NewExecutive Financial Recruiter Vaco LLCExecutive Financial RecruiterNew York, NY$70,000–$85,000 / yearDetermining 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. Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.
Sales Representative - Mohawk Valley, NY System OneSales Representative - Mohawk Valley, NYMohawk, NY$39,600–$92,400 / yearThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. 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.
NewSales Representative - Queens, NY (Mandarin Speaking) System OneSales Representative - Queens, NY (Mandarin Speaking)11004, NY$39,600–$92,400 / yearThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. 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.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, 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.
NewFast Track Insurance Partner New York Life - Nassau County General OfficeFast Track Insurance PartnerUniondale, NYNew York Life Insurance Company is currently hiring managers for its Fast Track Partner Program, a training in which participants start as financial professionals who gain first-hand experience in the field. 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.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramNew York, New York$500–$1,000 / yearInternOur 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.
Financial Representative with Business Development Focus Northwestern Mutual SyracuseFinancial Representative with Business Development FocusSyracuse, New YorkPassionate 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.
Financial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services RepresentativeEast Hills, NY$90,000–$130,000 / yearProvide 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.
Financial Services Representative Center for Wealth PreservationFinancial Services RepresentativeWoodbury, NY$80,000–$250,000 / yearCWP 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.
Financial Services Representative - State Farm Agent Team Member Effie Knuth - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberRonkonkoma, NYThis 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.
Premier Financial Representative - East Meadow Teachers Federal Credit UnionPremier Financial Representative - East MeadowEast Meadow, NY$28.50–$34 / hourBuild a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs. Named one of Americas Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States.
Premier Financial Representative - Commack Teachers Federal Credit UnionPremier Financial Representative - CommackCommack, NY$28.50–$34.15 / hourBuild a network of internal business partners (Retail network, Mortgage, Commercial Lending, TIS, etc.) to further enhance the member experience and meet member financial needs. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States.
Financial Services Representative – State Farm Agent Team Member Mike Messuro - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberWest Seneca, NYDevelop 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.
Financial Services Representative - State Farm Agent Team Member Phillip Williams - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberNew Windsor & Warwick, NYROLE 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.
Enterprise Data Sales Representative EDSR - Bloomberg Financial Solutions Bloomberg LPEnterprise Data Sales Representative EDSR - Bloomberg Financial SolutionsNY$125,000–$185,000 / yearYou 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.
Enterprise Data Sales Representative (EDSR) - Bloomberg Financial Solutions BloombergEnterprise Data Sales Representative (EDSR) - Bloomberg Financial SolutionsNew York, NY$125,000–$185,000 / yearYou 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.
Financial Representative – State Farm Agent Team Member Ana Perez-Vukovic - State Farm AgentFinancial Representative – State Farm Agent Team Memberhempstead, NYEnthusiastic 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.
Financial Aid Customer Service Representative Bryant & Stratton CollegeFinancial Aid Customer Service RepresentativeOrchard Park, NYCustomer Service: Handle inbound inquiries on a variety of FA topics including status of excess loan funds (ELF), Banner inquiries, and verification follow up, providing customers with accurate information and direction to ensure a world-class student experience. Position Summary: The Financial Aid Customer Service Representative will ensure excellent customer service skills in every interaction through inbound and outbound calls.
PATIENT FINANCIAL SERVICES REPRESENTATIVE East River Medical Imaging, PCPATIENT FINANCIAL SERVICES REPRESENTATIVENew York, NY$21–$24 / hourOur Patient Financial Services Representatives are valued members of the care team and work in a patient-centered culture that prioritizes quality over volume. With locations on Manhattan’s Upper East Side and White Plains, ERMI is known for advanced technology, top-quality imaging services, and a warm, caring environment.
Financial Services Representative -Lake Grove, NY FidelityFinancial Services Representative -Lake Grove, NYLake Grove, New YorkRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Services Representative -Plainview, NY FidelityFinancial Services Representative -Plainview, NYPlainview, New YorkRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Services Representative - Upper East Side, NY FidelityFinancial Services Representative - Upper East Side, NYNew York, New YorkRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewFinancial Services Representative - Albany, NY FidelityFinancial Services Representative - Albany, NYAlbany, New YorkRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Financial Services Representative - State Farm Agent Team Member Dominic Agostini - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberIrondequoit, NYWe 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.
