Financial Professional Jobs
Financial Professional jobs are open across banking, insurance, wealth management, and corporate finance, covering specializations in financial planning, risk analysis, and investment advisory, at every level from entry-level associate to senior advisor and director. See the openings below and apply to the ones that match your experience.
Find Financial Professional JobsLooking for remote work? View remote financial professional jobs →Overview
Showing 5 of 178+ Financial Professional jobs
Insurance Agent Financial Professional – Training Provided
Location
Lake Charles, Louisiana
Job Description
This position is based in Lake Charles, LA. Applicants should live in the area or be able to commute to the territory.
Take the next step in your career with New York Life, a leader in the financial services industry. We are looking for individuals who are interested in building a career helping clients protect what matters most.
As an Insurance Sales Representative, you will work with individuals and families to develop personalized insurance and financial solutions. New York Life provides the training, licensing support, and tools needed to build a successful career.
This role offers the opportunity to grow professionally while building a client base and increasing earning potential over time.
Compensation & Benefits
- $89,000 – $120,000 expected earnings at plan (performance-based)
- Industry-leading benefits package (health, retirement, and other standard employee benefits, as offered by NYL)
- Licenses provided at no cost to you
- Professional training and development programs
- Expert field consultants for guidance and mentorship
- Dedicated New York Life Home-Office support
- Digital sales and marketing tools
- Access to company and industry conferences
- Opportunities for leadership and management advancement
Responsibilities
- Meet with individuals and families to evaluate insurance and financial protection needs
- Recommend life insurance and related financial solutions based on client goals
- Build and maintain long-term client relationships
- Generate new business through networking, referrals, and outreach
- Maintain accurate client records and documentation
- Assist clients through policy questions, service requests, and claims processes
- Stay informed on product offerings and industry trends
Qualifications
- Strong interpersonal and communication skills
- Self-motivated with a strong work ethic
- Comfortable building relationships and developing new business opportunities
- Ability to manage time effectively and work independently
- Basic familiarity with Microsoft Office or similar tools
Preferred but not required:
- Previous sales or customer service experience
- Background in insurance, financial services, or related industries
- Active Life and Health insurance license (licensing assistance available for qualified candidates)
About New York Life
New York Life is a Fortune 100 company and the largest mutual life insurer in the United States. With over 175 years of financial strength and stability, the company is committed to helping individuals, families, and businesses achieve financial security and protection.
Insurance Agent Financial Professional – Training Provided
Location
Lake Charles, Louisiana
Job Description
This position is based in Lake Charles, LA. Applicants should live in the area or be able to commute to the territory.
Take the next step in your career with New York Life, a leader in the financial services industry. We are looking for individuals who are interested in building a career helping clients protect what matters most.
As an Insurance Sales Representative, you will work with individuals and families to develop personalized insurance and financial solutions. New York Life provides the training, licensing support, and tools needed to build a successful career.
This role offers the opportunity to grow professionally while building a client base and increasing earning potential over time.
Compensation & Benefits
- $89,000 – $120,000 expected earnings at plan (performance-based)
- Industry-leading benefits package (health, retirement, and other standard employee benefits, as offered by NYL)
- Licenses provided at no cost to you
- Professional training and development programs
- Expert field consultants for guidance and mentorship
- Dedicated New York Life Home-Office support
- Digital sales and marketing tools
- Access to company and industry conferences
- Opportunities for leadership and management advancement
Responsibilities
- Meet with individuals and families to evaluate insurance and financial protection needs
- Recommend life insurance and related financial solutions based on client goals
- Build and maintain long-term client relationships
- Generate new business through networking, referrals, and outreach
- Maintain accurate client records and documentation
- Assist clients through policy questions, service requests, and claims processes
- Stay informed on product offerings and industry trends
Qualifications
- Strong interpersonal and communication skills
- Self-motivated with a strong work ethic
- Comfortable building relationships and developing new business opportunities
- Ability to manage time effectively and work independently
- Basic familiarity with Microsoft Office or similar tools
Preferred but not required:
- Previous sales or customer service experience
- Background in insurance, financial services, or related industries
- Active Life and Health insurance license (licensing assistance available for qualified candidates)
About New York Life
New York Life is a Fortune 100 company and the largest mutual life insurer in the United States. With over 175 years of financial strength and stability, the company is committed to helping individuals, families, and businesses achieve financial security and protection.
