What is a Financial Representative? A financial representative, also known as a financial consultant or a financial advisor, is a professional who provides financial advice and services to individuals and organizations. Their main goal is to help clients make informed decisions about their money, how they should invest and manage it to achieve their financial goals. The role of a financial representative can be quite diverse and depends largely on the specific needs of the client. For some clients, their primary need may be retirement planning. They need to know…