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Licensed Financial Representative Jobs (NOW HIRING)

Guardian Life

Financial Representative

Los Angeles, CA · On-site

Role Description The Financial Representative is a full-time, hybrid role based in Greater Los ... licenses and designations (such as life and health insurance licenses, securities registrations ...

Guardian Life

Financial Representative

Los Angeles, CA · On-site

Role Description The Financial Representative is a full-time, hybrid role based in Greater Los ... licenses and designations (such as life and health insurance licenses, securities registrations ...

Modern Woodmen

Financial Representative

Pulaski, VA · On-site

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 ...

Modern Woodmen

Financial representative

Arizona City, AZ · On-site

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 ...

Jobtailor

Financial representative

Newnan, GA · On-site

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 ...

Modern Woodmen

Financial representative

Eaton, OH · On-site

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 ...

Modern Woodmen

Financial representative

Ionia, MI · On-site

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 ...

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Licensed Financial Representative information

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$31.5K

$71.6K

$115K

How much do licensed financial representative jobs pay per year?

As of Sep 11, 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 Representative jobs near you

Financial Representative

Omaha, NE • On-site

Modern Woodmen of America
See more jobs at Modern Woodmen of Americaexternal

Other

Life, Retirement

This job post has expired today. Applications are no longer accepted.

Modern Woodmen Of America rating

9.0

Company rating: 9.0 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

Company Description Modern Woodmen of America is a member-owned fraternal benefit society that combines financial services with meaningful member benefits and community impact. The organization provides families with financial security through life insurance, retirement planning, and other financial services, while also promoting quality family life through local activities and programs. Modern Woodmen supports community improvement through hometown volunteer projects that make a local difference where members live, work, and play. Established in 1883, more than 1,000 representatives serve nearly 700,000 members nationwide. The organization is recognized for its commitment to both financial well-being and social responsibility, with additional information and rankings available on its website.

Role Description This full-time Financial Representative role is a hybrid position based in Omaha, NE, with a blend of in-office and work-from-home flexibility. The Financial Representative will meet with individuals and families to assess their financial needs, educate them on available solutions, and develop personalized strategies for insurance, retirement, and investment planning. Daily responsibilities include conducting client consultations, preparing financial proposals, and following up with clients to review and adjust plans as life circumstances change. The role also involves building long-term client relationships, networking within the community, and participating in local fraternal activities that align financial services with community impact. Representatives will collaborate with colleagues, use Modern Woodmen’s tools and training resources, and maintain appropriate licensing and compliance standards.

Qualifications

  • Strong foundation in Financial Planning and Retirement Planning, with the ability to create tailored strategies for diverse client needs.
  • Knowledge of Insurance products and their role in providing protection and long-term security for individuals and families.
  • Understanding of core Finance principles and Investments to guide clients in building and preserving wealth.
  • Excellent interpersonal, communication, and presentation skills, with a client-focused and ethical approach.
  • Ability to work both independently and collaboratively in a hybrid environment, managing time and priorities effectively.
  • Bachelor’s degree in finance, business, economics, or a related field preferred; relevant professional licenses (or willingness to obtain them) required.
  • Motivation to contribute to community-focused initiatives and represent Modern Woodmen’s mission in local activities.

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