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31 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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As a Financial Representative , you will be focused on setting the industry standard in customer experience and part of a fast-paced team environment...
As a Financial Representative , you will be focused on setting the industry standard in customer experience and part of a fast-paced team environment...
As a Financial Representative , you will be focused on setting the industry standard in customer experience and part of a fast-paced team environment...
As a Financial Representative , you will be focused on setting the industry standard in customer experience and part of a fast-paced team environment...
First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We are seeking motivated individuals looking...
First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We are seeking motivated individuals looking...
First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We are seeking motivated individuals looking...
Financial Representatives with Northwestern Mutual will personally build relationships with clients by striving to meet their goals through...
Financial Representative Responsibilities Do these words describe you...Passionate. Professional. Collaborative. Customer-centric....
…Position Requirements Job Requirements As a Financial Representative, you must have outstanding customer service skills, enjoy working in...
…Position Requirements Job Requirements As a Financial Representative, you must have outstanding customer service skills, enjoy working in...
…of individuals Position Requirements As a Financial Representative, you must have outstanding customer service skills, enjoy working in a sales...
…of individuals Job Requirements As a Financial Representative, you must have outstanding customer service skills, enjoy working in a sales environment...
…of individuals Position Requirements As a Financial Representative, you must have outstanding customer service skills, enjoy working in a sales...
…of individuals Job Requirements As a Financial Representative, you must have outstanding customer service skills, enjoy working in a sales environment...
…of individuals Position Requirements As a Financial Representative, you must have outstanding customer service skills, enjoy working in a sales...
…protection, investment and income solutions needed for financial and retirement security . United Guaranty Corporation is the marketplace...
…Position Requirements Job Requirements As a Financial Representative, you must have outstanding customer service skills, enjoy working in...
…Position Requirements Job Requirements As a Financial Representative, you must have outstanding customer service skills, enjoy working in...
…of individuals Position Requirements As a Financial Representative, you must have outstanding customer service skills, enjoy working in a sales...
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