3,940 Results for

Financial Representative Jobs in the United States

Jobs

East Palo Alto, CA21 days ago

$22–$25 Per Hour

Responsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.

Denver, CO12 days ago

$25–$26 Per Hour

Analyze, review, and modify large data sets using various database and querying solutions in order to be able to calculate payments and accruals, provide analytics and reporting for transactional products offered. Prepare and analyze monthly invoices and accruals to ensure accuracy to financial statements and subscriber reporting, which includes the research, resolution and communication of any potential issues or misstatements.

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

Chicago, IL10 days ago

$75,000–$100,000 Per Year

Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

New!

Puyallup, WA6 days ago

$23.84–$28.61 Per Hour

The Canyon RdBranchis seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities. Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.

New!

Boston, MA1 day ago

$100,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. These roles are designed as succession-track opportunities, where advisors will partner closely with senior advisors and gradually transition into primary ownership of client relationships.

Westborough, MA7 days ago

$120,000–$200,000 Per Year

Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Westborough, MA7 days ago

$125,000–$175,000 Per Year

This role involves growing a book of business and also supporting Senior Advisors, who may offload some of their book to you, which includes a mix of High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), and mass affluent clients seeking comprehensive financial guidance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Pittsburgh, PA9 days ago

$23–$26 Per Hour

A-Line Staffing is hiring a Financial Representative 2 – Intermediate to act as a team lead for a regional monitoring team supporting Office of Long-Term Living (OLTL) provider monitoring and waiver program reviews. This role involves on-site monitoring visits , interviews, data analysis, reporting, and coordinating trainings for providers and internal team members.

Los Lunas, NM7 days ago

$50,000–$60,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for driving sales growth by identifying and pursuing business opportunities, building and maintaining relationships with clients, and providing expert advice and solutions to meet their financial needs.

East Brunswick, NJ7 days ago

$23–$24 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With a keen eye for detail and a passion for numbers, you will play a crucial role in maintaining our financial health and helping us achieve our strategic goals.

Fresno, CA7 days ago

$23–$26 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 3. Enter alphabetic or numeric data received from clients via telephone or fax, following the format displayed on screen, and enter necessary codes.

New!

San Francisco, CA6 days ago

$50–$70 Per Hour

Consistently ranked among the nation's best hospitals, particularly recognized for excellence in neurology and neurosurgery; cancer care; heart care; diabetes; ear, nose and throat care; and psychiatry and psychology, among other services. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Groton, CT2 days ago

$185,000–$215,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Investments, Assets & Risk ManagementWork with financial custodians and advisors to monitor endowment performance and ensure compliance with investment policies, spending rules, loan covenants, and related agreements.

Annetta North, TX7 days ago

$28–$30 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Responsibilities also include preparing outbound shipments, receiving incoming materials, and supporting rental equipment logistics, including returns and condition inspections.

North Chelmsford, MA19 days ago

$20–$26 Per Hour

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. Effectively use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain weekly sales plans, call reports, customer contact files, and to analyze customer data.

Eustis, FL18 days ago

$18–$18 Per Hour

Receives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Assists with initiating and completing a variety of services, including but not limited to account maintenance, debit card and check orders, wire transfers, ACH requests and fraud inquires.

Apopka, FL7 days ago

$18–$18 Per Hour

Receives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Educate members about self-banking options including Online Banking, Mobile Banking, e- Statements, ATMs, and Remote Deposit Capture, as appropriate, and encourages member adoption.

New!

Charlotte, NC6 days ago

Whether it’s getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one. You’ll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.

Corning, NY9 days ago

The role involves providing exceptional client service, counseling clients on all aspects of financial planning and wealth management and completing special projects to meet clients' unique needs. Consult and assist with areas such as employee benefits, stock option exercises, real estate, career/business planning, financial negotiations, medical and custodial care planning, education financing, annual gifting, and more.

New!

Billings, MT5 days ago

$62,200–$101,000

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you’ll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

New!

St George, UT5 days ago

$62,200–$101,000

New!

Ruidoso, NM5 days ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Responsibilities:Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory.

New!

Sheboygan, WI1 day ago

$62,200–$101,000

New!

Waukesha, WI2 days ago

$80,000–$85,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Winston-Salem/Greensboro, NC2 days ago

$50,000–$65,000

Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New!

Brownsville, TX2 days ago

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(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. 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 your clients with web, social, and email content.

