361 Results for

Financial Representative Jobs in New York

Jobs

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

New!

Melville, NY3 days ago

$60,000–$100,000 Per Year

Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.

Uniondale, NY11 days ago

New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.

New York, NY23 days ago

Remote

$20–$30 Per Hour
Full-time
Employee

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

Uniondale, NY12 days ago

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.

Uniondale, NY11 days ago

New York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training program in which participants start as financial professionals who gain first-hand experience in the field. Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds .

New York, NY9 days ago

$250,000–$300,000 Per Year
Full-time
Employee

Proven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New York, NY11 days ago

Full-time
Employee

In addition, the role provides dedicated administrative and operational support to the local Managing Partner and management team, ensuring smooth office operations and streamlined processes for agency stakeholders. Success in this role requires strong relationship-building skills, organizational effectiveness, clear communication, discretion, and a proactive approach to problem-solving.

New York, New York23 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.

New!

New York, NY5 days ago

$38,000–$150,000 Per Year

Licensing: If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development. Monitor markets, research financial products, and stay updated with new developments in the financial sector.

Albany, NY30+ 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.

New!

East Hills, NY5 days ago

$90,000–$130,000 Per Year

Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning.

Ronkonkoma, NY30+ days ago

This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.

West Seneca, NY30+ days ago

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

New!

Woodbury, NY3 days ago

$80,000–$250,000 Per Year

CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. Unmatched Support– Financial planningwithexpert case designfromourattorney and CFP on staff, as well as an in-house dedicated marketing team.

New Windsor & Warwick, NY9 days ago

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

Binghamton, NY16 days ago

Remote

In this fully remote role, you will be the first point of contact for prospective clients, helping them understand our products and guiding them toward solutions that fit their financial goals. We are looking for a motivated and coachable entry-level sales representative to join our growing financial services team.

hempstead, NY30+ 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. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

New York, NY29 days ago

$125,000–$185,000 Per Year

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. As a department, we are united by a common goal: We create meaningful relationships with clients by understanding their needs and delivering exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg.

Irondequoit, NY26 days ago

We offer engaging, team-focused sales incentives, including monthly competitions across multiple offices that encourage friendly competition, performance recognition, and opportunities for bonuses and promotions. ROLE DESCRIPTION: As a Financial Service Representative with the Dominic Agostini Agency, you will successfully market the financial products that manage everyday risks.

Selden, NY30+ days ago

Plattsburgh, NY30+ days ago

$18–$20 Per Hour

In addition, to assist members and potential members with their requests; prepare loan applications, respond to questions and concerns and effectively develop and maintain financial relationships with members through a consultative selling process to determine their needs and then fill the need with a product and/or service solution. Provide general credit union information to members regarding products and services and works together to create financial options, which lead to sales closures, buyouts, and quality referrals.

Melville, New York30+ days ago

$21–$27 Per Hour

The role also includes the process of verifying patient insurance coverage, notification to payers for non-scheduled admissions, and pre-certification/authorization requirements via phone or through an online system to secure authorizations for scheduled procedures requiring an authorization, prior to the date of service. The role is responsible for ensuring a patient's visit is financially secured which requires communication with patients, physicians, office staff, clinicians and insurance companies to obtain and accurately record patient demographic and insurance information.

Newburgh, NY30+ days ago

Commack, NY15 days ago

Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high level of accuracy, reliability, and member satisfaction.

St. James, NY30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with James Winter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Glenville, NY17 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. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Binghamton, NY18 days ago

We seek a dynamic Wealth Coach to guide customers in building wealth, managing risks, and planning income distribution for themselves and a legacy for their heirs. This role suits a motivated, customer-focused professional passionate about fostering deep relationships and delivering exceptional service.

New Hartford, New York23 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.

TRI-STATE AREA NY/NJ, New York8 days ago

Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team. What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.

Nationwide, NY30+ days ago

Remote

We have a dedicated asset management division with four CFAs, approved portfolios, and in-house resources, as well as an internal Financial Planning team and a Case Design team to support your clients. Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and independent 1099 Financial Advisors to join our growing team.

Corning, NY30+ days ago

The role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.

Syracuse, NY29 days ago

Passionate About: Family, fun, and legacy; spending time with his wife, children and their dog Spencer; Syracuse University sports; community involvement through board service and coaching youth sports; supporting education through the Emerging Leaders Scholarship at Oswego State University; and being a founding member of the Syracuse University Legends Society. Passionate About: Spending time with his spouse and their red lab Rudy, traveling, live music and concerts, attending live sporting events (especially hockey and the Pittsburgh Penguins), and giving back to the community through nonprofit board involvement, events, and philanthropy.

