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Financial Representative Jobs in White Plains, NY (15,399+)

Partner Development Representative | Financial Institutions

RAMP
New York, NY
New
401(k)
PTO
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$100 / hour

Senior Financial Representative

Dormont Manufacturing
New York, NY
New
401(k)
Health Insurance

Personal Financial Representative - NY

Allstate
New York, NY
Health Insurance
Education

Personal Financial Representative - AL

Allstate Insurance
New York, NY
New
Health Insurance

Impactful Financial Advisor & Wealth Planner

New York Life
Melville, NY
New

Financial Assistance Representative

Episcopal Health Services
New York, NY
Hourly
Icon: salary
$35.04 - $36.67 / hour
‌

Wealth & Retirement Planner | Client-Focused Financial Advisor

Soteria Reinsurance Ltd
Stamford, CT
‌

Financial Aid Call Representative

ManpowerGroup Global
New York, NY
New
Part-Time
Icon: salary
$28 - $32 / hour
‌

Financial Advisor - Wealth Management Track

Northwestern Mutual
New York, NY
Dental Insurance
Vision Insurance
Icon: salary
$22 / hour
‌

Wealth Planner & Financial Advisor

WealthBridge Financial Group
Hoboken, NJ
‌

Senior Wealth Advisor & Financial Planner

Mercer Advisors
New York, NY
‌

Financial Advisor / Wealth Management Advisor

Northwestern Mutual
New York, NY
Dental Insurance
Vision Insurance
Icon: salary
$366 / week
‌

Senior Wealth Advisor & Personal Financial Planner

Hispanic Alliance for Career Enhancement
New York, NY
New
‌

Financial Representative / Financial Advisor

Northwestern Mutual – NYC
New York, NY
‌

Financial Representative

Northwestern Mutual – NYC
Norwalk, CT
‌

Wealth Planner & Financial Advisor Unlimited Earnings

Northwestern Mutual – NYC
Norwalk, CT
‌

Financial Representative

ViziRecruiter
New York, NY
New
‌

Financial Representative

Montefiore Medical
New York, NY
Part-Time
‌

Financial representative

Modern Woodmen
New York, NY
Dental Insurance
‌

Financial Representative

Montefiore Hudson Valley Collaborative
New York, NY
Part-Time
Hourly
Icon: salary
$29.94 / hour
‌

Entry-Level Financial Representative

WizeHire
New York, NY
Dental Insurance
Vision Insurance
‌

Registration/Financial Representative

St. Joseph’s Healthcare System
Paterson, NJ
New
Part-Time
Hourly
403(b)
PTO
Dental Insurance
Vision Insurance
Education
‌

Financial Representative-Wakefield

Montefiore New Rochelle
New York, NY
Hourly
Icon: salary
$29.94 / hour
‌

Premier Financial Representative

Teachers Federal Credit Union
East Meadow, NY
Icon: salary
$28.50 - $34 / hour
‌

Financial Representative-Wakefield

Montefiore Medical
New York, NY
New
Hourly
Icon: salary
$29.94 / hour
‌

Financial Representative-Wakefield

ViziRecruiter
New York, NY
New
‌

Representative Registration and Financial

St. Joseph’s Healthcare System
Paterson, NJ
New
Part-Time
PTO
Dental Insurance
Vision Insurance
Education
‌

Financial Customer Service Representative

Resonance CX Partners
New York, NY
Hospitality
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$39.7k - $54.6k / year
‌

Financial /Insurance Services Representative

KEHI Assets & Investments
New York, NY
‌

Financial Aid Call Representative

Experis
New York, NY
New
Icon: salary
$28 - $32 / hour
‌

Financial Representative

Northwestern Mutual
🌎 Remote
Part-Time
Remote
Dental Insurance
Vision Insurance
Flexible Schedule
‌

Financial Representative

WoodmenLife
🌎 Remote
Part-Time
Remote
Health Insurance
Flexible Schedule
‌

Financial Representative

Allstate Financial Services
🌎 Remote
Remote
Hybrid

Job Description

Working as a Financial Representative in White Plains, NY

There are 15,399 Financial Representative opportunities available in White Plains, NY all with unique requirements.

A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.

Similar Jobs to Financial Representative

Financial Representative jobs near White Plains, NY

Financial Representatives in White Plains, NY Resume Data

Average Experience for Financial Representatives in White Plains, NY

  • More than 10 years: 54%
  • 6-10 years: 30%
  • 3-5 years: 13%
  • 1-2 years: 2%
  • Less than 1 year: 1%

Educational Background for Financial Representatives in White Plains, NY

  • Bachelors: 45%
  • Diploma: 24%
  • Associates: 17%
  • Masters: 13%
  • Doctorate: 2%

Top Skill for Financial Representatives in White Plains, NY

  • Customer focus & orientation: 20%
  • Attention to detail: 12%
  • Customer service: 12%
  • Work style: Reliability: 11%
  • Sales skills: 10%
  • Administrative assistant/receptionist: 9%
  • Verbal communication: 8%
  • Call center customer service: 7%
  • Scheduling: 6%
  • Data entry: Accuracy: 5%

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    Here are some keywords related to Financial Representative in White Plains, NY

    • Financial Advisor
    • Banker
    • Risk Analyst

    Financial Representative jobs near White Plains, NY