Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Financial Representative - NY

Allstate

Allstate Financial Specialist

Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand in your community.

Your Practice. As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams.

Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them.

Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business.

Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business.

Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: At least 2 years of life insurance or financial services customer facing sales experience. State Life/Health Insurance Licenses. FINRA Series 6 or 7 and 63 (if applicable) licenses. Blended mix of protection and asset accumulation sales. Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred. Bachelor's degree (or higher) with emphasis on business preferred.

Skills. At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do.

Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition.

Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Personal Financial Representative - NY in New York, NY vacancy
  • $58.44k

     ...job post. This position will provide personal financial services at assigned military...  ...assigned. The job duties listed above are representative and not intended to be all-inclusive of...  ...- Army National Guard, Brooklyn, NY Grade 24 Work Experience - Required... 
    Personal
    Contract work
    Work experience placement
    Work at office

    VetJobs

    New York, NY
    4 days ago
  •  ...Entry Level - Financial Advisor - NY, New York (2481) ( PIN_15024 ) Primary Location : UNITED STATES-NY-New York Organization : Equitable...  ...' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance... 
    Personal
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Services

    New York, NY
    18 hours ago
  • $58.44k

     ...This position will provide personal financial services at assigned military installations. Primary...  ...The job duties listed above are representative and not intended to be all-inclusive of...  ...Counselor - Army National Guard, Brooklyn, NY Grade 24 Work Experience -... 
    Personal
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    Brooklyn, NY
    18 hours ago
  •  ...NBFI Fund Finance job at CIBC. New York, NY. We're building a relationship-oriented...  ...Doing The Associate for the US Non-Bank Financials, Fund Finance team provides client coverage...  ...a willingness to work extended hours and personal flexibility and adaptability in order to... 
    Personal
    Shift work

    CIBC

    New York, NY
    18 hours ago
  • $85k - $145k

     ...Wealth Advisor (New York, NY) For more than 40 years, Mercer...  ...amplify and simplify their financial lives by integrating financial...  ...Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered...  ...solutions Firm-building - Represents the Firm in a professional... 
    Personal
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    2 days ago
  •  ...Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management...  ...will be front and center representing our brand and interacting with...  ...investment solutions to meet their financial needs. Job Description At J...  ...of business by delivering personalized investment solutions to... 
    Personal
    Full time

    JPMorganChase

    New York, NY
    2 days ago
  •  ...Financial Services Counselor Our organization works with partner companies to source qualified talent for their open roles. The following...  ...detailed in the job post. This position will provide personal financial services at assigned military installations. Primary... 
    Personal
    Contract work
    Work at office

    National Guard Employment Network

    Brooklyn, NY
    22 hours ago
  • $60k - $75k

     ...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have...  ...engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.... 
    Personal
    Work at office
    Work from home

    Fidelity Investments

    New York, NY
    18 hours ago
  • $105k - $250k

     ...experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to...  ...the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly... 
    Personal
    Temporary work
    Local area
    Flexible hours

    Citizens Bank

    Forest Hills, NY
    23 hours ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first....  ...needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals... 
    Personal
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    New York, NY
    4 days ago
  • $70k - $90k

     ...comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by...  ..., investment management, customer service and compliance with personal and professional growth and development. The Trainee will also... 
    Personal
    Apprenticeship
    Traineeship
    Work experience placement
    Work at office

    Raymond James Financial Services

    New York, NY
    4 days ago
  • $45k - $100k

     ...you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner...  ...travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture... 
    Personal
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    New York, NY
    18 hours ago
  •  ...the heart of our firms commitment to?helping clients own their financial futures. In this exciting role, youll?give clients financial...  ...the ideal wealth and long-term investment strategies for their personal situation ~ Desire to provide an outstanding investor... 
    Personal

    Charles Schwab

    New York, NY
    4 days ago
  •  ...the heart of our firm's commitment to?helping clients own their financial futures. In this exciting role, you'll?give clients financial...  ...ideal wealth and long-term investment strategies for their personal situation Desire to providean outstandinginvestor experience... 
    Personal

    Charles Schwab

    New York, NY
    2 days ago
  •  ...looking for a challenging and rewarding career , the Associate Financial Advisor role at Edward Jones may be the right opportunity for...  ...problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate... 
    Personal
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Edward Jones

    New York, NY
    18 hours ago
  •  ...the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial...  ...ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience... 
    Personal

    Charles Schwab Inc.

