Financial Professional Jobs in New York
Financial Professional jobs in New York represent one of the most active and competitive markets in the country, with demand concentrated in investment management, wealth advisory, insurance, and corporate finance at every level from entry-level analyst through senior portfolio manager. The largest hiring metros are New York City, White Plains, and Buffalo, where firms like JPMorgan Chase, Goldman Sachs, and MetLife maintain deep, lasting footprints. The most sought-after specialties right now are financial planning, risk management, and compliance. Find a role that fits below and apply directly.
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Showing 5 of 123+ Financial Professional jobs
Location New York, United States
Job type Full-Time
Work mode Hybrid
Job level Professional
Job ID 12051
Company Munich Re America
Employment type Regular
Area of expertise Claims & Underwriting
AVP, Financial and Professional Lines Underwriter
We’re adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. We will consider a range of experience for this role and the offer will be commensurate with that.
The Company
As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive – from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products.
Munich Re Facultative and Corporate (MR F&C) was created to bundle Munich Re’s facultative and corporate business into one global unit. We believe that by aligning our single risk business in one unified team we will better position Munich Re to provide a holistic suite of products and services that meet the growing demands of our clients and broker partners.
The Opportunity
Future focused and always one step ahead!
With this opportunity, you will be part of building a team consisting of Underwriters and Risk professionals and will be integral to the implementation strategies for Financial Institutions business in the North America Primary Insurance market. This position will work closely with other members of Munich Re’s Financial and Professional Lines team.
Responsibilities:
- Implementation of strategies for management and professional liability risks specific to financial services/ financial institutions business in the US
- Active involvement in underwriting of complex transactions and peer reviewing transactions underwritten by team members
- Participate in development, growth, and profitability of the Financial Institutions portfolio
- Act as the technical expert for Financial Institutions D&O underwriting, providing guidance, mentorship, and thought leadership within the team
- Further development of existing products and solutions, adapting them if necessary and marketing them successfully in cooperation with the other underwriting teams
- Support cross-team collaboration, innovation initiatives and interaction with commercial D&O underwriter team members
- Contribute to assigned special projects and to a positive work environment
Qualifications
- College degree with emphasis on insurance, business or accounting preferred
- 4+ years insurance or reinsurance company experience with emphasis on analytic functions in underwriting, accounting, or 2+ years experience as an Underwriting Analyst
- Working knowledge of pricing models, insurance policies, and reinsurance contracts for property/casualty lines of business
- Basic knowledge of primary and/or reinsurance underwriting process and coverage
- Good interpersonal, verbal, and written communication skills
- Understanding of global and local systems, applications, and reports; how the data flows through, how to read and interpret policies, binders, and contracts
- Excellent customer service skills with successful ability to take ownership of and resolve issues
- Detail oriented and results-driven
- Intermediate to expert level computer skills – Microsoft Excel, Word, PowerPoint, SharePoint, and Outlook
The ideal candidate:
- Bachelor’s degree
- 7+ years of insurance and/or reinsurance experience with a strong technical background of underwriting D&O for publicly traded companies
- Sound technical knowledge of Financial and Professional Lines business as well as sound knowledge of the related US Insurance Market
- Exceptional communication skills that energize and engage brokers, clients and colleagues, and the ability to convey a vision and client-focused solutions
- Excellent analytical skills and quick understanding of key success factors
- Strong track record in developing business
- Good understanding of business economics (i.e., ability to assess business plans, analysis of cornerstones of business models, etc.)
- Solid understanding of policy forms and coverage
- Ability to develop and nurture working relationships within Munich Re North America and within the broader Munich Re Group
- Ability to travel nationally and internationally up to 30%
The Company is open to considering candidates in numerous locations, including New York City (NYC), New York. The salary range posted below applies to the Company’s NYC location.
The base salary range anticipated for this position is $157,300 - $230,700 plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
The salary estimate displayed represents the typical salary range for candidates hired in this position in NYC. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.
We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits:
- Two options for your health insurance plan (PPO or High Deductible)
- Prescription drug coverage (included in your health insurance plan)
- Vision and dental insurance plans
- Additional insurance coverages provided at no cost to you, such as basic life insurance equal to 1x annual salary and AD&D coverage that is equal to 1x annual salary
- Short and Long Term Disability coverage
- Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes Spouse/domestic partner and children)
- Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity)
In addition to the above insurance offerings, our employees also enjoy:
- A robust 401k plan with up to a 5% employer match
- A retirement savings plan that is 100% company funded
- Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries
- Eligibility to receive a yearly bonus as a Munich Re employee
- A variety of health and wellness programs provided at no cost
- Paid time off for eligible family care needs
- Tuition assistance and educational achievement bonuses
- A corporate matching gifts program that further enhances your charitable donation
- Paid time off to volunteer in your community
At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Your Benefits
With us, you get more than just an exciting job. Enjoy a wide range of employee benefits tailored to your wellbeing and development. Please note that regional differences may apply.
