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Financial Services Representative Careers in Florida

Financial Services Representatives and advisors help individuals and businesses make investment decisions, plan for retirement, and manage assets. Florida requires FINRA series licensing for securities work. The role features high income potential through commissions and fees, with experienced advisors routinely earning well above the median salary.

FL Median Salary (Est.)
$88,040
Entry Salary (Est.)
$39,920
Experienced (Est.)
$200,000
FL Growth Outlook
10%

What does a Financial Services Representative do in Florida?

Financial Services Representatives and advisors help individuals and businesses make investment decisions, plan for retirement, and manage assets. Florida requires FINRA series licensing for securities work. The role features high income potential through commissions and fees, with experienced advisors routinely earning well above the median salary.

Typical Florida work setting: Office; client meetings; some remote; financial services firms.

Florida salary and job outlook

Estimated Florida median pay for Financial Services Representative is approximately $88,040 per year. Entry-level Florida pay typically starts near $39,920, with experienced workers earning around $200,000.

Florida’s projected growth for this occupation is approximately 10% through the next decade — well above average compared to many other states.

Estimated figures based on publicly reported Florida and U.S. Bureau of Labor Statistics data. Actual pay varies by employer, metro area, experience, and credentials.

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How to become a Financial Services Representative in Florida

  1. 1. Choose an accredited Florida program
    Look for a Florida program that prepares you for the FINRA Series 6/7 + Series 63/65 + FL OFR registration; CFP for financial planners required to work as a Financial Services Representative. Public technical colleges and state colleges are typically the lowest-cost option; private career schools tend to cost more but may finish faster.
  2. 2. Complete the training
    Most Florida Financial Services Representative programs take about 3-6 months (licensing study). Plan around your work and family schedule — many programs offer day, evening, or hybrid options.
  3. 3. Pass the Florida licensing exam
    Working as a Financial Services Representative in Florida requires a state license issued through FINRA (federal) + FL Office of Financial Regulation (OFR). You’ll typically need to pass a national or state exam after completing an approved program.
  4. 4. Apply for Florida jobs
    Hospitals, clinics, employers, and staffing agencies across Florida hire newly licensed Financial Services Representatives every month. Use our Florida school directory to find programs with strong job-placement support.

Requirements & Training

  • Credential: FINRA Series 6/7 + Series 63/65 + FL OFR registration; CFP for financial planners
  • Typical program length: 3-6 months (licensing study)
  • Typical tuition range: $500 - $2,000
  • Florida license required: Yes (FINRA (federal) + FL Office of Financial Regulation (OFR))

Career Path

  1. Associate Advisor
  2. Financial Advisor
  3. Senior Advisor
  4. Branch Manager
  5. Wealth Manager

Top Florida Employers

Raymond James Financial (HQ St. Petersburg)Edward JonesMorgan StanleyWells Fargo AdvisorsMerrill LynchIndependent RIAsInsurance companies

Related Programs to Look For

  • Finance BS
  • Economics BS
  • Financial Planning Certificate

Florida Financial Services Representative FAQs

Do I need a Florida license to work as a Financial Services Representative?

Yes. Florida requires state licensure for Financial Services Representatives, administered through FINRA (federal) + FL Office of Financial Regulation (OFR). You’ll generally need to graduate from an approved program and pass an exam before you can practice.

How long does it take to become a Financial Services Representative in Florida?

Most Florida training programs for Financial Services Representative take about 3-6 months (licensing study). Part-time, evening, and hybrid schedules can extend that timeline; accelerated programs may shorten it.

How much does Financial Services Representative training cost in Florida?

Typical Florida programs run about $500 - $2,000. Public technical and state colleges are usually the lowest-cost route. Financial aid, employer reimbursement, and payment plans are widely available.

What is the average salary for a Financial Services Representative in Florida?

Estimated Florida median pay for Financial Services Representatives is about $88,040 per year. Entry-level pay is typically lower, and experienced workers in high-demand metros (Miami, Orlando, Tampa, Jacksonville) can earn meaningfully more.

Where can I study to become a Financial Services Representative in Florida?

Florida has hundreds of public technical colleges, state colleges, and private career schools that offer training relevant to Financial Services Representative. Use our Florida school directory to filter by region, cost, and accreditation.

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Reviewed by Fitzwilliam Thompson, RRT
Florida-licensed Registered Respiratory Therapist · Last reviewed: May 2026
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Salary data sourced from Bureau of Labor Statistics Florida Occupational Employment Statistics. School data from Florida Department of Education CIE database.

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