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52 Financial Representative Jobs Nationwide

Financial representatives help individuals and institutions plan for their financial future. They work in investment brokerage houses, retail banks and independent companies. Some financial representatives work with individuals and families while others manage pension funds.


Skill Sets: Expertise in investment options, tax structure, economics, math and accounting are important traits of a financial representative. Sales and marketing skills are important as they will need to secure and maintain a client base.


Education: Most companies require a bachelors degree in business, accounting, financial advising or economics. Financial representatives who trade securities must pass the Series 7 test. If a financial representative sells insurance or trades in mutual funds, they will need to take additional certification exams. Employers normally provide on the job training and study time for the Series 7 and other certification exams.


Career Path: Financial representatives are in high demand. Pursue a bachelors degree in financial advising or a related field. Consider taking the coursework to become a Certified Financial Planner. Intern for a successful financial planner or work as an assistant.

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Become a part of an stable and secure organization that is listed as one of America's largest organizations, rated A++ Superior by A.M. Best and...
At Lifetime Financial Growth, we expect and reward forward thinking and creativity. If you're interested in developing a certain market, you...
SOSH-NY Architects based in Midtown, Manhattan NY is looking to hire a Full-Time Finance Representative with 3-5 years experience. You will be...
Northwestern Mutual offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Financial...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
What you need New Representatives start out earning wages and commissions, so while you take care of your clients, we take care of you What you will...
As a Financial Representative you will build longlasting relationships, offer guidance and provide solutions to help clients meet their financial...
First InvestorsFirst Investors is building a brighter future, one representative at a time. Who we are . . . First Investors Corporation is a Wall...
First InvestorsFirst Investors is building a brighter future, one representative at a time. Who we are . . . First Investors Corporation is a Wall...
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