Top 3359 Financial representative Jobs in Uniondale, Ny

Wealth Management: Client Service Associate
Northwestern Mutual —New York, NY
- $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- 5 years
- Disability insurance
- Health insurance
Quick Apply
5d
Outside Sales Representative
Empire Today —Queens, NY
- $50,000 - $100,000 a year
- Weekends as needed
- Driver's License
- Driving
- Entry level
- Paid training
- Health insurance
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Outbound Sales Representative
Stratuscom —Purchase, NY
- From $80,000 a year
- Full-time
- Sales
- Customer service
- English
- Paid training
- Health insurance
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Financial Sales Representative
New York Life —Melville, NY
- $60,000 - $150,000 a year
- Full-time
- Background check
- In-person
- Entry level
- Health savings account
- Health insurance
Quick Apply
Legal Billing Operations Specialist
Confidential —White Plains, NY
- $85,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Continuous improvement
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Freight Operations Specialist
Aramex —Bethpage, NY
- $70,000 a year
- 8 hour shift
- Microsoft Word
- Microsoft Excel
- Customer service
- Health insurance
- Dental insurance
Quick Apply
FINANCIAL ADVISOR (WEALTH MANAGEMENT)
Aegis Capital Corp —Melville, NY
- $50,000 - $125,000 a year
- Full-time
- Background check
- Office
- Business development
Quick Apply
Financial Advisor
Edward Jones —Rye, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
E-Commerce Operations & Customer Experience Specialist
Bond No. 9 New York —New York, NY
- $75,000 a year
- Full-time
- Spanish
- Merchandising
- Mid-level
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Outside Sales Representative Chinese Speaking Will Train
Medical Service Company —Brooklyn, NY
- $48,000 - $70,000 a year
- Full-time
- US work authorization
- Contracts
- In-person
- Health insurance
- 401(k)
Quick Apply
Commercial Mortgage Sales Representative
Premium Merchant Funding —New York, NY
- $75,000 - $125,000 a year
- Contract
- Office
- Bachelor's degree
- Organizational skills
Quick Apply
Outside Sales Representative
Empire Today —Freeport, NY
- $50,000 - $100,000 a year
- Weekends as needed
- Driver's License
- Driving
- Entry level
- Paid training
- Health insurance
Quick Apply
Financial Advisor
Taos Global Group Inc —Flushing, NY
- $30,000 - $80,000 a year
- Monday to Friday
- Hybrid work
- Bilingual
- English
- Mid-level
- Health insurance
- 401(k)
Quick Apply
ITAD Operations & Compliance Specialist
WALTER —Brooklyn, NY
- $70,000 - $80,000 a year
- Full-time
- Google Workspace
- ERP systems
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
12d
Financial Sales Representative
Fundible —Great Neck, NY
- $100,000 - $220,000 a year
- 8 hour shift
- Sales
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Entry Level Sales Representative
NY State Solar —Hicksville, NY
- $49,000 - $85,000 a year
- Full-time
- Background check
- US work authorization
- In-person
- Paid training
- Disability insurance
Quick Apply
Inside Sales Representative/Account Manager
Shore Funding Solutions —Melville, NY
- $75,000 - $160,000 a year
- Full-time
- Office
- In-person
- Communication skills
- Paid training
Quick Apply
Entry Level Sales Representative
Power Home Remodeling —Stamford, CT
- $72,000 - $130,000 a year
- Urgently hiring
- Bachelor of Science
- Bachelor's degree
- Mentoring
- Paid parental leave
- Paid holidays
Quick Apply
5d
Pharmaceutical Sales Representative (1099 / Commission) – Longevity & Wellness
ReShape Rx —New York, NY
- $100,000 - $500,000 a year
- Choose your own hours
- Mid-level
- Travel
- In-person
Quick Apply
9d
Financial Advisor (Licensing & Training Provided)
Northwestern Mutual —White Plains, NY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Health insurance
- Dental insurance
Quick Apply

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Wealth Management: Client Service Associate

Northwestern Mutual -
New York, NY

Quick Apply

Job Details

Full-time
$80,000 a year
5 days ago

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Professional development assistance
Retirement plan

Qualifications

Microsoft Word
Financial planning
Wealth management
Regulatory compliance
Series 7
Client meetings
Securities law compliance support experience
Bachelor's degree
Attention to detail
Client services
Securities Industry Essentials
Relationship management
FINRA License
Investment risk management
Experience practicing in the securities industry
Legal compliance

Full Job Description

Wealth Management: Client Service Associate

Northwestern Mutual Midtown Manhattan, NY

We are looking for a highly self-sufficient individual with a solid foundation in finance to join our team as a Client Service Associate. Our ideal candidate will be able to clearly understand what is happening during client meetings, think critically, and contribute without requiring constant direction. This person will understand the purpose behind their work and be able to anticipate the next steps. This is not a sales role, nor is it simply a transactional or administrative role.

