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Finance Representative Jobs (NOW HIRING)

TERRACON

Regional Finance Representative

Bryant, AR · On-site

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

TERRACON

Regional Finance Representative

Lodi, CA · On-site

$22.83 - $31.90/hr

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

TERRACON

Regional Finance Representative

Fort Worth, TX · On-site

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

TERRACON

Regional Finance Representative

Colton, CA · On-site

$24.90 - $34.80/hr

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

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Finance Representative information

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$31.5K

$71.6K

$115K

How much do finance representative jobs pay per year?

As of Jul 16, 2026, the average yearly pay for finance 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 does a Finance Representative typically collaborate with other departments within an organization?

Finance Representatives frequently work closely with departments such as sales, operations, and customer service to ensure accurate billing, resolve client inquiries, and support the financial aspects of transactions. They often act as a liaison, communicating financial policies and helping other teams understand the implications of various financial decisions. This cross-functional collaboration is essential for maintaining financial accuracy and ensuring a seamless client experience. Building strong working relationships across departments can also open up future advancement opportunities within the company.

What does a financial representative do?

A financial representative helps clients manage their finances by providing advice on investments, insurance, and financial planning. They analyze clients' financial situations, recommend suitable products, and often use tools like financial software to assist in decision-making. Certification requirements may include licenses such as Series 6 or 7, depending on the services offered.

What are the key skills and qualifications needed to thrive as a Finance Representative, and why are they important?

To thrive as a Finance Representative, you need strong analytical skills, financial acumen, and a relevant degree in finance, accounting, or business. Familiarity with financial software like QuickBooks, CRM systems, and proficiency in Microsoft Excel are typically required, and certifications such as FINRA Series 6 or 7 may be advantageous. Excellent communication, customer service, and problem-solving abilities help build client trust and resolve inquiries effectively. These skills ensure accurate financial guidance, regulatory compliance, and positive client relationships, which are critical for success in the finance industry.

What is the highest paid job in finance?

In finance, the highest paid roles are typically Chief Financial Officers (CFOs) and investment bankers in senior positions, especially those working in large firms or managing significant assets. These roles often require extensive experience, advanced degrees, and strong leadership skills, with compensation including high base salaries, bonuses, and stock options.

What is the difference between Finance Representative vs Financial Advisor?

AspectFinance RepresentativeFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client meetings, office or virtual
Employer & IndustryFinancial institutions, banks, credit unionsFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding entry-level roles, customer service in financePersonal financial planning, investment advice

The main difference is that a Finance Representative typically handles customer service and basic financial transactions within banks or financial institutions, often requiring minimal certifications. In contrast, a Financial Advisor provides personalized financial planning and investment advice, often holding advanced certifications. Both roles work within the financial industry but serve different client needs and require different qualifications.

What jobs make $1,000,000 a year?

In the finance industry, roles such as investment bankers, hedge fund managers, private equity executives, and senior traders can earn $1,000,000 or more annually through base salary, bonuses, and commissions. These positions typically require advanced degrees, extensive experience, strong analytical skills, and often involve high-pressure environments and long hours.

What are the top 10 jobs in finance?

Top jobs in finance include financial analyst, investment banker, financial advisor, accountant, risk manager, compliance officer, portfolio manager, auditor, credit analyst, and financial planner. These roles often require strong analytical skills, proficiency with financial software, and relevant certifications such as CFA or CPA. They are found across banking, investment firms, corporate finance, and accounting firms.

What are Finance Representatives?

Finance Representatives are professionals who assist individuals or organizations with financial services, such as loans, investments, and account management. They evaluate clients' financial needs, explain available products or services, and help complete necessary paperwork. Their goal is to match clients with the right financial solutions, ensuring compliance with regulations and company policies. Finance Representatives may work in banks, credit unions, or other financial institutions, and often provide customer service and support throughout the financial process.
More about Finance Representative jobs
What cities are hiring for Finance Representative jobs? Cities with the most Finance Representative job openings:
What states have the most Finance Representative jobs? States with the most job openings for Finance Representative jobs include:
What are popular job titles related to Finance Representative jobs? For Finance Representative jobs, the most frequently searched job titles are:
Finance Representative jobs near you
Infographic showing various Finance Representative job openings in the United States as of July 2026, with employment types broken down into 92% Full Time, 5% Part Time, and 3% Contract. Highlights an 83% Physical, 5% Hybrid, and 12% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.
Sales / Finance Representative

Sales / Finance Representative

Lease End

Twin Falls, ID • On-site

Full-time

Posted 11 days ago

Job description

Salary:

Company Overview:
Lease End is revolutionizing the auto leasing industry and is rapidly growing across the nation! Our Vision is to be the only loved end of lease experience in the nation! Weve created a way for someone who has leased a vehicle to finalize that lease from the comfort of their home, instead of dealing with the headache of the car dealership! Last year we were on the Inc 5000 list for fastest growing companies in the nation! Our standards are simple: stay customer focused, get 1% better daily, keep it lean, have fun, and get the job done!


Job Description:
If youre a team player who wants to make a big impact, this Sales Representative role with hot leads at Lease End is for you. You will be given approved credit applications and your job is to call the customer, review their approval, sell them additional products (VSC & GAP Insurance), and get all documentation signed!


Benefits:

  • Consistent schedule
  • Competitive pay structure with uncapped commissions
  • Exciting incentives to recognize your hard work
  • Ongoing training and opportunities for career advancement
  • Joining a reputable brand with a success focused team


Responsibilities:

  • Take approved credit applications and convert them into Lease End Customers
  • Follow guidelines within our software to get the correct documents signed
  • Be detail oriented so all paperwork is completed properly
  • Ensure the customer has a 5-star sales experience using our services


Requirements:

  • Work in office at our Twin Falls location 5 days a week
  • Ability to properly help the customer understand the benefits of purchasing VSC and Gap insurance with the purchase of their vehicle
  • Ability to adapt to the customers needs
  • Demonstrated professionalism and strong interpersonal skills.
  • Proven ability to be metrics and results driven!


Why Join Us?At Lease End, we foster an environment that values growth, excellence, and team satisfaction. If youre ready to improve your life and work hard, join Lease End. We value employee growth and excellence in all we do.To apply, please submit your application below, and well be in touch soon.


Job Type:Full-time


Pay: Commission averaging $6,000 - $10,000 ++ per month