Granite City, IL7 days ago

$16–$17 Per Hour

There are several factors taken into consideration in determining base pay, including but not limited to: job-related qualifications, skills, education, experience, local market conditions, and internal equity. This full-time role is often the first point of contact for clients and visitors and plays a key role in creating a safe, welcoming, and respectful environment while supporting efficient clinic operations.

New!

Houston, Tx6 days ago

$62,000–$65,900 Per Year

Work in concert with field sales representative to promote trade/line initiatives to include, but not limited to campaigns, eBusiness and value-added services, growing customer profile by researching and identifying market opportunities, gather competitive intelligence, qualify sales leads and shipping opportunities via NOVA Business, develop and maintain both customer and trade-lane specific business plans, submission of customer credit applications, etc. This position serves as the principal CMA CGM contact for all customer rate inquiries for either import or export cargo, is responsible for maintaining understanding of trade lanes to effectively grow our market share, partners with field sales and works with trade/line to provide quotations, organizes and expedites customer contracts to ensure proper construction and filing of agreed terms and conditions, and expediting all issues by quickly resolving to reduce service failures or loss of business.

New!

Bloomington, IL4 days ago

$17–$18 Per Hour

There are several factors taken into consideration in determining base pay, including but not limited to: job-related qualifications, skills, education, experience, local market conditions, and internal equity. Chestnut Health Systems is seeking a Revenue Cycle Representative to play a key role in ensuring accurate payment processing and financial accountability.

New!

Santa Clarita, CA3 days ago

$36.12–$41 Per Hour

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. This role focuses on in-field assessments, homesite visits, rigorous investigation of potential warranty issues, and managing complex, multi-trade cases that demand strong construction knowledge.

Fort Worth, TX7 days ago

$18–$19 Per Hour

Your ability to build trust, resolve delinquent accounts, and drive results directly impacts customers’ financial stability—while increasing your earning potential. Your success will help reduce credit loss, prevent repossessions, and support customers in maintaining financial stability, all while meeting performance goals in a structured call center environment.

Fort Worth, TX7 days ago

$18–$19 Per Hour

Through clear communication, empathetic listening, and strategic negotiation, you drive successful payment resolutions that reduce credit loss and prevent repossessions. As a Bilingual Account Representative, you play a critical role in helping customers regain control of their auto loans before accounts escalate.

New!

Suitland, MD3 days ago

$60,000–$150,000 Per Year
Full-time
Employee

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.

Frederick, MD9 days ago

Sparks Group has partnered with a top Insurance company seeking driven and customer-focused Inside Sales Representatives for a Direct Hire opportunity to join a growing direct-to-consumer sales team within the life insurance space. In this role, you’ll connect with prospective customers, understand their needs, and guide them toward the right term life insurance solutions—all within a fast-paced, high-performing sales environment.

New!

Deer Park, NYToday

$65,000–$120,000

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions: Willingness to work outside 90% of the time for extended periods in any season, with potential exposure to inclement weather. Our mission is to provide peace of mind and protection to families across the country, and we achieve this by offering cutting-edge security solutions and exceptional customer service.

Boston, MA17 days ago

$23–$23 Per Hour
Full-time
Employee

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Our client, a successful digital auto platform based in Boston, MA, is seeking a Product Support Representative to support the Consumer Support Operations team and will be responsible for handling escalated support issues.

Boston, MA14 days ago

Full-time
Employee

Helena, MT12 days ago

$17.66–$26.48

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Responsibilities:Deliver Sales & Retention Results through Providing Exceptional Customer Service: Exceed or Meet Monthly Sales Goals of Strategic Products such as but not limited to, Voice, High Speed Data, TV , Mobile, and Internet Content Product Offerings through face to face and over the phone interactions.

Cincinnati, OH10 days ago

Required Initial and future relocation to any listed locations (company paid, strictly based on business need - not preferential)District Trading Offices:Birmingham, Charleston, Chicago, Cincinnati, Houston, Omaha, Philadelphia, Pittsburgh, Salt Lake City, St. Louis. We’re also proud to share that Nucor has been named the #2 Best Company to Sell for Out of College for 2026 by the University Sales Center Alliance (USCA), a national organization dedicated to advancing excellence in sales education and early-career development.

New!

Bend, OR6 days ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Responsibilities:Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory.

Tucson, AZ30+ days ago

$21–$26 Per Hour
Full-time

You will play a key role in delivering an excellent digital service experience while ensuring compliance with security protocols and identifying opportunities to offer additional products and services. In this role, you will assist members primarily through electronic communication channels, providing timely and accurate support for account-related inquiries and transactions.

