ZipRecruiter

Log In

1

Financial Advisor Representative Jobs (NOW HIRING)

Northwestern Mutual

Financial Advisor

Manchester, NH · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the ...

Beacon Pointe Advisors LLC

Wealth Advisor

Columbia, MD · On-site

$125K - $175K/yr

Professional Financial Designation (CFP ® or CFA, or MBA in Finance designations preferred). * Licensed as an investment advisor representative (RIA). * Experience managing client relationships in a ...

UNAVAILABLE

Financial Advisor

Barrington, IL · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Wichita, KS · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Fargo, ND · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Jacksonville, FL · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life On your path to becoming a financial advisor, you start as a financial representative focused on client-building and ...

Cetera Financial Group

Financial Advisor

Sallisaw, OK · On-site

What you will do: The Financial Advisor position is responsible for meeting with current and ... representatives through proper customer profiling and needs-based selling • Understanding and ...

Northwestern Mutual

Financial Advisor

Naperville, IL · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Norwalk, CT · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Hartford, CT · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

Northwestern Mutual

Financial Advisor

Wilmington, NC · On-site

$137K - $250K/yr

On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the ...

previous page

Showing results 41-60

All JobsFinancial Advisor Representative Jobs

Financial Advisor Representative information

See salary details

$36K

$102.1K

$144K

How much do financial advisor representative jobs pay per year?

As of Sep 9, 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 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.

How does a financial advisor representative 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 are the key skills and qualifications needed to thrive as a financial advisor representative?

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.

What are popular job titles related to Financial Advisor Representative jobs?

For Financial Advisor Representative jobs, the most frequently searched job titles are:

Financial Advisor Representative jobs near you

Investment Advisor Representative

Madison, WI • On-site

BCI - Brokerage Consultants Inc
Finance and Insurance • 11 - 50 employees
Learn more about BCI - Brokerage Consultants Incexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 11 days ago

Job description

A fast-growing, independent wealth management group for a bank with multiple locations across Wisconsin is seeking an Investment Adviser Representative to join its expanding team. The firm manages hundreds of millions in client assets and is committed to delivering high-quality financial planning and investment management to individuals, families, and businesses throughout Wisconsin and beyond.

This individual will step in from day one as a key contributor, working directly with clients and leading financial planning conversations. The role offers strong upside and a clear path to grow into a Senior Advisor position.

Responsibilities:

Build and maintain relationships with new and existing clients, serving as the primary point of contact
Evaluate clients' financial goals, risk tolerance, income, and overall financial picture
Develop and deliver customized financial plans, including investment, retirement, insurance, and debt strategies
Recommend and implement appropriate investment solutions aligned with client objectives
Provide comprehensive client service, including meeting preparation, portfolio reviews, data gathering, implementation of recommendations, and ongoing account maintenance
Participate in client meetings, internal team discussions, and special projects as needed
Ensure compliance with all regulatory requirements and firm policies
Proactively source new business through referrals, internal leads, and networking efforts
Maintain a strong pipeline while meeting production, revenue, and asset-gathering goals

Requirements:
Bachelor's degree in Finance, Economics, Business, or a related field preferred
2-7 years of experience in financial services, wealth management, or a related field
Series 65 or 66 license required
Preferred: Series 7, 24, or 63 licenses
Preferred: CFP (Certified Financial Planner) designation or CFA (Chartered Financial Analyst)
Strong interpersonal and communication skills, with the ability to build rapport with clients
Detail-oriented with strong follow-through and accountability

The compensation package includes competitive base salary commensurate with experience, performance-based bonus program tied to individual and firm results, 401(k) with employer match, comprehensive insurance (health, dental, and vision), paid time off and paid holidays, continuing education reimbursement and professional development support, licensing exam sponsorship and study materials, and supportive team environment with regular team events.

Apply