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$36K

$102.1K

$144K

How much do financial advisor representative jobs pay per year?

As of May 29, 2026, the average yearly pay for financial advisor representative in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Advisor Representative, you need strong analytical abilities, financial planning expertise, and typically a bachelor's degree in finance, business, or a related field, often accompanied by FINRA Series 7 and 66 licenses. Proficiency with financial planning software, CRM platforms, and investment analysis tools is standard. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly help build lasting client relationships. These skills ensure accurate financial guidance, regulatory compliance, and client satisfaction, which are crucial for success in this client-centric role.

How does a Financial Advisor Representative typically collaborate with clients and internal teams to create personalized financial plans?

Financial Advisor Representatives work closely with clients to understand their financial goals, risk tolerance, and current financial situation. They regularly collaborate with internal specialists—such as investment analysts, tax advisors, and insurance experts—to develop comprehensive, tailored strategies. This collaborative approach ensures that clients receive well-rounded advice and access to a wide range of financial products. Effective communication and teamwork are essential, as representatives often coordinate meetings, share insights, and adjust plans based on clients' changing needs.

What is a Financial Advisor Representative?

A Financial Advisor Representative is a professional who provides clients with advice on investments, insurance, retirement planning, and other financial matters. They assess clients' financial needs and goals, recommend suitable financial products, and help create plans to achieve long-term financial stability. Financial Advisor Representatives often work for financial institutions, investment firms, or as independent consultants, and must stay current with market trends and regulations to best serve their clients.
More about Financial Advisor Representative jobs
What job categories do people searching Financial Advisor Representative jobs look for? The top searched job categories for Financial Advisor Representative jobs are:
Financial Advisor Representative jobs near you

Financial Advisor/Representative

Northwestern Mutual - NYC

Phoenix, AZ • On-site

Internship

Posted 12 days ago

Job description

Company Description
Northwestern Mutual, one of the "World's Most Admired" companies according to FORTUNE® magazine, has helped clients achieve financial security for more than 159 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services.
Our Northwestern Mutual offices in the Phoenix area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the greater Phoenix areas. Northwestern ranks #114 on Fortune's 500, was named the "World's Most Admired" life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com.
Job Description
Job Description: Interns with the Northwestern Mutual Financial Network have the same opportunities to build their careers as full-time representatives. Supported by our network of specialists, training programs and mentoring opportunities, interns have access to the resources, products and assistance they need to help their clients and build their practices.
Like Financial Representatives, interns strive to understand their clients' goals and visions in order to uncover financial solutions that put them on a path to success. Financial Representative interns are in business for themselves - but they're not alone to uncover financial solutions that put them on a path to success.
Accolades, Ratings and Assessments:
• Northwestern Mutual consistently earns the best possible insurance financial strength ratings from the four major financial ratings services. (Moody's Aaa, 4/2015; Standard & Poor's AAA, 6/2015; Fitch Ratings AAA, 6/2015; and A.M. Best Company A++, 6/2015. All ratings are subject to change.
• The Northwestern Mutual Financial Network was named as having One of America's Top Ten Internships for 2015 by Vault Guide to Top Internships, 2015 edition. It has held this rank for nineteen consecutive years.
Opportunity: Your local network office provides tools, resources and training to help you discover and build your markets to develop a successful practice as a Financial Representative intern. At Northwestern Mutual we believe training is a process, not an event. Can you envision a life of real world compensation, freedom and calling your own shots? Many college students cannot. The Northwestern Mutual Financial Network internship is a valuable opportunity for students to combine classroom learning with a real-life look into what they could truly make of themselves.
For more information, visit our Web site at http://nmfn.com.
Qualifications
Preferred qualifications: To be considered for the position, you must be a full-time student at a four year institution. You must have strong interpersonal skills, be self-motivated and have a history of personal success.
Additional Information
Northwestern Mutual is annually honored as one of the "World's Most Admired Companies" in the
life insurance industry according to FORTUNE Magazine's annual survey. Since 1983, FORTUNE
magazine has surveyed industry executives and analysts 38 times to identify the companies that are
among the "Most Admired" in their industry, 38 times, Northwestern Mutual has earned that
distinction.
Northwestern Mutual is annually ranked as one of the "50 Best Companies to Sell For" by Selling
Power Magazine and recognizes as the best company to sell for in the financial services industry.
Business Week recently recognized Northwestern Mutual as one of the "Best Places to Launch a
Career".
Northwestern Mutual named "Best Places to Work" by Glassdoor.com (Ranking #1 in our industry).
Ranking organizations that excel at training and leadership development, Training magazine ranked
Northwestern Mutual among its "Training Top 125".
Ranked among the Top 10 independent broker-dealers as measured by total revenues by the
leading investment industry publications: Investment News; Financial Advisor magazine; Financial
Planning magazine; Investment Advisor magazine.
All your information will be kept confidential according to EEO guidelines.
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