Financial Services Account Executive Jobs in New York
Financial Services Account Executive jobs in New York represent one of the most active and competitive markets in the country, concentrated in banking, wealth management, insurance, and capital markets across firms ranging from global investment banks to regional brokerages, with demand running from entry-level sales associates through senior relationship managers. The heaviest hiring is in New York City, with additional activity in White Plains and Melville, where firms like JPMorgan Chase, MetLife, and Morgan Stanley maintain large, enduring presences. The most in-demand specialties are institutional sales, commercial banking relationships, and insurance solutions. Find a role that fits below and apply directly.
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Where New York roles are concentrated, by current openings.
Financial Services Account Executive Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- EY4
- Chainalysis1
Top Industries Hiring
- Accounting & Auditing4
- Cybersecurity1
- Fintech1
What New York Employers Look For
The qualifications that appear most often in financial services account executive jobs across New York.
- Active FINRA Series 7 and Series 63 or 66 licenses required or expected within 90 days
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated experience in B2B or consultative sales within financial services
- Proven ability to build and manage a book of business or client portfolio
- Familiarity with CRM platforms such as Salesforce to manage pipelines and activity
- Strong knowledge of financial products including securities, insurance, or lending solutions
Financial Services Account Executive Jobs in New York: Frequently Asked Questions
How do you become a financial services account executive in New York?
Most financial services account executive roles in New York require passing FINRA licensing exams, typically the Series 7 for general securities and the Series 63 or 66 for state-level registration with the New York Department of Financial Services. Candidates typically hold a bachelor's degree in finance, business, or economics, then join a firm as an associate or junior sales professional. Many New York employers sponsor candidates through their licensing exams during onboarding.
Which companies hire financial services account executives in New York?
Employers hiring financial services account executives in New York right now include EY and Chainalysis, based on current listings on Migrate Mate as of June 2026. New York's concentration of global banks, insurers, and asset managers means the hiring pool is unusually deep compared to most other states.
Which New York cities have the most financial services account executive jobs?
New York and New York have the most financial services account executive openings in New York. New York City dominates because it is home to the headquarters and major offices of the largest U.S. banks, insurers, and investment firms, while cities like White Plains and Melville draw openings from regional wealth management and insurance operations serving the broader metro area.
Are there remote financial services account executive jobs in New York?
Yes, and more than some financial roles, since account management and relationship sales are often phone and video-based rather than requiring daily office presence. About 60% of financial services account executive openings tied to New York are remote or hybrid as of June 2026, with the most location-flexible positions typically in inside sales, insurance solutions, and asset management client services.
How can I get hired as a financial services account executive in New York with little or no experience?
The most realistic entry path is through a financial sales development or associate program at a large New York employer such as a major bank or insurance carrier, where candidates are hired without prior experience and supported through FINRA licensing. Firms like JPMorgan Chase, Prudential, and New York Life run structured new-hire programs specifically designed for candidates without a sales background. Moving from an adjacent role such as financial analyst, relationship banking associate, or insurance customer service representative is also a common lateral path into account executive positions.
Where can I find and apply to financial services account executive jobs in New York?
You can find and apply to financial services account executive jobs in New York on Migrate Mate, which lists current openings tied to the New York market. Find the roles that fit your background and apply directly from each listing.
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