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Personal Financial Representative Salary
in Connecticut, United States

$87,055 (USD)

Average Salary

$42/hr

Average Hourly

$15,130

Average Bonus

Salary Recap

The average pay for a Personal Financial Representative is $87,055 a year and $42 an hour in Connecticut, United States. The average salary range for a Personal Financial Representative is between $49,152 and $110,704. On average, a Master's Degree is the highest level of education for a Personal Financial Representative. This compensation analysis is based on salary survey data collected directly from employers and anonymous employees in Connecticut, United States.

Average Salary Chart

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Job Summary

Description:
  • Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
  • Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
  • Assesses client's financial status, prepares financial plan based on analysis of data, and discusses financial options with client.
  • Prepares and submits documents to implement plan selected by client.
  • Maintains contact with client to revise plan based on modified needs of client or changes in investment market.
  • May refer client to other establishments to obtain services outlined in financial plan.
  • May sell insurance to client, recommending amount and type of coverage sales agent, insurance.
  • May buy and sell stocks and bonds for client registered representative.
  • May rent, buy, and sell property for client sales agent, real estate.
  • May be registered with professional self-regulatory association and be designated certified financial planner.

Salary Potential

Estimated salary in 2023:
$100,921
5 Year Change:
16 %

Education

Skills

Personal Financial Representative Job Listings for Connecticut, United States

Field Sales Representative - $1000/week Part Time - $2500+ Full Time
Nov 5
Manchester, CT, USA
K&M Agency POWERED by Equis Financial
... financial freedom on your terms. Only a select few candidates will be considered and of those 2-3 ... Grow and manage your personal book of business * Use our high quality leads to book appointments ...
Financial Services Representative
Oct 17
West Hartford, CT, USA
Northwestern Mutual-West Hartford
As a Financial Representative you will partner with clients by creating personalized financial ... Team meetings to set personal goals. * Making calls to prospective clients. We value people with ...
Sales Representative - $500-$1000/Week - PART TIME
Oct 29
Southington, CT, USA
K&M Agency POWERED by Equis Financial
... financial freedom on your terms. Only a select few candidates will be considered and of those 2-3 ... Grow and manage your personal book of business * Use our high quality leads to book appointments ...
Field Sales Representative - $500-$1000/Week - PART TIME
Oct 29
West Hartford, CT, USA
K&M Agency POWERED by Equis Financial
... financial freedom on your terms. Only a select few candidates will be considered and of those 2-3 ... Grow and manage your personal book of business * Use our high quality leads to book appointments ...
Financial Advisor Insurance Sales Representative
Sep 26
Farmington, CT, USA
Bankers Life Securities, Inc.
Member FINRA/SIPC and Investment Advisor Representative position through Bankers Life Advisory ... Department of Labor, Occupational Outlook Handbook, Personal Financial Advisors, on the Internet at ...
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