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/hrOnsiteFull Time
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.
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.
Financial Services Representative - Washington, DC
Washington, District of Columbia, United States
$45k-$75k/yrHybridFull Time
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.
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.
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.
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.
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.
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.
Financial Services Representative - State Farm Agent Team Member
Baltimore, Maryland, United States
$60k-$90k/yrOnsiteFull Time
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.
Washington or Durham or Illinois or Maryland or New Jersey or New York or North Carolina or Virginia
$150k-$170k/yrHybridFull Time
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.
Financial Services Representative II - Chatham Heights
Fredericksburg, Virginia, United States
$16-$26/hrOnsiteFull Time
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.
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.
Director Patient Financial Services - Full-time with Benefits
Frederick, Maryland, United States
$126k-$190k/yrOnsiteFull Time
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.
Miami or Atlanta or Washington or Dallas or Chicago or Phoenix or New York City
$260k-$365k/yrOnsiteFull Time
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.
Patient Financial Advisor, Day Shift, Patient Financial Services
Gaithersburg, Maryland, United States
$20-$26/hrOnsiteFull 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
New York City or Chicago or Washington or Boston or United States
$99k-$266k/yrHybridFull Time
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.
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.