Mid Level Financial Services Representative Jobs
Mid level financial services representative jobs go to professionals ready to own client portfolios, guide complex transactions, and deliver results with limited day-to-day oversight. Openings run across Insurance, with a mix of on-site, hybrid, and remote roles, and employers like State Farm hiring at this level now.
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Showing 5 of 9+ Mid Level Financial Services 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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Mid Level Financial Services Representative Jobs: Frequently Asked Questions
How do I get a mid level financial services representative job?
Position your existing experience around ownership and outcomes: highlight portfolios you managed independently, clients you retained or grew, and processes you improved. Tailor your resume to show depth in areas like financial planning, compliance, or consultative sales rather than listing tasks. Certifications such as Series 6, Series 7, or CFP credentials signal readiness to hiring managers looking for someone who can contribute immediately without heavy supervision.
Which companies hire mid level financial services representatives?
Companies hiring mid level financial services representatives right now include State Farm, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers large regional banks, national insurance carriers, credit unions, and independent wealth management firms, all of which typically need experienced representatives who can manage established client relationships with minimal oversight.
How do I move up to a mid level financial services representative role?
The path from entry level to mid level in financial services is built on demonstrating independent judgment and measurable client impact. Start by deepening your expertise in a specific product area, such as retirement accounts, lending products, or insurance, then volunteer for projects that require you to lead rather than support. Consistently hitting performance targets, earning relevant licenses, and mentoring newer colleagues signals to managers that you are ready for greater responsibility.
Which industries hire the most mid level financial services representatives?
Mid Level financial services representative roles concentrate in Insurance, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent hiring at this level because they rely on experienced representatives to maintain long-term client relationships, navigate regulatory requirements, and cross-sell complex financial products that newer professionals are not yet equipped to handle independently.