343 Results for

Financial Representative Jobs in Annapolis, MD

Jobs

Baltimore, Maryland

$500–$1,000 / year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview:

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

22 days ago

Washington

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Assists students and parents with up-to-date, accurate and complete information regarding financial aid and billing related questions and transactions, signing of documents and scheduling appointments for Student Financial Services Counselors. This position serves as a key member of Student Financial Services and is responsible for delivering premier financial aid related customer service to prospective and current students and their families and to both on and off campus partners.

Job Description.

30+ days ago

COLLEGE PARK, MD

p>The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.

30+ days ago

Columbia, MARYLAND

p> We are an award winning State Farm agency focused on fulfilling the needs of our customers and creating success for our team. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

30+ days ago

Alexandria, VA

Anh Nguyen State Farm Agency is a leading provider of insurance and financial services, committed to helping individuals and families protect what matters most and achieve their financial goals. As a Sales Representative, you will play a pivotal role in helping individuals and businesses in our community understand their insurance needs and find the best solutions to protect their assets.

30+ days ago

Alexandria, VA

30+ days ago

Middle River, MD

transactions for Customer Service Centers and Violations Processing Centers, including general ledger, collections, daily payment activity reconciliation, month-end reporting, customer inquiry response, customer refund. Summary: The Financial Services Representatives major responsibilities consist of reconciling and monitoring.

30+ days ago

Washington, DC

This Universal Agent/Financial Service Representative (FSR) role is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. To perform this job successfully, an individual should have proficient knowledge of Windows and Microsoft Office software (Outlook, Word, Excel, Teams, etc.) and advanced keyboarding and ten-key skills.

23 days ago

Lanham, MD

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tianya Edgerton - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

30+ days ago

Pikesville, MD

Remote

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Representative – State Farm Agent Team Member. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

30+ days ago

Washington, DC

Remote

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jon Laskin - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

30+ days ago

Ellicott City, Maryland

$61,000–$250,000 / year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

22 days ago

$55,000–$75,000 / year

p>FORTUNE100 Best Companies to Work For® 2025 Yellow and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 Americas Best Employers for New Grads Forbes 2025 Americas Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com

Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Ability to influence, negotiate and persuade to reach agreeable exchange and positive outcomes.

30+ days ago

Annapolis, MD

$55,000–$75,000 / year

Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms.

Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.

30+ days ago

Baltimore, MD

$1–$3 / hour

Education and Experience Required: Combined minimum of 6 years higher education and/or work experience, including a minimum of 4 years investment or insurance sales experience FINRA Series 7, 63 and 65 or 66 licenses Pertinent state Life/Variable Insurance (LAH) licenses Education and Experience Preferred: Previous trust/fiduciary product, Financial Planning , Managed Accounts, or insurance experience CFP (Certified Financial Planner ), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation Location. • Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs • Deliver a high-quality customer service experience during each customer interaction through a complete understanding of sales process, policies, and licensing requirements to contribute to the attraction, retention, and expansion of client relationships.

30+ days ago

Baltimore, Maryland

This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.

M&T Bank is committed to fair, competitive, and market-informed pay for our employees.

12 days ago

Ellicott City, MD

$45,000–$100,000 / year

p>We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.

Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.

30+ days ago

Annapolis, MD

p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

What We Offer: We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

30+ days ago

Remote

$169,279–$197,200 / year

p>You qualify at the GS-15 grade level, if you have:

EXPERIENCE: At least one (1) year of specialized experience at the GS-14 grade level (or equivalent) performing the following duties:

Leading a team and directing a segment of a professional highly complex mission support program which involves the development of major aspects of budgetary, financial, acquisitions, and administrative programs;
Conducting program studies involving the planning, development, and implementation of major agency budget programs of national scope and impact;
Reviewing, analyzing, and evaluating of the effectiveness of budget and acquisitions operations, practices, and procedures;
Participating in the development and documentation of long and short-range planning efforts for the organization; and.
- Current or former competitive service federal employees with career or career-conditional tenure • Surplus or Displaced (CTAP or ICTAP) • Land Management • Individuals with Disabilities • Military Spouses • Veterans Employment Opportunity Act (VEOA) • Veterans Recruitment Appointment (VRA) • 30% or More Disabled Veterans • Peace Corps & AmeriCorps VISTA • Interchange Agreements with Other Merit Systems • Foreign Service Employees • Certain Former Overseas Employees.

13 days ago

Remote

$24.03–$26.44 / hour

p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.

30+ days ago

Linthicum, MD

li>The Financial Advisor assists members identify financial goals and objectives by collecting and analyzing the member’s financial information, advise the member about the risks, advantages and disadvantages of various investment opportunities in light of the member’s individual financial circumstances, and recommend to the client only those investment solutions that are suitable for that member’s particular financial status, objectives, risk tolerance, tax exposure, and other investment needs. 2026 SECU Benefits Guide.

