Mid Level Financial Representative Jobs
Mid level financial representative jobs go to professionals ready to own client portfolios, guide complex financial decisions with minimal oversight, and mentor junior team members through daily operations. Roles are concentrated in Insurance, with a mix of on-site, remote, and hybrid settings across employers like State Farm hiring at this level now.
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Showing 5 of 9+ Mid Level Financial Representative jobs
- Simple IRA matching
- Opportunity for advancement
- Paid time off
- Bonus based on performance
- Competitive salary
As a Financial Services Representative with Brian Hanson's State Farm agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
- Simple IRA matching
- Opportunity for advancement
- Paid time off
- Bonus based on performance
- Competitive salary
As a Financial Services Representative with Brian Hanson's State Farm agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- 3+ years of experience in financial services.
- Analytical and communication skills.
- Series 6/63/65 or SIE licenses preferred.
- SIE, Series 6/63/65, and other relevant certifications.
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Who's Hiring
Top Industries Hiring
- Insurance
Mid Level Financial Representative Jobs: Frequently Asked Questions
How do I get a mid level financial representative job?
Position your experience around ownership, not just task completion. Highlight client relationships you managed independently, products you advised on without supervision, and results you drove, such as retention rates, portfolio growth, or compliance milestones. Tailor your resume to show increasing responsibility over time, and emphasize any specialization in areas like retirement planning, insurance, or investment products that mid level roles typically require.
Which companies hire mid level financial representatives?
Companies hiring mid level financial representatives right now include State Farm, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from regional banks, insurance carriers, wealth management firms, and credit unions looking for professionals who can manage accounts and advise clients with limited day-to-day oversight.
How do I move up to a mid level financial representative role?
Moving into mid level comes from building a consistent record of client ownership and measurable outcomes over your first few years. Focus on deepening product knowledge in a specific area, taking on accounts without close supervision, and demonstrating impact through metrics like client satisfaction scores or portfolio performance. Earning credentials like a Series 65 or CFP designation also accelerates the transition.
Which industries hire the most mid level financial representatives?
Mid Level financial representative roles concentrate in Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve large client bases that require ongoing financial guidance, compliance expertise, and relationship management, all of which align with the independent ownership mid level professionals bring.