10 of the Most Popular Types of Financial Representative Jobs in 2026

See what kind of roles similar to Financial Representative jobs are hiring now

Top Types Of Financial Representative Jobs

• Fidelity Financial Representative

  Salary range: $37,500 - $60,000

  Fidelity Financial Representative is a typical job search query Most salaries for Fidelity Financial Representative jobs pay between $37,500 (25th percentile) and $60,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Fidelity Financial Representative job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Entry Level Finance

  Salary range: $40,000 - $62,500

  Entry-Level Finance jobs are an excellent way to get your start in a career in the finance industry. Jobs like Financial Analyst, Junior Tax Associate, Financial Auditor, Investment Banking Analyst, Financial Advisor, and Stockbroker are entr-level positions in the financial sector. The financial industry is quite competitive, so your qualifications and network are essential elements for getting hired. Staying current with financial news will ensure that you have talking points for networking events and job interviews.

• Financial Consultant

  Salary range: $79,000 - $125,000

  A financial consultant or financial advisor provides advice to clients about financial matters. Your duties in this career may include advising clients about investments, retirement planning, real estate purchases, insurance, or other issues. Your primary responsibilities are to use your knowledge of finance to create an individualized plan that meets each clients budget, needs, and financial goals. Some financial consultants work for companies and provide financial services focused on subjects like business profits and operational costs.

• Personal Financial Advisor

  Salary range: $47,000 - $85,000

  A personal financial advisor provides clients with financial advice about a variety of financial services, such as insurance and investment options, mortgage or refinancing opportunities, estate or retirement planning, and other ways to grow their clients’ wealth. As a personal financial advisor, your primary responsibilities include meeting with clients and determining their short- and long-term financial goals. Your duties include analyzing clients’ current finances, giving advice on services that align with reaching their goals, and educating them regarding the risks of various investments and taking on debt.

• Remote Financial Advisor

  Salary range: $75,000 - $131,000

  As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

• Financial Advisor Development Program

  Salary range: $75,000 - $131,000

  A financial advisor development program (FADP) prepares new employees for a career in financial planning. These professional development programs, operated by financial planning firms and companies, provide training to recent graduates and those new to the industry who want to work as financial planners. In these programs, you learn how to provide investment planning and wealth management services to clients through hands-on experience in advising and client relations and mentorships with experienced Certified Financial Planners (CFPs). FADP participants usually perform entry-level or administrative duties in different departments or areas within a company while training to get a fuller understanding of the roles of various team members who contribute to the company.

• Remote Financial Services

  Salary range: $41,500 - $78,500

  Remote Financial Services is a common job search query. Most salaries for Remote Financial Services jobs pay between $41,500 (25th percentile) and $78,500 (75th percentile) annually. You’ll find many open positions nationwide for Remote Financial Services job searches hiring now on ZipRecruiter.

• Associate Financial Advisor

  Salary range: $40,000 - $82,500

  Associate Financial Advisor is a common job search query. Most salaries for Associate Financial Advisor jobs pay between $40,000 (25th percentile) and $82,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Associate Financial Advisor job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Finance

  Salary range: $75,000 - $109,000

  Finance is a popular job search query. Most salaries for Finance jobs pay between $75,000 (25th percentile) and $109,000 (75th percentile) annually. There are plenty of open positions nationwide for Finance job searches hiring now on ZipRecruiter.

• Financial Sales

  Salary range: $78,500 - $93,500

  As a financial sales representative, your job is to help clients select financial products or services. This often includes insurance, banking services, investments, and similar products. In this role, you may also help people make a plan to achieve a financial goal and assist them with paperwork. You may build customized products or solutions or give presentations to explain complex financial topics. Many financial sales jobs also focus on helping determine security risks, taking payments, writing contracts, and explaining any applicable tax incentives. Most of these jobs involve working with a wide variety of products and services, some of which may change quickly. This makes the ability to memorize and apply new information essential to your success in this role.