Financial Representative Jobs in Washington, DC

Passport Auto Group

$60000 - $150000

Suitland, MD

Passport Auto Group is a family-owned and operated automotive group founded in 1991, serving the Washington, D.C. metropolitan area with nine dealerships and a collision center. Known for our commitment to superior customer service and community involvement through Passport Cares, we represent brands like BMW, Nissan, INFINITI, MINI, Toyota, and Mazda.

Hajoca Corporation

$31.25 - $36.06

Alexandria, VA

Our ideal candidate will also: • Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, and customer contact files, and to analyze customer data. • Be able to ask probing questions to understand customer needs, overcome objections by recommending profitable solutions, explain our value-added services, and ask for the order and close the sale.

Global Payments

$40000 - $120000

Waldorf, MD

As an Outside Sales Executive, Financial Institutions, you’ll serve as the key connection between Global Payments and our financial institution (FI) partners, helping them deliver modern payment solutions like Genius® to their commercial clients. At Global Payments, you’ll represent Genius® — our flagship, cloud-based Point of Sale (POS) and payments platform that helps merchants streamline checkout, simplify operations, and grow their businesses.

TTEC

Annapolis, MD

Webcam participation is expected during all instructor‑led TTEC and client‑required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Your training experience includes engaging, instructor‑led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates.

New York Life - Washington DC - Virginia- Maryland

Bethesda, MD

Products & Solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Digital Tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain clients with web, social, and email content.

Johnson Controls

$52000 - $72000

Chantilly, Pennsylvania; Delaware; Maryland; Vermont; Connecticut; Virginia; New Hampshire

The Commercial Account Executive is responsible for securing profitable sales and upgrades to new, existing and discontinued Johnson Controls Security Commercial customers while improving customer satisfaction and retention by initiating post installation follow-ups. The Commercial Sales Executive is responsible for promoting and selling Johnson Controls Security services and technology within an assigned territory, using relationships, and closing new business for Johnson Controls Security and ensuring customer retention.

DRB Homes

Rockville, MD

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop; kneel; crouch or crawl; talk and hear. The Corporate VP – Regional Finance is a senior level financial management role with responsibility for the Division finance functions in support of the SVP-Finance & CFO’s enterprise-wide financial strategy and governance.

Leaf Home

$85000 - $125000

Chantilly, VA

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.

Northwestern Mutual

$500 - $1000

Washington, Washington, DC

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.

Western & Southern Life

COLLEGE PARK, Maryland

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.

University of the Potomac

Washington, DC

WORKING CONDITIONS – Conditions are those of a typical office environment, requiring frequent oral and written communication with students and colleagues, and the ability to enter data and written communications accurately in electronic format in a timely manner. · Responds to student account-related questions regarding statements, payment options, payment deadlines, tuition rates, and 1098T tax forms.

Alexander Brown - State Farm Agency

Columbia, MARYLAND

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.

Northwestern Mutual

$61000 - $250000

Washington, Washington, DC

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.

Voya Financial Advisors

Baltimore, MD

Voya #Securities #investment #advisory #Financial #Advisors #stockmarket #budget #wealthbuilding #moneytips #savingmoney #debtfree #success #insuranceagent #finances #financialsuccess #stocks #financialcoach #health #protection #credit #baltimore. Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Baltimore area to work plan sponsor relationships.

Daley and Associates

Springfield, VA

A growing wealth management firm in Springfield, VA, is seeking an Associate Financial Advisor to join its collaborative and client-focused team. This is an excellent opportunity for an early-career professional looking to build a long-term career in financial planning while receiving direct mentorship from experienced advisors.

Daley and Associates

$140000 - $150000

Fairfax, VA

Our Client, a well established boutique wealth management firm in Fairfax, VA is looking to bring on a Senior Financial Advisor to be an integral part of their team and continued success. Proven High Level Customer Service and Client Relationship Management Experience.

ameriprise

Vienna, VA

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. Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.

Shore United Bank

Annapolis, MD

Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. 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.

Kestra Financial Independent Advisor

Baltimore, MD

Melnick Rosenbaum Wealth Management is a leading independent advisory firm based in Timonium, Maryland, known for delivering personalized financial strategies to individuals and businesses. The position is the second of four levels in our career path and plays a key role in supporting our lead advisor/owner, managing client portfolios, and enhancing client relationships.

Voya Financial Advisors

Washington/DC, DC

The Financial Advisors/Team will be responsible for increasing employee engagement and education thru 457(b)/401(a) enrollment assistance, retirement and investment strategy guidance, and participant education. Voya Financial is seeking 3-5 Financial Advisorsimmediately to join our team to work with employees of a new government defined contribution client in DC.

