Financial representative Jobs in New York, NY
Last updated: 10 hours ago
Our 90-year-old firm is rapidly expanding and is looking for a driven financial advisor to join our entry-level team.The ideal candidate will be eager to learn the fundamentals of wealth management...Show moreLast updated: 30+ days ago
At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties.
And for more than 90 years our innovative drive has kept us a step a...Show moreLast updated: 10 hours ago
Join an industry that directly benefits from the market we are in! Timing is everything.Does a job in an industry that is BOOMING get you excited?.
How about a role requiring hard work but has unlim...Show moreLast updated: 30+ days ago
The Patient Financial Services Representative (PFS) is responsible for billing primary, as well as subsequent secondary and tertiary claims, to all third party insurance carriers listed on a patien...Show moreLast updated: 1 day ago
Your primary responsibility as an Financial Sales Representative is to speak with business owners nationwide, educate them on our business financing offerings and build a substantial book of busine...Show moreLast updated: 3 days ago
Since our founding in 2017, we've been utilizing our coaching, mentoring, and job placement services to resolve the 85% unemployment rate for individuals with intellectual and developmental disabil...Show moreLast updated: 28 days ago
Entry Level Financial Representative.Looking to get off to a fast start in the Financial Industry post-graduation? Join our team in the Financial District, NYC!.
We are looking for individuals who a...Show moreLast updated: 22 days ago
A company is looking for a Patient Financial Services Representative.Key ResponsibilitiesCoordinate and facilitate patient billing and collection activitiesResearch payments, denials, and accounts ...Show moreLast updated: 11 days ago
Financial Services Representative.Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others.
Financial Services Representative.Barnum ...Show moreLast updated: 22 days ago
Join Our Team at Premium Merchant Funding.At Premium Merchant Funding, we are more than just a finance company; we are a cohesive team dedicated to empowering small and medium-sized businesses with...Show moreLast updated: 25 days ago
Financial Center Service Representative (FCSR) is responsible for processing a variety of financial transactions including check cashing, withdrawals, deposits and loan payments.This position is re...Show moreLast updated: 30+ days ago
Seeking Entrepreneurs who are business minded self-starters.Working for New York Life is like working for yourself, but not by yourself.
COMPENSATION : COMMISSION ONLY!, BONUSES, TRAINING ALLOWANCES,...Show moreLast updated: 30+ days ago
RAPP New York is looking for a Financial Analyst to join our award-winning Finance.We are RAPP - world leaders in activating growth with precision and empathy at scale.
As aglobal, next-generation p...Show moreLast updated: 15 days ago
The Financial Clearance Representative will demonstrate the ability to work respectfully / collaboratively with others to achieve positive service delivery while responding to billing inquiries and r...Show moreLast updated: 30+ days ago
The Quintessential Experience -.Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional.
Entry Level, Career Changer or Experienc...Show moreLast updated: 30+ days ago
At Macmillan Learning, we're committed to driving innovation that transforms education.We seek team members who thrive on pushing boundaries, envisioning future possibilities, and building solution...Show moreLast updated: 15 days ago
Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial ...Show moreLast updated: 30+ days ago
Grade Level (for internal use) : .Sales Representative – Financial Institutions.S&P Global Market Intelligence, a subsidiary of S&P Global, is currently searching for a Sales.Representative to join t...Show moreLast updated: 30+ days ago
Financial Representative
Strategies for WealthNew York, NY, US$90,000.00–$100,000.00 yearly
- Promoted
- New!
Personal Financial Representative-NY
AllstateNew York, NY, United StatesFull-time
Financial Sales Representative
Strategic Financial SolutionsNew York, NY, US$55,000.00 yearly
- Promoted
PATIENT FINANCIAL SERVICES REPRESENTATIVE - MEDICAL BILLING
Saratoga HospitalNY, United States$17.25–$27.45 hourly
Full-time
- Promoted
Financial Sales Representative
Clarify CapitalNew York, NY, United StatesFull-time
- Promoted
Voya Financial : Customer Contact Center Representative
Creative SpiritNew York, NY, US$20.00 hourly
Part-time
- Promoted
Entry Level Financial Representative
Northwestern MutualNew York, NY, United States$90,000.00–$178,000.00 yearly
Full-time
- Promoted
Patient Financial Services Representative
VirtualVocationsBronx, New York, United StatesFull-time
Agent / Registered Representative / Financial Advisor
New York LifeNew York, NY New York Life is seeking an experienced Financial Representative or Financial Advisor to join our growing office.Strong applicants will have demonstrated an entrepreneurial “growth” mindset and a p...Show moreLast updated: 30+ days ago
- Promoted
Financial Services Representative
Barnum Financial GroupNew York, NY, United StatesFull-time
- Promoted
Financial Sales Representative
Premium Merchant FundingNew York, NY, US$60,000.00–$120,000.00 yearly
Full-time
- Promoted
Financial Center Service Representative
Spencer Savings BankWood-Ridge, NJ, USFull-time
- Promoted
Financial Service Representative
New York Life Insurance CompanyRego Park, NY, USFull-time
Financial Services Representative
Fifth Avenue FinancialNew York, NY, US The Opportunity : Fifth Avenue Financial is looking for a Financial Services Representative to join our team.Compensation is 100% commission, earnings are directly related to performance.Our office i...Show moreLast updated: 30+ days ago
- Promoted
Financial Analyst
RAPPNew York, NY, United States$60,000.00–$75,000.00 yearly
Full-time
Financial Representative
SBH Health SystemBronx, NY$27.35 hourly
Full-time
Financial Representative
The Quintessential ExperienceNassau County, NY$60,000.00–$128,000.00 yearly
- Promoted
Financial Analyst
Macmillan LearningNew York, NY, United States$60,000.00–$70,000.00 yearly
Full-time +1
- Promoted
Financial Representative
National Financial Network - GuardianNew York, NY, USFull-time
Sales Representative - Financial Institutions
S&P GlobalNew York, NY, USFull-time
Financial Representative
Strategies for WealthNew York, NY, US30+ days ago
Salary
$90,000.00–$100,000.00 yearly
Job descriptionStrong Communication Skills : Ability to clearly communicate financial concepts and advice to clients, building trust and rapport. Eagerness to Learn : A willingness to continually develop financial knowledge and skills through training and mentorship. Problem-Solving Ability : Strong analytical thinking to assess client needs and recommend suitable financial solutions. Client-Focused : Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives. Education : a bachelor's degree in finance, business, economics, or a related field is preferred. Prior Sales Experience (Preferred) : While not required, prior experience in sales, customer service, or a similar role is a plus.
Our 90-year-old firm is rapidly expanding and is looking for a driven financial advisor to join our entry-level team. The ideal candidate will be eager to learn the fundamentals of wealth management and financial services to help clients reach their financial goals. Success in this role relies on excellent communication skills, a strong work ethic, and the ability to make thoughtful decisions. If you're ready to begin a rewarding career with a trusted, long-established firm, we invite you to apply today!
Compensation : 90,000-$100,000
Responsibilities :
- Training and Development : Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client
- Expand Client Base : Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer.
- Client Relationship Management : Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
- Coachable and Open to Feedback : Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
- Obtain FINRA License : Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
- Financial Planning and Strategy : Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
- Achieve Sales and Performance Goals : Meet and exceed performance targets by consistently growing your client base and offering valuable financial solutions.
Qualifications :
About Company
Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.