Financial Representative Jobs in Texas

Financial Representative jobs in Texas are concentrated in Houston, Dallas, and Austin, where major insurers, wealth management firms, and financial services companies maintain large operations and hire across client-facing and advisory specialties. Northwestern Mutual, New York Life, and Fidelity Investments all have established Texas presences and recruit financial representatives consistently, with openings ranging from entry-level client associates to senior wealth advisors. The most in-demand specialties include life and annuity sales, retirement planning, and investment advisory services. Find a role that fits below and apply directly.

Find Financial Representative Jobs

Overview

Open roles99
Top employerWorld Finance
Top cityHouston, TX
Cities hiring52
Work type37% On-site
Top industryInsurance

Showing 5 of 99+ Financial Representative jobs

World Finance
Overstaff Financial Service Representative
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World Finance
New 11h ago
Overstaff Financial Service Representative
World Finance
Cedar Park, Texas
Business Development
Growth Marketing
Marketing
$15 - $17/hr
1,001-5,000

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World Finance
Financial Services Representative (Overstaff)
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World Finance
New 11h ago
Financial Services Representative (Overstaff)
World Finance
Pflugerville, Texas
Business Development
Growth Marketing
Marketing
$15 - $17/hr
1,001-5,000

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R1 RCM
Financial Counseling Representative
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R1 RCM
Added 1d ago
Financial Counseling Representative
R1 RCM
Austin, Texas
Account Management
Customer Service
Customer Success
$18.59 - $25.44/hr
High school diploma or GED
10,000+

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World Finance
Financial Services Representative (Bilingual)
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World Finance
Added 1d ago
Financial Services Representative (Bilingual)
World Finance
Houston, Texas
Retail Banking & Branch Management
Retail Banking Associate
$16 - $17/hr
High school diploma or GED
1,001-5,000

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K
Financial Services Representative
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K
Added 1d ago
Financial Services Representative
Khrysalis by LT Financial SVCS
Spring, Texas
Healthcare Administration
Patient Services & Wellbeing
Physical Therapy
$25k - $150k/yr
Remote (US)

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See All 99 Financial Representative Jobs in Texas

Find roles in Texas that match your experience and apply in just a few clicks.

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Financial Representative Jobs by City in Texas

Where Texas roles are concentrated, by current openings.

Houston
11 jobs
Austin
8 jobs
San Antonio
7 jobs
Plano
6 jobs
Dallas
5 jobs
Irving
4 jobs
El Paso
3 jobs
Arlington
3 jobs
Waco
2 jobs

Financial Representative Job Market in Texas

A snapshot from current Texas openings, updated as new roles post.

Who's Hiring

  • World Finance
    World Finance19
  • Northwestern Mutual
    Northwestern Mutual17
  • State Farm
    State Farm13
  • Attain Finance
    Attain Finance4
  • Heights Finance
    Heights Finance4

Top Industries Hiring

  • Insurance
  • Healthcare & Medical Services
  • Banking & Financial Services

What Texas Employers Look For

The qualifications that appear most often in financial representative jobs across Texas.

  • Active FINRA Series 6 or Series 7 license, or willingness to obtain one
  • State of Texas life and health insurance license issued by the Texas Department of Insurance
  • Bachelor's degree in finance, business, economics, or a related field
  • Demonstrated ability to build and manage a client book or referral network
  • Proficiency with CRM software and financial planning or portfolio management tools
  • Strong communication skills and the ability to explain complex financial products clearly

Financial Representative Jobs in Texas: Frequently Asked Questions

How do you become a financial representative in Texas?

To become a financial representative in Texas, you typically need a bachelor's degree in finance, business, or economics, followed by state-specific licensing. Most roles require a Texas life and health insurance license issued through the Texas Department of Insurance and a FINRA securities license such as the Series 6 or Series 7, obtained by passing the relevant exams. Many employers sponsor new hires through the licensing process before or shortly after their start date.

Which companies hire financial representatives in Texas?

Employers hiring financial representatives in Texas right now include World Finance, Northwestern Mutual, and State Farm, based on current listings on Migrate Mate as of September 2026. Texas's large population and growing base of retirees and high-net-worth households make it one of the most active markets for financial services hiring in the country.

Which Texas cities have the most financial representative jobs?

Houston, Austin, and San Antonio have the most financial representative openings in Texas. Houston's energy-sector wealth and large corporate headquarters drive strong demand there, while Dallas anchors the state's financial services corridor and Austin's rapid tech-industry growth has created a younger, investment-focused client base that regional and national firms are actively staffing to serve.

Are there remote financial representative jobs in Texas?

Yes, but they are less common than in purely desk-based fields, since financial representative roles often involve in-person client relationship building. About 63% of financial representative openings tied to Texas are remote or hybrid as of September 2026, with virtual options most frequently found in financial planning support, insurance sales, and fee-based advisory roles where client meetings can happen over video conference.

How can I get hired as a financial representative in Texas with little or no experience?

The most realistic entry path is joining a large insurer or wirehouse firm through a structured training program, which covers both licensing prep and sales fundamentals. Northwestern Mutual, New York Life, and Edward Jones all run associate or financial representative development programs in their Texas offices that are designed for candidates without prior experience. Obtaining your Texas Department of Insurance life and health license before applying gives you a clear advantage, and roles like client service associate or financial services associate at regional banks and credit unions are common stepping stones into a full representative position.

Where can I find and apply to financial representative jobs in Texas?

You can find and apply to financial representative jobs in Texas on Migrate Mate, which lists current openings across the state. Find the roles that fit your background and apply directly to the ones that match.

See All 99 Financial Representative Jobs in Texas

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