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23 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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Company Description: About Western & Southern Financial Group Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company...
Company Description: About Western & Southern Financial Group Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company...
362BR Title Financial Representative Office Name Fresno, Ca. Job Description Pursue a career inside a winning company at The Western and Southern...
BUSINESS OPPORTUNITY Build a value-based business helping others be wise with money and live generously. Be a part of a Fortune 500 membership...
52BR Title Financial Representative Office Name Asheboro, Nc. Job Description Pursue a career inside a winning company at The Western and Southern...
Full-Time Financial Representative - Direct Placement Seeking a self-starter, career-minded individual whom is looking for a career that allows...
Financial Representative We are currently accepting resumes for a Financial Representative Duties include but are not limited to: Maintains...
Company Description: Thrivent Financial isn't your typical Fortune 500 organization. We're a faith-based membership organization committed...
Company Description: Thrivent Financial isn't your typical Fortune 500 organization. We're a faith-based membership organization committed...
Are you looking for a career change or a company you can grow financially in? At Devon Financial Partners, LLC we are looking for talented people...
New York-New York City - Financial Representative Our clients, some of the most prestigious hospitals and medical facilities located in the New...
Financial Representative Job Description Create a lasting impact on people’s lives. As a member of the Northwestern Mutual team, you’ll work one...
Financial Representatives with Northwestern Mutual will personally build relationships with clients by striving to meet their goals through...
Company Description: Thrivent Financial isn't your typical Fortune 500 organization. We're a faith-based membership organization committed...
Northwestern Mutual offers a personalized approach to providing customized financial strategies tailored to each client's individual needs...
Interns with Northwestern Mutual have the same opportunities to build their careers as representatives with full-time contracts. Supported...
Interns with Northwestern Mutual have the same opportunities to build their careers as representatives with full-time contracts. Supported...
Top 10 Internship in America Financial Representative interns with the Northwestern Mutual Financial Network have the same opportunities to...
With the NM financial representative internship, you receive real-life hands-on experience. You will participate in our training program and...
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