328 Results for

Financial Representative Jobs in Jefferson, NJ

Jobs

New!

Newark, NJ3 days ago

In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform. Our client, a global leader in the fintech and payments space, is seeking a dynamic Sales Representative / Business Consultant to join their team.

Allendale, NJ12 days ago

Remote

p>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.

Paramus, New Jersey20 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, NJ30+ days ago

$60,000–$70,000

p> 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, NJ30+ 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.

NY30+ days ago

li>

Conduct research on Private Equity & Venture Capital firms to understand fund structure, investment thesis, deal history, and key stakeholders to assess potential fit and tailor outreach to prospective partners.

Our world-class Channel Sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly!

NY30+ days ago

$125,000–$185,000 Per Year

p>View our Benefits: [2] https://www.bloomberg.com/company/careers/working-here/employee-benefits/united-states/?tactic-page=588601.

You will be responsible for sales across our Enterprise Data Product suite including Data Management Solutions (DMS and DL+), Reference Data, Real-Time data feeds, Regulatory Solutions and the Bloomberg Valuation Service (BVAL) to both new prospects and an existing book of business.

Paterson, NJ30+ days ago

Completes collections of patient financial responsibility, and refer self-pay patients to appropriate financial service when needed. This includes collection of demographic, financial, insurance information, and financial screening of patients prior to services being rendered.

Wayne, NJ30+ days ago

Leading edge clinical services include orthopedics, spine, and sports medicine; cardiology/cardiothoracic services including a diagnostic cardiac catheterization laboratory performing peripheral angiograms and stenting, carotid stenting and pacemaker implants; non-invasive cardiology services including Holter monitoring, 24-hour blood pressure monitoring, echocardiography and trans-esophageal echocardiography; the Acute Rehabilitation Unit providing a full range of inpatient and outpatient services such as those of the North Jersey Swallowing Center; the John Victor Machuga Diabetes Education Center, offering comprehensive education and consultation programs; and expanded Ambulatory Care Center; as well as liver, biliary, and pancreatic consultation services. The combined efforts of the organization's outstanding physicians, superb nurses, and dedicated clinical and professional staff have made us one of the most highly respected healthcare organizations in the state, the largest employer in Passaic County, and one of the nation's "100 Best Places to Work in Health Care".

Morristown, NJ18 days ago

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. Ensures insurance information is entered properly on accounts, process credit card payments, complete customer service forms for various customer service requests.

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.

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.

Paramus, New Jersey30+ days ago

p>Analyze, identify and report areas of high-volume error, for enhanced automation opportunity in Paragon or Claims Administrator, or corrective actions in front end areas. Communicate with the front-end departments, i.e. Patient Access, Ancillary Departments, and Medical Records for edits related to the respective area.

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.

Morristown, NJ18 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. Atlantic Health Morristown and Atlantic Health Overlook ranked within the top three hospitals in New Jersey by U.S. News & World Report's 2025-2026 Best Hospital rankings.

Morristown, NJ18 days ago

Wayne, NJ30+ days ago

Paramus, New Jersey20 days ago

$61,000–$250,000 Per Year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

NY30+ days ago

$80,000–$90,000 Per Year

p>Back to search results Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market New York, New York; Brooklyn, New York; Staten Island, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Parsippany, New Jersey11 days ago

We’re seeking a licensed banker or early-career advisor to grow within the Northern New Jersey market—partnering with a top-producing Senior Advisor while building your own book through a strong referral network.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees.

New York, NY13 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, NY13 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.

NY30+ days ago

p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Parsippany, NJ30 days ago

Remote

p>Lincoln Tech is seeking a Regional Financial Aid Advisor of New Students to be responsible for providing information and assistance to students, campus administrative staff, faculty, and outside agency representatives regarding various financial aid programs. Additional responsibilities include addressing and resolving student inquiries, issues, and problems ensuring that appropriate actions are taken to satisfy the student, company, and regulatory agencies while adhering to policies, procedures, and legal requirements.

Parsippany, NJ25 days ago

Lincoln Tech is seeking a Regional Financial Aid Advisor of New Students to be responsible for providing information and assistance to students, campus administrative staff, faculty, and outside agency representatives regarding various financial aid programs. Additional responsibilities include addressing and resolving student inquiries, issues, and problems ensuring that appropriate actions are taken to satisfy the student, company, and regulatory agencies while adhering to policies, procedures, and legal requirements.

New!

New York, NY6 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.

New York, NY13 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 York, NY13 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!

New York, NY6 days ago

$100,000–$150,000

p>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 York, NY13 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 York, NY13 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 York, NY13 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, NY6 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, NY6 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!

New York, NY6 days ago

$100,000–$150,000

p>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.

NJ30+ days ago

Remote

$24.03–$26.44 Per Hour

p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.

Parsippany, NJ30+ days ago

li>If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank channels by meeting with high net worth clients.

Deliver a diversified set of brokerage, investment and insurance and advice-based solutions to meet the individualized investment needs of current and potential Bank customers for the high net worth segment, utilizing experts in Financial Planning, Carriers, Wholesalers in Insurance and Managed Accounts.

NY30+ days ago

Remote

$100,000–$130,000 Per Year

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. Support the growth of Alera Group's Financial Services business by building supervision practices that scale with new advisors, entities, and platforms.

