115 Results for

Financial Representative Jobs in Jefferson, NJ

Jobs

New!

Newark, NJ3 days ago

$60,000–$90,000 Per Year

The perfect candidate for the Entry-Level Financial Specialist position is someone who is passionate about cultivating long-lasting relationships and has a strong interest in financial data, estate planning, business administration, mutual funds, and related fields. Basic knowledge of computer programs including Microsoft Office, Google Suite, CRM systems, and related programs is needed.

Allendale, NJ9 days ago

Remote

This is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.

New!

Morris Plains, NJToday

The MA-CGS is responsible for prospecting, pipeline and funnel metrics based on target goals established by the SVP of Sales, including but not limited to, contact %’s, mortgage pre-approvals, mortgage applications, closed loan % and closed loans. The MA-CGS is responsible for originating residential mortgage loans generated by the Company through Weichert Realtor’s Open Houses, QR Code Open House App, Weichert Lead Network and other Company Generated Leads (as defined by the Company).

Jersey City, New Jersey21 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Paterson, NJ29 days ago

$60,000–$70,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Jersey City, NJ8 days ago

This role requires a professional who is comfortable making outbound cold calls, developing new relationships, and maximizing financial opportunities within an existing property & casualty client base. You’re comfortable picking up the phone, starting conversations, uncovering needs, and building long-term relationships with households and business owners.

emerson, NJ30+ days ago

As our Financial Account Representative – State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: edwin mata - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

Martinsville, NJ30+ days ago

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. ABOUT OUR AGENCY: Manny has been proudly serving New Jersey and New York for over 25 years and leads two multi-lingual offices known for their professionalism and dedication.

Morristown, NJ30+ days ago

Atlantic Health scored four “A” grades by The Leapfrog Group in its Fall 2025 Hospital Safety Grades, performance measures reflecting errors, accidents, injuries and injections, as well as systems hospitals have in place to prevent harm. Responsible for supporting management in the billing and collection of accounts receivable for inpatient and outpatient accounts, cash application and reconciliation and/or resolving customer service issues.

Short Hills, NJ30+ days ago

Remote

Full-time

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation. We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

Paramus, New Jersey21 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Lake Hiawatha, NJ30+ days ago

Remote

Full-time

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

Warren, NJ14 days ago

$75,000–$300,000 Per Year

Our team of financial professionals and supporting staff provides customized financial solutions based on our independent platform focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to wholistic planning, special needs planning, helping business owners, assisting families in developing life care plans that enhance their loved one's quality of life.

New York, NY10 days ago

$100,000–$150,000

A leading middle-market investment bank or advisory firm may seek a Financial Advisory Services Analyst to support clients on M&A advisory, restructuring, valuations, and strategic financial consulting. This Financial Advisory Services Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

New York, NY10 days ago

$100,000–$150,000

A leading middle-market investment bank, advisory firm, or private equity sponsor may seek a Financial Due Diligence Analyst to analyze target company financials, assess operational and financial risks, and support transaction execution. This Financial Due Diligence Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

Highland Falls, NY24 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

New York, NY10 days ago

$140,000–$185,000

Members of the Career Launch AI platform gain access to exclusive opportunities across financial advisory, transaction services, valuation, restructuring, and strategic finance that may not be publicly listed. This Financial Advisory Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

New!

New York, NY3 days ago

$140,000–$185,000

A lower middle-market private equity or private capital firm (representative of firms within our network) may seek a financially rigorous, entry-level Private Capital Financial Analyst to support investment teams across deal underwriting, valuation, and portfolio financial analysis. The role offers hands-on exposure to transaction modeling, capital structure analysis, diligence support, and portfolio monitoring within lean investment teams, providing early-career analysts with direct insight into how private capital investment decisions are evaluated and executed.

Higland Falls, NY30+ days ago

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

New York, NY10 days ago

$100,000–$150,000

This role provides exposure to deal sourcing, financial modeling, sponsor relationship management, and client deliverables, making it ideal for candidates pursuing careers in investment banking, private equity, or leveraged finance. A leading middle-market investment bank may seek a Financial Sponsors & M&A Analyst to assist in originating, structuring, and executing M&A transactions, particularly with private equity sponsors and alternative investors.

New York, NY10 days ago

$100,000–$150,000

A leading middle-market or bulge-bracket investment bank may seek a Financial Sponsors Analyst to support financial sponsor and private equity clients in M&A, leveraged buyouts (LBOs), recapitalizations, and other sponsor-backed transactions. This description reflects a typical early-career investment banking role focused on financial sponsor transactions, private equity-backed deals, and leveraged finance, accessible through our network.

New!

New York, NY3 days ago

$100,000–$150,000

A leading investment bank, corporate finance group, or strategy-oriented financial services firm may seek a Strategic Financial Planner to support long-term financial planning, performance analysis, and strategic decision-making. This Strategic Financial Planner description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

New!

New York, NY3 days ago

$100,000–$150,000

A global bank, investment bank, alternative asset manager, or advisory firm may seek a Senior Financial Structuring Officer to support the design and execution of customized financial structures across M&A, capital markets, structured credit, project finance, or alternative investments. This Senior Financial Structuring Officer description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

New!

