1

Licensed Financial Representative Jobs (NOW HIRING)

About the role Our financial representatives at Modern Woodmen of America are dedicated to helping ... Ability to obtain or already hold: an active life insurance license, FINRA securities registration ...

About the role Our financial representatives at Modern Woodmen of America are dedicated to helping ... Ability to obtain or already hold: an active life insurance license, FINRA securities registration ...

New

About the role Our financial representatives at Modern Woodmen of America are dedicated to helping ... Ability to obtain or already hold: an active life insurance license, FINRA securities registration ...

About the role Our financial representatives at Modern Woodmen of America are dedicated to helping ... Ability to obtain or already hold: an active life insurance license, FINRA securities registration ...

New

About the role Our financial representatives at Modern Woodmen of America are dedicated to helping ... Ability to obtain or already hold: an active life insurance license, FINRA securities registration ...

New

Showing results 21-40

Licensed Financial Representative information

See salary details

$31.5K

$71.6K

$115K

How much do licensed financial representative jobs pay per year?

As of Sep 13, 2026, the average yearly pay for licensed 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 is a licensed financial representative?

A Licensed Financial Representative is a professional who is authorized to provide clients with financial advice, recommend investment products, and help manage their financial portfolios. They are required to obtain specific licenses, such as FINRA Series 6 or 7, depending on the services they offer. These representatives may work for banks, investment firms, or insurance companies, assisting individuals and businesses in making informed financial decisions. Their responsibilities include assessing client needs, explaining investment options, and ensuring compliance with financial regulations.

What are some typical challenges faced by licensed financial representatives when building a client base, and how are these addressed within most firms?

Licensed Financial Representatives often encounter challenges in establishing and growing a strong client base, especially early in their careers. This process requires perseverance, proactive networking, and consistent follow-up with potential clients. Many firms support representatives through mentorship programs, ongoing training, and by providing access to lead-generation tools or marketing resources. Additionally, collaboration with more experienced team members can help new representatives learn effective strategies for client acquisition and retention.

What are the key skills and qualifications needed to thrive as a licensed financial representative, and why are they important?

To thrive as a Licensed Financial Representative, you need a strong grasp of financial products, investment principles, and regulatory compliance, typically supported by a bachelor's degree and FINRA Series 6 or 7 licenses. Familiarity with CRM platforms, financial planning software, and industry-specific tools is often required. Excellent interpersonal skills, active listening, and ethical judgment help build trust and long-term client relationships. These competencies are crucial for effectively guiding clients through financial decisions while adhering to legal and industry standards.

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

AspectLicensed Financial RepresentativeFinancial Advisor
CredentialsRequires licensing such as Series 6, 7, 63, or 65May hold certifications like CFP, CFA, or ChFC; licensing varies
Work EnvironmentTypically works for brokerage firms or insurance companiesOften employed by independent firms, banks, or as independent advisors
Industry UsageCommonly used in securities and insurance salesUsed broadly in wealth management and financial planning

While both roles involve financial services, a Licensed Financial Representative primarily focuses on selling securities and insurance products with required licenses. A Financial Advisor offers comprehensive financial planning and wealth management, often with advanced certifications. The roles overlap in client interaction and industry environment, but their scope and credentials differ.

What cities are hiring for Licensed Financial Representative jobs?

Cities with the most Licensed Financial Representative job openings:

What are popular job titles related to Licensed Financial Representative jobs?

For Licensed Financial Representative jobs, the most frequently searched job titles are:

Licensed Financial Professional

Naples, FL • On-site

Northwestern Mutual
Finance and Insurance • 5 - 10K employees

Other

Medical, Dental, Vision, Retirement

Posted 9 days ago


Northwestern Mutual rating

8.1

Company rating: 8.1 out of 10

Based on 77 frontline employees who took The Breakroom Quiz


Job description

Benefits:
  • Retirement
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Are you a licensed financial professional seeking a meaningful career where you can grow, lead, and give back? At Northwestern Mutual - Lawhon Network, we offer a mission-driven opportunity to support families in their financial journeys—while staying rooted in your community.

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the "World’s Most Admired" life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Our district offices are located at:
  • 500 E Broward Blvd, Fort Lauderdale, FL 33394
  • 201 Alhambra Cir, Coral Gables, FL 33134
  • 19950 W Country Club Dr, Aventura, FL 33180
  • 100 SE 2nd St, Miami, FL 33131
  • 4501 Tamiami Trl N, Naples, FL 34103

Follow this link to hear about our culture at the Lawhon Network of Northwestern Mutual: https://www.youtube.com/watch?v=FpKswlCZrhA

Meet Our Team: Grant Stevens – Wealth Management Advisor, District Director of Fort Lauderdale:
  • Time with NM: 15 years.
  • Prior Experience: Began his career with Northwestern Mutual as an intern while attending the University of Washington and has grown his career within the organization.
  • Passionate About: A proud dog dad with family roots in Louisiana, Grant is passionate about both wealth and health. He is a fitness enthusiast and CrossFit coach who also enjoys exploring psychology and philosophy in his free time.
TJ Pacchioli – Wealth Management Advisor, Managing Director of Miami:
  • Time with NM: 15 years.
  • Prior Experience: Former college football athlete prior to joining Northwestern Mutual.
  • Passionate About: TJ is a dedicated father of four and prioritizes spending quality time with his children and family.
Jonathan Ramirez – Wealth Management Advisor, Managing Director of Naples:
  • Time with NM: 12 years.
  • Prior Experience: Started with Northwestern Mutual as a financial representative intern while playing soccer at Florida International University (FIU), and has built his career with the organization since.
  • Passionate About: Jonathan is deeply devoted to his family, especially his son, and brings that same commitment to all areas of his life. An avid soccer player, he values teamwork, discipline, and competition, and is guided by a strong faith that shapes his leadership and purpose.
Brian Reas – Managing Director of Aventura:
  • Time with NM: 20 years.
  • Prior Experience: Began his career with Northwestern Mutual as an IT intern at the home office in Milwaukee and has grown within the organization ever since.
  • Passionate About: Brian is married to Lisa, and together they have two children. He is deeply passionate about his family, coaching his children’s sports teams, and giving back to the community. He also serves on the Board of Directors for The Crockett Foundation and is actively involved with the NSU Art Museum and Joe DiMaggio Children’s Hospital.
Robert Poleo – Managing Director of Coral Gables:
  • Time with NM: 25 years.
  • Prior Experience: Started with Northwestern Mutual as a Financial Representative intern in the Fort Lauderdale office while attending Florida State University (FSU), and has built his career with the organization.
  • Passionate About: Rob centers his life around faith, family, and fun. He enjoys boating, fishing, traveling, and trying new restaurants, and is equally committed to maintaining his health through regular exercise and personal wellness.
Emmy Iragorri – Chief Recruitment Officer:
  • Time with NM: 7 years.
  • Prior Experience: Background in executive recruiting prior to joining Northwestern Mutual.
  • Passionate About: Raised in a family with roots in California and Mexico, Emmy is a Cal State Fullerton alum who enjoys staying active and exploring new places. She is passionate about Pilates and barre, hiking, traveling, and studying languages. Married, she values balancing family life with a strong commitment to wellness and lifelong learning.
About the Role:

At Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: A bachelor's degree is strongly preferred.
  • Experience: Previous experience in financial services, insurance or business development.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Hold necessary licenses, such as Series 6, 63, and state insurance licenses.
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Emmy Iragorri is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.

#J-18808-Ljbffr

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US