development
  • Business minded and entrepreneurial creative spirit
  • Customer service and integrity excellence
  • Bilingual is a plus
  • Prior customer service, education, sales, marketing, insurance, real estate, finance or business experience

Primary Responsibilities (virtual or in-person):

  • Share basic financial concepts to educate clients
  • Assess client financial needs, assets, liabilities, goals and timeframe
  • Utilize technology tools, partner network and resources to develop recommendations
  • Present possible strategies and solutions
  • Assist clients with implementing selected solutions
  • Conduct annual client financial reviews
  • Build and nurture relationships with new and existing clients

Ideal Position for Individuals Interested in:

  • A career change or addition to current employment
  • A flexible schedule
  • Participating in industry transformation
  • Earning additional income primarily from home, locally or virtually
  • Starting a low-overhead, high-income business
  • Purposeful work, helping transform financial outcomes for individuals and families - and paid well for it!

Compensation, Benefits and Additional Details:

  • Flexible Full-Time & Part-Time Opportunities
  • Fully Remote - Work from Anywhere
  • Company Provided Training, Technology Platform, Marketing, Mentoring, Client Sourcing
  • 1099 Commission Compensation - 100% COMMISSION POSITION - Highest Industry Compensation
  • Rapid Promotion Schedule with Increasing Compensation
  • Business Ownership and Tax Write-Offs
  • Bonuses and Annual Residual Income
  • Paid Company Travel
  • Opportunity for Business Equity Ownership

Typical Industry Average Annual Full-Time Compensation:

  • Experience Tier 1 (0-1 year): $95,050 - $255,000
  • Experience Tier 2 (1-4 years): $255,000 - $375,050
  • Experience Tier 3 (4-10 years): $375,050 - $575,275+
  • An hour to two hours in client meetings can typically result in compensation ranging from $500 to $20,000 and upwards to $100,000

Hiring Process:

Application ---> Selection For Interview --->Pre-Interview Screening ---> Zoom Interview ---> Candidate Selection

* Hayes Financial Talent Group is an experienced talent leader in hiring and developing entry-level to experienced individuals into successful financial professionals who transform lives and impact communities.

Company Description

Experienced talent, recruitment and training leader in hiring and developing entry-level and experienced individuals into successful financial professionals who transform lives and impact communities.