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

Financial Services Representative

Full-time

Fifth Avenue Financial

Build Your Practice. Lead Your Future.

The most successful financial advisors don't seek ceilings. They seek opportunity.

At Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, we're looking for driven, entrepreneurial professionals who want to build a successful practice, develop meaningful client relationships, and create a level of financial success directly tied to their performance.

This is a commission-based opportunity where compensation is directly tied to production, client acquisition, and business growth. It is designed for individuals who are motivated by achievement, personal accountability, and the ability to directly influence their own income and career path.

Who We Are

Fifth Avenue Financial is a leading wealth management firm within the MassMutual network, serving individuals, families, business owners, and professionals throughout the New York metropolitan area.

Our advisors are empowered to operate as business builders, trusted consultants, and long-term partners to their clients. We provide the training, mentorship, resources, and support necessary to help ambitious professionals transform their potential into measurable success.

Why High Performers Choose Fifth Avenue Financial

Performance Drives Reward

Unlike traditional salaried roles, your compensation is directly tied to your production, client impact, and business growth. High-performing advisors have the opportunity to build substantial recurring income and long-term enterprise value.

Entrepreneurial Freedom

Operate with the independence of a business owner while leveraging the resources, reputation, and support of an established wealth management organization.

Unlimited Income Potential

There are no artificial caps on achievement. Your effort, discipline, business development activity, and client relationships determine your success.

Coaching & Development

Access mentorship, industry-leading training, professional development resources, and ongoing support designed to accelerate your growth.

What You'll Do

· Build and grow your own client base through networking, referrals, and business development activities

· Develop long-term relationships with individuals, families, and business owners

· Create customized financial strategies aligned with clients' goals

· Serve as a trusted advisor across wealth accumulation, retirement planning, risk management, and asset protection

· Generate new business opportunities through direct prospecting and relationship-building

· Continuously improve your expertise through coaching, training, and professional development

Application Process

As part of our recruitment process, candidates are asked to complete a brief assessment. This assessment does not measure intelligence, education, experience, or technical knowledge. It simply helps us understand your natural work preferences, including how you communicate, make decisions, and work with others.

Please complete the assessment here:

Who Thrives Here

Our most successful advisors are:

· Entrepreneurial and self-motivated

· Comfortable being accountable for results

· Energized by networking and relationship building

· Resilient and persistent when pursuing goals

· Strong communicators who influence and inspire confidence

· Driven to build a business, not simply hold a job

Qualifications

· Bachelor's Degree required

· Minimum of 1 year of experience in the Financial Services industry

· Active LAH required – SIE, Series 7 & 66 preferred

· Demonstrated success in sales, business development, relationship management, consulting, finance, or other client-facing environments

· Strong communication and interpersonal skills

· Proven ability to build trust and influence others

· Entrepreneurial mindset with a desire to grow a business

· Financial services experience preferred but not required for exceptional candidate

Licensing:

If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

Important Notice

Fifth Avenue Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks, make an investment in any product or service, or provide sensitive information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone requesting information of this nature, please contact us directly to verify the legitimacy of the request.

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Representative in New York, NY vacancy
  •  ...Job title: Client Service Associate Location: New York, NY Duration:6-12 months Job Description: The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in... 
    Suggested
    Work experience placement

    eTeam

    New York, NY
    9 hours ago
  • $21 - $24 per hour

     ...Now Hiring - Patient Financial Services Representative Upper East Side/NYC, NY East River Medical Imaging (ERMI) is an independent radiology center serving patients and referring providers for over four decades. With locations on Manhattan's Upper East Side and White... 
    Suggested
    Work at office
    Immediate start

    East River Medical Imaging, PC

    New York, NY
    7 hours ago
  • $18 per hour

     ...Job Description Job Description IMMEDIATE FINANICAL CUSTOMER SERVICE REPRESENTATIVE NEEDED. YOU CAN START IMMEDIATLEY. OPPORTUNITY TO WORK FOR ONE OF THE INVESTOR RESPONSE FIRMS IN THE AREA YOU MUST HAVE YOUR OWN EQUIPMENT FOR THIS POSITION. IT REQUIRES A COMPUTER... 
    Suggested
    Contract work
    Temporary work
    Work at office
    Immediate start
    Remote work
    Monday to Friday

    TEKsystems

    New York, NY
    1 day ago
  •  ...People are looking for individualized financial advice they can trust. They need your help...  .... Your mission as a financial representative is to help your clients (Modern Woodmen...  ...development and advancement. Why financial services? At Modern Woodmen, you’ll find... 
    Suggested
    Flexible hours

    Modern Woodmen

    New York, NY
    2 days ago
  • $45k - $75k

     ...immigration sponsorship for this position. Job Description: Financial Representative We believe that as a Financial Representative you make...  ...Fidelity. The Expertise Were Looking For Customer service phone or financial services experience will prepare you for... 
    Suggested
    Full time

    Fidelity

    New York, NY
    1 day ago
  • $89k - $115k

     ...consolidated revenue reporting, forecasting, backlog analysis, and financial planning activities across a complex, multi-system environment...  ...forecasting and backlog analysis within a professional-services or project-based business model. Analyze revenue trends, forecast... 
    Minimum wage
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Oliver Wyman

    New York, NY
    3 days ago
  •  ...Position Overview We are seeking a Senior Financial Analyst for a dynamic, cross-functional role centered on financial reporting and...  ...FP&A role ~ Experience in a large corporate or professional services industry, such as legal, financial services, technology, business... 
    Full time

