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Junior Financial Representative Jobs (NOW HIRING)

As the Jr. Financial Analyst, you will analyze and report on the weekly, monthly and annual ... Benefits for Union represented employees will be in accordance with the applicable collective ...

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Requires entry-level financial analysis experience in planning, problem solving, and data ... Physical Demands The physical demands described here are representative of those that must be met ...

Requires entry-level financial analysis experience in planning, problem solving, and data ... Physical Demands The physical demands described here are representative of those that must be met ...

All Native Group has an opening for a entry-level financial analysis experience in planning ... Physical Demands The physical demands described here are representative of those that must be met ...

All Native Group has an opening for a entry-level financial analysis experience in planning ... Physical Demands The physical demands described here are representative of those that must be met ...

Financial Analyst

Orlando, FL ยท On-site

$62.40K/yr

As a Junior Financial Analyst, you will assist in the preparation of financial reports, analyze ... Additional Skills (none specified) AllSTEM Representative Contact Info Account Executive: Nichols ...

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Junior Financial Representative information

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$26K

$53.2K

$83K

How much do junior financial representative jobs pay per year?

As of May 29, 2026, the average yearly pay for junior financial representative in the United States is $53,230.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $57,000.00 per year, depending on experience, location, and employer.

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

To thrive as a Junior Financial Representative, you need a solid understanding of financial products, basic sales skills, and at least a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant certifications such as the FINRA Series 6 or 7 is often required. Strong interpersonal communication, active listening, and relationship-building abilities are crucial soft skills in this role. These competencies are vital for effectively advising clients, building trust, and meeting sales and compliance targets in a competitive financial services environment.

What are some common challenges faced by a Junior Financial Representative when building a client base?

As a Junior Financial Representative, one of the main challenges is establishing trust and credibility with potential clients, especially when you're new to the industry. Building a client base often involves a significant amount of networking, outreach, and follow-up, which can be time-consuming and sometimes discouraging at first. It's important to be proactive, persistent, and open to learning from more experienced colleagues. Many organizations offer mentorship programs and regular training to help you develop effective communication and sales techniques, making it easier to overcome these early hurdles.

What are Junior Financial Representatives?

Junior Financial Representatives are entry-level professionals who assist clients with their financial planning and investment needs. They typically work under the supervision of senior financial advisors, helping clients understand financial products, prepare documentation, and manage accounts. Their responsibilities may also include conducting market research, providing basic financial advice, and supporting client relationship management. This role serves as a stepping stone for those looking to advance in the financial advisory field.

What is the difference between Junior Financial Representative vs Financial Advisor?

AspectJunior Financial RepresentativeFinancial Advisor
Required CredentialsEntry-level certifications, such as FINRA Series 6 or 7, and possibly a bachelor's degreeAdvanced certifications like CFP, CFA, or Series 65/66, plus more experience
Work EnvironmentFinancial firms, banks, or insurance companies, often in client service rolesIndependent or firm-based, providing personalized financial planning and investment advice
Employer & Industry UsageCommon in banking, insurance, and financial services for entry-level rolesUsed across financial planning firms, wealth management, and investment firms

The main difference is that Junior Financial Representatives typically handle basic client interactions and support tasks with entry-level credentials, while Financial Advisors provide comprehensive financial planning and investment advice, often requiring advanced certifications and more experience.

What are the most commonly searched types of Financial Representative jobs? The most popular types of Financial Representative jobs are:
Junior Financial Analyst | Finance [COC0040237]

Junior Financial Analyst | Finance [COC0040237]

ProSidian Consulting

Charlotte, NC โ€ข On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago


Job description

Company Description

ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry leading practices.ย  ProSidian services focus on the broad spectrum of Risk Management, Compliance, Business Process, IT Effectiveness, Energy & Sustainability, and Talent Management.ย  We help forward thinking clients solve problems and improve operations.ย 

Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals globally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.ย  Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value.ย 

ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies.ย  Learn More About ProSidian Consulting at www.ProSidian.com.

Job Description

ProSidian Seeks a Junior Financial Analyst | Finance [COC0040237] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Technical Element generally located across the CONUS - Charlotte, NC Across The Mid Atlantic Region supporting 0

We seek 237 candidates with relevant Government And Public Services Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Government And Public Services Sector Clients such as COC. This as a Technical Element or Contract W-2 (IRS-1099) Finance Functional Area Professional - Financial Analysis Support Position; however, ProSidian reserves the right to convert to a Full-Time ProSidian employed W-2 Position.

JOB OVERVIEW

Provide services and support as a Financial Analysis Support (Junior Financial Analyst) in the Government And Public Services Industry Sector focussing on Human Capital Solutions for clients such as City of Charlotte (COC) | Charlotte Cooperative Purchasing Alliance (CCPA) Generally Located In CONUS - Charlotte, NC and across the Mid Atlantic Region (Of Country/World).

RESPONSIBILITIES AND DUTIES - Junior Financial Analyst | Finance [COC0040237]

Gather and analyze financial data.

Assist with reporting and forecast preparation.

Support variance analysis.