First Command Financial Services, Inc.

Camp Springs, MD

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. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.

The Misch Group

Baltimore, Maryland

The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.

Sayres Defense

Washington, DC

Education, Work Experience, Skills, and Clearance Requirements: Bachelor's degree (in Business, Finance, Political Science, or related field) OR a high school diploma or equivalent and a minimum of three (3) years of related financial management experience in Defense Industry/Department of the Navy in lieu of the degree. We offer a broad spectrum of technical, engineering and administrative services including acquisition, financial and program management; fleet synthetic training; logistics; ship construction engineering; systems engineering and integration; wargaming; test and evaluation; security, counterintelligence and policy analysis.

WM

$84300 - $143770

Washington, DC

WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. + Education: Bachelor's degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.

SPS Consulting, LLC

Washington, DC

Minimum of 1-2 years of work experience in budgeting, finance, data analysis, accounting, as a financial analyst or related field. PHYSICAL DEMANDS OF THE WORK ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Rivet Operations Co.

$85000 - $120000

Quantico, Virginia

4. The Contractor shall prepare funding documents packages and input funding document data, to include the basic funding documents as well as amendments to the basic funding document when received, in order to generate a funding document. Minimum 4 years' experience in supporting government financial execution including a minimum of 1 years' experience in Foreign Military Sales case management or related international program financial execution efforts.

First Command Financial Services, Inc.

Arlington, VA

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

Maryland Oncology

$74786.64 - $115056.38

Beltsville, Maryland

This position partners closely with operational & finance leaders to provide data-driven insights that enhance financial performance, improve efficiencies, and support the organization’s mission of delivering high-quality oncology and hematology care. Uses Technical and Functional Experience: Possesses up to date knowledge of the profession and industry; is regarded a san expert in the technical/functional area; accesses and uses other expert resources when appropriate.

Rose Financial Solutions LLC

North Bethesda, MD

If you've built a career advising CEOs, CFOs, COOs, and Executive Directors-and you're ready to own a revenue franchise instead of carrying a quota inside someone else's machine-this role is designed for you. As a Business Development Representative, you will operate as a trusted advisor to senior executives, owning the full revenue lifecycle from relationship development through close and handoff.

AllTech Services

$100000 - $200000

Sterling, Virginia

You’ll be set up for success with technician-generated leads, marketing campaigns, and third-party sources — allowing you to focus on helping customers and closing sales. We’re growing and looking for a driven, customer-focused Comfort Advisor to join our high-performing sales team.

Axle

$120000 - $150000

Tysons, VA

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.

Lafayette Federal Credit Union

$38662 - $45000

Rockville, Maryland

Consider a Lafayette Federal career if you want: An opportunity to make an impact in the lives of our membersA chance to work with some of the best minds in banking todayA forward-thinking benefits plan and competitive payAn environment that values differences in people Employee Benefits: We are committed to maintaining an attractive benefits package that gives those with Lafayette Federal careers the resources they need to effectively manage their health, promote their well-being and help plan an exciting future. Our ideal candidate will have entry-level banking and/or retail experience with cash handling, customer service experience, strong verbal communication, and understands the importance of maintaining confidentiality, privacy and professionalism as a front-line representative of our institution.

Lafayette Federal Credit Union

$38662 - $45000

Washington, District of Columbia

Consider a Lafayette Federal career if you want: An opportunity to make an impact in the lives of our membersA chance to work with some of the best minds in banking todayA forward-thinking benefits plan and competitive payAn environment that values differences in people Employee Benefits: We are committed to maintaining an attractive benefits package that gives those with Lafayette Federal careers the resources they need to effectively manage their health, promote their well-being and help plan an exciting future. In addition to our Top Workplaces recognition by USA Today, we have also been recognized nationally by (1) Newsweek’s America’s Best Bank’s list, (2) we’ve received a 5-star rating from Bauer financial, and (3) we’ve also received national recognition by S&P Global’ s Top Performing Credit Union’s!

Anne Arundel Medical Center

$17.5 - $25

Annapolis, MD

Interacts in professional manner with PFS department members, hospital and external peers, occasionally leadership on special projects as determined by PFS management. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

trainwell

$100000 - $120000

Suitland-Silver Hill, MD

This is a remote position where you'll work directly with clients to recommend and manage mutual fund investments, build long-term financial relationships, and help families secure their financial futures. We help agencies and their teams sharpen their skills, close more business, and build sustainable growth through hands-on coaching, world-class training content, and AI-powered sales tools.

Synerfac Technical Staffing

Reston, VA

For our clients - we provide staffing services that enable them to focus on their core competencies which will add value to their businesses. We provide technical staffing services and help businesses grow by solving their biggest recruitment challenges.