Competitive Salary
We provide fair and competitive compensation that reflects your performance and commitment.
Company performance-based Incentives
In addition to your salary, our variable compensation approach allows you to share in Munich Re's success.
Recognition and Special Rewards
We recognise outstanding individual contributions through a variety of targeted rewards and incentives.
Retirement Planning
We support your long-term financial wellbeing with retirement solutions aligned with local regulations.
Inclusive Workplace Culture
We foster a respectful, inclusive, and values-driven environment.
Learning & Development
We offer tailored learning opportunities with a strong focus on core skills and business-critical knowledge.
Work-Life-Balance
Supporting your ability to balance family, leisure, and your career.
Health & Wellbeing
We support your physical and mental health through a range of programs and activities in each location.
Location New York, United States
Job type Full-Time
Work mode Hybrid
Job level Professional
Job ID 12051
Company Munich Re America
Employment type Regular
Area of expertise Claims & Underwriting
AVP, Financial and Professional Lines Underwriter
We’re adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. We will consider a range of experience for this role and the offer will be commensurate with that.
The Company
As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive – from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products.
Munich Re Facultative and Corporate (MR F&C) was created to bundle Munich Re’s facultative and corporate business into one global unit. We believe that by aligning our single risk business in one unified team we will better position Munich Re to provide a holistic suite of products and services that meet the growing demands of our clients and broker partners.
The Opportunity
Future focused and always one step ahead!
With this opportunity, you will be part of building a team consisting of Underwriters and Risk professionals and will be integral to the implementation strategies for Financial Institutions business in the North America Primary Insurance market. This position will work closely with other members of Munich Re’s Financial and Professional Lines team.
Responsibilities:
- Implementation of strategies for management and professional liability risks specific to financial services/ financial institutions business in the US
- Active involvement in underwriting of complex transactions and peer reviewing transactions underwritten by team members
- Participate in development, growth, and profitability of the Financial Institutions portfolio
- Act as the technical expert for Financial Institutions D&O underwriting, providing guidance, mentorship, and thought leadership within the team
- Further development of existing products and solutions, adapting them if necessary and marketing them successfully in cooperation with the other underwriting teams
- Support cross-team collaboration, innovation initiatives and interaction with commercial D&O underwriter team members
- Contribute to assigned special projects and to a positive work environment
Qualifications
- College degree with emphasis on insurance, business or accounting preferred
- 4+ years insurance or reinsurance company experience with emphasis on analytic functions in underwriting, accounting, or 2+ years experience as an Underwriting Analyst
- Working knowledge of pricing models, insurance policies, and reinsurance contracts for property/casualty lines of business
- Basic knowledge of primary and/or reinsurance underwriting process and coverage
- Good interpersonal, verbal, and written communication skills
- Understanding of global and local systems, applications, and reports; how the data flows through, how to read and interpret policies, binders, and contracts
- Excellent customer service skills with successful ability to take ownership of and resolve issues
- Detail oriented and results-driven
- Intermediate to expert level computer skills – Microsoft Excel, Word, PowerPoint, SharePoint, and Outlook
The ideal candidate:
- Bachelor’s degree
- 7+ years of insurance and/or reinsurance experience with a strong technical background of underwriting D&O for publicly traded companies
- Sound technical knowledge of Financial and Professional Lines business as well as sound knowledge of the related US Insurance Market
- Exceptional communication skills that energize and engage brokers, clients and colleagues, and the ability to convey a vision and client-focused solutions
- Excellent analytical skills and quick understanding of key success factors
- Strong track record in developing business
- Good understanding of business economics (i.e., ability to assess business plans, analysis of cornerstones of business models, etc.)
- Solid understanding of policy forms and coverage
- Ability to develop and nurture working relationships within Munich Re North America and within the broader Munich Re Group
- Ability to travel nationally and internationally up to 30%
The Company is open to considering candidates in numerous locations, including New York City (NYC), New York. The salary range posted below applies to the Company’s NYC location.
The base salary range anticipated for this position is $157,300 - $230,700 plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
The salary estimate displayed represents the typical salary range for candidates hired in this position in NYC. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.