Chandler, AZ15 days ago

https://www.paycomonline.net/v4/ats/web.php/portal/2CDF214108C880FA17A213F5B114EEDC/jobs/290175 AZ CENTRAL TOP COMPANIES TO WORK FOR IN ARIZONA 2025! Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records.

Tucson, AZ19 days ago

$20–$26 Per Hour
Full-time

In this role you will assist members, staff, and third parties with general aspects of loan servicing, collateral protection insurance, payment processing, and loan modifications for the credit union. Our commitment to the Tucson community extends beyond our members as we sponsor and support local charities and organizations that promote the financial literacy of future generations.

New York, NY10 days ago

$20.36–$20.36 Per Hour

In addition, the role provides dedicated administrative and operational support to the local Managing Partner and management team, ensuring smooth office operations and streamlined processes for agency stakeholders. Success in this role requires strong relationship-building skills, organizational effectiveness, clear communication, discretion, and a proactive approach to problem-solving.

New!

Pittsburgh, PA2 days ago

Performance ReportingProvide timely and accurate reports on account growth, sales performance, customer experience metrics, and progress on quarterly initiatives . Project ManagementLead and manage key segment priorities and initiatives, ensuring timely completion and alignment with strategic objectives. The mission of the Inside Sales Representative is to proactively engage in prospects and existing customers, identify their challenges, present value-based solutions, and guide them through the sales cycle efficiently.

Fort Hood, TX14 days ago

AA/AS from an accredited college, or 2-year technical school in Business, programming management, operations management, engineering with 10 years of relevant experience. We’re seeking individuals who are excited to take on meaningful challenges, contribute to innovative solutions, and help shape the future of a fast‑evolving mission space.

New!

Kutztown, PA6 days ago

This position partners closely with business leaders to provide forward???looking financial insight, support strategic and operational decision???making, and ensure financial plans are aligned with enterprise objectives. Finance Business Partners serve as trusted advisors, translating complex financial and operational data into clear insights that drive performance, accountability, and long???term value creation.

New!

Westborough, MA5 days ago

$80,000–$150,000 Per Year

Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.

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Financial Representative Jobs in the United States

Financial Services Representative MONTERRA CREDIT UNION

Accounts/financial representative Pyramid Consulting, Inc

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Financial Services Representative - Training Provided Lakeshore Financial Group

New Accounts Representative Heritage Bank

Financial Advisor (2 Openings) Jobot

Financial Advisor Jobot

Financial Advisor (CFP Preferred) Jobot

Financial Representative (Must live in certain counties in JD) A-Line Staffing Solutions LLC

Sales Representative Jobot

Accounts Receivable Representative Jobot

Senior Customer Service Representative Jobot

Labor & Employee Relations Representative Jobot

CFO Vaco LLC

Inside Sales Representative Jobot

Customer Service Representative Hajoca Corporation

Universal Representative - Eustis Insight Credit Union

Universal Representative Insight Credit Union

Customer Service Representative – Financial Services TTEC

Certified Financial Planner PEAK Technical Staffing

Sr Direct Sales Representative TDS Telecom

Senior Direct Sales Representative TDS Telecom

Entry Level Sales Representative TDS Telecom

Senior Direct Sales Representative (Door to Door) TDS Telecom

Lead Financial Advisor Vaco LLC

Executive Financial Recruiter Vaco LLC

Financial Professional New York Life

Customer Service Representative Chestnut Health Systems

Sales Development Representative CMA CGM (America) LLC

Revenue Cycle Representative (Payment Posting) Chestnut Health Systems

Field Customer Care Representative Lennar Corporation

Bilingual Account Representative CornerStone Staffing

Bilingual Account Representative (English/Spanish) CornerStone Staffing

Auto Sales Representative - BMW Passport Auto Group

Inside Sales Representative Sparks Group

Outside Sales Representative - Paid Weekly - Paid Training Safe Haven Security

Product Support Representative Beacon Hill Staffing Group

Customer Service Representative Beacon Hill Staffing Group

Consumer Sales Representative-Retail TDS Telecom

Sales Representative - Trader Nucor

Door to Door Sales Representative TDS Telecom

Member E-Services Representative Hughes Federal Credit Union

Customer Service Representative (Office and Administrative Support) First Credit Union

Loan Servicing Representative Hughes Federal Credit Union

Insurance Onsite Relationship Representative ECLARO

Inside Sales Representative PEAK Technical Staffing

Senior Contractor Representative/Manager DCS Corporation

Financial Business Partner Penske Truck Leasing Co., L.P.

Associate Financial Advisor NYL - Boston

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