241 Results for

Financial Representative Jobs in Westfield, NJ

Jobs

New!

East Brunswick, NJ3 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 York, NY22 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.

New!

Newark, NJ4 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.

New!

Morris Plains, NJ1 day 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).

New York, NY8 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, NY10 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.

White Plains, New York22 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, NY4 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.

Holmdel, New Jersey30+ days ago

The Financial Assistance Representative is responsible for screening patients who have no insurance or are under insured for State of New Jersey (NJ) Medicaid, State of NJ Charity Care or State of NJ Get Covered NJ Marketplace and assist in completing the appropriate applications, either face to face (bedside or office appointment) or by phone. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package.

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.

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.

Jersey City, NJ9 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.

New York, NY28 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.

Martinsville, NJ30+ days ago

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

Morristown, NJ30+ days ago

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

Short Hills, NJ30+ days ago

Remote

Full-time

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

Lake Hiawatha, NJ30+ days ago

Remote

Full-time

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

New York, New York22 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, 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.

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.

New York, NY24 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, NY11 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, NY11 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.

New York City, 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.

New York City, 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, NY11 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, NY4 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, NY11 days ago

$100,000–$150,000

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

New!

New York, NY4 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, NY11 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 York, NY11 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, NY4 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, NY4 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, NY4 days ago

$100,000–$150,000

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

New York, NY11 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, NY9 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, NY11 days ago

$60,000–$100,000 Per Year

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

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.

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.

South Brunswick, NJ30 days ago

$60,000–$100,000 Per Year

A well-established and rapidly growing retirement-focused financial planning firm is adding experienced Financial Advisors to support continued growth driven by a proven educational seminar model. This opportunity is ideal for an advisor who has achieved solid success, feels capped by their current platform, and is ready to operate within a model designed for significantly higher income and production.

East Windsor, NJ30 days ago

$90,000–$120,000 Per Year

Thermo Systems is a global, full-service control systems integration partner, delivering world-class automation solutions across the District Energy, Life Sciences, and Mission Critical markets. You will play a key role in financial modeling, executive-level reporting, and strategic decision support, working closely with C-level leadership and private equity investors.

Hamilton Township, NJ14 days ago

$150,000–$350,000

Instead of cold calling, begging for referrals, or working your friends and family, you’ll step into a model designed to remove the biggest pain points in this business: No more spending most of your week prospecting instead of advising . We’ve built a streamlined, high‑performance business model that pairs top‑tier advisors with pre‑engaged clients who are already thinking seriously about their financial and estate planning needs.

New!

New York, NY4 days ago

$100,000–$150,000

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

Warren, NJ15 days ago

$60,000–$150,000 Per Year

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

Saddle Brook, NJ11 days ago

$50,000–$100,000 Per Year

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

New York, New York7 days ago

Remote

$75,000–$100,000 Per Year

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative. Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions.

New!

Tarrytown, NY2 days ago

Full-time

We operate in niche segments within these categories in which the strength of our brand names, our established retail distribution network, a low-cost operating model and an experienced management team are the keys to our success. This role operates independently to translate business drivers into decision-oriented financial insights, with direct impact on pricing, margin, cost productivity, and capital allocation decisions.

New York, New York14 days ago

$85,000–$106,300 Per Year

Assists management with analyses of major variances between budget/forecast plan and actual results across indicators including: Staffing, Program Volume, OTPS, Performance Indicators, as well as Productivity and Performance/Activity Measures. • Reviews and analyzes monthly financial transactions, ensuring accuracy and completeness of journal entries, makes necessary adjustments as needed, prepares reports of findings and disseminate financial reports to management for review.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Representative job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Representative Jobs in Westfield, NJ

Accounts Receivable Representative Jobot

Sales Development Representative Beacon Hill Staffing Group, LLC

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

Mortgage Advisor-CGS Weichert, Realtors

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 Services Representative Fifth Avenue Financial

Financial Assistance Representative - South/Central NJ Hackensack Meridian Health

Financial Representative Davis Family Financial LLC

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

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

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

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

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

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Career Headhunter LLC

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Financial Advisor Northwestern Mutual

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

Senior Financial Advisor MassMutual - NJ/NYC

Financial Advisor- Entry Level Denis Development

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

Senior Financial Structuring Officer Career Launch AI

Financial Sponsors Analyst Career Launch AI

Financial Sponsors & M&A Analyst Career Launch AI

Strategic Financial Planner Career Launch AI

Financial Scenario Analyst Career Launch AI

Financial Modeling Specialist Career Launch AI

Financial Modeling Analyst – IB Career Launch AI

Experienced Financial Advisor Fifth Avenue Financial

Financial Advisor - New York Lenox Advisors

Director, Accounting Strategy & Financial Reporting Axon

Financial Advisor Chemistry Wealth Management

Financial Advisor CareerPro Staffing

Senior Analyst, Financial Planning & Analysis Thermo Systems LLC

Estate & Retirement Financial Advisor - Exclusive Pre-set Appointments United Placement Group

Financial Institutions Strategist Career Launch AI

Financial Advisor - Team Durr MassMutual - NJ/NYC

Financial Advisor Lee, Nolan & Koroghlian, LLC

Financial Consultant (Remote) Synergy Financial

Corporate Financial Planning & Analysis Manager Prestige Brands

Senior Financial Analyst VNS Health

Resume Resources