Entry Level Personal Financial Representative Jobs
New grad personal financial representative jobs welcome recent graduates and entry level candidates with zero to two years of experience, where a strong internship background or client-facing portfolio can matter more than a lengthy resume. Most openings are on-site roles across Sports & Recreation, Banking & Financial Services, and Staffing & Recruiting, with employers like Crunch Fitness, Fifth Third Bank, and Jobot hiring at this level now.
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About:
Bloomingdale’s makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. We will always strive to make Bloomingdale’s like no other store in the world. Across all brand touchpoints—from Bloomingdales.com to our newest small store concept, Bloomie’s—everyone plays a critical role bringing our mission to life. Our inclusive culture promotes diversity of background, thought and opinion. Regardless of position, we believe all colleagues have a voice and access to share their thoughts with every level of leadership. Our colleagues are passionate, driven, entrepreneurial and collaborative, while having a lot of fun along the way.
Job Overview:
The Personal Shopping Operations Assistant is responsible for executing the operational functions that support Bloomingdale's luxury Personal Shopping experience. This role partners closely with Personal Shoppers/Stylists, Business Development Managers and coordinators/assistants, to ensure every client appointment, shipment, merchandise movement and hospitality experience is executed with precision.
The Operations Assistant serves as the operational expert for the Elevated Shopping business, allowing selling teams to focus on cultivating client relationships while delivering a seamless, elevated experience from appointment preparation through final delivery.
Essential Functions:
Appointment & Client Experience Support
- Support preparing and maintain Personal Shopping appointment spaces to luxury presentation standards.
- Support resetting appointment suites and common spaces throughout the day.
- Partner with Concierge on day-of appointment planning and client arrival preparation.
- Receive, unpack, steam and prepare merchandise prior to appointments.
- Execute premium gift wrapping and presentation standards for client purchases.
Shipping, Fulfillment & Logistics
- Pack and ship client purchases while maintaining Bloomingdale's luxury presentation standards.
- Create UPS, courier and return shipping labels.
- Share UPS, courier and return shipping labels to the appropriate seller/assistant.
- Coordinate same-day messenger and courier deliveries.
- Coordinate residential deliveries and specialized client pickups.
- Coordinate Brinks transfers and other secure merchandise movements.
- Process Marketplace returns and shipping documentation.
- Track outgoing shipments and support delivery follow-up as needed.
Merchandise Operations
- Process go-backs promptly and accurately.
- Remove and replace security sensors and vendor hangers before and after client appointments.
- Receive incoming Personal Shopping/Stylists merchandise shipments.
- Unpack, inspect and prepare merchandise for selling.
- Coordinate merchandise setup for in-residency events, pop-ups and consignment experiences.
- Clear, organize and audit merchandise holds to ensure accuracy and accountability.
Operational Excellence
- Maintain organization and cleanliness of packing rooms and back-of-house workspaces.
- Monitor operational standards and communicate housekeeping needs.
- Maintain inventory of shipping, packaging and hospitality supplies.
- Order operational supplies as needed.
- Support continuous operational improvements that enhance efficiency and elevate the client experience.
Cross Functional Partnership
- Partner closely with Personal Shoppers to support daily selling activities.
- Collaborate with Concierge, Studio Services, Store Operations and Asset Protection to execute operational priorities.
- Communicate proactively regarding operational issues, shipment status and merchandise movement.
- Support special events and elevated client experiences as business needs require.
Qualifications
- Strong organizational and time management skills.
- Ability to prioritize multiple tasks in a fast-paced luxury retail environment.
- Exceptional attention to detail.
- Excellent verbal communication and interpersonal skills.
- Customer-first mindset with a passion for luxury service.
- Ability to work collaboratively across multiple business partners.
- Comfortable lifting, unpacking, moving and preparing merchandise.
- Flexible schedule based on business needs.
Preferred Qualifications
- Experience in luxury retail, personal shopping, operations or fulfillment.
- Experience with shipping systems, inventory movement or merchandise handling.
- Knowledge of luxury presentation and hospitality standards.
Success Measures
- Appointments are fully prepared and client-ready before scheduled arrival.
- Client shipments are processed accurately and on time.
- Merchandise movement and returns are completed with urgency and precision.
- Operational spaces consistently meet Bloomingdale's presentation standards.
- Hospitality and client experience standards are executed without exception.
- Personal Shoppers are enabled to maximize selling time by minimizing operational workload.
Essential Physical Requirements:
- Prolonged periods of sitting, with occasional standing and walking
- Ability to bend, reach, hear, and communicate as needed
- Continuous use of computers and standard office equipment
- Ability to lift and move up to 25 lbs. as required
This job description is not all inclusive; additionally, Macy’s, Inc. reserves the right to amend this job description at any time. Macy’s, Inc. – including Macy’s, Bloomingdale’s, and Blue Mercury – is an equal opportunity employer, committed to a diverse and inclusive work environment.
Benefits:
- Day-1 Medical, Dental, Vision Benefits for eligible colleagues
- Competitive Pay
- Paid Time Off
- Flexible Holiday Time-Off & Flexible Scheduling
- Instant access to earned wages with PayActiv
- Enhanced benefits: pet, home & auto insurance & more
- 401(k) plan options available
- Bonus earning opportunities
- Growth potential opportunities
- Employee Discount at Bloomingdale’s & Macy’s Stores
This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment. Additional benefit details are available at bloomingdalesJOBS.com.
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Find JobsEntry Level Personal Financial Representative Job Market
Who's Hiring
- Crunch Fitness117

- Fifth Third Bank24

- Jobot17

- Life Time9

- KeyBank7

Top Industries Hiring
- Sports & Recreation128
- Banking & Financial Services32
- Staffing & Recruiting17
- Insurance14
- Healthcare & Medical Services10
Entry Level Personal Financial Representative Jobs: Frequently Asked Questions
How do I get an entry level personal financial representative job?
Start by earning a relevant degree in finance, business, or economics, or completing a licensed internship in financial services. Employers at this level look for candidates who have passed or are pursuing licenses like the Series 6 or Series 63, demonstrate strong communication skills, and show comfort discussing financial products with clients. Internship experience or volunteer financial counseling work gives candidates a clear edge.
Which companies hire entry level personal financial representatives?
Companies hiring entry level personal financial representatives right now include Crunch Fitness, Fifth Third Bank, and Jobot, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers large insurance carriers, regional banks, credit unions, and independent wealth management firms that run structured onboarding and licensing programs for new hires.
Are there remote entry level personal financial representative jobs?
Yes, though most openings at this level remain on-site or hybrid due to client-facing responsibilities. About 10% of entry level personal financial representative openings are remote or hybrid as of November 2026, with fully remote roles more common at larger firms that have established virtual client service models for newer representatives.
Are these new grad personal financial representative jobs?
Yes, many of these listings are new grad and junior roles that explicitly welcome candidates with zero to two years of experience, recent graduates, and those whose background includes internships rather than full-time history. A new grad posting in this field typically accepts an in-progress license, a finance internship, or a client service portfolio in place of longer professional experience.
Which industries hire the most entry level personal financial representatives?
Entry Level personal financial representative roles concentrate in Sports & Recreation, Banking & Financial Services, and Staffing & Recruiting, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent entry level hiring because they rely on large teams of representatives to manage client acquisition, policy enrollment, and financial planning consultations at scale.