New York, NY25 days ago

$50,000–$100,000

In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships.

New York, NY30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

New York, NY12 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, NY12 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.

Rye Brook, NY30+ days ago

$100,000–$150,000 Per Year

At Strategies for Wealth, we specialize in helping driven professionals transition into financialservices - and build careers that compound over time, financially and personally. Strategies for Wealth is one of the most successful firms in theGuardian Wealth Network, with flagship offices in New York City and Westchester County.

Rye Brook, NY30+ days ago

$200,000–$500,000 Per Year

We believe the best client outcomes happen when advisors are empowered, supported, and aligned with a firm that puts people first - clients and advisors alike. If you’re an experienced Financial Advisor looking for a firm that helps you grow - not limit you - Strategies for Wealthoffers a platform designed to elevate high performers.

New York, NY30+ days ago

$0–$300,000

Launch a career in financial services through a structured development program focused on relationship management, financial planning, and long-term practice growth. Ideal for professionals seeking a long-term career in financial services with structured training, mentorship, and development support.

Watertown, NY26 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, NY12 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, NY5 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.

Williamsville, NY30 days ago

Prior Experience: Earned a Bachelor of Arts in Economics from Allegheny College and went on to achieve advanced designations including CFP®, CLU®, ChFC®, and RICP®, as well as Series 6, 63, and 7 securities licenses. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

New York, NY12 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, NY12 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, NY12 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, NY5 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!

New York, NY5 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, NY5 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.

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Financial Representative Jobs in New York

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Financial Service Professional New York Life - Nassau County General Office

Sales Development Representative Beacon Hill Staffing Group, LLC

Financial Planner New York Life - Uniondale

Fast Track Insurance Partner New York Life - Nassau County General Office

Financial Advisor/Client Portfolio Manager Company Confidential

Insurance Onsite Relationship Representative Eclaro

College Financial Representative, Internship Program Northwestern Mutual

Financial Services Representative Fifth Avenue Financial

Financial Representative Davis Family Financial LLC

Financial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

Financial Services Representative - State Farm Agent Team Member Effie Knuth - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Mike Messuro - State Farm Agent

Financial Services Representative Center for Wealth Preservation

Financial Services Representative - State Farm Agent Team Member Phillip Williams - State Farm Agent

Entry Level Financial Sales Representative Oak Ridge Recruiting

Financial Representative – State Farm Agent Team Member Ana Perez-Vukovic - State Farm Agent

Enterprise Data Sales Representative (EDSR) - Bloomberg Financial Solutions Bloomberg

Financial Services Representative - State Farm Agent Team Member Dominic Agostini - State Farm Agent

Financial Services Representative - State Farm Agent Team Member John Fischer - State Farm Agent

Financial Service Representative SeaComm Federal Credit Union

Financial Clearance Center Representative Catholic Health

Financial Services Representative – State Farm Agent Team Member Wyatt Savage - State Farm Agent

Personal Banker II (Financial Services Representative) Suffolk Credit Union

Financial Services Representative – State Farm Agent Team Member James Winter - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Amy Aldrich - State Farm Agent

Financial Services Representative - State Farm Agent Team Member James Rollo - State Farm Agent

Financial Advisor Northwestern Mutual

REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Donna Cornell Enterprises, Inc.

Independent 1099 Financial Advisor - Remote Vensure Employer Solutions

Certified Financial Planner PEAK Technical Staffing

Financial Planner - Career Changer Opportunity Northwestern Mutual Syracuse

Financial Advisor- Entry Level Denis Development

J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District) JPMorgan Chase Bank, N.A.

Analyst – Financial Advisory Services Career Launch AI

Financial Due Diligence Analyst Career Launch AI

Aspiring Financial Advisor Strategies for Wealth

Financial Advisor Strategies for Wealth

Financial Advisor (Entry Level) – Training & Licensing Provided New York City- Northwestern Mutual Purple Unicorn

Financial Advisor First Command Financial Services, Inc.

Financial Advisory Analyst Career Launch AI

Private Capital Financial Analyst Career Launch AI

Sales Representative Entry Level Northwestern Mutual - Buffalo District

Financial Institutions Group (FIG) Analyst Career Launch AI

Financial Sponsors & M&A Analyst Career Launch AI

Financial Sponsors Analyst Career Launch AI

Financial Scenario Analyst Career Launch AI

Strategic Financial Planner Career Launch AI

Financial Modeling Specialist Career Launch AI

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