Millburn, New Jersey17 days ago

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies.

NY30+ days ago

$55,250–$66,300 Per Year

Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educatorsAbout Our CompanyWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. Ability to obtain required licenses within 150 days of hire:o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)o State Securities (Series 63 or Series 66)o State IAR (Series 65 or Series 66)o State Life, Health Insurance and Variable Products linesPreferred Qualifications• Four-year college degree, or equivalent• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.•

NY30+ days ago

Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e.

• Build relationships to create new clients via face-to-face and virtual sourcing strategies, e.g., residential business networking introductions and referrals, social media, and speaking engagements.

Hackensack, NJ30+ days ago

$75,400–$100,000 Per Year

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling.

NY11 days ago

$60,000–$70,000 Per Year

As a business partner, the TSP regularly leads direct sourcing initiatives with representatives of Client corporate functions (Talent Acquisition, Human Resources Operations, Vendor Management, Information Systems, Risk Management) and third party suppliers.

Validate new openings, review matched candidates, submit best matches to hiring managers, communicate with and guide candidates through the process, facilitate manager decision making.

Secaucus, NJ30+ days ago

$250–$1,000

Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations. Skills & Experience Education: Bachelor''s degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others'' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands-on training Virtual University: access to Equitable Advisors'' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.

New York, NY22 days ago
$24.76–$33.17 Per Hour
This position acts as a crucial member of our patient care teams to coordinate the financial aspects of the patient’s care, while working together with our other dedicated team members in creating a positive and memorable patient experience. The PFC serves as a resource to patients regarding financially related matters such that they are accessible to patients for ongoing questions regarding this aspect of their care.

Warren, NJ15 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.

Rahway, NJ19 days ago
$106,200–$167,200 Per Year
In this role, the candidate should expect to: Gain end-to-end exposure to the drug development process and the Research & Development pipeline while gaining relevant experience supporting functions in Global Clinical Supplies. Increase personal network through engagement with other key business partners (Global Clinical Development Finance, Global Clinical Supplies, Project Management, Supply Chain Management, Procurement, etc.).

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Financial Representative Jobs in Jefferson, NJ

Sales Representative / Business Consultant System One

Remote Sales Representative Reineke Agency

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

Partner Development Representative | Financial Institutions Ramp Business Corp

Enterprise Data Sales Representative EDSR - Bloomberg Financial Solutions Bloomberg LP

Registration/Financial Representative St. Joseph Health

Patient Financial Representative St. Joseph Health

Patient Financial Service Representative, Full Time, Day, 8a-4p, Reconciliation, Morristown, NJ Atlantic Health System Inc

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

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

Patient Account Representative - Patient Financial Services- Per Diem Flexible Shifts - (27038P) Bergen New Bridge Medical Center

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

Patient Financial Service Representative, Full Time, Days, 8a-4p, PFS - Revenue Cycle Integrity, Morristown, NJ Atlantic Health System Inc

Patient Financial Service Representative, Full Time, Days, 7a-3p, PFS - Revenue Cycle Integrity, Morristown, NJ Atlantic Health System Inc

Patient Financial Service Representative, Full Time, Day, 8a-4p, Denials Management, Morristown, NJ Atlantic Health System Inc

Representative Registration and Financial St. Joseph Health

Financial Advisor Northwestern Mutual

Merrill Advisor Development Program - Financial Advisor: SD Financial Center Market Bank of America Corp

Affluent Market Financial Advisor Wilmington Trust

Analyst – Financial Advisory Services Career Launch AI

Financial Due Diligence Analyst Career Launch AI

Financial Advisor First Command Financial Services, Inc.

Regional Financial Aid Advisor - Remote Lincoln Technical Institute, Inc.

Regional Financial Aid Advisor Lincoln Technical Institute, Inc.

Regional Financial Aid Advisor - Hybrid Lincoln Technical Institute, Inc.

Private Capital Financial Analyst Career Launch AI

Financial Advisory Analyst Career Launch AI

Financial Sponsors & M&A Analyst Career Launch AI

Strategic Financial Planner Career Launch AI

Financial Modeling Analyst – IB Career Launch AI

Financial Institutions Group (FIG) Analyst Career Launch AI

Financial Sponsors Analyst Career Launch AI

Senior Financial Structuring Officer Career Launch AI

Financial Modeling Specialist Career Launch AI

Financial Scenario Analyst Career Launch AI

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Affluent Market Senior Financial Advisor M&T Bank Corp

Supervision Manager - Financial Services Alera Group Inc

Financial Advisor - PNC Wealth Management PNC Bank

Competencies.

Financial Advisor Ameriprise Financial Inc

Experienced Financial Advisor -- New York, NY Edward D Jones & Co LP

Financial Consultant Teachers Insurance and Annuity Association of America (TIAA)

Talent Sourcing Partner (Financial Services) PRO Unlimited, Inc.

Entry Level - Financial Advisor - NJ, Secaucus (3857) Equitable Financial Life Insurance Company

Patient Financial Coordinator #Full Time 61st Street Service Corp

Senior Financial Advisor MassMutual - NJ/NYC

Senior Specialist, Financial Analyst (Hybrid - NJ or PA) Merck & Co Inc

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