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Financial Representative Jobs in Chicago, IL (NOW HIRING)

Catalyst Career Group

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Financial Representative

Orland Park, IL · On-site

$60K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Our Financial Representatives help their clients (Modern Woodmen members) plan for their financial security through life insurance, annuities, investments and other financial products. Position ...

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All JobsFinancial Representative JobsFinancial Representative Jobs in Chicago, IL

Financial Representative information

See Chicago, IL salary details

$32.2K

$73.3K

$117.7K

How much do financial representative jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial representative in Chicago, IL is $73,281.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,500.00 and $94,100.00 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.

Do you need a degree to be a financial representative?

A degree is not always required to become a financial representative, but many employers prefer candidates with a bachelor's degree in finance, economics, or related fields. Certification such as the Series 7 and Series 66 exams are typically necessary, and strong communication and sales skills are important for success in the role.
More about Financial Representative jobs

What are the most commonly searched types of Financial Representative jobs in Chicago, IL?

The most popular types of Financial Representative jobs in Chicago, IL are:

What are popular job titles related to Financial Representative jobs in Chicago, IL?

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

What job categories do people searching Financial Representative jobs in Chicago, IL look for?

The top searched job categories for Financial Representative jobs in Chicago, IL are:

Financial Representative jobs near you
Infographic showing various Financial Representative job openings in Chicago, IL 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 $73,281 per year, or $35.2 per hour.

Financial Representative

Catalyst Career Group

Orland Park, IL • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 10 days ago

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Job description

Modern Woodmen has an excellent opportunity for a Financial Representative in the Chicagoland area. Our Financial Representatives help their clients (Modern Woodmen members) plan for their financial security through life insurance, annuities, investments and other financial products.


Position includes:

  • Guaranteed monthly income up to $5,000 and incentives plus commission
  • 1st year OTE $60,000-$80,000
  • Medical and dental insurance coverage - Company Paid Premiums
  • Matching 401(k) plan
  • Noncontributory retirement plan
  • Group term life insurance
  • Receive comprehensive training and ongoing professional development.
  • Attain great career advancement opportunities.
  • Expense-paid trips, bonuses and other incentives.
  • A flexible schedule that lets you maintain a great work-life balance.
  • Opportunities for professional development and advancement.


The ideal candidate possesses the following qualities:

  • Entrepreneurial and competitive
  • Leadership skills
  • Success driven and results focused
  • Honest, integrity, volunteer spirit
  • Is looking for continuous self-improvement.
  • Can or has overcome adversity.
  • Enjoys building long-term relationships.
  • Coachable and willing to learn.


Video interviews will be conducted on Thursday, August 20, 2026


A Private Recruiting event produced by Catalyst Career Group.


To request a video interview, Click on the "Apply Now" button below.

You will be contacted via phone or email to confirm your phone interview.