The role(s) are located in the Mid Atlantic Region is at or near CONUS - Charlotte, NC.ย  Initially identified Work Site Address (Subject to Change or Working Remotely):ย  632 East 4th Street

Charlotte, NC 28202

Qualifications

ProSidian Seeks a Junior Financial Analyst | Finance [COC0040237] for Program Support on a Exempt 1099 Contract: No Overtime Pay Basis Technical Element generally located across the CONUS - Charlotte, NC Across The Mid Atlantic Region supporting 0

We seek 237 candidates with relevant Government And Public Services Sector Experience (functional and technical area expertise also ideal) to support professional services engagement for Government And Public Services Sector Clients such as COC. This as a Technical Element or Contract W-2 (IRS-1099) Finance Functional Area Professional - Financial Analysis Support Position; however, ProSidian reserves the right to convert to a Full-Time ProSidian employed W-2 Position.

JOB OVERVIEW

Provide services and support as a Financial Analysis Support (Junior Financial Analyst) in the Government And Public Services Industry Sector focussing on Human Capital Solutions for clients such as City of Charlotte (COC) | Charlotte Cooperative Purchasing Alliance (CCPA) Generally Located In CONUS - Charlotte, NC and across the Mid Atlantic Region (Of Country/World).

RESPONSIBILITIES AND DUTIES - Junior Financial Analyst | Finance [COC0040237]

Gather and analyze financial data.

Assist with reporting and forecast preparation.

Support variance analysis.

The role(s) are located in the Mid Atlantic Region is at or near CONUS - Charlotte, NC.ย  Initially identified Work Site Address (Subject to Change or Working Remotely):ย  632 East 4th Street

Charlotte, NC 28202

Desired Qualifications For Junior Financial Analyst | Finance [COC0040237] (COC0040237) Candidates:

1-2 years of finance or accounting experience.

Education / Experience Requirements / Qualifications

Bachelor's degree in finance, accounting, or related field.

1-2 years of finance or accounting experience.

This position aligns with functional/technical service requirements and client engagements in the Government And Public Services Client Industry Sector: Government And Public Services (GPS) Sector Group: Driving Excellence In Service Delivery Through Government And Public Services Innovation And Partnership.ย ย  Junior Financial Analyst | Finance [COC0040237] Candidates shall work to support requirements forย  Finance Functional Area Services and shallย  work as a Junior Financial Analyst | Finance [COC0040237].

Skills Required

Primarily focused on Professional and Management Development Training initiatives and aligned with 237 activities 237 Functional Area Activities.ย 

Data analysis, Excel, report writing.

Competencies Required

  • Attention to detail, willingness to learn, analytical mindset.
  • ย 

Ancillary Details Of The Roles

  • May assist with KPI tracking.
  • ย 
  • Participates in financial system updates.
  • ย 

Other Details

Works under supervision of senior analysts.

#TechnicalCrossCuttingJobs #Consulting #Government And Public Services #GovernmentSupportServices #ProfessionalAnalyticalSupportย  #Jugaad #Copitas #PokaYoke

Additional Information

As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed; establish, manage, pursue, and fulfill annual goals and objectives with at least three (3) Goals for each of the firms Eight Prosidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting.

CORE COMPETENCIES

Teamwork - ability to foster teamwork collaboratively as a participant, and effectively as a team leader
Leadership - ability to guide and lead colleagues on projects and initiatives
Business Acumen - understanding and insight into how organizations perform, including business processes, data, systems, and people
Communication - ability to effectively communicate to stakeholders of all levels orally and in writing
Motivation - persistent in pursuit of quality and optimal client and company solutions
Agility - ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
Judgment - exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
Organization - ability to manage projects and activity, and prioritize tasks
----------- ------------ ------------

OTHER REQUIREMENTS

Business Tools -ย ย understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors
Curiosity - the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
Humility - exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference
Willingness - to constantly learn, share, and grow and to view the world as their classroom
------------ ------------ ------------

BENEFITS AND HIGHLIGHTS

ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees:

Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis.
Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife.
Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP.
401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given.
Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees.
Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis.
Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials.
ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program.
Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support.
Flexible Spending Account: FSAsย ย help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA.
Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only.
Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability.
---------- ------------ ------------

ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply

ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines.

ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the "I Hire Military" Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status.

Furthermore, we believe in "HONOR ABOVE ALL"ย ย - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work.

FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON http://www.ProSidian.com/ OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO CAREERS @ PROSIDIAN.COM.

ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED.

Be sure to place the job reference code in the subject line of your email.ย ย Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.

Risk Management | Compliance | Business Processes | IT Effectiveness | Engineering | Environmental | Sustainability | Human Capital


ProSidian Consulting logo

About ProSidian Consulting

Sourced by ZipRecruiter

ProSidian is a management and operations consulting firm with a reputation for its strong national practice spanning six solution areas including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Talent Management. We help clients improve their operations. Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through design and execution of operations core to delivering value to customers. Visit www.ProSidian.com or follow the company on Twitter at www.twitter.com/ProSidianfor more information.

Industry

Business schools and computer and management training

Company size

11 - 50 Employees

Headquarters location

Charlotte, NC, US

Year founded

2004

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