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Financial Representative
$38KAverage Financial Representative Salary in the United States
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71 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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Who we are . . . First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We are...
Who we are . . . First Investors Corporation is a Wall Street-based financial services firm, established in 1930. We are...
Company Description: Job Description: To be a Financial Representative is to be passionate about people and their financial betterment...
Company Description: Poppell Financial Group, LLC, is a comprehensive financial services firm that represents ING, soon to...
Company Description: Fast growing, full service insurance general agency is seeking a licensed group life and health producer...
Company Description: Job Description: Financial Services Firm Seeking Superstars Sound Financial Group is seeking passionate...
Company Description: We have two offices in Dayton Ohio. We are looking for Finanncial Represenatives and Staff Manangers...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: http://louisville.nm.com/ Job Description: A career that allows you to make an impact on others with...
Company Description: Job Description: Alliance Financial Group Alliance Financial Group began in 1982. Over 25 years later...
Company Description: Our History The name Modern Woodmen of America honors the pioneering woodmen who cleared the forests...
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