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Financial Representative Jobs in New York, NY (3,132)

Financial Advisor - Certification Provided

Edward Jones
Fresh Meadows, NY
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$45k - $100k / year

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab
Jersey City, NJ
Dental Insurance
Vision Insurance
Education
Parental Leave

Financial Advisor - New Jersey

Citizens
Kearny, NJ
Dental Insurance
Vision Insurance
Icon: salary
$65k - $70k / year

Private Client Financial Advisor - Upper Manhattan, NYC

Citizens
New York, NY
Dental Insurance
Vision Insurance
Icon: salary
$105k - $250k / year

Financial Consultant - Park Avenue, NY

Fidelity Investments
New York, New York
New
Education
Parental Leave
Icon: salary
$55k - $75k / year

Financial Consultant

Empower
New York, NY
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$52k - $64k / year

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab
New York, NY
New
Dental Insurance
Vision Insurance
Education
Parental Leave

VP, Financial Consultant - New York, NY (Midtown)

Charles Schwab
New York, NY
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave

Financial Consultant

Equitable Advisors
New York, New York
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$250 - $1,000 / week

Senior Wealth Advisor SAFE Act - Queens Borough

Citi
New York, New York
Dental Insurance
Vision Insurance
Icon: salary
$70k / year

Financial Sales Consultant

Citizens Debt Relief
New York, New York
Entry-Level
Dental Insurance
Vision Insurance

Lead Financial Service Consultant

TransUnion
White Plains, New York
Hybrid
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$72.3k - $105k / year

Financial Transformation Consultant-Kiwi Partners

EPIP
New York, New York
Health Insurance
Parental Leave
Icon: salary
$80k - $100k / year

Management Consultant, Financial Services

BIP
New York, New York
PTO
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$80k - $130k / year

Chief Investment Officer

Savvy Wealth
New York, New York
Hospitality
PTO
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$250k - $275k / year

Principal Consultant - AML Financial Crimes

Capco
New York, New York
Dental Insurance
Vision Insurance
Education
Icon: salary
$141k / year

Financial Planning and Analysis Consultant

ADC Therapeutics
New York, New York

Managing Consultant, Climate Risk Financial Consultant (Senior Level)

ERM Environmental Resources Management
New York, New York
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$95k - $112.6k / year

Investor Relations – RIAs & Family Office (East Coast) - Director

Marathon Asset Management
New York, New York
New
PTO
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$200 - $225 / day

Senior Consultant - Workday Financial Management (FINS)

Revelwood
New York, New York
401(k)
Icon: salary
$90k / year

Merrill Market Supervision Manager

Bank of America
Millburn, New Jersey
Diversity Leader
Eco-Friendly

Entry Level Financial Representative

Soni Resources
New York, NY
Entry-Level
Icon: salary
$18 / hour

EntryLevel Financial Representative

Thoroughbred Advisors
White Plains, NY
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule

Financial Clearance representative

St. Barnabas
Bronx, NY
New

Entry Level Financial Representative

Integrated Financial Concepts
Roseland, NJ
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule

Financial Representative Entry Level

Fiorito Wealth Management
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education

Financial Representative Entry Level

Frugé Financial Group
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education

Financial Representative Entry Level

The McKernan Group
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education

Financial Advisor - Centralized, Staten Island, NY

Santander Holdings USA
Staten Island, NY
Hourly
Icon: salary
$56.3k - $102.5k / year

Senior Financial Advisor & Planner - Wealth Management/Personal Strategy

Empower
Williston Park, NY
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$64.3k - $90.9k / year

Financial Planner (Retail)

Empower
Harrington Park, NJ
401(k)
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$85.6k - $120.9k / year

Financial Crimes Software Implementation Consultant

Michael Page
New York, NY

Implementation Consultant III, Financial Saas

Brex
🌎 Remote
New
Remote
Icon: salary
$145.5k / year

Entry Level Financial Representative

Soni Resources
New York, NY
Entry-Level
Icon: salary
$18 / hour

Financial Representative Salary in New York

Financial Representatives working in New York, NY make an average annual salary of $64K and a maximum annual salary of around $104K.

Disclaimer

Job Description

Working as a Financial Representative in New York, NY

There are 3,132 Financial Representative opportunities available in New York, NY all with unique requirements.

A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.

Financial Representative jobs near New York, NY

  • Brooklyn, NY
  • Bronx, NY
  • Newark, NJ

Financial Representatives in New York, NY Resume Data

Average Experience for Financial Representatives in New York, NY

  • More than 10 years: 53%
  • 6-10 years: 31%
  • 3-5 years: 14%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Representatives in New York, NY

  • Bachelors: 44%
  • Diploma: 26%
  • Associates: 16%
  • Masters: 12%
  • Doctorate: 2%

Top Skill for Financial Representatives in New York, NY

  • Customer focus & orientation: 20%
  • Customer service: 12%
  • Attention to detail: 12%
  • Work style: Reliability: 11%
  • Administrative assistant/receptionist: 9%
  • Sales skills: 9%
  • Verbal communication: 8%
  • Call center customer service: 7%
  • Scheduling: 6%
  • Data entry: Accuracy: 5%

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    Financial Representative jobs near New York, NY

    • Stamford, CT
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    • Staten Island, NY
    • White Plains, NY
    • Norwalk, CT
    • Trenton, NJ
    • Jamaica, NY
    • Paterson, NJ
    • Roseland, NJ
    • Flushing, NY
    • Great Neck, NY
    • Ridgewood, NY
    • Yonkers, NY
    • Morristown, NJ
    • Elmhurst, NY