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Financial Agent Jobs (NOW HIRING)

Chaos Labs - Full Stack Engineer (AI)

New York, NY ยท On-site +1

$160K - $210K/yr

Design and build full-stack systems for our AI financial agent. * Develop scalable APIs and backend services to support agent workflows. * Build high-performance, user-facing interfaces to visualize ...

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Title Agent - Financial Analyst

Media, PA ยท On-site

$75K - $90K/yr

People with finance experience typically perform at a high level in this title work role. Role Description This is a full-time on-site role located in Media, PA for a Title Insurance Agent ...

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Financial Agent information

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$25K

$65.2K

$132K

How much do financial agent jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial agent in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is a financial agent?

Financial agents are professionals who act on behalf of individuals or organizations to manage financial transactions, provide advice, and facilitate investments. Their responsibilities may include analyzing financial data, recommending investment opportunities, assisting with loans, and ensuring compliance with financial regulations. Financial agents can work in banks, insurance companies, investment firms, or as independent advisors. Their goal is to help clients achieve financial stability and meet their financial objectives.

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

To thrive as a Financial Agent, you need a solid understanding of financial products, regulations, and sales techniques, often supported by a bachelor's degree in finance or a related field. Familiarity with customer relationship management (CRM) software, financial modeling tools, and relevant certifications such as Series 6 or 7 is commonly expected. Excellent interpersonal skills, active listening, and ethical judgment help build trust and long-term client relationships. These competencies are crucial for navigating complex financial scenarios, ensuring regulatory compliance, and delivering effective solutions to clients.

What are some common challenges financial agents face when managing client portfolios, and how can they address them?

Financial Agents often encounter challenges such as changing market conditions, evolving client goals, and regulatory updates. Staying informed about market trends and maintaining clear, regular communication with clients helps mitigate these issues. Additionally, collaborating with compliance teams and leveraging financial planning software can streamline portfolio management and ensure all recommendations remain suitable and compliant. Proactive relationship management and ongoing education are key to overcoming these challenges and building client trust.

What is the difference between Financial Agent vs Financial Advisor?

AspectFinancial AgentFinancial Advisor
CredentialsLicenses such as Series 6, 7, or 63; may require state-specific licensesCertifications like CFP, CFA, or ChFC often preferred
Work EnvironmentTypically employed by financial firms, selling insurance or investment productsOften work independently or for advisory firms, providing personalized financial planning
Employer & Industry UsageUsed in insurance and investment product sales within financial servicesCommonly used in wealth management and comprehensive financial planning

While both roles involve financial services, a Financial Agent primarily sells insurance and investment products and holds specific licenses. A Financial Advisor offers broader financial planning services, often with advanced certifications. Understanding these differences helps clients choose the right professional for their financial needs.

How to become a financial agent?

To become a financial agent, typically you need a high school diploma or equivalent, and some roles may require a bachelor's degree in finance, economics, or related fields. Licensing or certification, such as passing exams from financial regulatory authorities, is often required to sell financial products or provide financial advice. Gaining experience in sales, finance, or customer service can also improve job prospects.
More about Financial Agent jobs

What cities are hiring for Financial Agent jobs?

Cities with the most Financial Agent job openings:

What states have the most Financial Agent jobs?

States with the most job openings for Financial Agent jobs include:

Infographic showing various Financial Agent job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Financial Agent - Entry Level

New York Life - Central Oregon

Bend, OR โ€ข On-site

$70K - $102K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 29 days ago


Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Join the team at New York Life - Central Oregon!

At New York Life – Central Oregon, Mariah is looking for driven, growth-minded individuals who are ready to build a meaningful career while making a lasting impact on the lives of others.
No prior experience in financial services is required. We provide comprehensive training, mentorship, licensing support, and ongoing development to help you build a successful career as a Financial Professional. What sets Mariah's team apart is a culture built on intentional leadership, high standards, and genuine investment in each person's success. She believes in recognizing potential before others see it in themselves, creating an environment where team members are challenged, supported, and empowered to grow both professionally and personally. Beyond the workplace, giving back is a core part of the team's mission, with year-round volunteer opportunities and a shared commitment to serving the Central Oregon community. If you're looking for a career with purpose, continuous development, and the opportunity to grow alongside a team that puts people first, we'd love to connect with you.
Follow this link to hear from multiple New York Life agents and discover the rewarding career paths they’ve created: https://youtu.be/tCmrZ2_M_4M
 