New York, NY3 days ago

$100,000–$150,000

A leading investment bank, private equity firm, corporate finance team, or strategic advisory group may seek a Financial Modeling Specialist to support complex financial analyses across transactions, strategic planning, capital allocation, and performance forecasting. This role is ideal for candidates who excel in building robust financial models, translating assumptions into insights, and supporting senior professionals with data-driven decision-making across M&A, capital markets, and corporate strategy initiatives.

New York, NY10 days ago

$100,000–$150,000

These roles are ideal for candidates looking to combine rigorous analytical work with exposure to M&A, capital markets, and strategic advisory for banks, insurance companies, asset managers, fintechs, and specialty finance firms. A leading middle-market or bulge-bracket investment bank may seek a FIG Analyst to support transactions, financial modeling, research, and client deliverables for financial institutions.

New!

New York, NY3 days ago

$100,000–$150,000

A leading investment bank, financial advisory firm, or corporate finance group may seek a Financial Scenario Analyst to support financial forecasting, scenario modeling, stress testing, and strategic decision-making. This Financial Scenario Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

New York, NY10 days ago

$100,000–$150,000

A leading investment bank or advisory firm may seek a Financial Modeling Analyst to design, build, and maintain complex financial models, support valuations, and assist senior bankers with transaction execution. This Financial Modeling Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

New!

New York, NY3 days ago

$100,000–$150,000

A leading investment bank, advisory firm, or financial services institution may seek a Financial Institutions Strategist to support advisory and strategic initiatives across banks, asset managers, insurance companies, fintech firms, and other financial institutions. This Financial Institutions Strategist description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.

Warren, NJ14 days ago

$60,000–$150,000 Per Year

Bachelor's degree in finance or business-related fields preferred but not required Excellent communication and interpersonal skills Ability to work independently and as part of a team Experience in the financial services industry is a plus but not required Series 6 or 7, 63 and 65, 66 preferred but not required A passion for helping athletes achieve their goals Experience working with college athletes is a plus. If you have a passion for helping athletes achieve their full potential and are looking to join a team of professionals dedicated to educating and empowering their clients, we would love to hear from you.

Hoboken, NJ30 days ago

You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.

Saddle Brook, NJ10 days ago

$50,000–$100,000 Per Year

As a Financial Services Advisor, you will work directly with real people pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination.

Morristown, NJ30+ days ago

Full-time

People Management: Serve as a player-coach by managing a team of junior advisors or support staff, providing mentorship, performance feedback, and professional development while continuing to lead client relationships and deliver exceptional advisory services. Top Accountabilities Client Relationship Management: Serve as the primary point of contact for assigned clients, developing deep, trusted relationships and proactively addressing their financial needs.

New!

Spring Valley, NY1 day ago

$20.54–$27.46 Per Hour

Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Union, NJ28 days ago

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Sales Manager.

Iselin, NJ30+ days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefit programs, and help them achieve their long-term financial goals. This role is focused on capturing internal, organic opportunities sourced through current clients, client referrals, unit leaders, team members, and leadership.

New!

Clifton, NJ4 days ago

Effectively respond to all customer inquiries received by various digital methods including telephone, fax, email chat regarding reporting of patient results, inquiries of tests and services, concerns of service failures and other duties needed to provide superior service. Demonstrates skill and passion to deliver exceptional and consistent customer experience of a moderate complexity, while utilizing multiple customer communication channels, which may include voice, mail, email, chat, AI related inquiries, etc.

New!

Wayne, NJ1 day ago

Communicates with customers and leads to identify and understand their needs; identifies and suggests programs and packages to meet those needs and obtain authorizations from leads with the highest level of integrity . We are the Driving Academy, we provide affordable, state-approved classroom and behind-the-wheel lessons for people who are aspiring to earn a Commercial Drivers License (CDL), and we are growing by the day.

New!

Wayne, NJ4 days ago

New!

Wayne, NJ4 days ago

New!

Wayne, NJ1 day ago

Elizabeth, New Jersey30+ days ago

$18–$31.89 Per Hour

The Patient Service Representative (PSR) is responsible for providing the full scope of a) inbound and outbound access patient interactions and functions whether by telephone, internet or in-person, b) patient scheduling and logistics, c) executing daily workflows including cancellation, missed visit and tickler-recall deployment and d) executing revenue cycle claim scrubbing and missing slip completion. • Excellent interpersonal skills and ability to work effectively with physicians, co-workers, other departments and patients of all ages, and from across a broad range of cultural and social economic backgrounds.

Vauxhall, New Jersey30+ days ago

$18–$29.76 Per Hour

The Patient Service Representative (PSR) is responsible for providing the full scope of a) inbound and outbound access patient interactions and functions whether by telephone, internet or in-person, b) patient scheduling and logistics, c) executing daily workflows including cancellation, missed visit and tickler-recall deployment and d) executing revenue cycle claim scrubbing and missing slip completion. • Obtain legal photo identification and (if applicable) insurance card(s) and validate patient identity and coverage prior . to services being rendered to ensure patient safety and financial reimbursement.

