408 Results for

Financial Representative Jobs in Rockville, MD

Jobs

Alexandria, VA14 days ago

$20–$25

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

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Chantilly, VA3 days ago

$85,000–$125,000

Weekly Pay – We pay weekly through direct deposit, so no more waiting weeks or months to be paid  Advancement – Endless opportunity for growth and advancement (95% of our Sales Operations Managers start as Sales Reps). Our highly successful, multi-channel lead generation platform provides you with high-converting, and quality pre-set sales appointments.

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Manassas, VAToday

Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people and providers to improve treatment outcomes. Maintain an in-depth and knowledge of related disease state and market dynamics, quality programs, health information technology, care trends or other account-specific considerations that allow engagement in meaningful dialogue and adding value when calling on customers.

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Alexandria, VA2 days ago

$32,000–$35,000

This person will plan and execute on-site events, engage consumers and increase property penetration rate by driving sales of products and services, and build and maintain relationships with property managers/owners, event contacts, team members and internal staff. Product Connections is a part of Acosta Group – a collective of the industry’s most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey.

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Manassas, VAToday

At UniFirst, we’re a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality. With a reputation for superior service and long-term customer partnerships, every uniform, product, and service we offer comes with integrity, commitment, and hard work.

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Manassas, VAToday

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Manassas, VAToday

Lincoln, Virginia30+ days ago

You’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work.

Frederick, Maryland8 days ago

$500–$1,000 Per 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.

Washington27 days ago

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.

New!

Towson, Maryland6 days ago

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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Kensington, MD30+ days ago

To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers.

COLLEGE PARK, Maryland30+ days ago

Organization : Name: WASHINGTON DC Default: Location : City: COLLEGE PARK Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Annandale, VA30+ days ago

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.

Columbia, MARYLAND30+ days ago

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

Arlington, VA30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Jose Herrera - 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.

Kensington, MD30+ days ago

Timonium, MD27 days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Andrew Tiller - 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.

Timonium, Maryland30+ days ago

$55,000–$65,000

Key Responsibilities: * Serve as the primary point of contact for client inquiries via phone, email, and in-person, addressing questions about accounts, products, and services. Our Client is a leading financial services provider dedicated to delivering exceptional service and tailored solutions to our clients.

Alexandria, VA30+ days ago

Lanham, MD30+ days ago

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.

sterling, VA30+ days ago

ROLE DESCRIPTION: As a Financial Account Representative – State Farm Agent Team Member with Landey Patton - 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.

Pikesville, MD30+ days ago

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.

Washington, DC28 days ago

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.

Hunt Valley, Maryland30+ days ago

Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career.

Frederick, MD30+ days ago

About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm.

New!

Fairfax, Virginia5 days ago

Remote

Maria Christopoulos Selected as Top CEO of the Year by IAOTPMaria Christopoulos, CEO and sonographer, was recently selected as Top CEO of the Year for 2024 by the International Association of Top Professionals (IAOTP) for her outstanding leadership, dedication, and commitment to the industry. If you are driven, goal-oriented, and enjoy helping people make important decisions, this opportunity allows you to present financial products that support long-term security for individuals and families.

Bethesda, MD30+ days ago

By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience.

Vienna, VA30+ days ago

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Ellicott City, Maryland8 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.

Kensington, MD30+ days ago

This position will offer: • The ability to service a book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.

Baltimore, MD30+ days ago

$1–$3 Per 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.

Mount Airy, MD30+ days ago

$1–$3 Per 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.

Reston, VA30+ days ago

$1–$3 Per 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.

Rockville, MD30+ days ago

$55,000–$75,000 Per Year

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.

Ellicott City, MD30+ days ago

$45,000–$100,000 Per Year

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.

Odenton, MD30+ days ago

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.

Fairfax, VA30+ days ago

Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.

New!

Linthicum, MD3 days ago

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. The Financial Advisor 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.

