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Financial Representative Jobs (NOW HIRING)

LPL Financial

Financial Representative

Dallas, TX · Remote

Delivering financial advice and conducting reviews with clients over the phone via inbound and outbound calling activities * Handling and executing client transaction and general customer service ...

VOLT

Financial Representative

Pittsburgh, PA · On-site

$20 - $25/hr

As a Financial Representative you will: * Assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account. * Data entry and review of ...

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$31.5K

$71.6K

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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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Financial Representative jobs near you

Financial Representative

MWA Careers - Fort Myers

Fort Myers, FL

Full-time

Medical, Dental, Life, Retirement

Posted 12 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Health insurance

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.
About the role

Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals.
About Modern Woodmen of America

  • Modern Woodmen of America is one of the nations largest fraternal benefit societies, with over $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve a continuous cycle of positive impact.
  • Our representatives provide financial guidance and products to help members protect their families and their futures.
  • Our products help fund member programs, including social, educational and volunteer activities that enrich members lives and meet local needs.
  • Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
Were proud of the impact fraternalism makes. Its what allows Modern Woodmen and you, as a Modern Woodmen financial representative, to make a difference in your community!
In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you

  • Show integrity and character.
  • Demonstrate leadership skills.
  • Team-oriented.
  • Focus on results/success driven.
  • Can or have overcome adversity.
  • Grow by helping others.
  • Show volunteer spirit in the community.
  • Look for self-improvement opportunities.
  • Enjoy building long-term relationships.
  • Credible, trustworthy and honest.
Education and training

Modern Woodmens education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or youre just getting started, youll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many.
Qualifications

  • Passion for bettering members financial lives.
  • Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
  • Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
Benefits and perks

  • Paid medical and dental insurance.
  • 401(k) retirement plan with company match.
  • Noncontributory pension plan.
  • Group term life insurance.
  • Expense-paid trips, bonuses and other incentives.

Modern Woodmen is an equal opportunity employer.