33 Results for

Financial Representative Jobs in Buffalo, NY

Jobs

North Tonawanda, NY22 days ago

$105,000–$250,000 Per Year

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

New!

North Tonawanda, NY1 day ago

$19.34–$29.51

Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.

Buffalo, NY30+ days ago

$55,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

New!

Williamsville, New York5 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Williamsville, NY30+ days ago

$105,000–$250,000 Per Year

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Buffalo, NY30+ days ago

Under general supervision from the Director, the Financial Aid Advisor (FAA) is responsible for counseling and advising financial aid applicants, their families, and the general public about financial aid requirements, eligibility criteria, and its availability. · Commitment to enriching the lives of students by promoting a positive learning environment; enhancing the quality of the student experience; and philosophically supporting programs and policies that facilitate student success.

New!

Buffalo, NY1 day ago

In this role, you will handle both inbound and outbound calls with current banking customers regarding recently missed payments (2–90 days past due). CMS is a Buffalo-based company specializing in first-party account servicing and payment reminder calls for a nationally recognized financial institution.

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan. You will be on the frontlines of innovation, connecting small and medium-sized businesses (SMBs) with Clover, our award-winning point-of-sale and business management platform.

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan. + Be the Catalyst for Growth: Travel across the greater area, partnering with Financial Institutions to bring Clover’s cutting-edge solutions to merchants, sparking success wherever you go.

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

Buffalo, NY30+ days ago

$39,600–$92,400 Per Year

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

Buffalo, NY30+ days ago

$39,600–$92,400 Per Year

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

Buffalo, NY30+ days ago

$39,600–$92,400 Per Year

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

Orchard Park, NY30+ days ago

$17–$20

UBMD Ophthalmology / Ross Eye Institute is seeking a professional and patient-focused Call Center Representative to support appointment scheduling and patient communication in a busy specialty practice. This role manages high-volume calls, gathers accurate patient information, and ensures efficient scheduling while delivering a positive patient experience.

North Tonawanda, NY30+ days ago

Remote

Full-time

Take the next step in your career and make a meaningful impact on families while enjoying personal and financial growth. We seek effective communicators who are ambitious, organized, and thrive in a collaborative environment.

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

Drive sales growth by levering deep product knowledge to educate potential customers on POS systems and online ordering platforms, converting leads into loyal clients through personalized consultative selling strategies. + Build and nurture relationships by scheduling in-person appointments at client’s restaurants/business to demonstrate the value of clover and BentoBox solutions for streamlining operations and boosting revenue.

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

Buffalo, NY30+ days ago

$39,600–$92,400 Per Year

Buffalo, NY30+ days ago

$39,600–$92,400 Per Year

Amherst, NY30+ days ago

$39,600–$92,400 Per Year

For commission eligible employees, the successful candidate is eligible to earn commissions pursuant to the terms of the applicable Fiserv Sales Compensation Plan. + 1+ years of experience in a quota-driven, self-sourcing sales environment, particularly with small to medium-sized clients.

Buffalo, NY30+ days ago

$39,600–$92,400 Per Year

Buffalo, New York8 days ago

$18–$24.80 Per Hour

Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products. Employee must be able to perform the essential duties/functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential duties/functions of their job, absent undue hardship.

Cheektowaga, NY30+ days ago

$20.94–$34.91 Per Hour
Full-time

PRIMARY RESPONSIBILITIES: Complete the disposition of all technology equipment to include Laptops, Desktops, Thin Clients, Workstations, Tablets, Apple iPhones, iPads, MiFi devices, Micr Readers, BIC Scanners, Journal Printers, Joggers and any peripheral equipment. Skill Set 1: Knowledge of Technology Skill Set 2: Attention to detail Skill Set 3: Basic PC skills OVERVIEW: Completes activities related to installations, configuration, operations of systems hardware and software and related to corporate technology equipment.

New!

Orchard Park, NY3 days ago

$25–$27 Per Hour

This position is responsible for managing customer accounts, coordinating order fulfillment, and ensuring a smooth and positive customer experience in a fast-paced environment. Position Summary: The Customer Service Representative plays a key role in delivering excellent client support and maintaining strong customer relationships.

New!

BUFFALO, NY1 day ago

Remote

It is a high velocity sales position that leverages a prioritized call list to drive prospect engagement remotely by phone, video, face to face, and utilizing digital tools. Internal Partnerships: Effectively work with customer support/set up teams and category specialists to progress deals forward to closed won.

Cheektowaga, NY30+ days ago

$20.94–$34.91 Per Hour

PRIMARY RESPONSIBILITIES: Complete the disposition of all technology equipment to include Laptops, Desktops, Thin Clients, Workstations, Tablets, Apple iPhones, iPads, MiFi devices, Micr Readers, BIC Scanners, Journal Printers, Joggers and any peripheral equipment. Able to meet with clients of varying levels to gather, document, and analyze system specifications and requirements, work closely with integrators, developers and testers in the fast-paced environment.

Amherst, New York30+ days ago

This role ensures an exceptional client experience by coordinating account servicing, onboarding, compliance documentation, and ongoing administrative support while partnering closely with Financial Advisors and Portfolio Managers. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

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Financial Representative Jobs in Buffalo, NY

Jobs

Wealth Advisor - Tonawanda, NYCitizens

Customer Service RepresentativeGEICO

Financial RepresentativeDavis Family Financial LLC

Financial AdvisorNorthwestern Mutual

Private Client Financial Advisor - Williamsville, NYCitizens

Financial Aid AdvisorTrocaire College

Customer Account Representative – 1st Party CollectionsCapital Management Services

Sales Representative BC - Queens (Bilingual - Spanish)Fiserv

Bilingual Sales Representative BC - Queens, NYFiserv

Sales Representative BC - Columbus, OHFiserv

Sales Representative BC - East Long IslandFiserv

Sales Representative BC - ManhattanFiserv

Sales Representative BC - AlbanyFiserv

Sales Representative BC - MelvilleFiserv

Sales Representative BC - MedfordFiserv

Sales Representative BC - Brooklyn & Staten Island, NYFiserv

Sales Representative BC - QueensFiserv

Sales Representative BC - SyracuseFiserv

Sales Representative BC - Long Island / QueensFiserv

Call center representativeUBMD Ophthalmology / Ross Eye Institute

Customer Sales Representative (remote work)Agent Alliance Inc.

Outside Sales Representative - Farmingdale, NYFiserv

Outside Sales Representative - Syracuse, NYFiserv

Outside Sales Representative-Rochester, NYFiserv

Outside Sales Representative BC - Garden City, NYFiserv

Sales Representative BC - The Bronx, NYFiserv

Outside Sales Representative -Brewster, NYFiserv

Account Sales Representative (Base + Incentives)Mariner Finance

Technology Equipment Technician & Sales Representative ISyntricate Technologies

Customer Service RepresentativeProfessional Plastics

Territory Sales Representative, CommercialStaples, Inc.

Technology Equipment Technician & Sales Representative ISyntricate Technologies Inc

Client Services Manager - Nottingham Advisors (On-Site)Community Financial System, Inc.

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