30+ days ago

Remote

$24.03–$26.44 Per Hour

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.

ashburn, VA30+ days ago

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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

rockville, MD30+ days ago

Vienna, VA30+ days ago

Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment • Willingness and desire to be part of a coaching relationship and peer learning environment • Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) • State Securities (Series 63 or Series 66) • State IAR (Series 65 or Series 66) • State Life, Health Insurance and Variable Products lines.

Washington, DC19 days ago

$169,279–$197,200 Per 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.

Vienna, VA30+ days ago

Bachelor's 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 firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors.

Fairfax, VA7 days ago

Job Overview: As Financial Manager of Client Accounting at FirstService Residential-the North American leader in residential property management- you'll play a visible, client‑facing role helping guide the financial success of residential communities. Leveraging your accounting acumen, you'll turn complex financial data into clear insights, leading budgeting, forecasting, variance analysis, and strategic initiatives while serving as a trusted advisor to clients and leadership.

Tysons, VA8 days ago

$120,000–$150,000 Per Year

This role is designed for a self-directed builder who can independently identify opportunities, develop strategic relationships, and convert Axle's data, analytics, and technology capabilities into high-impact commercial engagements. Axle Informatics is a bioscience and information technology company that offers advancements in translational research, biomedical informatics, and data science applications to research centers and healthcare organizations around the globe.

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Baltimore, Maryland5 days ago

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.

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Financial Representative Jobs in Rockville, MD

Financial Services Specialist Kforce Inc.

Outside Sales Representative - Stairlift LeafHome

Pharmaceutical Field Sales Representative Inizio Engage

Field Event Sales Representative Acosta Group

Outside Sales Representative UniFirst

Entry Level Sales Representative UniFirst

Outside Sales Representative - UniFirst UniFirst

Personal Financial Representative - VA Allstate

College Financial Representative, Internship Program Northwestern Mutual

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

Financial Representative - Towson, MD Fidelity

Financial Representative – State Farm Agent Team Member Chris Aguirre - State Farm Agent

Financial Representative Western & Southern Life

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

Financial Services Representative Alexander Brown - State Farm Agency

Financial Services Representative – State Farm Agent Team Member Jose Herrera - State Farm Agent

Financial Account Representative – State Farm Agent Team Member Chris Aguirre - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Chris Aguirre - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Andrew Tiller - State Farm Agent

Financial Client Service Representative Needed! Ultimate Staffing Services

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

Financial Account Representative – State Farm Agent Team Member Landey Patton - 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

Life Services Financial Services Representative - Hunt Valley Bank of America

Financial Services Representative - State Farm Agent Team Member Kathy Schultze - State Farm Agent

Remote Sales Representative – Financial Products Pregnantsee

Financial Services Representative - State Farm Agent Team Member David Munson Agency

Financial Services Representative – State Farm Agent Team Member Jonna Wooten - State Farm Agent

Financial Advisor Northwestern Mutual

Financial Advisor - Signal Financial Federal Credit Union LPL Financial Holdings Inc

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

Affluent Market Financial Advisor (draw salary plus commission) M&T Bank Corp

Affluent Market Financial Advisor- (draw salary plus commission) M&T Bank Corp

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

Financial Advisor Edward D Jones & Co LP

Financial Advisor First Command Financial Services, Inc.

Associate Financial Advisor Edward D Jones & Co LP

Financial Advisor SECU

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Financial Advisor - Ashburn, VA and Surrounding Thrivent Financial for Lutherans

Financial Advisor - Montgomery, Frederick and Washington County MD Thrivent Financial for Lutherans

Financial Advisor Ameriprise Financial Inc

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

AMP Financial Advisor Trainee - Vienna, VA Raymond James Financial Inc

Financial Manager FirstService Corp

Senior Manager, Business Development – Insurance & Financial Services Axle

Workplace Financial Consultant - Baltimore, MD / Washington DC Fidelity

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