Financial Services Representative - State Farm Agent Team Member John Fischer - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSelden, NYThis 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.
Financial Services Representative – State Farm Agent Team Member James Winter - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberSt. James, NYROLE 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.
Financial Services Representative II - Amityville Teachers Federal Credit UnionFinancial Services Representative II - AmityvilleNY$24–$27 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Selden Teachers Federal Credit UnionFinancial Services Representative - SeldenSelden, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - North Babylon Teachers Federal Credit UnionFinancial Services Representative II - North BabylonNorth Babylon, NY$24–$26.50 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Oakdale Teachers Federal Credit UnionFinancial Services Representative - OakdaleNY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Riverhead Teachers Federal Credit UnionFinancial Services Representative - RiverheadRiverhead, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: This position is eligible for our quarterly retail performance incentive program.
Financial Services Representative - Wading River Teachers Federal Credit UnionFinancial Services Representative - Wading RiverNY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: This position is eligible for our quarterly retail performance incentive program.
Financial Services Representative - Port Jefferson Teachers Federal Credit UnionFinancial Services Representative - Port JeffersonPort Jefferson Station, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: This position is eligible for our quarterly retail performance incentive program.
Financial Services Representative II - Selden Teachers Federal Credit UnionFinancial Services Representative II - SeldenSelden, NY$24–$26.50 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - East Meadow Teachers Federal Credit UnionFinancial Services Representative - East MeadowEast Meadow, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - North Massapequa Teachers Federal Credit UnionFinancial Services Representative II - North MassapequaNorth Massapequa, NY$24–$26.50 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Holbrook Teachers Federal Credit UnionFinancial Services Representative - HolbrookHolbrook, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Amityville Teachers Federal Credit UnionFinancial Services Representative - AmityvilleNY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - Rocky Point Teachers Federal Credit UnionFinancial Services Representative II - Rocky PointNY$24–$27 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Commack Teachers Federal Credit UnionFinancial Services Representative - CommackCommack, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative Fifth Avenue FinancialFinancial Services RepresentativeNew York, NY$38,000–$150,000 / yearLicensing: 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.
Financial Services Representative – State Farm Agent Team Member Amy Aldrich - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberGlenville, NYEnthusiastic 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.
Associate Financial Services Representative Hybrid- FlexStaff Northwell Health IncAssociate Financial Services Representative Hybrid- FlexStaffMelville, NYCreate flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
NewFinancial Operations Representative Independent HealthFinancial Operations RepresentativeBuffalo, NY$20–$24 / hourThis will include customer billing and receivables collection, corporate payables processing, corporate and client cash management, and the check write and funding process for self-funded medical, dental and reimbursement accounts. Prepare check writes for self-funded medical, dental and reimbursement account business as assigned, to include review, documentation, verification and reconciliation of disbursement records for both manual (i.e., check) and electronic (EFT) payment processing.
Personal Banker III (Financial Services Representative) Suffolk Federal Credit UnionPersonal Banker III (Financial Services Representative)Medford, NYRole Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. Financial Services Representatives are expected to collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining high accuracy and reliability.
Personal Banker II (Financial Services Representative) Suffolk Federal Credit UnionPersonal Banker II (Financial Services Representative)Commack, NYRole 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.
Financial Services Representative – State Farm Agent Team Member Wyatt Savage - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberNewburgh, NYDevelop 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.
Financial Service Representative SeaComm Federal Credit UnionFinancial Service RepresentativeOgdensburg, NY$18–$20 / hourIn 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. Responsibilities: 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.
Financial Services Representative - State Farm Agent Team Member James Rollo - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberBinghamton, NYWe 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.
NewFinancial Services Representative Northwell Health IncFinancial Services RepresentativeManhasset, NYWhen determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity). Assists patients and/or families in resolving hospital bills; advises and counsels patients of their payment responsibility due to the hospital.