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Financial Agent Jobs (NOW HIRING)

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Chaos Labs - Full Stack Engineer (AI)

New York, NY · 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 · 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 Jul 29, 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 would 3 financial advisors do with $10,000?

Financial agents or advisors would typically recommend investing the $10,000 in diversified assets such as stocks, bonds, or mutual funds to grow wealth over time. They might also suggest establishing an emergency fund or contributing to retirement accounts, depending on the client's financial goals and risk tolerance.

What does a financial agent do?

A financial agent helps clients manage their finances by providing advice on investments, insurance, loans, and other financial products. They analyze clients' financial situations, develop strategies to meet their goals, and often use financial planning tools and certifications to assist effectively.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level of income often requires years of experience, strong sales skills, and certifications such as the CFP or CFA, along with a focus on high-value financial planning and investment management.

What are Financial Agents?

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.

Is $100,000 enough to work with a financial advisor?

For a financial agent, a client with $100,000 in assets is generally considered a moderate starting point for investment management and financial planning services. Many financial advisors set minimum account sizes ranging from $25,000 to $100,000, depending on their firm and service offerings. Having this amount allows for diversified investment strategies and the potential for personalized financial advice.

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.

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.
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:
What job categories do people searching Financial Agent jobs look for? The top searched job categories for Financial Agent jobs are:
Financial Agent jobs near you
Infographic showing various Financial Agent job openings in the United States as of July 2026, with employment types broken down into 95% Full Time, 3% Part Time, and 2% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Financial Agent Entry Level

New York Life - Chicago Northshore

Chicago, IL • On-site

$65K - $84K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 22 days ago

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Join the team at New York Life - Chicago Northshore!
This is an exciting, ground-floor opportunity with our local growing practice. Our team operates with the perfect balance of fresh growth potential and the backing of New York Life’s established infrastructure. This is a chance to help build a scratch team with significant growth potential and long-term career possibilities.
New York Life, a Fortune 100 company, has been helping Americans protect their families and achieve financial goals for over 180 years. As a mutual company, we are accountable to policyholders, focusing on long-term client success. We are proud of our financial strength, holding top ratings from agencies like A.M. Best (A++), Fitch (AAA), Moody’s (Aaa), and Standard & Poor’s (AA+). This provides our team with stability and the resources to support your professional growth.
Follow this link to learn more about New York Life - Chicago Northshore: https://newyorklife-chicago.com/
Meet Our Leadership Team:

Christopher J. Viveiros, CLU® – Managing Partner: Chris began his career with New York Life in 2000 in the Boston General Office. After quickly earning Executive Council* Recognized as an agent, he joined management as a Partner, became Senior Partner in 2007, and has served as Managing Partner of the Chicago North Shore General Office since 2018, building a premier team of high-performing financial professionals. Following the death of his younger brother, Chris took time to reflect on his purpose. That experience inspired him to lead with greater intention, focusing on mentoring agents and helping them grow their careers while providing lasting financial security for families and communities. Education & Credentials: CLU®, B.S. Business Management (Finance & Psychology), Roger Williams University; FINRA Series 6, 7, 24, 63, 66 licensed. Follow this link to learn more about Chris: https://www.linkedin.com/in/chrisviveiros/
Erica Berning, LUTCF, CLF, CLU® – Senior Partner: Erica joined New York Life in 2006 and quickly achieved Executive Council*. By 2009, at age 24, she was promoted to Partner in the Downtown Sales Office of New York Life – Chicago. She is the most tenured Partner in the office and is passionate about mentoring agents to build meaningful careers and achieve a high quality of life.
Education & Credentials: Business Administration (Marketing), Central Michigan University; LUTCF, CLF, CLU®
Personal: Erica and her husband, Matt, live in Elmhurst with their daughter Harper and sons Matthias Jr. and Gunnar. Follow this link to learn more about Erica: https://www.linkedin.com/in/ericatakach/
Celeste Garrett, Partner: Celeste joined New York Life in 2011, quickly achieving Executive Council* recognition twice and earning awards including Life Case Rate Leader and Annuity Champion Elite. She was promoted to Partner in 2014 and is dedicated to mentoring financial professionals while helping clients achieve lasting financial security. A native of St. Louis, Missouri, Celeste earned her degree from the University of Missouri before a 20-year career in journalism, including roles at the Chicago Tribune and Chicago Sun-Times.
Personal: Celeste and her husband, Bennie, live in Hyde Park with their two children. They are avid soccer fans and share their home with three cats and two dogs. Follow this link to learn more about Celeste: https://www.linkedin.com/in/celeste-garrett-222a20a/
John Kim, Senior Partner: John joined New York Life in 2010 after earning his Finance degree from the University of Illinois—Chicago. He quickly distinguished himself as the 2011 New Org Agent of the Year, qualified for Executive Council in 2012 and 2013, and earned Million Dollar Round Table recognition in 2013. Promoted to Partner in 2014, he received the View from the Top award and was later named a Top 50 Partner in 2016. In 2017, he developed a new Partner from his team and was promoted to Senior Partner of the Illinois General Office.
Personal: John moved to the U.S. at age 10 and grew up in New Jersey and Colorado. He is married with one son and enjoys golfing, traveling, and hosting team gatherings. He is also actively involved in community initiatives and mentoring professionals. Follow this link to learn more about John: https://www.linkedin.com/in/john-m-kim-47272799/
About the Role: Entry-Level Financial Agent:
We train you to offer multiple solutions to clients, following a comprehensive financial planning approach. You will work closely with clients to address their needs in the following areas:
  • Life Insurance: Protecting clients' families and legacies through comprehensive insurance strategies.
  • Annuities and Investments: Helping clients plan for retirement, asset accumulation, and long-term financial growth. (Only offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.)
  • Long-Term Care Insurance & Disability Insurance: Providing peace of mind for clients facing the challenges of aging or unexpected illness.
  • Estate Conservation and Tax Diversification: Assisting clients with planning for business succession, estate needs, and minimizing tax liabilities. Neither New York Life nor its financial professionals offer tax or accounting advice. 
Characteristics We Seek:
  • Competitive: Driven to outperform and excel in challenging environments.
  • Takes Ownership: Takes full responsibility for actions and results.
  • Coachable: Open to learning and continuous improvement.
  • Communicative: Expresses ideas clearly and listens actively.
  • Self-disciplined: Stays focused and productive, even without supervision.
  • Authentic: Honest, transparent, and true to their values. 
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
Qualifications:
  • A bachelor's degree in finance, business, or a related discipline is preferred.
  • Prior experience in insurance, financial services, or business development is beneficial, but not required.
  • Excellent interpersonal, analytical, and communication skills.
  • Ability to obtain necessary insurance and financial licenses.
Benefits and Compensation:
  • Benefits: Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.*
  • 401(k) Savings Plan: Help secure your future with a robust 401(k) offering.*
  • Defined Benefit Pension Plan: Monthly payments based on earnings and years of service.*
  • Competitive Compensation: In 2024, the average income for Financial Professionals was $120,555.**
  • Career Growth: Access to industry-leading training, certifications, and career development resources.
  • Professional Development: We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
  • Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. 
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.