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Financial Representative Job Description

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Overview

financial representative
94
The number of occurrences in our database.
Use your resume to evaluate your fit with this role

Financial representatives work at financial institutions and offer services to clients that include, financial advice, suggesting products, and conveyed terms on loan or insurance applications. Financial representatives, constantly analyze market conditions, trends and changes that affect you and your clients. Duties also include the analysis of your client's financial situation, ensuring they have the best information to make good financial decisions. A Finance representative should have a good communication and interpersonal skills.

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Examples of Current Open Financial Representative Positions
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indeedImg
Avg Pay: $60K
Jobs: 1,642
glassdoor
Avg Pay: $80K
Jobs: 62,183

Education you need to become a Financial Representative

These are the most common degrees or certificates earned by Jobtrees users prior to becoming a Financial Representative

There may be other required degrees or certifications needed for this job. The below info shows you the most commonly desired education level from employers when hiring for this job.

  • Bachelor of Business Administration (b.b.a.)
    The number of occurrences matches with Financial Representative in our database.
    Avg. Duration:47 monthsAvg. Fees:$28,453Type:Mostly full timeView more on Studyportals
  • Bachelor of Science (b.sc.) in Finance
    The number of occurrences matches with Financial Representative in our database.
    Avg. Duration:48 monthsAvg. Fees:$31,159Type:Mostly full timeView more on Studyportals
  • Bachelor of Arts (b.a.) in Economics
    The number of occurrences matches with Financial Representative in our database.
    Avg. Duration:48 monthsAvg. Fees:$34,442Type:Mostly full timeView more on Studyportals
  • Bachelor of Arts (b.a.) in General Studies
    The number of occurrences matches with Financial Representative in our database.
    Avg. Duration:45 monthsAvg. Fees:$23,007Type:Mostly full timeView more on Studyportals
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Annual Pay Estimate for Financial Representative and Other Important Info

See how many years Financial Representative's are in their job, how much they make, how long it took to get there and how available this job is in terms of open positions.

2.7 years
$70K
The average years of experience in the workforce prior to having this role
1.93 years
Entry
The average number of roles it took our users to get to this one
3
437 out of 4012

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Career Paths for Financial Representative

Find data driven insights on the path to get to this role and where it can lead

Jobs to start your career in becoming a Financial Representative

These are the most common roles Jobtrees users had to start their career that eventually lead them to Financial Representative. If you’re looking to get into this career these are jobs to consider to get your start. We’ve included below some current open job postings that match those roles. Click to search for more.