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Personal Financial Representative Salary
in Connecticut, United States

$87,385 (USD)

Average Salary

$42/hr

Average Hourly

$15,188

Average Bonus

Salary Recap

The average pay for a Personal Financial Representative is $87,385 a year and $42 an hour in Connecticut, United States. The average salary range for a Personal Financial Representative is between $49,338 and $111,123. 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 2024:
$101,303
5 Year Change:
16 %

Education

Skills

Personal Financial Representative Job Listings for Connecticut, United States

Sales Representative, An Excellent Financial Opportunity $120K+ a Year
Jan 13
Hartford, CT, USA
Symmetry Financial Group
... own personal production! · With hard work and dedication, you can earn $120K to $250K in your ... FINANCIAL INDEPENDENCE : We are passionate about creating an entrepreneurial platform for both ...
Empowered Sales Representative-Exceptional Financial Freedom!!
Jan 17
Hartford, CT, USA
The Steven Katz Agency
What we can offer you ... · A successful career path with upward mobility, personal, and ... FINANCIAL INDEPENDENCE: We are passionate about creating an entrepreneurial platform for both ...
Sales Representative
Nov 23
Bridgeport, CT, USA
Symmetry Financial Group
Symmetry Financial Group is seeking motivated, career-minded individuals to join our team, helping ... people come first -Relentless pursuit of personal growth -Open, honest, and productive ...
Granite and Quartz Fabricator Sales Representative
Jan 14
Bridgeport, CT, USA
European Granite & Marble
... personnel, to ensure personnel is able to present product and negotiate well with consumers. · ... financials to consult with dealers on retail pricing, advertising, promotions and ROI. · Quotes ...
Outside Sales Representative
Jan 3
Wallingford, CT, USA
Duchess Group, INC
Financial Rewards * Time off for Major Holidays * Training and Developmental Opportunities * Travel ... The ability to focus and strive toward your goals is a big part of one's personal development as ...
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