Financial Representative Jobs in New York
Financial representative jobs in New York are among the most active in the country, concentrated in wealth management, insurance, and financial planning across a workforce that runs from entry-level associates through senior advisors. The heaviest hiring is in New York City, White Plains, and Albany, where firms like MetLife, New York Life, and Fidelity Investments maintain large, established presences. The most in-demand specialties are retirement planning, life insurance sales, and investment product distribution. Find a role that fits below and apply directly.
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Showing 5 of 30+ Financial Representative jobs
Overview:
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities:
Our internship program mimics our full-time Financial Representative career, allowing you to:
- Learn how to prospect and network to build your business and client base
- Develop and execute on a business strategy
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to proprietary planning software platforms
- Engage in weekly coaching, training, and development meetings
- Receive Risk Product State Licensing: Life, Accident, and Health
- Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
Qualifications
Are you a fit for this internship?
- Full-time student; juniors and seniors preferred
- Entrepreneurial ambitions and curiosity for sales
- Highly involved on campus (leader, athlete, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy and desire to increase critical thinking abilities
Compensation & Benefits:
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
- Fortune 500 company (2023)
- Top 100 Internship Programs, Yello x WayUp (2022)
- 5.0+ million clients and growing
- $257 billion retail investment client assets held or managed by Northwestern Mutual
- Forbes' Best Employers for Diversity (2018-2021)
- Unsurpassed financial strength
- Best Place to Work for LGBTQ+ Equality - Human Rights Campaign Corporate Equality Index (2015-2021)
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
Salary Range: USD $500.00 - USD $1,000.00 /Yr.
Overview:
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities:
Our internship program mimics our full-time Financial Representative career, allowing you to:
- Learn how to prospect and network to build your business and client base
- Develop and execute on a business strategy
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to proprietary planning software platforms
- Engage in weekly coaching, training, and development meetings
- Receive Risk Product State Licensing: Life, Accident, and Health
- Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
Qualifications
Are you a fit for this internship?
- Full-time student; juniors and seniors preferred
- Entrepreneurial ambitions and curiosity for sales
- Highly involved on campus (leader, athlete, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy and desire to increase critical thinking abilities
Compensation & Benefits:
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
- Fortune 500 company (2023)
- Top 100 Internship Programs, Yello x WayUp (2022)
- 5.0+ million clients and growing
- $257 billion retail investment client assets held or managed by Northwestern Mutual
- Forbes' Best Employers for Diversity (2018-2021)
- Unsurpassed financial strength
- Best Place to Work for LGBTQ+ Equality - Human Rights Campaign Corporate Equality Index (2015-2021)
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
Salary Range: USD $500.00 - USD $1,000.00 /Yr.
See All 30 Financial Representative Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Financial Representative JobsFinancial Representative Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Representative Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Northwestern Mutual13
- State Farm6
- Community Financial System2
- Allstate Insurance1
- EVG Specialty Network1
Top Industries Hiring
- Insurance22
- Banking & Financial Services2
- Healthcare & Medical Services2
- Investment & Asset Management2
- Consulting & Professional Services1
What New York Employers Look For
The qualifications that appear most often in financial representative jobs across New York.
- Active FINRA Series 6 or Series 7 license required or willingness to obtain
- New York State life and health insurance license required for insurance-focused roles
- Bachelor's degree in finance, business, economics, or a related field preferred
- Demonstrated ability to build and manage a client book through prospecting and referrals
- Proficiency with CRM platforms and financial planning software such as Salesforce or eMoney
- Strong written and verbal communication skills for client presentations and compliance documentation
Financial Representative Jobs in New York: Frequently Asked Questions
How do you become a financial representative in New York?
Start by completing a bachelor's degree in finance, business, or economics, then obtain any required FINRA registrations such as the Series 6 or Series 7 through an employer-sponsored or self-directed study program. Roles involving insurance products also require a New York State life and health insurance license, issued by the New York State Department of Financial Services. Most candidates secure sponsorship for FINRA exams through a hiring firm before or shortly after their start date.
Which companies hire financial representatives in New York?
Employers hiring financial representatives in New York right now include Northwestern Mutual, State Farm, and Community Financial System, based on current listings on Migrate Mate as of June 2026. New York's dense concentration of insurance carriers, independent broker-dealers, and wirehouse branches means openings appear consistently across firm types and not just at the largest Wall Street names.
Which New York cities have the most financial representative jobs?
New York, Albany, and Melville have the most financial representative openings in New York. New York City dominates volume because of its unmatched density of insurance carriers, wealth management firms, and regional bank branches, while White Plains and Albany draw openings from suburban and upstate operations of firms that maintain satellite offices to serve clients outside the metro core.
Are there remote financial representative jobs in New York?
Yes, but they are less common than in purely analytical roles because client-facing relationship-building often requires in-person meetings. About 13% of financial representative openings tied to New York are remote or hybrid as of June 2026, and those positions tend to be concentrated in telephone-based insurance sales and virtual financial planning roles rather than traditional wealth management positions.
How can I get hired as a financial representative in New York with little or no experience?
The most realistic entry path is through a career agency or training program at a major New York-based insurer or broker-dealer, where you receive exam sponsorship and on-the-job coaching while building a client base. New York Life, MetLife, and Northwestern Mutual all run structured associate programs in New York City and suburban offices that are explicitly designed for candidates without prior experience. Earning your New York State life and health insurance license before applying gives you a measurable edge in these programs.
Where can I find and apply to financial representative jobs in New York?
You can find and apply to financial representative jobs in New York on Migrate Mate, which lists current openings tied to New York employers and locations. Find the roles that fit your experience and target city, then apply directly to each one.
See All 30 Financial Representative Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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