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Financial Rep Jobs in Florida (NOW HIRING)

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Financial Rep information

See Florida salary details

$23.5K

$53.5K

$85.9K

How much do financial rep jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial rep in Florida is $53,526.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,300.00 and $68,800.00 per year, depending on experience, location, and employer.

What is the difference between Financial Rep vs Insurance Agent?

AspectFinancial RepInsurance Agent
CredentialsSeries 6/7, 63, 65/66 licensesLicense specific to insurance products (e.g., life, health, property)
Work EnvironmentFinancial firms, banks, investment companiesInsurance agencies, brokerages, independent agencies
Employer & IndustryFinancial services industry, investment firmsInsurance industry, agencies, brokerages
Common Search/ComparisonFinancial Rep vs Insurance Agent

The main difference between a Financial Rep and an Insurance Agent lies in their licensing and product focus. Financial Reps typically hold securities licenses and offer investment products, while Insurance Agents are licensed to sell insurance policies. Both roles work within the financial services industry but serve different client needs and product types.

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 hold licenses or certifications to sell financial services. Strong communication skills and knowledge of financial tools are essential for this role.

What cities in Florida are hiring for Financial Rep jobs?

Cities in Florida with the most Financial Rep job openings:

Financial Rep jobs near you
Infographic showing various Financial Rep job openings in Florida as of September 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $53,526 per year, or $25.7 per hour.

Financial Representative

Jacksonville, FL • On-site

Strategic Wealth Specialists
Finance and Insurance • 11 - 50 employees
Learn more about Strategic Wealth Specialistsexternal

Other

Medical, Dental, Retirement

Posted 9 days ago

Job description

Overview…

Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? Strategic Wealth Specialists is looking for individuals like you to join our team as a Financial Representative.


As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.


We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.


You are…

·      A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.

·      Desire to help others achieve their goals and dreams through cultivating long-term relationships.

·      Ambitious, entrepreneurial, and looking for career growth and development.


What you’ll be doing…

·      Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services.

·      Develop and maintain a base of clients who value your input and guidance.

·      Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years.


What we provide…

·      Development and training—locally, virtually and nationally—to support you as you build your practice with us.

·      Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.

·      Mentorship and joint-work opportunities.

·      A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.

·      Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.


Requirements….

·      Must be a US citizen or permanent resident

·      A college degree or experience in the workforce

·      If you do not already have appropriate licensing, you must be willing to obtain it upon hire


Agency of The Guardian Life Insurance Company of America, New York, NY.

The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries

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