80 financial representative jobs at 39 companies in Virginia
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Senior Financial Representative
Richmond, Virginia, United States
$90k-$150k/yr OnsiteFull Time
2+ YOESeries 7,63 and 65 or 66 required, bachelor\u0002s degree or equivalent experience, 2+ years client experience in financial services, strong phone relationship skills, and Microsoft Office proficiency.
Microsoft Office
1mo
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Senior Financial Representative
Richmond, Virginia, United States
$90k-$150k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent experience; Series 7 and 63 plus 65 or 66; 2+ years direct client experience in financial services; strong telephone relationship skills and Microsoft Office proficiency.
Microsoft Office
1w
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Financial Service Representative
Chesapeake, Virginia, United States
$18-$22/hr OnsiteFull Time
2+ YOEAssociate degree or two years of customer sales or service experience required; one year of financial institution experience preferred. Must provide financial guidance and comply with regulatory requirements.
Customer Relationship Management (CRM), Document Management System, Online banking, Telephone banking, ROTH IRA
1w
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Financial Representative - Entry Level
Ashburn or McLean or Milwaukee or Atlanta or Norman
$65k-$85k/yr OnsiteFull Time
Bachelor's degree preferred; financial services experience beneficial but not required. Requires strong interpersonal, communication, analytical, networking, and relationship-building skills.
YouTube
2w
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College Financial Representative, Internship Program
McLean, Virginia, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably a junior or senior, with entrepreneurial ambition, sales interest, campus involvement, time-management skills, and interest in financial literacy and planning.
Series 6, Series 63, CFP
2w
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Financial Services Representative-Lexington
Lexington, Virginia, United States
$14-$22/hr OnsiteFull Time
High school diploma or equivalent, customer service or sales experience, banking knowledge, cash handling preferred, and basic MS Office proficiency.
Microsoft Office
3mo
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Financial Services Representative - State Farm Agent Team Member
Floyd, Virginia, United States
$35k-$65k/yr OnsiteFull Time
3+ YOE3+ years in financial services; analytical and communication skills; FINRA Series 7 and 63 licenses preferred.
2mo
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Financial Services Representative - State Farm Agent Team Member
Fredericksburg, Virginia, United States
$45k-$85k/yr OnsiteFull Time
3+ YOE3+ years of experience in financial services; analytical and communication skills; FINRA Series 7 and 63 licenses preferred.
2w
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Financial Services Representative - State Farm Agent Team Member
Charlottesville, Virginia, United States
$40k-$60k/yr OnsiteFull Time
3+ YOE3+ years financial services experience; analytical and communication skills; SIE/Series 6/63/65 licenses preferred; compliance knowledge.
2mo
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Financial Solutions Representative I (Call Center)
Virginia Beach or Houston or Tooele
HybridFull Time
1+ YOEHandles inbound member calls for accounts and loans, updates account information, supports online banking, meets interaction performance goals, cross-sells products, and complies with Bank Secrecy Act; high school/GED and 1 year customer service experience required; good credit history required.
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Financial Representative Trainee (Sales) - Richmond, VA
Richmond or Virginia
$36k-$75k/yr FieldFull Time
Must obtain required insurance licenses (Life & Health) prior to start, pass CRD/FINRA background check, obtain securities licensing within 24 months, travel up to 50%, hold a valid U.S. driver’s license and reliable transportation; self-motivated with sales aptitude.
1w
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Financial Representative – State Farm Agent Team Member
Alexandria or Annandale or Alexandria or Northern Virginia
$36k-$57k/yr OnsiteFull Time
Sales experience preferred but not required; strong communication, self-motivation, multitasking, basic computer skills, and ability to obtain a Property and Casualty Insurance License. Spanish or Vietnamese required.
3w
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Debt Collection Claims Representative, Financial Recovery Section
Richmond, Virginia, United States
$58k-$61k/yr OnsiteFull Time
Excellent communication and analytical skills, ability to manage a high-volume caseload, knowledge of legal principles and processes, word processing skills, criminal background check, valid driver's license required.
JST Collectmax, PageUp/RMS
2w
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Eligibility & Financial Redetermination Rep
Charlottesville, Virginia, United States
$22/hr HybridFull Time
Medicaid and senior community-resource knowledge; high school diploma/GED; valid driver's license, personal transportation, good driving record, and auto insurance. Bilingual preferred.
Participant Tracking System
2w
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Eligibility & Financial Redetermination Rep
Charlottesville, Virginia, United States
$22/hr FieldFull Time
Medicaid benefits knowledge, high school diploma or GED, valid driver's license, personal transportation, good driving record, auto insurance, and community resource knowledge required; bilingual ability preferred.
Participant Tracking System
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Insurance and Financial Services Position - State Farm Team Member
Virginia Beach, Virginia, United States
OnsiteFull Time
3+ YOERequires 3+ years in insurance, financial services, or relevant sales; insurance licenses preferred; Microsoft Office proficiency; coachability, accountability, technology aptitude, and bilingual Spanish, Tagalog, or Vietnamese skills.
Microsoft Office, Microsoft Excel, Microsoft Outlook
1mo
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Escalations Representative
Roanoke, Virginia, United States
$22-$28/hr HybridFull Time
1+ YOE1+ year customer contact experience in financial services or equivalent; call center experience, strong communication, analytical and multitasking skills; intermediate Microsoft Office skills; knowledge of consumer credit card products.
Microsoft Office Suite, CIV, CSS, BCS
2mo
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Patient Service Representative
Manassas, Virginia, United States
$20-$21/hr OnsitePart Time
Customer-oriented, healthcare experience preferred; handles phones, scheduling, and patient financial arrangements.
2mo
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Universal Branch Representative I
Lynchburg, Virginia, United States
OnsiteFull Time
High school diploma or equivalent, customer service and cash-handling experience (financial institution preferred), notary certification, satisfactory computer skills, knowledge of TCD transaction procedures.
TCD
3mo
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Licensed Investment Representative
Newport News, Virginia, United States
OnsiteFull Time
2+ YOEActive FINRA Series 7 and 63/65 or 66 licenses; Virginia Life and Health Insurance Licenses; college degree; minimum 2 years financial services experience.
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