ZipRecruiter

Log In

1

Junior Financial Representative Jobs (NOW HIRING)

Doggett

Junior F&I Analyst

Houston, TX · On-site

Junior F&I Analyst Classification Non-Exempt Job Summary This position will assist all aspects ... representatives in providing the clearest financing alternatives available for the customer

Doggett John Deere

Junior F&I Analyst

Houston, TX

Junior F amp;I Analyst Classification Non-Exempt Job Summary This position will assist all aspects ... representatives in providing the clearest financing alternatives available for the customer

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 ...

next page

Showing results 1-20

All JobsFinancial Representative JobsJunior Financial Representative Jobs

Junior Financial Representative information

See salary details

$26K

$53.2K

$83K

How much do junior financial representative jobs pay per year?

As of Jul 13, 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 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 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 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 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 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
Melville Associate Financial Advisor

Melville Associate Financial Advisor

Voya Financial Advisors

Melville, NY • On-site

Full-time

Medical, Life, Retirement

Posted 8 days ago

Voya Financial rating

7.8

Company rating: 7.8 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

98th of 148 rated financial services

Job description

Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Junior Financial Advisor to join our team in the Melville, NY area to work within plan sponsor relationships in the K-12 market.
This position will be responsible for 403(b) enrollment, retirement and investment counseling, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one retirement counseling appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.
To be eligible for the Financial Advisor role, candidates must possess the following qualifications:
  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
  • Securities registrations - Series 6 and Series 63 (7 & 66 preferred)
  • Life & Health Insurance Licenses
  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:
  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a)
  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents
  • Territory management and business development
  • Relationship building
  • Fund knowledge and product/pricing knowledge
At Voya Financial Advisors®, we provide the tools and resources necessary that will help set you up for success - including:
  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems to enable you to efficiently manage your clients' financial information and plans
  • Turnkey marketing services
  • Transition assistance, if applicable
  • Competitive base salary + commissions

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).
21990615_3/16

What Voya Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply