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Financial Representative
$38KAverage Financial Representative Salary in the United States
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49 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: 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: Northwestern Mutual has been a leader in providing financial security to clients for over 150 years...
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...
If you are a competitive and driven individual who can overcome adversity and build long-term relationships with almost anyone...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
Company Description: Job Description: Alliance Financial Group Alliance Financial Group began in 1982. Over 25 years later...
Company Description: Modern Woodmen of America is owned by and operating for our growing membership of more than 759,000...
BECOME AN ALLSTATE PERSONAL FINANCIAL REPRESENTATIVE. Spend less time cold calling and more time selling. Join one of the...
Description: Representatives offer guidance, relationships and solutions to help clients meet financial goals and objectives...
Financial Representative Who we are . . . First Investors Corporation is a Wall Street-based financial services firm, established...
Financial Representative Who we are . . . First Investors Corporation is a Wall Street-based financial services firm, established...
Financial Representative Who we are . . . First Investors Corporation is a Wall Street-based financial services firm, established...
COMPENSATION The Northwestern Mutual Career Opportunity Since 1986, the mission and vision of The Quinlan Financial Group...
Financial Representative Who we are . . . First Investors Corporation is a Wall Street-based financial services firm, established...
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...
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UserLocation: Dunellen, NJ
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