Working as a Financial Representative

What's it like to work as a Financial Representative? Read testimonies from real people who work as a Financial Representative—everything from work-life balance to career satisfaction. Hear from an expert and see top companies to work for as a Financial Representative.

Financial Representative Ratings

11K Financial Representative reviews for 6K companies

Work/Life Balance
3.8 ★
Compensation & Benefits
3.5 ★
Career Opportunity
3.7 ★
Number of Jobs on Glassdoor

70K Financial Representative Jobs

Financial Representative Reviews

What do Financial Representative professionals have to say about their job? Read through 11K Financial Representative reviews for 6K companies.
Choose a topic:
Challenges
Day-to-Day
Favorite Part
All
MENUMENU
Finance Executive
Dec 21, 2020

“People are happy and friendly”

Colt Technology ServicesColt Technology Services
Corporate Finance Intern
Dec 21, 2020

“Everyone was friendly and happy to teach me new things.”

RocheRoche
Finance Intern
Mar 21, 2022

“people are happy”

Island Assisted LivingIsland Assisted Living
Finance Assistant
Feb 24, 2020

“Happy friendly atmosphere.”

IpsosIpsos
Finance Assistant
Jul 22, 2020

“If you get the good team members you will be happy”

Krisfo InfoTech Solutions
Finance Executive
Sep 30, 2020

“I am very happy to work in Krisfo.”

Norwegian Refugee CouncilNorwegian Refugee Council
Finance Assistant
Oct 13, 2021

“Relevant and enjoyable tasks and coworkers”

Top Companies for Financial Representative

Northwestern Mutual
Northwestern Mutual
4.0 ★
947 Jobs
9K Reviews
6K Salaries

Northwestern Mutual has been helping families and businesses achieve financial security for over 161 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI.

Highly rated for culture & values
TD Ameritrade
TD Ameritrade
4.2 ★
40 Jobs
3K Reviews
4K Salaries

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value. We believe in teamwork, putting clients first, building strong relationships, achieving quality results and working with integrity. Our employees are at the heart of everything we do. At TD Ameritrade, we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Empower our clients to pursue their dreams, while you fulfill yours. In 2020, Charles Schwab acquired TD Ameritrade. Harnessing TD Ameritrade and Charles Schwab’s complementary strengths and tremendous skills will help us break down barriers for investors and advisors by delivering a combination of low costs, great services and best in class experiences supported by innovative technology. While we work to combine our strengths, we will continue to operate as two separate broker dealer and custodians. Both TD Ameritrade and Schwab have been recognized as best places to work. The combined organization will continue to be an exceptional workplace offering opportunities to build a meaningful career.

Highly rated for compensation & benefits

Financial Representative Jobs

Is this information helpful?