This is a great opportunity for someone who is currently a CSA or a Jr Advisor with an upbeat personality, detail-oriented, knowledgeable and experienced in investments and can clearly and professionally communicate with clients. Ideal candidates will thrive in a support role, assisting Wealth Management Advisors in the service and sales cycle for both insurance and investment clients. This is a client facing role so excellent interpersonal and communication skills and a cheerful attitude are a must, as you will work closely with all facets of the team and act as the liaison between the Network and Home Office, advisors and clients. Client Service Associate will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

We are a top-performing Northwestern Mutual wealth management firm located in Midtown Manhattan. We provide advanced financial planning, investment management, and strategic wealth solutions through sophisticated, tax-aware planning and investment strategies with precision and purpose. As a team, we value accountability, professionalism, and long-term relationship management in a results-oriented and dynamic atmosphere.

NOTE: This role requires 5 days a week (8:30am-6:30pm EST). Remote work is a consideration for candidates who are fully licensed with investment experience. All applying candidates must meet our qualifications and job responsibilities to be considered.

Compensation & Benefits

Salary: $80,000
Bonus Structure: Opportunity to earn up to $20k annually based on performance
Health & Dental Insurance: Offered through NM platform
Paid Time Off/Vacation/Sick Time: Available through NM platform
Retirement Plan: Available through NM platform
Long-Term and Short-Term Disability Insurance: Available through NM platform
Professional Development: FINRA coursework and continuing education supported

Job Skills & Qualifications

· Bachelor’s degree is required

· Minimum of 5 years of experience in financial services/wealth management

· FINRA Series 7 required

· SIE (Securities Industry Essentials)

· Life & Health Insurance license or the ability to obtain within 30-days of hire

· Public Notary Certificate or ability to obtain within 90 days of hire

· Solid understanding of financial planning, regulations, compliance requirements and industry best practices

· Attention to detail with the ability to stay highly organized and accountable at all times

· Tech savvy with thorough working knowledge of MS Office applications (Word, Excel) and ability to learn our client relationship software, clearing firm's system, and other systems

Job Responsibilities

· Open investment and advisory accounts

· Process transfers and other asset movement

· Review retirement projections and update retirement models based on information from client meetings

· Capture detailed notes during client calls and meetings

· Follow up with clients for statements and outstanding documentation

· Prepare paperwork to ensure meetings are fully organized beforehand

· Send calendar invitations and coordinate scheduling

· Track action items and provide diligent follow-up

· Keep client files and workflows organized

· Understand a client’s financial picture well enough to identify what needs to be updated/completed after meetings

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over a sponsorship of an employment Visa at this time. Candidates must be 21 years of age or older with the ability to complete and satisfactorily pass a background search (local, state and federal) and FINRA brokerage screening, credit check, education verification, drug tests, skills assessments, and interviews. This role requires individuals to stand, sit for prolonged periods of time w/constant repetitive motions (may include wrists, hands, or fingers).

Job Type: Full-time

Base Pay: $80,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan

Education:

Bachelor's (Required)

Experience:

financial services/wealth management/insurance: 5 years (Required)

License/Certification:

Public Notary Certificate (Preferred)
Life and Health Insurance license (Preferred)
Series 7 (Required)

Work Location: Hybrid remote in New York, NY 10022

Quick Apply

Refine Your Search

financial representative jobs in uniondale, ny

Wealth Management: Client Service Associate

Outside Sales Representative

Outbound Sales Representative

Financial Sales Representative

Legal Billing Operations Specialist

Freight Operations Specialist

FINANCIAL ADVISOR (WEALTH MANAGEMENT)

Financial Advisor

E-Commerce Operations & Customer Experience Specialist

Outside Sales Representative Chinese Speaking Will Train

Commercial Mortgage Sales Representative

Outside Sales Representative

Financial Advisor

ITAD Operations & Compliance Specialist

Financial Sales Representative

Entry Level Sales Representative

Inside Sales Representative/Account Manager

Entry Level Sales Representative

Pharmaceutical Sales Representative (1099 / Commission) – Longevity & Wellness

Financial Advisor (Licensing & Training Provided)

I want to receive the latest job alert for financial representative in uniondale, ny

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