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Personal Financial Representative

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Salary and Benefits

Personal Financial Representative
$43K-$53K / yr. (est.)
$44K
$48,686 / year
$54K
Average base salary
The salary information provided is based on data collected from various reliable sources and may vary depending on individual qualifications and other factors.

About Personal Financial Representative

What does a Personal Financial Representative do?
Rop businessman giving contract to woman to sign
Person in black pants and black shoes sitting on brown wooden chair

We, personal financial representatives, assess the financial needs of the clients, and based on their needs, provide then with the best investment opportunities. We help our clients in planning their short-term and long-term financial goals and also provide them with advice regarding tax deductions and insurance policies. Also, we explain financial services to our customers and address and resolve their queries. We research investment opportunities and monitor the accounts of our clients to keep an eye on their investments.

Core tasks:

  • monitoring the market trends and addressing the needs of customers
  • providing valid financial information to clients
  • complying with the financial rules and regulations

Insights

Professional Growth

How Many Years of Experience Do Professionals Need Before Becoming Personal Financial Representative?
On average, people work 5-7 years in other positions prior to becoming a Personal Financial Representative.
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Personal Financial RepresentativePhoenix, AZ - A year ago
🙄 Ain't nobody got time for that! I want to be a Personal Financial Representative right away, not waste years in other positions!
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Personal Financial RepresentativeSan Antonio, TX - A year ago
😤 It's all part of the journey, my friends. Working in different roles builds a solid foundation for becoming a proficient Personal Financial Representative!

Professional Growth

How Long Do Personal Financial Representative Employees Typically Stay in Their Roles?
On average, Personal Financial Representatives works in this position for 3-5 years across multiple employers.
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Insurance Agency OwnerAustin, TX - A year ago
🙌 Personal Financial Representatives changing jobs often shows that they are looking for better opportunities and growth. It's a sign of ambition and initiative.
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Director OF FinanceBoston, MA - A year ago
Having multiple employers in a short time frame as a Personal Financial Representative might indicate a lack of commitment and reliability.

Professional Growth

What Is the Job Hopper Score for Personal Financial Representative Employees?
Moderate job changes in Personal Financial Representative, showing some career movement without excessive turnover.
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Financial AdvisorNew York City, NY - A year ago
Only an elite few are qualified to provide financial advice. The rest are just amateurs pretending to know what they're doing. 🙄
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Private BankerSan Francisco, CA - A year ago
PFRs are just glorified salespeople, pitching financial products to earn their hefty commissions. It's all about the money! 💸

Career path

Path to job

Fields of study

Discover a Personal Financial Representative's areas of knowledge sorted by their majors.

Top educational institutions

Explore the list of higher education institutions that a Personal Financial Representative typically studied at.
Brigham Young University-Idaho
Florida International University

Path after job

Community

Demographics

Culture & Values

What Is the Age and Gender Ratio of Personal Financial Representative Employees?
Gender ratio in Personal Financial Representative position: 0.690798081116441 Male and 0.309201918883559 Female. Age ratio in Personal Financial Representative position: 16-20: 15%, 21-30: 48%, 31-40: 16%, 41-50: 12%, 51-60: 7%, 60+: 2%. Personal Financial Representative position is predominantly male (69.1%) with the largest age group being 21-30 years old, followed by 31-40 years old.
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Personal Financial RepresentativeHouston, TX - A year ago
age discrimination is real in this industry, and it needs to be addressed! 😤
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Personal Financial RepresentativePhiladelphia, PA - A year ago
instead of complaining, why don't we focus on empowering and encouraging more women to join this field? 💪

Workplaces

Professional Growth

Who Are the Top Employers for Personal Financial Representative?
Top employers of Personal Financial Representative position: All State Financial Co, Allstate, Allstate Financial Services, LLC. People who work in Personal Financial Representative position most typically go on to work for the All State Financial Co.
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Personal Financial RepresentativeHouston, TX - A year ago
Allstate Financial Co. is one of the worst employers for Personal Financial Representatives. They have unrealistic targets and negligible support for employees.
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Personal Financial RepresentativeMiami, FL - A year ago
Being a Personal Financial Representative at Allstate Financial Services, LLC was an amazing experience! The whole team was supportive and the commission structure was excellent!
All State Financial Co
Allstate
Allstate Financial Services, LLC

Professional Growth

What Industries Does Personal Financial Representative Typically Have Experience In?
Industry Background: The most typical industries of Personal Financial Representative: Finance & Insurance, Professional / Scientific / Technical, Administrative & Support, Publishing & Broadcasting, Health Care. Personal Financial Representative employees most likely come from a Finance & Insurance industry background.
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Personal Financial RepresentativeHouston, TX - A year ago
Sure, but aren't they just salespeople in disguise? It seems like their main goal is to meet sales targets and earn commissions at the expense of the clients' best interests. 😡
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Personal Financial RepresentativeMiami, FL - A year ago
I beg to differ! Personal Financial Representatives act in the best interest of their clients, prioritizing their financial well-being above all else. Building trust is key in this profession. Don't generalize their motives! 😤

Find your job as Personal Financial Representative

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Discussion about Personal Financial Representative

Want to know more about Personal Financial Representative position?
Share your thoughts and ideas about Personal Financial Representative position with others in our community.
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What is the women/men ratio in the job of Personal Financial Representative?
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Benjamin Gardner3 years ago
30% are women in this profession only.
What is the typical age of people who work as a Personal Financial Representative?
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Liam Brown3 years ago
31 is the average age of people working as a Personal Financial Representative.
How much experience do you need to work as a Personal Financial Representative?
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Sophie Hayes3 years ago
You should work for 6 years on average to become a Personal Financial Representative.
Which industries are highly likely to employ a Personal Financial Representative?
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Isabella Holmes3 years ago
Finance & Insurance is the most frequent for a Personal Financial Representative.
Is a degree needed to work as a Personal Financial Representative?
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Liam Brown3 years ago
You should be fine with No higher education
Where are you working as a Personal Financial Representative?
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Benjamin Gardner3 years ago
Allstate, All State Financial Co, Allstate Financial Services, LLC, JPMorgan Chase & Co. and UFCU has the most employees.
How many years of experience as a Personal Financial Representative is needed in average to switch to another position?
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Sophie Hayes3 years ago
A Personal Financial Representative typically changes positions after 4 years.
How common is it for a Personal Financial Representative to jump from company to company?
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Isabella Holmes3 years ago
a Personal Financial Representative is not a typical job hopper, but might change companies.
What work history do people usually have before becoming a Personal Financial Representative?
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Liam Brown3 years ago
You have a good chance of becoming a Personal Financial Representative if you are working as Financial Advisor, Teller or Personal Banker
What typical professions people working as a Personal Financial Representative switch to?
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Isabella Holmes3 years ago
Financial Advisor, Branch Manager or Personal Banker can be a good next step
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Disclaimer

informationLENSA generates certain information provided on this website by compiling and analyzing publicly available data and data from employees/former employees. All company names are the registered trademarks of their original owners. The use of any trade name or trademark does not imply any association with the third-party company. None of the information provided is endorsed in any way by any of the companies mentioned. We do not guarantee the accuracy, currency, or suitability of this information (including regarding demographics or salary estimate) and you are responsible for how you use it. ALL INFORMATION IS PROVIDED “AS IS” AND “WITH ALL FAULTS”. We are not responsible for nor endorse third party content on our website. If you notice any inaccurate information or information you think is proprietary you can email us at [email protected]. See our Terms and Conditions and Community Guidelines for more information.
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