Financial Services Representative Jobs in New York
Financial services representative jobs in New York are among the most active in the country, concentrated in banking, insurance, wealth management, and brokerage services, with openings at every level from entry-level client associate through senior relationship manager. The heaviest hiring is in New York City, Albany, and Buffalo, where institutions like JPMorgan Chase, MetLife, and Fidelity Investments maintain large, established operations. The most in-demand specialties include retirement planning, insurance product sales, and personal banking advisory. Find a role that fits below and apply directly.
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Showing 5 of 28+ Financial Services Representative jobs
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
About our Agency:
Our agency has been in business for 13 years and has grown to two locations with a team of 20. We’ve built a strong, high-performing environment focused on growth, teamwork, and delivering a great customer experience.
We’re passionate about staying involved in the community and making a positive impact beyond the office.
For our team, we offer training and licensing support, a 401(k), health benefits, and a strong focus on work-life balance. We also make it a point to celebrate wins and milestones, from birthdays and work anniversaries to team outings like Topgolf.
Our office culture is fun, supportive, and team-oriented. We work hard but also enjoy spending time together and recognizing each other’s success. We’re looking for someone who is motivated, positive, and enjoys being part of a collaborative, high-energy team where they can grow and succeed.
Position Overview:
Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
- Consult customers on financial planning, investment options, and life/health insurance coverage
- Assist customers with portfolio management, asset allocation, and risk management strategies
- Conduct financial reviews and recommend personalized product solutions
- Maintain compliance with financial and insurance regulations
- Perform customer needs analysis and engage in sales conversations
Requirements
- Active Life & Health license
- FINRA Series 6/63/65
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
About our Agency:
Our agency has been in business for 13 years and has grown to two locations with a team of 20. We’ve built a strong, high-performing environment focused on growth, teamwork, and delivering a great customer experience.
We’re passionate about staying involved in the community and making a positive impact beyond the office.
For our team, we offer training and licensing support, a 401(k), health benefits, and a strong focus on work-life balance. We also make it a point to celebrate wins and milestones, from birthdays and work anniversaries to team outings like Topgolf.
Our office culture is fun, supportive, and team-oriented. We work hard but also enjoy spending time together and recognizing each other’s success. We’re looking for someone who is motivated, positive, and enjoys being part of a collaborative, high-energy team where they can grow and succeed.
Position Overview:
Are you an experienced financial services professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
- Consult customers on financial planning, investment options, and life/health insurance coverage
- Assist customers with portfolio management, asset allocation, and risk management strategies
- Conduct financial reviews and recommend personalized product solutions
- Maintain compliance with financial and insurance regulations
- Perform customer needs analysis and engage in sales conversations
Requirements
- Active Life & Health license
- FINRA Series 6/63/65
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
See All 28 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
- Northwestern Mutual12
- State Farm6
- Community Financial System2
- Allstate Insurance1
- EVG Specialty Network1
Top Industries Hiring
- Insurance21
- Healthcare & Medical Services2
- Investment & Asset Management2
- Banking & Financial Services1
- Consulting & Professional Services1
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 license registered in New York State
- New York State Life and Health Insurance license for insurance-related product roles
- Bachelor's degree in finance, business, economics, or a related field
- Demonstrated experience with client relationship management or financial product sales
- Proficiency with CRM platforms and financial services compliance documentation
- Strong communication skills and ability to explain complex financial products clearly
Financial Services Representative Jobs in New York: Frequently Asked Questions
How do you become a financial services representative in New York?
Most financial services representative roles in New York require passing a FINRA licensing exam, most commonly the Series 6 or Series 7, registered through your employer as a FINRA member firm. 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. A bachelor's degree in finance, business, or economics is the standard education requirement, though some employers accept equivalent work experience.
Which companies hire financial services representatives in New York?
Employers hiring financial services 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 concentration of major banks, insurance carriers, and investment firms means openings are distributed across both corporate headquarters and retail branch networks throughout the state.
Which New York cities have the most financial services representative jobs?
New York, Albany, and Melville have the most financial services representative openings in New York. New York City dominates because it is home to the headquarters and large branch networks of the country's biggest banks, insurers, and brokerage firms, while Albany draws demand from state-chartered institutions and insurance carriers, and Buffalo anchors activity for regional banking and wealth management offices serving western New York.
Are there remote financial services representative jobs in New York?
Yes, but they are limited. About 14% of financial services representative openings tied to New York are remote or hybrid as of June 2026, reflecting that much of the role involves in-person client meetings, branch-based service, and compliance oversight. The tasks most likely to be performed remotely are back-office financial planning work and phone-based advisory roles rather than frontline client service.
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 for a personal banker or client service associate role at a New York retail bank branch, where large employers like JPMorgan Chase and Bank of America run structured new-hire training that includes FINRA exam sponsorship. Lateral moves from customer service or sales roles in financial call centers are also common. Obtaining a New York State Life and Health Insurance license before applying gives candidates a meaningful edge and demonstrates regulatory readiness to hiring managers.
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 New York openings. Find roles that fit your experience and location and apply directly to each employer through the listing.
See All 28 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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