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Financial Representative Jobs (NOW HIRING)

Catalyst Career Group

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Financial Representative

Orland Park, IL · On-site

$60K - $80K/yr

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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Kevin Watters Financial Planning & Wealth Management

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Financial Representative

Upper Arlington, OH · On-site

$100K - $150K/yr

The majority of our new representatives/advisors join without prior financial planning experience, but our average advisors are 4x more productive than industry average. Becoming a financial advisor ...

Kevin Watters Financial Planning & Wealth Management

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Financial Representative

Upper Arlington, OH · On-site

$100K - $150K/yr

The majority of our new representatives/advisors join without prior financial planning experience, but our average advisors are 4x more productive than industry average. Becoming a financial advisor ...

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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 Jun 11, 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.

Can financial advisors make $500,000 a year?

Financial representatives and advisors can earn $500,000 or more annually, especially with high client volumes, successful investments, and advanced certifications like the CFP or CFA. Top earners often work in affluent markets, have strong sales skills, and build long-term client relationships, but such income levels are typically achieved after several years of experience and a solid client base.

Is 40 too late to start a career in finance?

Starting a career as a financial representative at age 40 is possible and common, as the role often values experience, communication skills, and financial knowledge over age. Many professionals transition into finance later in life, and obtaining certifications like the Series 7 or Series 63 can enhance job prospects regardless of age.

What job makes $10,000 a month without a degree?

A Financial Representative can potentially earn $10,000 or more per month through commissions, bonuses, and client fees, especially with experience and a strong client network. Success in this role often depends on sales skills, industry knowledge, and certifications like the Series 7 or 63, rather than formal degrees.

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 providing advice on investments, insurance, retirement planning, and other financial products. They analyze clients' financial situations, develop personalized plans, and often hold licenses or certifications such as the Series 7 or Series 63. The role typically involves building client relationships and working in a sales or advisory environment.

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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What are popular job titles related to Financial Representative jobs? For Financial Representative jobs, the most frequently searched job titles are:
Financial Representative jobs near you
Financial Representative

Financial Representative

Catalyst Career Group

Orland Park, IL • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 2 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 Tuesday, June 16, 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.