Financial Services Representative Jobs in New Jersey
Financial services representative jobs in New Jersey are concentrated in Newark, Jersey City, and Princeton, where firms like Prudential Financial, MetLife, and AXA have maintained deep hiring footprints across wealth management, insurance, and retirement planning. The market serves one of the densest concentrations of financial services employers on the East Coast, with openings ranging from entry-level client associates to senior relationship managers. The most in-demand specialties are retirement and investment planning, life and annuity products, and commercial banking client services. See the openings below and apply to the ones that match your experience.
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Showing 5 of 8+ Financial Services Representative jobs
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
Responsibilities:
- Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
- Triages client requests and makes referrals to appropriate internal specialists
- Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
Required Qualifications:
- Delivers solutions and experiences that improve clients’ financial lives
- Applies learnings and adapts new information to identify appropriate client solutions
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive and ambitious mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Demonstrates a willingness to establish a career in the financial services industry
- Strong computer application skills, including Microsoft Office
Desired Qualifications:
- Bachelor’s degree and/or minimum of one year of experience in a performance-based environment
Skills:
- Active Listening
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Account Management
- Client Experience Branding
- Decision Making
- Emotional Intelligence
- Result Orientation
- Adaptability
- Coaching
- Prioritization
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
Responsibilities:
- Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
- Triages client requests and makes referrals to appropriate internal specialists
- Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
Required Qualifications:
- Delivers solutions and experiences that improve clients’ financial lives
- Applies learnings and adapts new information to identify appropriate client solutions
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive and ambitious mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Demonstrates a willingness to establish a career in the financial services industry
- Strong computer application skills, including Microsoft Office
Desired Qualifications:
- Bachelor’s degree and/or minimum of one year of experience in a performance-based environment
Skills:
- Active Listening
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Account Management
- Client Experience Branding
- Decision Making
- Emotional Intelligence
- Result Orientation
- Adaptability
- Coaching
- Prioritization
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40See All 8 Financial Services Representative Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in New Jersey
Where New Jersey roles are concentrated, by current openings.
Financial Services Representative Job Market in New Jersey
A snapshot from current New Jersey openings, updated as new roles post.
Who's Hiring
What New Jersey Employers Look For
The qualifications that appear most often in financial services representative jobs across New Jersey.
- Active FINRA Series 6 or Series 7 license recognized or registered in New Jersey
- New Jersey Life and Health Insurance license for roles involving insurance products
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated experience with CRM platforms such as Salesforce or similar systems
- Strong understanding of retirement planning products including IRAs and 401(k) plans
- Ability to meet compliance and suitability standards under FINRA and state regulations
Financial Services Representative Jobs in New Jersey: Frequently Asked Questions
How do you become a financial services representative in New Jersey?
Most financial services representative roles in New Jersey require passing FINRA exams such as the Series 6 or Series 7, with registrations maintained through your sponsoring broker-dealer. Roles involving insurance products additionally require a New Jersey Life and Health Insurance license issued by the New Jersey Department of Banking and Insurance. Most employers also expect a bachelor's degree in finance, business, or economics as a baseline qualification for entry into the field.
Which companies hire financial services representatives in New Jersey?
Employers hiring financial services representatives in New Jersey right now include State Farm, Bank of America, and Astera Cancer Care, based on current listings on Migrate Mate as of September 2026. New Jersey's dense corridor of insurance headquarters and asset management firms along the I-287 and Turnpike corridors makes it one of the more consistently active hiring markets for this role on the East Coast.
Which New Jersey cities have the most financial services representative jobs?
Pennington, Summit, and Trenton have the most financial services representative openings in New Jersey. Newark and Jersey City anchor the market because of their concentration of major insurance carriers, brokerage offices, and commercial banks, while Princeton and its surrounding suburbs draw openings from asset management firms and financial planning practices that cluster around the Route 1 technology and professional services corridor.
How can I get hired as a financial services representative in New Jersey with little or no experience?
The most realistic entry path is a licensed associate or client service associate role at a New Jersey-based insurance carrier or wealth management firm, where employers like Prudential Financial and MetLife routinely hire candidates without prior industry experience and sponsor their FINRA and state insurance license exams. Lateral moves from banking teller, customer service, or loan processing roles are a common bridge. Completing a New Jersey Life and Health Insurance license before applying gives candidates a concrete edge over other entry-level applicants.
Where can I find and apply to financial services representative jobs in New Jersey?
You can find and apply to financial services representative jobs in New Jersey on Migrate Mate, which lists current openings across the state. Search the listings, find the roles that fit your experience and location, and apply directly to the ones that match.
See All 8 Financial Services Representative Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
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