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Financial Representative Jobs (NOW HIRING)

Five Rings OKC

Financial Representative

Nashville, TN · On-site +1

Financial Representative Life Insurance • Financial Planning • Tax Strategy Location: Nashville, TN (Hybrid Remote) Job Type: Full-time or Part-time About the Role We are seeking a dedicated and ...

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Financial Representative information

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$31.5K

$71.6K

$115K

How much do financial representative jobs pay per year?

As of Jul 3, 2026, the average yearly pay for financial representative in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Representative, you need a solid understanding of financial products, investment strategies, and sales principles, typically backed by a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and licenses such as Series 6, Series 7, or state insurance certifications are often required. Exceptional interpersonal skills, active listening, and trust-building abilities help you connect with clients and understand their financial goals. These skills and qualifications are crucial for providing tailored financial advice, building lasting client relationships, and ensuring regulatory compliance.

What Does a Financial Representative Do?

A financial representative, also known as a financial advisor, provides professional financial recommendations to clients. Your primary responsibilities in this career are to guide and plan financial decisions based on the needs, goals, and requirements of your customer. You also suggest financial products and services and offer advice on estate planning, college saving accounts, taxes, mortgages, investments, retirements, insurance, and more. Your duties have you analyzing current accounts, interpreting summaries, developing strategies, and implementing the agreed upon plan to manage client portfolios. A financial representative also delivers reports of accounts and answers economic related questions.

What is the difference between Financial Representative vs Financial Advisor?

AspectFinancial RepresentativeFinancial Advisor
CredentialsLicenses such as Series 6, 7, 63, 65/66, and state insurance licensesCFP, CFA, or other professional certifications often preferred
Work EnvironmentFinancial firms, banks, insurance companiesIndependent firms, banks, or private practices
Employer & Industry UsageCommonly employed by financial services firms and insurance companiesUsed across various financial planning and wealth management firms
Primary FocusSelling financial products and services, client relationship managementProviding comprehensive financial planning and advice

While both roles involve working with clients to manage finances, a Financial Representative primarily focuses on selling financial products and maintaining client relationships within a firm. A Financial Advisor offers broader, personalized financial planning and advice, often with advanced certifications. The roles overlap in credentials and work environment, but differ in scope and service approach.

What does a Financial Representative do?

A Financial Representative helps clients manage their finances by offering guidance on investments, insurance, retirement planning, and other financial products. They assess clients' financial goals and risk tolerance to recommend suitable financial strategies and solutions. Their role involves building long-term relationships, educating clients about financial options, and assisting with account management. Financial Representatives often work for financial institutions or insurance companies and must stay updated on market trends and regulations.

What are the typical challenges faced by Financial Representatives when building a client base, and how can they overcome them?

Financial Representatives often face the challenge of establishing trust and credibility with new clients, especially early in their careers. Building a strong client base requires consistent networking, effective communication, and a commitment to understanding clients' unique financial goals. Overcoming these challenges involves leveraging mentorship opportunities, attending community events, and using digital tools to stay connected with prospects. Strong organizational skills and a focus on ongoing professional development can also help Financial Representatives grow their client network and achieve long-term success.
More about Financial Representative jobs
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What are the most commonly searched types of Financial Representative jobs? The most popular types of Financial Representative jobs are:
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Financial Representative jobs near you
Infographic showing various Financial Representative job openings in the United States as of June 2026, with employment types broken down into 76% Full Time, 21% Part Time, and 3% Contract. Highlights an 72% Physical, 1% Hybrid, and 27% Remote job distribution, with an average salary of $71,627 per year, or $34.4 per hour.

Financial Representative

National Financial Network - Guardian

New Haven, CT • Hybrid

Full-time

Posted 13 days ago

Job description

Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network®] 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. Please visit the following to learn more about us…www.NatFin.Net 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.