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Junior Financial Representative Jobs (NOW HIRING)

Sullivan & Cromwell

Junior Pricing Analyst

New York, NY · On-site

$65K - $85K/yr

QUALIFICATIONS • Superior analytical skills and strong financial capabilities; • Excellent oral ... WORK ENVIRONMENT The work environment characteristics described here are representative of those an ...

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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 30, 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 Representative jobs near you
Junior Federal Financial Management Analyst

Junior Federal Financial Management Analyst

LaunchCode

Scott Air Force Base, IL • On-site

$70K - $85K/yr

Full-time

Posted 12 days ago

Job description

Description
Junior Federal Financial Management Analyst
Position Type: Direct Hire (Full-Time, Salary)
Location: Scott Air Force Base (O'Fallon, IL 62269) - In-Office (5 days a week)
Compensation: $70,000/year - $85,000/year (DOE)
Clearance Requirement: U.S. Citizenship required. Must be able to obtain and maintain an Interim Secret Clearance.
Hiring Timeline: Immediate
Company: The name of our partner organization will be disclosed during the interview process. This is not a direct role with LaunchCode; it is a position through LaunchCode, working with one of our partner companies.
Disclaimer: We are unable to provide work sponsorship for this role. We are unable to consider candidates for this role who have a current or future work sponsorship need (this includes those holding extended OPT Visas).
Position Summary
Our Company Partner is seeking a candidate to join an exciting and growing opportunity within the Defense sector. The day-to-day responsibilities of the role will emphasize foundational knowledge in federal financial management. The candidate would work with a broader team to enhance a client's financial management practices through leveraging current trends in accounting and financial reporting. The candidate will also operate in an ever-changing landscape and will be directly in finding opportunities for future growth.
On a regular basis, the candidate will be challenged to support the client with ongoing audit readiness initiatives and improvements to their broader financial management practices. An ideal candidate will have a strong acumen in federal finance and accounting and will look to implement best practices within the client's financial landscape. Moreover, a candidate will serve as a liaison between many key stakeholders, including the client, representation from the IPA, and other impacted government agencies. Through leveraging these skills and responsibilities, the candidate will aid the broader team in the end-to-end management of audit-related project milestones.
Responsibilities
  • Evaluate financial risk, accounting processes, and key financial reporting as part of a broader effort to enhance a client's existing financial framework
  • Participate in occasional travel to off-site locations to support IPA process walkthroughs
  • Develop and update Process Control Narratives (PCNs) for key client financial management processes
  • Incorporate OMB Circular A-123 guidance into client financial and accounting processes to enhance auditability
  • Support Business Process Reviews (BPRs) and the development of corresponding documentation for key client processes
  • Support the management of Corrective Action Plans (CAPs) and closure of respective Notices of Findings and Recommendation (NFRs)

Requirements
  • 1-3 years of relevant federal experience
  • Proactively manage multiple tasks and coordinate communications with stakeholders across varying organizations
  • Interim Secret clearance or higher required
  • Familiarity with audit protocol and ongoing audit readiness efforts
  • Experience with the compilation and preparation of financial statements
  • Experience and knowledge of guidance from key regulatory agencies (Treasury, GAO, OMB, etc.)
  • PMP, CDFM, CGFM and/or CPA certifications preferred
  • Bachelor's and/or Master's degree from an accredited university

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