Our office is located at: 1001 SW Disk Dr., Suite 250, Bend, OR 97702
Meet Our Team:
Mariah Hurlburt – Partner: Mariah joined New York Life in 2018 and has served as a Partner since 2022, where she is passionate about developing driven financial professionals. Before New York Life, she spent more than 10 years excelling in high-performance sales, business development, and business ownership, consistently earning top-performer recognition. She is also the Co-Founder of WOIIA (Women of Impact, Influence & Action), a professional network dedicated to developing women leaders, and enjoys spending time with her husband, Blaine, and their son, Clark. Follow this link to learn more about Mariah: https://www.newyorklife.com/recruiter/mhurlburt
Alicia Ward – Director of Recruiting: Alicia has been with New York Life since 2005, beginning her career in Contracting & Licensing before moving into recruiting. Today, as Director of Recruiting for the Central Oregon Region of the Greater Oregon General Office, Ali partners closely with Partner Mariah Hurlburt to identify and recruit talented professionals seeking meaningful careers in financial services. With over 20 years of company experience, she brings deep knowledge of the onboarding, licensing, and development processes for new financial professionals. She serves as each candidate’s primary point of contact throughout recruiting and onboarding, helping ensure a smooth transition and clear guidance as they begin their careers. Follow this link to learn more about Alicia: https://www.linkedin.com/in/aliciawardnyl/ 
Jackson Komlofske – Financial Professional: Jackson joined New York Life in 2022 and has quickly established himself as a high-performing financial professional committed to helping clients protect what matters most while building long-term financial confidence. Since beginning his career, he has earned numerous accolades, including 2025 Executive Council*, 2025 Disability Insurance Agent of the Year, and multiple Central Oregon Agent of the Month recognitions. Prior to joining New York Life, Jackson worked as a Firefighter EMT and in construction, bringing a strong background in service, discipline, and hands-on problem solving into his financial practice. Outside of work, Jackson enjoys spending time with family and friends. He is passionate about the outdoors and can often be found riding quads, camping, traveling, and taking advantage of any opportunity to be outside.  Follow this link to learn more about Jackson: https://www.newyorklife.com/agent/jrkomlofske
Ashley Cedzo, M.Ed., FSCP, RICP – Financial Advisor: Ashley joined New York Life in 2024 after nearly a decade in consultative sales and account management across technical industries. Since then, she has earned numerous honors, including 2025 MDRT*, Executive Council*, and Greater Oregon General Office Rookie of the Year. Outside of work, Ashley serves with Deschutes County Search and Rescue and enjoys spending time outdoors with her husband, two children, and two dogs. Follow this link to learn more about Ashley: https://www.newyorklife.com/agent/amcedzo
Tiffany Price – Financial Representative: Tiffany joined New York Life with more than 30 years of experience in education, small business ownership, and community involvement. Throughout her career, she has been passionate about helping others achieve goals that once felt out of reach, bringing a strong foundation of relationship-building, communication, and service into her financial practice.
As a New York Life agent, Tiffany is committed to fostering financial literacy and empowering clients with the knowledge needed to make confident decisions. She works with individuals, families, and businesses to develop personalized strategies designed to help protect what matters most, pursue financial goals, and build a lasting legacy. Her diverse background and dedication to serving others allow her to bring a thoughtful, client-focused approach to every relationship. Follow this link to learn more about Tiffany: https://www.linkedin.com/in/tiffany-j-price-nyl/ 
What You’ll Do:
  • Learn the business by building your own client base and developing your financial practice.
  • Help individuals, families, and business owners protect what matters most through personalized insurance and financial strategies.
  • Build lasting client relationships while providing ongoing guidance as clients' needs evolve.
  • Develop your knowledge through comprehensive training, mentorship, and required licensing.
  • Grow your practice through networking, referrals, and community involvement.
Why This Opportunity Stands Out:
  • Clear long-term career growth, including opportunities to pursue leadership and management as your practice develops (no waiting for openings or seniority).
  • Uncapped income potential* with multiple compensation streams.
  • Early financial support and training allowances* during your initial development phase.
  • Industry-leading training, mentorship, and professional development.
  • Long-term income opportunities through renewals and continued client relationships.
This opportunity is ideal for individuals who are:
  • Ambitious, competitive, and results-driven.
  • Coachable and growth-minded.
  • Comfortable being accountable for outcomes.
  • Strong communicators who enjoy building client relationships.
You may be a strong fit if you:
  • Have experience in sales, client-facing roles, business development, or leadership (formal experience is helpful but not required)
  • Have operated in environments where results, accountability, and performance matter
  • Come from a background such as business ownership, management, military service, athletics, or other competitive fields
  • Hold a bachelor’s degree or higher (MBA or advanced degree is a plus, not required)
Benefits and Compensation:
  • Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.*
  • Retirement Benefits: Access to retirement programs, including a 401(k) Savings Plan with company match and a Cash Balance Pension Plan to help support your long-term financial future.*
  • Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.**
  • Training and Professional Development: Access to industry-leading training, mentorship, certifications, and career development resources to help you build your financial practice.
  • Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a meaningful impact on clients. 
Important Disclosures & Program Details:
  • Specific production, licensing, and performance requirements must be met before transitioning to field management. Advancement is not guaranteed and is based on individual results.
  • Income and compensation are not guaranteed and depend on individual performance, production, licensing, and applicable compensation plans. Compensation plans are subject to change at the Company’s discretion.
  • Securities products may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
  • Benefits, retirement plans, and training programs are subject to eligibility requirements and may change.

Join Us in Making an Impact!
New York Life is more than just a financial services company. We’re a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, then consider joining our local team today!
 
*This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern.

Flexible work from home options available.