Financial Services Representative Jobs in New York
Financial services representative jobs in New York concentrate in banking, insurance, wealth management, and brokerage services, with the state ranking among the most active markets in the country for this role at every experience level. The heaviest hiring is in New York City, Buffalo, and Albany, where institutions like JPMorgan Chase, MetLife, and New York Life maintain large, established presences. The most in-demand specializations include retirement planning, life and annuity products, and commercial banking services. Find a role that fits below and apply directly.
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Showing 5 of 31+ Financial Services Representative jobs
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Flexible schedule
As a Financial Services Representative - State Farm Agent Team Member with Marcela Ruppert - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- Active Life & Health license (required)
- FINRA Series 6/63/65 or SIE license (required)
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Flexible schedule
As a Financial Services Representative - State Farm Agent Team Member with Marcela Ruppert - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
- Active Life & Health license (required)
- FINRA Series 6/63/65 or SIE license (required)
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
See All 31 Financial Services Representative Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Services Representative Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Teachers Federal Credit Union12
- Wealthbridge Financial6
- State Farm5
- Suffolk Credit Union4
- Northwell Health3
Top Industries Hiring
- Science & Research
- Healthcare & Medical Services
What New York Employers Look For
The qualifications that appear most often in financial services representative jobs across New York.
- Active FINRA Series 6 or Series 7 registration required for most New York positions
- New York State insurance license required for roles involving life or health products
- Bachelor's degree in finance, business, or a related field strongly preferred
- One to three years of client-facing financial services or sales experience expected
- Proficiency with CRM platforms and financial planning software commonly required
- Strong knowledge of compliance requirements under New York State Department of Financial Services guidelines
Financial Services Representative Jobs in New York: Frequently Asked Questions
How do you become a financial services representative in New York?
Most New York financial services representative roles require a combination of education, licensing, and registration. A bachelor's degree in finance, economics, or business is the typical starting point. From there, candidates obtain FINRA registrations such as the Series 6 or Series 7, sponsored by a member firm. Roles involving insurance products require a New York State insurance license issued through the Department of Financial Services. Many employers provide exam sponsorship once you are hired.
Which companies hire financial services representatives in New York?
New York financial services representative roles are posted by Teachers Federal Credit Union, Wealthbridge Financial, and State Farm and others right now, based on current listings on Migrate Mate as of November 2026. New York's density of major banks, insurance carriers, and independent broker-dealers means hiring is consistently active across the state, with the largest volumes concentrated in and around New York City.
Which New York cities have the most financial services representative jobs?
Melville, Hauppauge, and Babylon have the most financial services representative openings in New York. New York City dominates because it is home to the headquarters and regional offices of the country's largest banks, insurers, and brokerage firms, while Buffalo and Albany generate steady openings through regional banks, credit unions, and state government-affiliated financial institutions serving upstate communities.
Are there remote financial services representative jobs in New York?
Yes, but they are less common than in fully desk-based fields because the role typically involves ongoing client relationship management that many employers prefer to conduct in person. About 100% of financial services representative openings tied to New York are remote or hybrid as of November 2026, with remote arrangements most often available for phone-based service roles and back-office financial planning support positions rather than branch or advisory roles.
How can I get hired as a financial services representative in New York with little or no experience?
The most realistic entry path is applying to associate or sales development programs at large New York-based firms such as New York Life, MetLife, or regional banks like M&T Bank and Investors Bank, which run structured new-hire training programs for candidates without prior experience. Lateral entry from customer service, bank teller, or insurance claims roles is common and well-regarded. Obtaining a New York State 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 York?
You can find and apply to financial services representative jobs in New York on Migrate Mate, which lists current openings across the state. Search the available roles, find the ones that fit your background and location, and apply directly.
See All 31 Financial Services 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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