    New York, NY
    3 days ago
  •  ...soundness and achieving market, branch and personal goals. Essential duties and...  ...Banking Center Manager or Assistant Manager in NY only) in accordance with market initiatives...  ...deposit box transactions. Fills in for Financial Specialist Leader when absent. May order... 
    Personal
    Work at office
    Relocation package
    Shift work
    Night shift

    BankUnited

    New York, NY
    1 day ago
  •  ...Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...  ...banking solutions and cutting‑edge financial technology combined with friendly and attentive...  ...and proactively meet with them, both in person and over the phone, to build lasting... 
    Personal
    Immediate start
    Afternoon shift

    J.P. Morgan

    New York, NY
    6 hours ago
  • $50k - $80k

    Position: Financial Services Representative - State Farm Agent Team Member Location: Full Time in Newburgh, NY Position Overview Are you outgoing and customer-focused? Do you enjoy...  ...benefits Paid time off (vacation and personal/sick days) Flexible hours Growth... 
    Personal
    Full time
    For contractors
    Flexible hours

    Wyatt Savage

    New York, NY
    3 days ago
  • $2,587 per week

     ...Registered Nurse (RN) | Wound/Ostomy Location: New York, NY Agency: GetMed Staffing Pay: $2,587 per week Shift Information...  ...offers the unique opportunity to gain diverse experiences, both personally and professionally. Gain experience that matters. About GetMed... 
    Personal
    Full time
    Contract work
    Shift work

    TravelNurseSource

    New York, NY
    5 days ago
  • $150k

     ...Experienced Financial Advisor – Independence & Growth Opportunity Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs. Cross Financial | High Payout. True Ownership. Real Upside. Are you a successful... 
    Traineeship
    Local area

    Crete Professionals Alliance

    New York, NY
    2 days ago
  •  ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Forest Hills, New York; Long Island City, New York; Jamaica, New York; Flushing, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Forest Hills, NY
    18 hours ago
  •  ...Financial Solutions Advisor Registration Candidate - Greater Queens NY Market Forest Hills, New York;Sunnyside, New York; Jamaica, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sunnyside, NY
    3 days ago
  •  ...Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Borough Park, NY. The Financial Advisor (FA) role is a three-year...  ...maintain strong communication with partners, and represent the company professionally in all internal and external... 
    Full time

    Insight Global

    New York, NY
    4 days ago
  • $61.88k

     ...Financial Advisor - Centralized, Brooklyn, NY Country: United States of America It Starts Here: Santander...  ...telephone communications and in person connections from a variety of...  ...The requirements listed below are representative of the knowledge, skill, and/or ability... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander

    New York, NY
    4 days ago
  •  ...Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in Brooklyn, NY. The Financial Advisor Associate (FAA) role...  ...insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and... 
    Full time
    Temporary work

    Insight Global

    New York, NY
    3 days ago
  • Associate - Finance - Latin America Practice Location: New York, NY or Washington, D.C. Practice Area: Latin America Practice Experience Level: Minimum of 2 years Overview: Direct Counsel is representing an AmLaw 100 firm seeking a highly qualified associate to join its... 
    Work at office

    Direct Counsel

    New York, NY
    2 days ago
  • $160k

     ...Location: New York, NY Type: Perm (Contingency) Job #48548 Salary:...  ...New York, NY for our client, supporting financial modeling, performance analysis, and strategic...  ...application, you give us permission to store your personal information, and use it in the... 
    Personal
    Permanent employment
    Monday to Friday

    Atlantic Group

    New York, NY
    18 hours ago
  • $75k

     ...Financial Advisor Opportunity Training provided by our Chief Growth...  ..., and accurate. You are personable, approachable, generous, and...  ...strategy. Full-time representatives have access to W-2-S employment...  ..., Suite 3302, White Plains, NY 10604, 914.428.4000.... 
    Personal
    Full time
    Local area
    Flexible hours

    Thoroughbred Advisors

    New York, NY
    23 hours ago
  • $90k - $105k

     ...join our Finance team in New York, reporting to the Chief Financial Officer. This person will play a critical role in financial reporting, budgeting...  ...Details This is a full-time exempt position in our New York, NY office (NoMad neighborhood). The expectation for this... 
    Personal
    Full time
    Work at office

    Havenly

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Financial Representative - NY. Be the first to apply!