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36 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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1. Customer Service: Handle service requests, in most cases at the customers’ homes or businesses, including, but not limited...
Company Description: As a Modern Woodmen Regional Director in Western half of Virginia, I lead an organization of successful...
Company Description: Fast growing, full service insurance general agency is seeking a licensed group life and health producer...
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/Advisor (redwood shores) Northwestern Mutual offers a personalized approach to discovering each...
Financial Professional Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity...
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: Most of the positions we fill are exclusive opportunities with well-known companies and available only...
Financial Representative First InvestorsFirst Investors is building a brighter future, one representative at a time. Who...
Company Description: Doing What's Best for Clients Since 1857 Founded in 1857, our company has lived through the Civil War...
Company Description: http://louisville.nm.com/ Job Description: A career that allows you to make an impact on others with...
…Position Requirements Job Requirements As a Financial Representative, you must have outstanding customer service skills...
…Position Requirements Job Requirements As a Financial Representative, you must have outstanding customer service skills...
Responsibilities: Do these words describe you...Passionate. Professional. Collaborative. Customer-centric. Community Oriented...
Responsibilities: Do these words describe you...Passionate. Professional. Collaborative. Customer-centric. Community Oriented...
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