Top 163453 Financial Representative Jobs

Financial Advisor
Bill Good Marketing —Wilmington, DE
- $96,000 - $110,000 a year
- Full-time
- 7 years
- Office
- Senior level
- Paid time off
- Work from home
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Operation Payment Specialist
PIP Global Safety —Latham, NY
- $51,850 - $70,150 a year
- Mid-level
- Office
- Finance
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Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)
Certified Financial Services, LLC —Farmington, CT
- $24,000 - $750,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Health insurance
- Dental insurance
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Financial Advisor
Ameriprise Financial - Creative Wealth Group Franchise —Chicago, IL
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Paid training
- Health insurance
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Financial Advisor - Training Provided| Uncapped Commission | Career Changers Welcome (Naples, FL)
Northwestern Mutual Striano Financial Group —Naples, FL
- $82,000 - $225,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- Military
- Paid training
- Health savings account
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(Remote) Financial Representative
FT Research & Associates —Remote
- $74,695.28 - $89,955.61 a year
- Part-time
- Remote
- Sales
- Customer service
- No experience needed
- Flexible schedule
- Referral program
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11d
(Remote) Financial Representative
ZF Consultants, INC —Remote
- $65,083 - $78,385 a year
- Part-time
- Remote
- Background check
- Bachelor's degree
- US work authorization
- Work from home
- Opportunities for advancement
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Financial Representative
The Schaible Agency —Remote
- $2,500 - $10,000 a month
- Part-time
- Remote
- Background check
- Computer literacy
- No experience needed
- Work from home
- Professional development assistance
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7d
Financial Representative
AK Finance —Remote
- $60,000 - $90,000 a year
- Part-time
- Remote
- Background check
- Sales
- Customer service
- 401(k)
- Work from home
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4d
Remote Financial Representative
Rise Above Financial —Remote
- $2,000 - $6,000 a month
- Part-time
- Remote
- Background check
- Financial services
- Entry level
- On-the-job training
- Work from home
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Associate Financial Advisor (Remote)
Dew Wealth Management —Remote
- $65,000 - $80,000 a year
- Email
- Remote
- Research
- Mid-level
- Finance
- Health savings account
- Health insurance
Post Grad - Financial Representative Role
Northwestern Mutual —Washington, DC
- $70,172 - $115,000 a year
- Choose your own hours
- Hybrid work
- Background check
- Sales
- Office
- Health savings account
- Health insurance
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Financial Representative - Entry Level
New England Region - Modern Woodmen of America —Augusta, ME
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- 3 years
- Recruiting
- Health insurance
- Dental insurance
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Financial Representative - Entry Level
New England Region - Modern Woodmen of America —Haverhill, MA
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- 3 years
- Recruiting
- Health insurance
- Dental insurance
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Financial Representative - Entry Level
New England Region - Modern Woodmen of America —Newport, VT
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- 3 years
- Recruiting
- Health insurance
- Dental insurance
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Financial Representative - Entry Level
Sztapka Region - Modern Woodmen of America —Sioux Falls, SD
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Management
- Customer service
- Recruiting
- Health insurance
- Dental insurance
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Financial Representative - Seeking Growth
DeZordo Region - Modern Woodmen of America —Canton, OH
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- High school
- Mid-level
- Recruiting
- Health insurance
- Dental insurance
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Financial Representative - Entry Level
West Tennessee Region - Modern Woodmen of America —Memphis, TN
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Background check
- Business development experience
- Leadership
- Health insurance
- Dental insurance
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Financial Services Professional
Omega Agency LLC —Remote
- $65,000 - $100,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Customer service
- Opportunities for advancement
- Flexible schedule
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Financial Advisor
AK Finance —Remote
- $60,000 - $90,000 a year
- Part-time
- Remote
- Sales
- Customer service
- No experience needed
- 401(k)
- Flexible schedule
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14d

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Financial Advisor

Bill Good Marketing
Wilmington, DE

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Job Details

Full-time
$96,000 - $110,000 a year

Benefits

Paid time off
Work from home

Qualifications

Series 66
Series 7
Experience practicing in the securities industry

Full Job Description

You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You don't want to spend your career chasing new business. You want to do the work that actually matters: helping real people make smart decisions about their money.

That's exactly what this role is.

Wheeler Financial is a growing wealth management firm in Wilmington, Delaware. Our president, Jay Wheeler, wrote the book Unsurprised and delivered a TEDx talk on behavioral finance. We use values-based planning to help clients understand not just what to do with their money, but why.

The team is small, tight-knit, and genuinely invested in each other. We grind when we need to, we take care of clients first, and we trust that the team gives back what it gets. This hire is the missing piece that lets us keep building.

What you’ll actually do

You’ll work directly alongside Jay as the primary support advisor across all client relationships. This is not a back-office admin role. You’ll be in the room, in the conversation, and deeply involved in client outcomes.

Sit in on client meetings and take detailed notes, including documenting the reasoning behind planning decisions (not just the what, but the why)
Build, enter, and review financial plans in eMoney, ensuring accuracy and consistency across all client data
Serve as a second set of eyes on every plan (because two reviews are always better than one, and our clients deserve that level of care)
Participate in our Investment Management Committee from day one, bringing a portfolio management perspective and challenging ideas through productive, respectful debate
Over time, manage some client relationships
Support annual strategy meeting prep, client follow-ups, and pre-meeting data confirmation
Serve as backup for trade execution, including rebalancing and cash management requests

Requirements

What we’re looking for

Must-haves:

Active Series 7 and Series 66 (or equivalent)
7+ years of experience in financial services. You know how this industry works and you’ve seen enough market cycles to stay calm when clients get nervous.
The kind of detail orientation where you notice when something is off in a plan before anyone else does. If you’re the person your friends call “a lot” because you triple-check dinner reservations, you might be our person.
A genuine interest in the work, the firm, and the team. We want someone who shows up curious, asks good questions, and actually wants to know how we do things and why.
A positive attitude. We believe that attitude is everything.

Nice-to-haves:

eMoney experience
CFP or other professional credentials
Background at Fidelity, Vanguard, or a similar firm where you learned the business well
Familiarity with Raymond James systems

Is this the right fit?

This is a career service advisor role. The long-term opportunity here is leading our Investment Management Committee and managing a significant client relationship load; not building your own practice or prospecting your way to partnership. If you've made peace with that and you're genuinely excited by it, you'll thrive here. If you're still figuring out whether you want to go independent someday, this probably isn't your next step.

Benefits

What you get
Base salary: $96,000 – $110,000 (depending on experience)
Performance bonus: team-based, paid quarterly and annually (eligible after 90-day probationary period)
10 floating remote days per year (contractor at the house? Doctor’s appointment? Work from home.)
Paid time off
Flexible lunch policy (we’re all adults here)
Investment Management Committee participation from day one, with the opportunity to eventually lead it
Direct mentorship from Jay Wheeler in a behavioral finance practice that’s genuinely differentiated from the rest of the industry
A clear path to managing meaningful client relationships

A note on benefits: We don't offer employer-sponsored health insurance. Our salary range was built with that in mind, and when you factor in the bonus potential, total compensation is competitive with roles that do include benefits. We're happy to walk through the full picture.

How to apply

Apply through this posting. Please don't call the office or send hard-copy resumes.

Our process moves quickly but deliberately: a phone interview, two assessments (a personality evaluation and a skills test), and then a conversation with Jay and Chris. We'd rather take the time to find the right person than rush it.

Pay: $96,000.00 - $110,000.00 per year

Quick Apply

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