1,442 financial services jobs at 502 companies in Washington, DC

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Financial Services Representative
Perry Hall, Maryland, United States
$19-$29/hr OnsiteFull Time
Freedom Federal Credit Union
Freedom Federal Credit Union: Provides community-focused banking and lending financial services.
1+ YOEHigh school diploma or equivalent; 1+ year customer service/cash-handling experience; banking/financial services preferred; ability to meet sales targets and work flexible hours including weekends.
1w
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Financial Services Representative I
Suitland, Maryland, United States
$22-$27/hr OnsiteFull Time
Andrews Federal Credit Union
Andrews Federal Credit Union: Provides banking and lending services to members worldwide.
2+ YOEHigh school diploma or GED, plus 2 years of sales or service experience in financial services or retail. Requires strong communication skills and financial services knowledge.
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Financial Services Representative - Washington, DC
Washington, District of Columbia, United States
$45k-$75k/yr HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service experience, strong interpersonal and organizational skills, enthusiasm for financial services, and successful completion of FINRA SIE, Series 7 Top Off, and Series 66 exams.
2mo
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Financial Services Professional
Arlington, Virginia, United States
$36k-$150k/yr RemoteFull Time, Part Time
Allen Agency
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Sales role requiring strong communication, self-motivation, willingness to obtain an industry license, and comfort with virtual tools (Zoom, Google Meet); mentoring and leadership pathway offered.
Zoom, Google Meet
1mo
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Financial Services Representative - Annapolis, MD
Annapolis, Maryland, United States
$45k-$75k/yr HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer-service experience; ability to handle inbound calls, place trades, and obtain FINRA licenses (SIE, Series 7, Series 66); strong communication, attention to detail, and coachability.
2w
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Financial Services Representative - Annapolis, MD
Annapolis, Maryland, United States
$45k-$75k/yr HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service experience, strong interpersonal and multitasking skills, attention to detail, flexibility, self-motivation, and successful completion of sponsored SIE, Series 7 Top Off, and Series 66 exams.
telephone
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Financial Services Representative - State Farm Agent Team Member
Fredericksburg, Virginia, United States
$45k-$85k/yr OnsiteFull Time
Reeves Insurance Agency
Reeves Insurance Agency: Local agency providing personal and business insurance solutions.
3+ YOE3+ years of experience in financial services; analytical and communication skills; FINRA Series 7 and 63 licenses preferred.
2mo
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Patient Financial Services Lead
Bethesda, Maryland, United States
$21-$25/hr OnsiteFull Time
The Centers for Advanced Orthopaedics
The Centers for Advanced Orthopaedics: Provides specialized orthopaedic medical care and physical therapy services.
3+ YOEHigh school diploma, 3+ years medical billing/revenue cycle experience, proficiency with Microsoft Office and electronic billing systems, strong leadership and communication skills; ModMed experience preferred.
Microsoft Office, Microsoft Excel, ModMed
2w
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Financial Services Analyst, Operations
College Park, Maryland, United States
$75k-$90k/yr OnsiteFull Time
University of Maryland
University of Maryland: Public research university providing undergraduate and graduate degree programs.
3+ YOEBachelor's degree and 3+ years finance/accounting experience; knowledge of GAAP and budget functions; skill with Microsoft Office; Concur and Workday experience preferred.
Concur, Workday, Microsoft Office
2mo
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Financial Services Representative - State Farm Agent Team Member
Ellicott City, Maryland, United States
$50k-$90k/yr OnsiteFull Time
Scott McGrew State Farm Agency
Scott McGrew State Farm Agency: Insurance and financial services provider.
3+ YOE3+ years in financial services preferred; strong analytical and communication skills; FINRA Series 6/63 and Life/Health licenses preferred.
2mo
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Financial Services Representative - State Farm Agent Team Member
Baltimore, Maryland, United States
$60k-$90k/yr OnsiteFull Time
Michael Doyle State Farm Agent
Michael Doyle State Farm Agent: Independent insurance agency providing financial services and insurance solutions.
Active Life & Health license; FINRA SIE; Series 6/63/65 or 7; experience in financial services or insurance; strong communication and analytical skills.