17 days ago

Easton, MD

$1–$3 / hour

Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with a mindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment, utilizing experts in, Carriers, Wholesalers in Insurance and Managed Accounts, as necessary. •Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.

30+ days ago

Annapolis, MD

li>Certified Financial Planner® (CFP®); Certified Trust and Financial Officer (CTFA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst® (CIMA), Certified Private Wealth Advisor® (CPWA), Chartered Financial Consultant® (ChFC) preferred.

Wye Financial Partners, a division of Shore United Bank, is seeking a full‑time Financial Advisor who is passionate about helping individuals and businesses build confident financial futures.

22 days ago

Washington, DC

$169,279–$197,200 / year

To qualify for the Grade 15, you must have at least one year of specialized experience equal or equivalent to the GS-14, it must include: Experience independently performing credit underwriting and execution functions (i.e., evaluating credit applications, credit analysis, structuring financing packages, negotiations with borrowers up to final signing of agreements) for infrastructure project financings (i.e., the debt and/or equity provided to finance the project are paid back from the cash flows generated by that project) with transaction size greater than $50 million within a reputed and established financial institution as a regular and recurring part of your job with minimal supervision. If applying to a vacancy opened Status and you are requesting consideration under Veterans Employment Opportunity Act (VEOA) (https://www.fedshirevets.gov/job/shav/#veoa), you need to provide a copy of your last DD214 (member-4 copy), which verifies your military service dates, reason for separation, OR certification of separation that shows a discharge date within 120 days of the closing of this announcement, and eligibility for consideration under the Veterans Employment Opportunity Act.

30+ days ago

Maryland

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies.

22 days ago

Baltimore, Maryland

Remote

p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.

The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities.

6 days ago

Pasadena, MD

$65,000–$74,000 / year

Assistant Financial Center Manager adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.

A day in your life might include:

Performance Management & Coaching

• Ensure timely and accurate financial services are provided to the membership by demonstrating leadership, direction, and effective monitoring of staff at the Financial Center

• Partner with Financial Center team members to set value-add SMART goals and create Individual Development Plans impacting professional development.

• They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization.

Every employee at SECU contributes to our members’ financial well-being, and we’ll always do what’s right for our members, employees, and communities.

Feel good about what you do.

30+ days ago

Easton, MD

$31,200–$70,000 / year

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Bachelors Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.

Through distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.

30+ days ago

Greenbelt, Maryland

This employment opportunity at TruStage located at Educational Systems Federal Credit Union in Greenbelt, MD would allow you to join Educational Systems Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial.

The Investment Program at Educational Systems Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

6 days ago

$70,000–$80,000 / year

p>We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.

30+ days ago

$70,000–$80,000 / year

p>We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

30+ days ago

$70,000–$80,000 / year

p>High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

30+ days ago

Waldorf, MD

$70,000–$80,000 / year

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

30+ days ago

Baltimore, MD

$20.57–$36.27 / hour

Counsels patient or representative as needed concerning: substantial unpaid or non-covered charges (preadmission ASU POP and concurrent admission); specific insurance coverage terms and limits (deductibles co-insurance etc); clarification of patient or guarantor responsibility to pay bill. May interview patient or representative to: obtain basic patient demographic and financial information required for registration and secure supplemental data concerning specific third party coverage.

30+ days ago

Washington, DC

As a Senior Anti Money Laundering Investigator, you will be an integral part of the Firm''s Global Financial Intelligence Unit (GFIU), responsible for strategically detecting, investigating, and mitigating money laundering / terrorist financing (ML/TF) risks, including typology, geography, product, customer/entity type and other money laundering / terrorist financing (ML/TF) risk categories.

Leverage strong knowledge of banking systems and Anti-Money Laundering (AML) typologies and be a self-starter who is willing to work in ambiguous detail, having the ability to dissect and analyze large amounts of unstructured information to find and resolve high risk money laundering / terrorist financing (ML/TF) activity.

30+ days ago

Alexandria, VA

$60,000–$100,000 / year

Our commitment to our employees and clients as well as to dedication and trust, critical values to our Firm, have led to Kearney's recognition as one of the leading accounting firms in the country.

Exclusively focused on the Government, Kearney & Company provides financial services, including auditing, consulting, and technology services.

25 days ago

Washington, DC

$126,500–$254,700 / year

li>Participate in client design sessions to analyze requirements and redesign business processes in connection with FaaS best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc. This role oversees managers, supervisors, senior associates, associates and client service representatives through transaction processing, month-end closing, financial reporting and budgeting/forecasting duties.

30+ days ago

Washington

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XLA is seeking a Senior Assessment & Financial Management Program Manager to lead complex federal assessment, financial management, audit readiness, and program oversight initiatives. This individual will serve as the primary interface with senior government stakeholders and be responsible for program execution, client communications, schedule management, risk mitigation, quality assurance, and executive-level briefings.

8 days ago

Alexandria, Virginia

p style="margin:0px">CAPTRUST is seeking a dynamic and client-focused Wealth Financial Advisor Relationship Manager to serve as the primary point of contact for our clients.

