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Financial Representative
$38KAverage Financial Representative Salary in the United States
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37 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: Thrivent Financial is a progressive Fortune 300 organization committed to excellence in financial services...
Company Description: Thrivent Financial is a progressive Fortune 300 organization committed to excellence in financial services...
Company Description: Thrivent Financial is a progressive Fortune 300 organization committed to excellence in financial services...
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: Opportunity: Do you have what it takes to leverage the maximum...
Company Description: Job Description: Financial Services Firm Seeking Superstars Sound Financial Group is seeking passionate...
Company Description: Job Description: Alliance Financial Group Alliance Financial Group began in 1982. Over 25 years later...
Company Description: We are committed to the personal growth and development of our associates. We've built an infrastructure...
Company Description: Recruit Arrow is the leading recruiting firm dedicated exclusively to the placement of professionals...
Company Description: Our History The name Modern Woodmen of America honors the pioneering woodmen who cleared the forests...
Company Description: Northwestern Mutual has been a leader in providing financial security to clients for over 150 years...
Company Description: Northwestern Mutual offers a personalized approach to uncovering financial solutions tailored to each...
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UserLocation: Dunellen, NJ
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