Financial Representative Jobs in White Plains, NY (2,913)
Financial Advisor - No Experience Required
Edward Jones
Nanuet, NY
401(k)
Education
$38.5k - $100k / year
Financial Advisor - Centralized, NY, NY
Santander Holdings USA Inc
New York, NY
New
Hourly
$58.1k / year
Entry Level Financial Representative - Insurance Sales
Bankers Life
Bronx, NY
Merrill Financial Solutions Advisor - Rockefeller Market
Bank of America
White Plains, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
Merrill Experienced Financial Advisor
Bank of America
Paramus, NJ
Diversity Leader
Eco-Friendly
$48k - $100k / year
Senior Wealth Advisor SAFE Act - Forest Hills / Queens
Citigroup
New York, NY
Dental Insurance
$70k / year
‌
Private Client Financial Advisor - White Plains, NY
Citizens
White Plains, NY
Dental Insurance
Vision Insurance
$105k - $250k / year
‌
Financial Consultant Partner - Marlton, NJ
Charles Schwab
Leonia, NJ
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Consultant
Banco Popular Puerto Rico
New York, NY
Health Insurance
$62.4k / year
‌
Financial Solutions Advisor - Consumer Investments - Englewood Palisades Financial Center
Bank of America
Englewood, NJ
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Katonah Financial Center
Bank of America
Katonah, NY
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Patient Financial Services Representative
Fairview Health Services
🌎 Remote
Remote
403(b)
PTO
Dental Insurance
Vision Insurance
‌
Client Financial Services Representative
Burrell Behavioral Health
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Financial Advisor / Wealth Management Advisor
Northwestern Mutual
New York, New York
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$82k - $113k / year
‌
Financial Representative - Paramus, NJ
Fidelity Investments
Paramus, NJ
New
Education
‌
Financial Advisor: Wealth Management Track
Northwestern Mutual
New York, New York
401(k)
Dental Insurance
Vision Insurance
$60k - $80k / year
‌
Wealth Management Advisor
Northwestern Mutual
New York, New York
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Financial Advisor
Northwestern Mutual
New York, New York
Dental Insurance
Vision Insurance
$22 / hour
‌
Financial Advisor
Equitable Advisors
Secaucus, New Jersey
Entry-Level
Dental Insurance
Vision Insurance
‌
Wealth Advisor
GPAC
Bronx, NY
‌
Financial Consultant
Equitable Advisors
Secaucus, New Jersey
Entry-Level
Dental Insurance
Vision Insurance
‌
Associate Financial Planner
GemHarvest Executive Recruiting
New York, New York
‌
Financial Planner
Advisor Launch Lab
New York, New York
PTO
$80k - $100k / year
‌
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Morrisania, NY
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Senior Financial Advisor
Altfest Personal Wealth Management
New York, New York
Vision Insurance
$130k / year
‌
Financial Advisor
CNO Financial Group
New Rochelle, New York
$55k / year
‌
Associate Financial Advisor
Ameriprise Financial Services, LLC
New York, New York
Health Insurance
$60k - $500k / year
‌
Financial Advisor
Taos Global Group Inc.
New York, New York
$20k - $100k / year
‌
Financial Advisor
Bankers Life
New York, New York
‌
Associate Financial Advisor - Connecticut
Johnson Brunetti Retirement & Investment Specialists
Stamford, Connecticut
‌
Financial Services Representative
Randstad Enterprise
🌎 Remote
Remote
‌
Financial Advisor - Hybrid (Brooklyn, Queens, Long Island)
Citizens
Yonkers, NY
New
Hybrid
Dental Insurance
Vision Insurance
$65k - $70k / year
‌
Senior Financial Advisor Stamford, CT
Farther
Stamford, CT
Job Description
Working as a Financial Representative in White Plains, NY
There are 2,913 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.
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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