We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits:
- Two options for your health insurance plan (PPO or High Deductible)
- Prescription drug coverage (included in your health insurance plan)
- Vision and dental insurance plans
- Additional insurance coverages provided at no cost to you, such as basic life insurance equal to 1x annual salary and AD&D coverage that is equal to 1x annual salary
- Short and Long Term Disability coverage
- Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes Spouse/domestic partner and children)
- Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity)
In addition to the above insurance offerings, our employees also enjoy:
- A robust 401k plan with up to a 5% employer match
- A retirement savings plan that is 100% company funded
- Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries
- Eligibility to receive a yearly bonus as a Munich Re employee
- A variety of health and wellness programs provided at no cost
- Paid time off for eligible family care needs
- Tuition assistance and educational achievement bonuses
- A corporate matching gifts program that further enhances your charitable donation
- Paid time off to volunteer in your community
At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Your Benefits
With us, you get more than just an exciting job. Enjoy a wide range of employee benefits tailored to your wellbeing and development. Please note that regional differences may apply.
Competitive Salary
We provide fair and competitive compensation that reflects your performance and commitment.
Company performance-based Incentives
In addition to your salary, our variable compensation approach allows you to share in Munich Re's success.
Recognition and Special Rewards
We recognise outstanding individual contributions through a variety of targeted rewards and incentives.
Retirement Planning
We support your long-term financial wellbeing with retirement solutions aligned with local regulations.
Inclusive Workplace Culture
We foster a respectful, inclusive, and values-driven environment.
Learning & Development
We offer tailored learning opportunities with a strong focus on core skills and business-critical knowledge.
Work-Life-Balance
Supporting your ability to balance family, leisure, and your career.
Health & Wellbeing
We support your physical and mental health through a range of programs and activities in each location.
See All 123+ Financial Professional Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Financial Professional JobsFinancial Professional Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Professional Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Bank of America16
- Alvarez & Marsal11
- EY9
- Community Financial System7
- Equitable Advisors6
Top Industries Hiring
- Investment & Asset Management27
- Banking & Financial Services26
- Accounting & Auditing24
- Consulting & Professional Services16
- Insurance16
What New York Employers Look For
The qualifications that appear most often in financial professional jobs across New York.
- FINRA Series 7 and Series 66 registrations required for most client-facing New York roles
- Bachelor's degree in finance, accounting, economics, or a closely related field
- CFP, CFA, or CPA designation preferred for advisory and planning positions
- Proficiency in financial modeling, Excel, and platforms such as Bloomberg or Salesforce
- Strong working knowledge of SEC, FINRA, and New York State DFS regulations
- Two or more years of client-facing or analytical experience in a financial services setting
Financial Professional Jobs in New York: Frequently Asked Questions
How do you become a financial professional in New York?
Most financial professional roles in New York require registering with FINRA and passing the relevant exams for your specialty, most commonly the Series 7 for general securities and the Series 66 for investment advisory work. The New York State Department of Financial Services oversees insurance and investment adviser licensing for roles that go beyond FINRA's scope. A bachelor's degree in finance, economics, or accounting is the standard entry point, and designations like the CFP or CFA strengthen your candidacy for advisory roles.
How much do financial professionals make in New York?
Financial professionals in New York earn a median of about $166,400 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $76,190 for the lowest 10% to over $427,700 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial professionals in New York?
Employers hiring financial professionals in New York right now include Bank of America, Alvarez & Marsal, and EY, based on current listings on Migrate Mate as of June 2026. New York City's concentration of global banks, insurance carriers, and asset managers means hiring is consistent year-round across a wide range of specialties.
Which New York cities have the most financial professional jobs?
New York, Buffalo, and Syracuse have the most financial professional openings in New York. New York City dominates due to its role as the global center for banking and asset management, while White Plains draws hiring from the large insurance and wealth management firms headquartered in Westchester County, and Buffalo supports a growing regional finance and insurance sector anchored by M&T Bank and Delaware North.
Are there remote financial professional jobs in New York?
Yes, and more than many fields, particularly for analytical, planning, and advisory roles that rely on calls and digital tools rather than in-person client meetings. About 28% of financial professional openings tied to New York are remote or hybrid as of June 2026, reflecting the industry's post-pandemic shift toward flexible arrangements. Roles focused on financial modeling, portfolio analysis, and financial planning tend to offer the most remote flexibility, while compliance and client-service roles more often require on-site presence.
How can I get hired as a financial professional in New York with little or no experience?
The most realistic entry path is applying to analyst or associate programs at large New York financial institutions, where firms like JPMorgan Chase, Goldman Sachs, and MetLife run structured new-graduate cohorts each hiring cycle. Candidates from adjacent roles in accounting, banking operations, or customer service at a credit union or regional bank frequently move into financial professional positions. Completing your Series 7 registration or earning a CFP candidacy credential before applying gives you a measurable edge in a competitive New York applicant pool.
Where can I find and apply to financial professional jobs in New York?
You can find and apply to financial professional jobs in New York on Migrate Mate, which lists current New York openings updated regularly. Search the listings, find the roles that fit your background and specialty, and apply directly to the employers posting them.
See All 123+ Financial Professional Jobs in New York
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