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Financial Representative Jobs in Alabama (NOW HIRING)

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Financial Representative information

See Alabama salary details

$28.6K

$64.9K

$104.2K

How much do financial representative jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial representative in Alabama is $64,922.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $83,400.00 per year, depending on experience, location, and employer.

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 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 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 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.

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.

More about Financial Representative jobs

What are the most commonly searched types of Financial Representative jobs in Alabama?

The most popular types of Financial Representative jobs in Alabama are:

What are popular job titles related to Financial Representative jobs in Alabama?

For Financial Representative jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Financial Representative jobs in Alabama look for?

The top searched job categories for Financial Representative jobs in Alabama are:

What cities in Alabama are hiring for Financial Representative jobs?

Cities in Alabama with the most Financial Representative job openings:

What are popular job titles related to Financial Representative jobs in AL?

For Financial Representative jobs in AL, the most frequently searched job titles are:

Financial Representative jobs near you
Infographic showing various Financial Representative job openings in Alabama as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $64,922 per year, or $31.2 per hour.

Financial Representative

Strategic Wealth Specialists

Mobile, AL • On-site

Other

Posted 3 days ago

New

Job description

Company Description Strategic Wealth Specialists is a financial firm dedicated to helping individuals and businesses achieve long-term financial independence and security. Using The Living Balance Sheet®, the firm provides integrated strategies that support clients in building wealth and planning for an abundant life. As an agency of The Guardian Life Insurance Company of America®, Strategic Wealth Specialists combines insurance and investment solutions with personalized guidance. The firm serves the community with a focus on clarity, education, and responsible financial decision-making, supported by the resources of Guardian and Park Avenue Securities LLC.

Role Description The Financial Representative is a full-time, on-site role based in Mobile, AL. This position is responsible for meeting with clients to understand their financial goals, analyzing their current financial situation, and developing customized strategies for insurance, investments, retirement, and overall financial planning. Day-to-day tasks include building and maintaining client relationships, presenting financial recommendations, implementing solutions, and conducting regular reviews to adjust strategies as needs change. The Financial Representative will also engage in prospecting, networking, and community outreach to expand their client base, while adhering to regulatory and compliance requirements and collaborating with internal teams to deliver a high level of service.

Qualifications

  • Strong knowledge of Financial Planning and Retirement Planning, with the ability to design comprehensive, long-term strategies.
  • Understanding of Insurance products and their role in protecting individuals, families, and businesses.
  • Foundational expertise in Finance and Investments, including risk management and portfolio diversification.
  • Excellent communication, interpersonal, and relationship-building skills, with a client-focused mindset.
  • Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience.
  • Ability to work independently, manage time effectively, and meet performance and production goals.
  • Previous experience in financial services, sales, or customer-facing roles is beneficial; relevant licenses (such as life/health insurance and securities licenses) are a plus or may be required.

Apply