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

27 days ago

Remote

$70,000–$80,000 / year

Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial.

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

30+ days ago

Remote

$70,000–$80,000 / year

We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.

30+ days ago

$151,661–$228,000 / year

p>As the Chief Financial Officer (CFO) for U.S. Immigration and Customs Enforcement (ICE), you will be responsible for:

Supervising, through subordinate executives and senior-level managers, a professional and technical workforce within the Office of the Chief Financial Officer (OCFO) engaged in all facets of budget, accounting, financial management, financial systems, audit, internal controls, and program analysis and evaluation.
The Chief Financial Officer (CFO) for U.S. Immigration and Customs Enforcement (ICE) oversees the strategic development and maintenance of integrated budgeting, accounting, financial management, data analytics, financial modeling, and internal controls capable of producing useful, reliable, and timely financial and program performance data.

25 days ago

Washington, DC

$143,913–$187,093 / year

p>This job is open to Internal Employees - current FEMA employees on a career/career conditional appointment in a competitive service position; current FEMA employees who have previously held a career/career conditional appointment in the competitive service; current FEMA employees who are DRRA Eligible; and FEMA Career Transition Assistance Program (CTAP Eligibles) only. You may need to upload multiple SF-50s, one that shows your competitive eligibility and another for time in grade:

Competitive Eligibility: Submit an SF-50 that demonstrates your current or previous appointment to a permanent or conditional competitive service position, including your current or highest grade level, career or career conditional tenure and status in the competitive service, or proof of permanent appointment if applying based on an interchange agreement.

4 days ago

Maryland

Remote

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

30+ days ago

Waldorf, Maryland

Remote

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

30+ days ago

Baltimore, Maryland

Remote

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

30+ days ago

Annapolis, Maryland

Remote

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com.

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules.

30+ days ago

Financial Representative Jobs in Annapolis, MD

Job Description.

Competencies.

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Financial Representative Jobs in Annapolis, MD

College Financial Representative, Internship Program Northwestern Mutual

Student Financial Services Representative - Student Financial Services Washington University in St Louis

Financial Representative Western & Southern Life

Financial Services Representative Alexander Brown - State Farm Agency

Financial Account Representative – State Farm Agent Team Member Anh Nguyen - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Anh Nguyen - State Farm Agent

Financial Service Representative The Panther Group

Financial Service Representative DC CREDIT UNION

Financial Services Representative - State Farm Agent Team Member Tianya Edgerton - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Dane Spealman - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Jon Laskin - State Farm Agent

Financial Advisor Northwestern Mutual

Financial Advisor - Rockville or Gambrills, MD Navy Federal Credit Union

Financial Advisor - Annapolis Navy Federal Credit Union

Affluent Market Financial Advisor (Draw Salary plus commission) M&T Bank Corp

Affluent Market Financial Advisor (Draw Salary plus commission) Wilmington Trust

Financial Advisor Edward D Jones & Co LP

Financial Advisor First Command Financial Services, Inc.

Supervisory Financial Management Advisor U.S. Department of Homeland Security

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Financial Advisor SECU

Financial Advisor M&T Bank Corp

Financial Advisor Shore United Bank

Financial Analyst (Open to both U.S. Citizens and Federal Employees) U.S. Department of Transportation

Financial Advisor - PNC Wealth Management PNC Bank

Workplace Financial Consultant - Baltimore, MD / Washington DC Fidelity

Assistant Financial Center Manager SECU

AMP Financial Advisor Trainee - Easton, MD Raymond James Financial Inc

Financial Advisor - Educational Systems Federal Credit Union LPL Financial

Financial Advisor - Baltimore County, MD Corebridge Financial Inc

Financial Advisor - DC Corebridge Financial Inc

Financial Advisor - Prince George''''s County, MD Corebridge Financial Inc

Financial Advisor - Charles County, MD Corebridge Financial Inc

Financial Counselor MedStar Health Research Institute

Compliance - Global Financial Investigations Unit Detect / Report Senior Associate JPMorgan Chase & Co

Accounting and Financial Reporting Senior Associate KEARNEY & COMPANY, P.C.

Financial Consulting Director - Finance as a Service (Not-for-profit) RSM US LLP

Senior Assessment & Financial Management Program Manager XLA

Wealth Financial Advisor Relationship Manager CAPTRUST

Financial Advisor - Howard County, MD Corebridge Financial Inc

Financial Advisor - Baltimore City, MD Corebridge Financial Inc

Chief Financial Officer U.S. Department of Homeland Security

Supervisory Financial Management Specialist U.S. Department of Homeland Security

Financial Advisor - Howard County, MD Corebridge Financial

Financial Advisor - Prince George's County, MD Corebridge Financial

Financial Advisor - Baltimore County, MD Corebridge Financial

Financial Advisor - DC Corebridge Financial

Associate Bank Financial Advisor Wells Fargo & Co

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