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Senior Director of Client Financial Services
Washington or Durham or Illinois or Maryland or New Jersey or New York or North Carolina or Virginia
$150k-$170k/yr HybridFull Time
Sunflower Services
Sunflower Services: Provides back-office operational services to nonprofit organizations.
8+ YOE8+ years of nonprofit or client-service financial and grant reporting experience, expertise in nonprofit finance, experience managing teams and private foundation grants, strong communication and analytical skills.
Microsoft Excel
3d
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Financial Services Representative II - Chatham Heights
Fredericksburg, Virginia, United States
$16-$26/hr OnsiteFull Time
Carter Bank & Trust
Carter Bank & TrustNASDAQ: CARE: Provides community banking and commercial lending services.
High school diploma or equivalent and customer service or sales experience required. Retail banking and cash handling preferred. Requires MS Office proficiency and strong communication, problem-solving, collaboration, and critical-thinking skills.
Microsoft Office
3w
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Specialist III, Student Financial Services
Essex, Maryland, United States
$42k-$70k/yr OnsiteFull Time
Community College of Baltimore County
Community College of Baltimore County: Provides accessible associate degrees and professional workforce training programs.
2+ YOEHigh School/GED plus 4 years customer service/student account experience or Associate plus 2 years; intermediate Excel and PowerBI; Microsoft Word/Excel testing; valid driver’s license; ability to work flexible schedule and travel between campuses.
PowerBI, Microsoft Excel, Microsoft Word, Banner
2mo
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Director Patient Financial Services - Full-time with Benefits
Frederick, Maryland, United States
$126k-$190k/yr OnsiteFull Time
Frederick Health
Frederick Health: Provides comprehensive medical care and hospital services in Maryland.
5+ YOE3+ MgmtBachelor's degree required; 5+ years hospital revenue cycle experience and 3+ years progressive leadership in revenue cycle or patient financial services; knowledge of billing, denial management, AR, reporting, and revenue cycle systems.
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Financial Services Regulatory & Compliance Associate (Senior Level)
Miami or Atlanta or Washington or Dallas or Chicago or Phoenix or New York City
$260k-$365k/yr OnsiteFull Time
Greenberg Traurig
Greenberg Traurig: Provides global legal representation and corporate advisory services.
6+ YOEMinimum 6 years financial services regulatory and compliance experience; knowledge of BSA/AML, sanctions, third-party risk, consumer compliance; strong legal research, analysis, and writing; admitted or eligible for bar admission.
5d
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Patient Financial Advisor, Day Shift, Patient Financial Services
Gaithersburg, Maryland, United States
$20-$26/hr OnsiteFull Time
Adventist HealthCare: Provides integrated hospital, rehabilitation, and home health services.
2+ YOERequires 2+ years in a healthcare financial environment, high school education, customer service, confidentiality, communication, independent work, and Windows desktop application skills.
Microsoft Windows, Microsoft Word, Microsoft Excel
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Financial Services Global Structuring - Manager
New York City or Chicago or Washington or Boston or United States
$99k-$266k/yr HybridFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
4+ YOEBachelor's degree, 4 years' experience, leadership and client relationship skills. CPA or bar membership may qualify; JD/LLM or master's in accounting/taxation preferred. Experience with Microsoft Office, automation, and managing entity databases.
Microsoft Office Suite
2mo
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Financial Services Representative – State Farm Agent Team Member
Pikesville, Maryland, United States
$50k-$100k/yr OnsiteFull Time
Dane Spealman State Farm Agency
Dane Spealman State Farm Agency: Independent contractor agent team member in a busy insurance and financial services office.
0+ YOEExcellent communication, analytical and customer service skills; FINRA FINRA accreditation; Life/Health Insurance License; track record of meeting sales goals preferred.
4d
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URGENT HIRING: Financial Wellness Advisor / Member Services Representative
Hillcrest Heights, Maryland, United States
OnsiteFull Time
Labor Credit Union
Labor Credit Union: Member-owned financial cooperative providing banking and loan services.
Related customer service or sales experience, excellent verbal and written communication, high school diploma or GED, software proficiency, financial service knowledge, and ability to work accurately with minimal supervision.
email, chat, video