319 Results for

Financial Services Jobs in West Babylon, NY

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!

Uniondale, NY2 days ago

New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.

New!

Uniondale, NY3 days ago

Join us at New York Life, where we empower our Sales Managers to lead with confidence and make a meaningful impact in the financial services industry. Responsibilities:Lead and inspire a dynamic sales team to achieve and exceed sales targets, fostering a culture of excellence and innovation.

Uniondale, NY12 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!

Melville, NY4 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, NY13 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!

Greenwich, CT5 days ago

$150,000–$200,000 Per Year

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. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.

New!

Uniondale, NY5 days ago

$160,000–$190,000 Per Year

This key role will focus on supporting our clients in the commercial finance sector, providing expert advice on various legal aspects, including UCC Article 9, title surveys, lease reviews, corporate structure, and lien searches. Provide legal advice and support to clients on a wide range of lending finance matters, including but not limited to, commercial finance, UCC Article 9, title surveys, lease reviews, and lien searches.

New!

Great Neck, NYToday

$150,000–$180,000

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. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).

Uniondale, NY12 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 .

Garden City, NY13 days ago

$51,370–$92,060 Per Year

The legal work performed differs by practice area and area of specialty such as insurance, banking, investments, financial services, litigation, general corporate, ecommerce/marketing, government relations or labor/employee relations. Interpersonal skills necessary to communicate effectively in person, by e-mail and telephone; effectively follow instructions from a diverse group of clients, attorneys and staff; provide reports with professional courtesy and tact.

Huntington, NY11 days ago

$120,000–$140,000 Per Year

Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds. Responsibilities:Gain hands-on experience from a team of financial professionals helping clients develop a long-term strategy to achieve their financial goals.

New!

Melville, NY4 days ago

$75,000–$100,000 Per Year

Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, investments, annuities, and mutual funds. Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

Uniondale, NY12 days ago

Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking. Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

Stamford, CT10 days ago

Full-time
Employee

Supporting monthly close activities in a public-company setting, ensuring accuracy, completeness, and timely executionPreparing and reviewing balance sheet reconciliations with documentation suitable for SOX and audit reviewRecording and supporting journal entries related to consolidations, eliminations, and intercompany activityWorking actively within Microsoft Dynamics to support day-to-day accounting, reporting, and reconciliationsAssisting with consolidation support schedules and cross-entity reconciliation effortsMaintaining organized workpapers and responding to audit and internal control documentation requestsOperating effectively in a high-volume, data-heavy environment with multiple systems and reporting outputsLeveraging technology and AI-enabled tools to i-prove efficiency across reconciliations, reporting, and compliance workflows. Prior public company accounting experience is requiredDemonstrated exposure to SOX environments, including controls execution and audit supportHands-on experience with Microsoft Dynamics; strong system proficiency is strongly preferredExperience supporting consolidations and intercompany accountingComfort working with large datasets and system-driven financial informationTech-forward mindset, including practical use of AI tools to streamline accounting and reporting tasksAbility to operate independently and effectively in a fast-paced close environment.

Stamford, CT10 days ago

Full-time
Employee

Lead all corporate accounting functions, including consolidations and eliminations across multiple business segmentsOwn SOX compliance, audit readiness, and public company reporting requirementsDesign and enhance segment-level P&L and reporting architectureOversee ERP and accounting systems, including enhancements and implementationsSupport acquisitions and integrations, including reporting and controlsServe as a board- and audit committee–ready leaderBuild scalable GL and reporting structures to support future growth and divestituresManage and develop the accounting team (Treasury Manager, Senior Accountant, and broader accounting function). CPABig 4 backgroundPublic company experienceStrong SOX, consolidation, and elimination expertiseM&A / acquisition accounting experienceERP / systems implementation experienceExecutive presence and comfort presenting to senior leadership and the Board.

Greenvale, NY9 days ago

$100,000–$200,000 Per Year

Blue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press—reflecting our commitment to culture, professional growth, and client excellence. We are seeking a motivated Financial Services Team Associate to support the development and servicing of long-term client relationships while delivering personalized, goals-based financial guidance.

Home Office, CT30+ days ago

$216,306–$324,458 Per Year

NY generally ranges: $216,306-$324,458CA generally ranges: $225,710-$338,565All other locations fall under our General State range: $190,701-$286,052Benefits may vary depending on the nature of your employment with Cloud Software Group and the country where you work. · Engage senior executives (CIO, CTO, CISO, COO, CRO, CDO, Head of Claims, Head of Underwriting) and articulate value aligned with enterprise priorities such as modernization, AI strategy, operational efficiency, compliance, and digital customer experience.

Stamford, CT30+ days ago

$55,000–$70,000

This role is ideal for individuals who enjoy working with people, want to develop professional skills, and are looking for a long-term career path in financial services. This entry-level position focuses on helping individuals and families better understand their financial options through guided conversations and structured support.

Stamford, CT16 days ago

Full-time

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Vesta is Valitana's specialty and credit insurance platform, automating the full policy lifecycle — from submission to runoff — for insurers, reinsurers, and MGAs/MGUs across lines including political risk, structured risk, corporate and mortgage credit, and portfolio credit (SRTs, CLOs, NAV, and fund finance).

New!

East Hills, NY4 days ago

$90,000–$130,000 Per Year

At Blue Ocean Wealth Solutions, LLC, we’re building a powerhouse team of motivated professionals through hands-on leadership, entrepreneurial guidance, and a proven mentorship model designed to launch rewarding, long-term careers. As a proud partner of MassMutual, we combine the personalized support of a local firm with the strength, stability, and reputation of one of the most respected names in the financial services industry.

