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103 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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Job Description: What you will do Strong communication and marketing skills with the ability to work one-on-one with clients. The ability to plan...
Job Description: Our extensive training program and state-of-the-art learning system is designed to prepare you so you are both business savvy...
At The Bulfinch Group (www.bulfinchgroup.com), we expect and reward forward thinking and creativity.  We encourage our Financial Representatives...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people...
Company Description: About Northwestern Mutual: The Northwestern Mutual Life Insurance Company, Milwaukee, WI (Northwestern Mutual), the...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people...
National Financial Network. (NFN) is a full service financial services firm headquartered in the financial district of New York, NY, with additional...
As a Financial Representative , you will be focused on setting the industry standard in customer experience and part of a fast-paced team environment...
Work for a Fortune 50 Company - 90 day temp to hire opportunity - Responsible for making Cool outbound sales calls with the objective of extending...
Company Description: We are a team of professionals, and everything we do is centered on the customers needs and how they want to do business with...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people...
Financial Representative Job Description Create a lasting impact on people’s lives. As a member of the Northwestern Mutual team, you’ll work one...
Job Description: Financial Representative The short version: Working with clients to achieve financial balance; primarily through insurance...
Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people...
   Tower Loan, one of Americas largest privately owned Consumer Finance companies, has been lending money to our customers for personal...
FINANCIAL REPRESENTATIVE Our Financial Representatives help our middle market customers meet their financial goals using a robust portfolio...
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