305 Results for

Financial Representative Jobs in Uptown, NJ

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!

East Brunswick, NJ4 days ago

$23–$24 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a keen eye for detail and a passion for numbers, you will play a crucial role in maintaining our financial health and helping us achieve our strategic goals.

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.

New!

Newark, NJ5 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, NJ11 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, NJ2 days ago

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).

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 Brunswick, NJ30+ days ago

No prior sales experience is necessary; comprehensive training will be provided on our products/services, sales techniques, and virtual communication tools. - Say goodbye to cold calling; work with premium leads to focus on closing deals and maximizing your potential.

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.

Stamford, CT30 days ago

The Starr Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement.

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.

Paterson, NJ30+ 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.

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.

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.

Jersey City, NJ10 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.

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.

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.

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.

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.

Stamford, CT30+ days ago

By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience.

Ridgewood, 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.

Cedarhurst, 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.

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.

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.

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.

New!

New York, NY5 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 York, NY12 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, NY10 days ago

$38,000–$150,000 Per Year

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

New York, NY30+ days ago

$125,000–$150,000

Comprehensive Financial Planning: Conduct thorough interviews with clients to understand their financial status, including income, expenses, tax considerations, and risk tolerance, and create personalized financial plans to meet their short-term and long-term goals. Advisory Services: Offer strategic financial advice related to investments, debt management, tax planning, cash flow management, insurance, and retirement planning.

New York City, NY30+ days ago

$176,580–$282,528 Per Year

Work Location: This role is eligible to be based out of any of Axon's US hub offices (Atlanta/Peachtree Corners, Boston/Back Bay, NYC/Manhattan, Phoenix/Scottsdale, San Francisco/Presidio, Seattle/Downtown) and follows a hybrid schedule. Establish, maintain, and provide expertise on current and upcoming U.S. GAAP, including topics specific to M&A, private and public equity, debt instruments, consolidation, VIE and equity-method accounting, and the related presentation and disclosure requirements.

Garden City, NY30+ days ago

$30,000–$60,000 Per Year

Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients.

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Financial Representative Jobs in Uptown, NJ

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

Accounts Receivable Representative Jobot

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

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

Remote Sales Representative Reineke Agency

Mortgage Advisor-CGS Weichert, Realtors

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

Financial Advisor/Client Portfolio Manager Company Confidential

Insurance Onsite Relationship Representative Eclaro

Inside Sales Representative Wesley Finance Group

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative - Entry Level Starr Region - Modern Woodmen of America

Financial Services Representative Fifth Avenue Financial

Financial Representative Davis Family Financial LLC

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

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

Financial Services Representative Center for Wealth Preservation

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

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

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

Financial Clearance Center Representative Catholic Health

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLC

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

Financial Services Representative - State Farm Agent Team Member Soribel Almanzar - State Farm Agent

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Financial Advisor Northwestern Mutual

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 Advisory Analyst Career Launch AI

Private Capital Financial Analyst Career Launch AI

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

Senior Financial Structuring Officer Career Launch AI

Financial Modeling Analyst – IB Career Launch AI

Experienced Financial Advisor Fifth Avenue Financial

Financial Advisor Chemistry Wealth Management

Director, Accounting Strategy & Financial Reporting Axon

Financial Advisor/Stockbroker Trainee MORGAN WILSHIRE SECURITIES INC

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