WHIZZ

Washington, DC

Key Responsibilities: Prospect and Approach: Identify and approach potential clients, primarily delivery workers, to introduce and sell our ebike solutions; Client Engagement: Engage with prospective clients in a friendly, professional, and assertive manner to understand their needs and present our ebike offers; Sales Presentations: Conduct compelling sales presentations and demonstrations to showcase the benefits of our ebikes; Relationship Building: Develop and maintain strong relationships with clients to ensure customer satisfaction, repeat business and referrals; Market Research: Stay informed about industry trends and competitors to effectively position our products; Sales Goals: Meet and exceed sales targets and objectives set by the company. As Whizz Field Outreach Representative, you will be the face of our company, responsible for approaching prospective clients and promoting our ebikes services.

Blessing Nzenwa - State Farm Agency

$35000 - $65000

PASADENA, MARYLAND

RequirementsEnthusiastic 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. Employees of State Farm agents mustor Bilingual.be able to successfully complete any applicable licensing requirements and training programs.

GTT

Leesburg, VA

Leveraging the world’s largest clinical lab database, the organization offers insights to identify and treat diseases, promote healthy behaviors, and improve healthcare management. This role has direct contact with patients and creates an atmosphere of trust and confidence while explaining procedures and performing venipuncture in a skillful, safe, and accurate manner.

Christian Durand - State Farm Agency

Gaithersburg, MARYLAND

The Durand Insurance & Financial Services is licensed in Washington DC, Maryland, and Virginia, and offers multilingual services in English, French, and Spanish. As a CS Representative, you will be the frontline hero for our customers, providing outstanding support and resolving complex inquiries.

CompassionMD

$500 - $1500

Washington DC, WA

We are rapidly expanding nationwide and are actively searching for driven Sales Representatives who can introduce our subscription-based healthcare programs to people and organizations in their networks. Our mission is simple: affordable, direct access to medical professionals with transparent pricing—no middlemen, no wait times, and no confusion.

Legacy Harbor Advisors

Alexandria, VA

Your Role as a Virtual Sales Representative:Build meaningful client relationships by establishing trust and guiding clients toward financial security. Enjoy the flexibility of working from home, world-class mentorship, and unlimited earning potential, all in an environment designed for your success.

W.W. Norton & Company, Inc.

$50000 - $80000

Washington, DC, DC

In addition to training and guidance by a dedicated Sales Manager, our Sales Representatives receive support and collegiality from our mentorship program that pairs new employees with colleagues who are already experienced in their role. Generous health benefits, including PPO, EPO, and High Deductible medical insurance options, vision insurance, dental insurance, flexible spending accounts for healthcare, dependent care and commuter, gym membership reimbursement, and more.

First Citizens Bank

$71315 - $96485

Annapolis, Maryland

RequiredSkill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge retail and wealth solutions referred, knowledge of business deposit and cash management solutions, business development, networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

TrueVantage Solutions

Fairfax, VA

Here’s what sets this remote role apart: Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future in your hands. Quality Leads, No Cold Calling: We provide you with pre-qualified clients, so you can focus on building meaningful relationships and helping people.

ICBD

Gaithersburg, MD

The Business Development Representative requires a minimum of a High School diploma, bachelor's degree in business, healthcare, or a related field preferred and: Minimum 3 years of experience in field sales, outreach, or business development—preferably healthcare-related. Our commitment to operational excellence, ethical leadership, and transformative care has earned our company and leadership national recognition from trusted sources, including: Inc. 5000 –5th Fastest-Growing Private Company in America .

GTT, LLC

$19.85 - $21.8

Woodbridge, VA

Leveraging one of the world’s largest clinical laboratory databases, the organization delivers insights that help identify and treat disease, promote healthy behaviors, and improve healthcare outcomes worldwide. In this role, you will collect high-quality blood samples, prepare specimens for laboratory testing, and follow established procedures to ensure safety, accuracy, and patient confidence.

Keith Florczyk - State Farm Agency

ASHBURN, VIRGINIA

Keith Florczyk - State Farm Agency, located in Ashburn, VA has an immediate opening for a full-time Account Representative State Farm Agent Team Member. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Alexander Brown - State Farm Agency

Catonsville, MARYLAND

Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential!

Elite Root Canal Specialties

$18 - $22

Laurel, Maryland

The successful candidate will be responsible for administering the day-to-day activities of the business office, including:Maintenance of the records of patients. WE ARE LOOKING FOR A TRUE RAY OF SUNSHINE - after all, the customer service representative is the first and last point of contact that our patients have with our team.