Financial Representative Jobs
Financial Representative jobs are open across banking, insurance, brokerage, and wealth management, at every level from entry-level to senior and regional director, with specializations in life insurance, retirement planning, and investment products. Find a role that fits from the openings below and apply directly.
Find Financial Representative JobsOverview
Showing 5 of 790+ Financial Representative jobs
Job Description:
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
- Customer service, phone, or financial services experience will prepare you for this role
- Banking, insurance, or financial experience is an excellent addition to your experience
- We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
- Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
- Superb interpersonal skills and passion to engage with clients
- An aptitude to assess client needs and identify opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
- A key member of the team, you are offering support to Fidelity’s most valuable clients daily
- By identifying leads and making effective introductions, you are directly impacting the success of the branch
- Your efforts will be valued by clients and you will find working with those clients a rewarding experience
- As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description:
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
- Customer service, phone, or financial services experience will prepare you for this role
- Banking, insurance, or financial experience is an excellent addition to your experience
- We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
- Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
- Superb interpersonal skills and passion to engage with clients
- An aptitude to assess client needs and identify opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
- A key member of the team, you are offering support to Fidelity’s most valuable clients daily
- By identifying leads and making effective introductions, you are directly impacting the success of the branch
- Your efforts will be valued by clients and you will find working with those clients a rewarding experience
- As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
See All 790+ Financial Representative Jobs
Jump back to the full list of openings and apply to any financial representative role that fits.
Find Financial Representative JobsFinancial Representative Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Northwestern Mutual258
- State Farm182
- The Western and Southern Life Insurance Company146
- Allstate Insurance34
- Banner Health24
Top Industries Hiring
- Insurance629
- Banking & Financial Services60
- Healthcare & Medical Services56
- Investment & Asset Management22
- Consulting & Professional Services6
What Employers Look For
The qualifications that appear most often in financial representative jobs.
- Active state insurance license or Series 6, 63, or 65 FINRA registration
- One to three years of experience in financial sales, insurance, or client advisory roles
- Demonstrated ability to prospect, build, and retain a client book
- Bachelor's degree in finance, business, economics, or a related field
- Proficiency with CRM platforms such as Salesforce or Redtail
- CFP, ChFC, or CLU designation preferred for senior or wealth-focused positions
Tips for Your Financial Representative Job Search
Tailor your resume to product lines
List the specific financial products you've sold or advised on, such as term life, annuities, or mutual funds. Generic sales language blurs together. Hiring managers scan for product familiarity before they read anything else on your resume.
Lead with your licenses clearly
Place Series 6, Series 63, Series 65, or your state life and health license in a dedicated credentials line near your name. Recruiters filter on licensure before reading experience, so burying it in a bullet wastes your first impression.
Target independent versus captive roles separately
Captive roles tie you to one carrier's product shelf. Independent or broker-dealer roles let you shop the market. Each has different comp structures and client ownership rules. Filter your search by model so you apply to openings that match how you want to build a book.
Apply early to roles that fit
Migrate Mate lists financial representative openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a client-conversation example for interviews
Most financial representative interviews include a role-play or scenario question about handling an objection or explaining a product. Practice a clear, jargon-free walkthrough of how you'd present a solution to a prospect who is skeptical about fees or risk.
Negotiate your production timeline, not just base pay
Many financial representative roles include a draw period or ramp commission structure. Before accepting an offer, clarify how long the draw lasts, what production milestone ends it, and whether unvested client accounts revert to the firm if you leave early.
Financial Representative Jobs: Frequently Asked Questions
Which companies are hiring the most financial representatives?
The companies hiring the most financial representatives right now include Northwestern Mutual, State Farm, and The Western and Southern Life Insurance Company, with the largest share of openings in Texas, Ohio, and Illinois, based on current listings on Migrate Mate as of June 2026. Demand is generally strongest at regional broker-dealers, national insurance carriers, and bank-affiliated wealth management divisions.
How many financial representative jobs are remote?
About 10% of financial representative openings are fully remote or hybrid as of June 2026, with the remainder requiring in-office or field-based work. Remote availability tends to be highest in virtual financial planning and insurance sales roles, where client meetings happen by phone or video rather than in a physical branch.
How do you become a financial representative?
Start by earning a bachelor's degree in finance, business, or a related field, then obtain the state insurance license or FINRA registrations required for the products you plan to sell. Most employers provide pre-licensing study support for new hires. After licensing, you'll typically complete a structured onboarding program focused on products, compliance rules, and prospecting methods before working independently with clients.
Can you get hired as a financial representative with little or no experience?
Yes, many insurance carriers and broker-dealers hire entry-level financial representatives and provide paid licensing support before your first client interaction. Prior experience in retail banking, customer service, or any quota-carrying sales role strengthens your application. Emphasizing coachability, comfort with conversations about money, and a network you can prospect from helps you stand out when experience is limited.
What does the financial representative interview process look like?
The process typically starts with a phone screen focused on your background and comfort with commission-based compensation. A second round often includes a behavioral interview covering how you handle rejection, build relationships, and manage a pipeline. Many firms add a product or scenario role-play in a final round to assess how you'd explain a financial solution to a skeptical client before making an offer.
Where can I find and apply to financial representative jobs?
You can find and apply to financial representative jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings to find roles that match your license type, product focus, and preferred work arrangement, then apply directly to each opening that fits.
See All 790+ Financial Representative Jobs
Jump back to the full list of openings and apply to any financial representative role that fits.
Find Financial Representative Jobs