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Personal Financial Representative Salary
in Maine, United States

$74,607 (USD)

Average Salary

$36/hr

Average Hourly

$12,967

Average Bonus

Salary Recap

The average pay for a Personal Financial Representative is $74,607 a year and $36 an hour in Maine, United States. The average salary range for a Personal Financial Representative is between $42,124 and $94,874. 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 Maine, 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:
$86,490
5 Year Change:
16 %

Education

Skills

Personal Financial Representative Job Listings for Maine, United States

Sales Representative/Manager
Nov 11
Hampden, ME, USA
Symmetry Financial Group
FINANCIAL INDEPENDENCE: We are passionate about creating an entrepreneurial platform for both personal producers who desire an active six figure income and builders who want to create a passive ...
Sales Representative/Manager
Nov 11
Orono, ME, USA
Symmetry Financial Group
FINANCIAL INDEPENDENCE: We are passionate about creating an entrepreneurial platform for both personal producers who desire an active six figure income and builders who want to create a passive ...
Sales Representative/Manager
Nov 11
Bangor, ME, USA
Symmetry Financial Group
FINANCIAL INDEPENDENCE: We are passionate about creating an entrepreneurial platform for both personal producers who desire an active six figure income and builders who want to create a passive ...
Customer Service Sales Representative
Dec 11
Bangor, ME, USA
Symmetry Financial Group
Representatives are responsible for meeting with and serving families that have requested help with ... Symmetry Financial Group is committed to ensuring your personal goals and objectives can be ...
Customer Service Sales Representative
Dec 11
Portland, ME, USA
Symmetry Financial Group
Representatives are responsible for meeting with and serving families that have requested help with ... Symmetry Financial Group is committed to ensuring your personal goals and objectives can be ...
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