Linden, NJ30+ days ago

$18–$25

Communicates with customers and leads to identify and understand their needs; identifies and suggests programs and packages to meet those needs and obtain authorizations from leads with the highest level of integrity. We are the Driving Academy, we provide affordable, state-approved classroom and behind-the-wheel lessons for people who are aspiring to earn a Commercial Drivers License (CDL), and we are growing by the day.

Linden, NJ30+ days ago

$18–$25

Communicates with customers and leads to identify and understand their needs; identifies and suggests programs and packages to meet those needs and obtain authorizations from leads with the highest level of integrity. We are the Driving Academy, we provide affordable, state-approved classroom and behind-the-wheel lessons for people who are aspiring to earn a Commercial Drivers License (CDL), and we are growing by the day.

Hackensack, New Jersey30+ days ago

The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package. Processes all denials and correspondence in a timely manner; analyzes, categorizes and routes all denials to initiate an appeal process which ensures maximizes revenue and cash flow.

Iselin, NJ14 days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Position Summary Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work.

Newark, NJ30+ days ago

$16–$20 Per Hour

We're currently experiencing substantial growth, and we're looking for highly goal-driven and career-oriented people to help us continue to deliver incredible results for our high-class, well-known clients. Friday: 9 am – 5 pm. In this collector position, you will handle daily outreach to consumers, manage high‑balance accounts, and use your negotiation skills to establish effective repayment solutions.

Chester, NY30+ days ago

In this role, you will manage customer accounts, support sales efforts, and ensure timely collections to maintain healthy cash flow. You will play a key role in strengthening relationships with our customers while contributing to our sales targets and overall financial success.

S Plainfield, NJ30+ days ago

Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. ROLE DESCRIPTION: As a Registered Representative with Barros Insurance Agency Inc, you will successfully market the financial products that manage everyday risks.

Raritan, NJ30+ days ago

As a key player in our customer-centric team, you will directly interact with clients to solve their financial inquiries, making a significant impact on their experience with our residential communities. As a new Full-Time AP/AR Customer Service Representative at Premier Development, your daily responsibilities will involve managing accounts payable and receivable processes efficiently.

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Financial Representative Jobs in Jefferson, NJ

Entry-Level Financial Specialist New York Life-NJ General Office

Remote Sales Representative Reineke Agency

Mortgage Advisor-CGS Weichert, Realtors

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative Davis Family Financial LLC

Financial Services Representative - State Farm Agent Team Member Alberto Santana - State Farm Agent

Financial Account Representative – State Farm Agent Team Member edwin mata - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Manny Coby - State Farm Agent

Patient Financial Service Representative, Full Time, Days, Reconciliation, Morristown, NJ Atlantic Health System

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLC

Financial Advisor Northwestern Mutual

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Senior Financial Advisor MassMutual - NJ/NYC

Analyst – Financial Advisory Services Career Launch AI

Financial Due Diligence Analyst Career Launch AI

Financial Advisor First Command Financial Services, Inc.

Financial Advisory Analyst Career Launch AI

Private Capital Financial Analyst Career Launch AI

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Financial Sponsors & M&A Analyst Career Launch AI

Financial Sponsors Analyst Career Launch AI

Strategic Financial Planner Career Launch AI

Senior Financial Structuring Officer Career Launch AI

Financial Modeling Specialist Career Launch AI

Financial Institutions Group (FIG) Analyst Career Launch AI

Financial Scenario Analyst Career Launch AI

Financial Modeling Analyst – IB Career Launch AI

Financial Institutions Strategist Career Launch AI

Financial Advisor - Team Durr MassMutual - NJ/NYC

Work From Home - Entry-Level Financial Services Consultant II Virgo & Aries LLC

Financial Advisor Lee, Nolan & Koroghlian, LLC

Financial Advisor Simon Quick Advisors

Client Services Representative Cetera Financial Group

Insurance and Financial Services Position - State Farm Agent Team Member David Roy - State Farm Agent

Inside Sales Representative - Personal Lines World Insurance Associates, LLC.

Customer Service Representative - Billing II Quest Diagnostic

Sales/Customer Service Representative (Bilingual English/Spanish) Driving Academy

Customer Service Representative (Bilingual English Spanish) Driving Academy

Customer Service Representative Bilingual English Spanish Driving Academy

SalesCustomer Service Representative Bilingual EnglishSpanish Driving Academy

Patient Service Representative Prism Vision Group

Patient Services Representative Prism Vision Group

Customer Service Representative (Bilingual English/Spanish) Driving Academy

Customer Service Representative (Part-Time, Bilingual English/Spanish) Driving Academy

Reconciliation Representative Hackensack Meridian Health

Personal Lines Senior Associate Client Representative World Insurance Associates, LLC.

High-Balance Collections Representative Cawley & Bergmann, LLC

Inside Sales Representative Best Mexican Foods Legacy Food Group

Registered Representative - State Farm Agent Team Member Daniel Barros - State Farm Agent

AP/AR Customer Service Representative Premier Development

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