New!

East Hills, NY6 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.

Commack, NY30+ days ago

Successful State Farm Agency seeking a licensed, highly motivated, and skilled Insurance and Financial Services Sales Agent to join our team! As an Insurance and Financial Services Sales Agent Team Member, you will also be responsible for pivoting to existing clients after determining their needs through high-level conversation.

Greenwich, CT30+ days ago

$70,000–$75,000

The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.

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

Selden, NY30+ days ago

Glen Cove, NY30+ days ago

Establish and nurture relationships with small business owners, such as Real Estate Agents, Mortgage Lenders, Auto Dealers, and more. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

New!

Woodbury, NY4 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.

Commack, NY30+ days ago

As Insurance and Financial Services Position - State Farm Team Member for Jacquelyn Jacobson - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.

Stamford, CT30+ days ago

Remote

Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future. Life Insurance License preferred Must be willing to obtain licensing within 14-21 days if not currently licensed .

Bellport, NY30+ days ago

Position Overview: As a Financial Professional at Mehrhoff Insurance Agency Inc., you will leverage an existing Property & Casualty (P&C) book of approximately 1,500 households to develop and expand a robust financial advisory practice. Whether we’re helping someone choose the right auto coverage, protecting a family with life insurance, or supporting a small business, we take pride in guiding our clients with care and professionalism.

Commack, NY16 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.

Queens Village, New York12 days ago

Join Allied Universal as an unarmed patrol officer at a leading financial institution location, where you will monitor assigned areas, conduct routine patrols, and remain visible to help reduce security-related incidents. This is a driving post, offering the opportunity to support daily operations through strong communication, customer service, and teamwork while bringing agility, reliability, innovation, and integrity to every shift.

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.

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.

Stamford, CT30+ days ago

Full-time

Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. You will develop compelling content, edit audio and video recordings into shareable clips, manage our social media presence, and produce polished marketing content using video and podcast production tools.

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.

Hauppauge, 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 Hyde Park, New York10 days ago

$80,000–$90,000 Per Year

Prepare for client meetings (independently or with senior advisors) by coordinating resources and expertise to deliver investment performance, market updates, economic forecasts, and other topical information to clients. At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

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.

Smithtown, NY30+ days ago

Remote

We work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions. You will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles.

Melville, NY30 days ago

$80,000–$150,000

The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

Cedarhurst, New York24 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.

smithtown, 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.

New!

Mineola, NY5 days ago

$41,473.44–$41,872.23

Perform financial clearance for claim processing during registration by interviewing patients, collecting and recording all necessary information such as proper insurance, payor plan choice, billing address, and guarantor and, or subscriber information assigned in the ADT system. NYU Langone Hospital—Long Island is a 591-bed university-affiliated medical center, which offers sophisticated diagnostic and therapeutic care in virtually every specialty and subspecialty of medicine and surgery.

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.

Stamford, Connecticut16 days ago

$160,000–$175,000 Per Year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.).

Stamford, CT16 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.

Melville, NY9 days ago

$55,000–$130,000 Per Year

We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

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Financial Services Jobs in West Babylon, NY

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

Financial Services Professional NYL - Nassau GO

Sales Manager Financial Services NYL - Nassau GO

Financial Service Professional New York Life - Nassau County General Office

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Financial Planner New York Life - Uniondale

Trust & Estates Associate Jobot

Associate Attorney (Lending Finance) Jobot

Tax Manager Vaco LLC

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

Legal Assistant (BI/UM) USAA

Entry-Level Fast Track Sales Manager NYL - Melville

Entry-Level Life Insurance Sales Agent NYL Nassau-Suffolk Region

Insurance Sales Representative NYL - Nassau GO

Interim Senior Accountant Company Confidential

Corporate Controller Company Confidential

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

Enterprise Account Manager - Financial Services & Insurance (FSI) Cloud Software Group

Financial Services Associate Davis Family Financial LLC

Client Services Analyst Valitana LLC

Financial services professional Blue Ocean Wealth Solutions, LLC- A MassMutual Firm

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

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

Insurance and Financial Services Position - State Farm Agent Team Member Jacquelyn Jacobson - State Farm Agent

Financial Services Specialist All Financial Freedom

Insurance and Financial Services Position - State Farm Agent Team Member Ana Perez-Vukovic - State Farm Agent

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

Insurance and Financial Services Position - State Farm Agent Team Member Lucas Zelehowsky - State Farm Agent

Financial Services Representative Center for Wealth Preservation

Insurance and Financial Services Position - State Farm Team Member Jacquelyn Jacobson - State Farm Agent

Financial Services & Investment Professional Traction Forge Financial

Insurance and Financial Services Position - State Farm Team Member Gregory Mehrhoff - State Farm Agent

Personal Banker II (Financial Services Representative) Suffolk Credit Union

Vehicle Patrol Driver - Financial Services Firm Allied Universal

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

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

Content Creator and Producer (Full-Time) Valitana LLC

Aspiring Financial Advisor Strategies for Wealth

Financial Advisor- Entry Level Denis Development

Associate Financial Planner CAPTRUST

Financial Advisor Strategies for Wealth

Former Financial Advisor Broker Business Development Role CXG Holdings Inc

Financial Advisor Forest Hills Financial Group

Financial Advisor Northwestern Mutual

Financial Advisor/Stockbroker Trainee MORGAN WILSHIRE SECURITIES INC

Patient Access Services Representative - Evening Shift - Mineola NYU Langone Health

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

Financial Reporting Lead Rockefeller Capital Management

Financial Advisor - Stamford, Connecticut Lenox Advisors

Financial Advisor Charter Oak Financial

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