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Financial Rep Jobs in Wisconsin (NOW HIRING)

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Financial Rep information

See Wisconsin salary details

$31.8K

$72.3K

$116.1K

How much do financial rep jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial rep in Wisconsin is $72,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,900.00 and $92,900.00 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 Wisconsin are hiring for Financial Rep jobs?

Cities in Wisconsin with the most Financial Rep job openings:

Financial Rep jobs near you
Infographic showing various Financial Rep job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $72,297 per year, or $34.8 per hour.

Financial Representative Entry Level

Stevens Point, WI • On-site

Wisconsin Region - Modern Woodmen of America
See more jobs at Wisconsin Region - Modern Woodmen of Americaexternal

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 10 days ago

Job description

Benefits
  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Training & development
  • Vision insurance
Role of Financial Representative

As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office. Over time, the role can expand to include recruiting, training, and developing other financial representatives, contributing to the overall success of the team.

Perks and Benefits
  • Starting income ranging from $97K to $192K+, commensurate with experience and outcomes.
  • Exclusive training/development with experienced financial services professionals supporting you.
  • An environment and culture of mutual support and growth.
  • Attainment of prestigious credentials and recognition.
  • Consistent opportunities for growing your income and character.
  • Strong benefits and retirement package.
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
Qualifications
  • Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges
  • Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
Required Active Financial Licenses
  • SIE Certification or Willingness to Quickly Obtain
  • Life/Health License or Willingness to Quickly Obtain
Deadline

Apply soon as this position will go fast.

Flexible work from home options available.

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