    Coda Search│Staffing

    New York, NY
    1 day ago
  • $100k - $120k

     ...the opportunity to partner closely with senior leadership on financial planning, forecasting, strategic initiatives, capital structure...  ...investment banking, valuation, consulting, accounting, or financial services. ~ Strong financial modeling and analytical skills with... 
    Work at office

    Confidential Company

    New York, NY
    3 days ago
  • $55k - $100k

     ...Job Description Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq... 
    Contract work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    moomoo

    New York, NY
    3 days ago
  • $80k - $135k

     ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...  ...but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has... 
    Full time
    Work experience placement
    Local area

    Berkeley Research Group, LLC

    New York, NY
    12 days ago
  • $80k - $135k

     ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...  ...but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has... 
    Full time
    Work experience placement
    Local area

    Berkeley Research Group, LLC

    New York, NY
    12 days ago
  • $90k - $160k

     ...practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors...  ...but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has... 
    Full time
    Work experience placement
    Local area

    Berkeley Research Group, LLC

    New York, NY
    12 days ago
  • $110k - $125k

     ...Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals... 
    Full time
    Temporary work
    Worldwide

    Morgan Stanley

    New York, NY
    a month ago
  • $69.24k - $266.23k

     ...Financial Representative Build a Career. Make an Impact. Create a Business of Your Own. Wealth Advisory Group LLC Locations: Melville...  ...will have the opportunity to develop your own financial services practice—with the training, mentorship, technology, and... 
    Permanent employment
    Full time
    Contract work
    Local area

    Wealth Advisory Group LLC

    New York, NY
    9 hours ago
  • $120.56k

     ...Experienced Financial Professional Take your career further with the backing of a Fortune...  ...leadership, or expand into advisory services with Eagle Strategies LLC.⁵ •...  ...Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA... 
    Full time
    Contract work
    Part time
    Work at office
    Flexible hours

    New York Life

    New York, NY
    4 days ago
  •  ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...  ..., offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored... 
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    New York, NY
    1 day ago
  •  ...Company Description Taos Global Group Inc. is a comprehensive financial services firm that includes Taos Insurance Agency, TZG Accounting LLC, and Taos Investment Advisors LLC. The company is committed to delivering outstanding customer service and helping clients prepare... 
    Full time
    Work at office

    Taos Global Group Inc.

    New York, NY
    17 hours ago
  •  ...Fifth Avenue Financial, a MassMutual firm, is seeking financial advisors to join our team. Our most successful advisors have strong sales...  ...customer financial situations and provide tailored financial services and insurance products Develop customized financial plans... 

    Fifth Avenue Financial

    New York, NY
    2 days ago
  • $60k

     ...Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the... 
    Work at office
    Flexible hours

    Ameriprise Financial Services, LLC

    New York, NY
    2 days ago
  • $150k - $185k

     ...000 + bonus Location: San Francisco, CA or New York, NY Piper Maddox is partnered with a high-growth infrastructure financial services platform combining investment banking, AI, and technology to transform how infrastructure transactions are executed. The company... 
    Full time
    Work at office

    Piper Maddox

    New York, NY
    4 days ago
  • $61k - $119k

     ...Financial Advisor – Midtown Manhattan (Training Provided) We are actively seeking candidates...  ...seeking to begin a career in financial services. As a Financial Advisor, you will...  ...based on 2018-2023 company average for representatives in the first 3 years) Up to $2,000 in... 
    Full time
    Live in
    Work at office
    Monday to Friday

    Northwestern Mutual

    New York, NY
    4 days ago
  • $100k - $150k

     ...change you’ve been looking for. At Strategies for Wealth , we specialize in helping driven professionals transition into financial services - and build careers that compound over time , financially and personally. Who We Are Strategies for Wealth is one... 
    Full time
    Work at office
    3 days per week

    Strategies for Wealth

    New York, NY
    2 days ago
  • $60k - $110k

     ...Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan office. This is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers... 
    Full time
    Work experience placement
    Work at office
    Relocation
    Monday to Friday

    Northwestern Mutual

    New York, NY
    2 days ago
  •  ...Financial Advisor Trainee – Build a Business, Not Just a Book Port Jefferson, Long Island, NY | In-Office 100% Commission | Uncapped...  ...a confidential search on behalf of an independent financial services firm in Port Jefferson, Long Island seeking ambitious professionals... 
    Full time
    Traineeship
    Work at office

    BrokerHunter

    New York, NY
    17 hours ago
  • $137k

     ...Financial Advisor Track | The Tri-Harbor Financial Group - NYC We are currently looking to add 2–3 highly motivated individuals to our...  ..., investment management, insurance, and wealth management services for high-net-worth clients. As the primary point of contact for... 
    Full time
    Work experience placement
    Work at office
    Local area

    Northwestern Mutual

    New York, NY
    17 hours ago
  • $86.25k

     ...Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a...  ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Shift work

    Santander Holdings USA Inc

    New York, NY
    2 days ago
  • $145k

     ...Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a...  ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Shift work

    Santander Holdings USA Inc

    New York, NY
    2 days ago
  •  ...knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques...  ...deliverables. Leverage digital tools to ensure client is versed on self-service options Required Qualifications, Capabilities and Skills... 

    Chase

    New York, NY
    4 days ago
  •  ...Position Overview A highly regarded financial services firm is looking to add a FP&A Associate or VP to their team. The role is geared toward a highly analytical professional who can contribute to strategic planning, executive reporting, profitability analysis, forecasting... 

    Green Key Resources

    New York, NY
    4 days ago
  • $60k

     ...Associate Financial Advisor   Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client... 
    Work at office
    Flexible hours

    Ameriprise Financial Services, LLC

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative. Be the first to apply!