See All 178+ Financial Professional Jobs
Find roles that match your experience and apply in just a few clicks.
Find Financial Professional JobsFinancial Professional Job Market
Who's Hiring
- New York Life27
- Equitable20
- Wealthbridge Financial11
- Bankers Life10
- LPL Financial6
Top Industries Hiring
- Insurance11
- Investment & Asset Management3
- Technology & Software1
- Consulting & Professional Services1
What Employers Look For
The qualifications that appear most often in financial professional jobs.
- Bachelor's degree in finance, accounting, economics, or a related field
- Active Series 7, Series 65, or Series 66 license where applicable
- Proficiency in financial modeling, Excel, and portfolio analysis tools
- Two or more years of client-facing or institutional finance experience
- CFP, CFA, or CPA designation preferred for senior or advisory roles
- Demonstrated experience with compliance, regulatory reporting, or risk frameworks
Tips for Your Financial Professional Job Search
Tailor your resume to the niche
Financial professional is a broad title, so your resume needs to signal the specific niche you're targeting. A wealth management resume reads differently from a risk or FP&A one. Align your bullet points to the exact sub-function the job posting describes.
Lead with quantified client or portfolio outcomes
Hiring managers in finance respond to numbers. Frame your experience around assets managed, client accounts grown, revenue retained, or accuracy rates on forecasts. Vague statements about responsibilities get skipped in favor of candidates who show measurable results.
List your active licenses and designations prominently
Credentials like Series 7, Series 65, CFP, or CFA carry significant weight in financial professional roles. Place them in a dedicated certifications section near the top of your resume so recruiters and automated filters catch them immediately.
Apply early to roles that fit
Migrate Mate lists financial professional openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a case or scenario round
Many financial professional interviews include a live scenario, such as building a simple financial model, walking through a client recommendation, or explaining a risk assessment approach. Practicing these scenarios out loud, with real numbers and a clear framework, makes a measurable difference.
Negotiate with market comp data, not just a number
When you receive an offer, reference data from Bureau of Labor Statistics occupational pay surveys for your specific role and metro area. Citing a credible, role-specific source shifts the conversation from opinion to evidence and strengthens your position.
Financial Professional Jobs: Frequently Asked Questions
Which companies are hiring the most financial professionals?
The most active employers for financial professionals right now are New York Life, Equitable, and Wealthbridge Financial, and the most openings are in New York, Texas, and California, based on current listings on Migrate Mate as of November 2026. Demand is particularly strong at firms expanding their wealth management, insurance, and corporate finance teams.
How many financial professional jobs are remote?
About 76% of financial professional openings are fully remote or hybrid as of November 2026, though availability varies widely by sub-role. Financial planning, financial analysis, and insurance-focused roles tend to have the highest share of remote and hybrid options, while client-facing advisory and branch-based positions are more likely to require in-person work.
How do you become a financial professional?
Start by earning a bachelor's degree in finance, accounting, economics, or a closely related field. From there, obtain the licenses your target role requires, such as the Series 7 for brokerage or the Series 65 for investment advisory work. Entry-level roles at banks, insurance firms, or registered investment advisors give you the client and compliance experience you need to advance, and pursuing a CFP or CFA designation opens doors to senior and specialized positions.
Can you get hired as a financial professional with little experience?
Yes, many firms hire candidates with limited direct experience into associate or junior financial professional roles, particularly in insurance, banking, and financial planning. Employers place significant weight on licenses you already hold, internship or co-op experience, demonstrated analytical skills, and your ability to pass background and credit checks. Targeting smaller regional firms or fee-only advisory practices can also be more accessible early in your career than large institutions.
What does the financial professional interview process look like?
Most financial professional interviews involve an initial screening call focused on your background and licensing status, followed by one or two rounds with a hiring manager covering your technical knowledge and client or analytical experience. Many firms add a practical component, such as walking through a hypothetical client scenario, explaining a financial model, or discussing a past recommendation you made. Background checks and credit history reviews are standard before an offer is extended.
Where can I find and apply to financial professional jobs?
You can find and apply to financial professional jobs on Migrate Mate, which lists current openings from across the United States. Search the available roles, find the ones that match your experience and target sub-function, and apply directly to each listing that fits.
See All 178+ Financial Professional Jobs
Find roles that match your experience and apply in just a few clicks.
Find Financial Professional Jobs