Financial Representative Jobs in the United States

Chestnut Health Systems

$16 - $17

Bloomington, IL

Present a courteous, respectful, and professional demeanor to clients, visitors, and other staff during normal business operations and while assisting clients and their families through intake for services. 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.

Monterra Credit Union

$20 - $22

REDWOOD CITY, CA

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.

Thoroughbred Advisors - National Life Group

Latham, NY

Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity.

TTEC

Charlotte, NC

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.

New York Life

$80000 - $130000

Melville, NY

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.

Lakeshore Financial Group

$75000 - $100000

Chicago, IL

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.

PEAK Technical Staffing

Charlotte, NC

Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ Provide insights on marketing conditions and competitor activities to the Executive Vice President/Chief Operating Officer.

Atrium

$25 - $30

Brick Township, NJ

The Financial Aid Representative will be a key member of the student services team, responsible for assisting students and families with financial aid applications, documentation, and compliance. Responsibilities of the Financial Aid Representative: Provide guidance to students and families regarding financial aid options, including grants, loans, and scholarships.

Enterprise Bank and Trust

Los Alamos, NM

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.

Vaco LLC

$185000 - $215000

Groton, CT

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.

A-Line Staffing Solutions LLC

$58240

Rio Rancho, NM

We are seeking a highly motivated, bilingual (Spanish/English) Customer Service & Financial Solutions Representative to assist clients with their credit and short-term lending needs. This role focuses on delivering exceptional service, identifying opportunities to help clients achieve their financial goals, and offering tailored banking solutions.

GEICO

Fredericksburg, VA

Under direct supervision, LEARNS processes for identifying, triaging and delivering solutions for sales and service inquiries related to Commercial Business-to-Business Relations via telephone calls associated with Commercial Truck Insurance. You’ll be the first contact for agents and their customers: answering coverage and underwriting questions, supporting policy changes, and providing troubleshooting support for both sales and service functions.

GEICO

$41000 - $47000

Tucson, AZ

Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.

GEICO

$19.06 - $23.82

Polk City, FL

Esta oportunidad es ideal para estudiantes, futuros estudiantes y aspirantes que valoran el aprendizaje continuo, ya que nuestros Representantes de Ventas tienen el desafío constante de aprender y expandir su conocimiento de la industria de seguros y nuestra compañía. Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose.

Thoroughbred Advisors - National Life Group

White Plains, NY

Thoroughbred Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We believe the habits you create, the tools you implement, and the strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity.

Jobot

$100000 - $140000

Westborough, MA

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.

Hajoca Corporation

$33.65 - $38.46

Alexandria, VA

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, and customer contact files, and to analyze customer data.

Simply Solar

Petaluma, CA

Identify, target, and engage prospective referral and service partners including: roofing contractors needing solar removal & reinstallation (R&R) services, real estate agents and brokers requiring solar inspection and disclosure reports, solar finance and lending companies needing service support for their portfolios, property management companies overseeing homes or commercial properties with solar, and HOAs, home warranty companies, and insurance adjusters. Prepare accurate, professional quotes for all service work including: solar system removal & reinstallation for roofing projects, system troubleshooting, diagnostics, and repairs, battery storage additions (Enphase, Tesla Powerwall, Franklin, etc.), system expansions and panel add-ons, and real estate solar inspection and production reports.

Heritage Bank

$23.84 - $28.61

Freeland, WA

The FreelandBranchis 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 York Life

Corpus Christi, TX

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.

Hajoca Corporation

Lafayette, LA

Although Hajoca is a large company, we work in a decentralized environment where each of our locations, called Profit Centers (PCs), is run by the Profit Center Manager as if it were their own small business. In addition to our generous compensation package, Hajoca also offers: Full-time benefits (for team members working 30 or more hours per week): Medical, dental, vision, and prescription coverage.

GEICO

$20.86 - $32.05

Poway, CA

Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.

Vaco LLC

$80000 - $85000

Waukesha, WI

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.

Citizens

$105000 - $250000

Danvers, MA

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Citizens

$105000 - $250000

Weymouth, MA

Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.

Jobot

$120000 - $200000

Westborough, MA

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.

Pitisci & Associates

Punta Gorda, FL

Own the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.

Denham Resources

$20 - $26

FRESNO, CA

Send your resume in MS Word format to Fabrizia Smith, Fabrizia@denham.net or call (559) 222.5284 if you have any questions. Are you looking for a full time job with advancement potential in a beautiful office in North Fresno? .

CornerStone Staffing

$18 - $19

Fort Worth, TX

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.

CornerStone Staffing

$18 - $19

Fort Worth, TX

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.

BNY

Houston, TX

In this role, you’ll make an impact in the following ways: Serves as a lead for the day-to-day operations of a small- to medium-sized client processing support team, providing work direction and technical assistance on complex matters. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

BNY

Lake Mary, FL

Uses strong communication skills to engage in challenging conversations with internal stakeholders and complex external clients in order to support an accurate data-gathering process and resolve any open issues. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

FIRST SERVICE CREDIT UNION

Houston, TX

What You’ll Receive Competitive base salary plus commissions and inherited book Comprehensive benefits package and W-2 employment structure Active referral pipeline from engaged Credit Union membership Office space and marketing resources provided by PFG and the Credit Union Access to PFG’s advisor support team, Orion technology, Salesforce CRM, and full FinTech suite Training, compliance, and succession planning support from PFG’s leadership team A collaborative environment focused on member relationships—not sales quotas Ideal Candidate Licensed Financial Advisor (Series 7 and 66 required) 2 years of client-facing advisory experience preferred CFP® designation is a plus, but not required Strong communication and relationship-building skills Passion for delivering client-first, fiduciary advice d24ad0b8-823f-4e68-a892-2986ccdf7392 Priority Financial Group (PFG) is seeking a Financial Advisor to join our growing partnership with Credit Union, a $1.2 billion financial institution serving members throughout the greater Houston metro area.

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.

Chestnut Health Systems

$16 - $17

Belleville, IL

This PRN 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. Since 1973, Chestnut has grown to more than 800 committed, compassionate employees providing substance use, mental health, and primary care treatment to patients in Illinois and Missouri.

Chestnut Health Systems

$16 - $17

Hillsboro, MO

This PRN 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. 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

$16 - $17

Bloomington, IL

Excellent opportunity for an experienced Customer Service Representative who has compassion for those needing help, who takes professional satisfaction in supporting co-workers, and who thrives in an environment that involves a variety of tasks. Schedule appointments based on medical needs, gather medical concern information, determine need for nurse triage per red flag protocols, and coordinate triage when necessary.

Chestnut Health Systems

$17 - $18

Bloomington, IL

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 York Life – Victor, NY Team

$130000 - $160000

Rochester, NY

We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional.

California Hydronics Corp

$100000 - $125000

Vancouver, WA

The Business Development Representative collects product specifications for CHC's lines, supports fellow CHC Business Development Representatives, and collaborates with consulting engineers, design/build contractors, and large end-users in the mechanical and plumbing sectors as assigned. Interprets construction bid documents to generate equipment selections and budget-pricing quotations using Salesforce.

California Hydronics Corp

$110000 - $118000

San Jose, CA

The Business Development Representative collects product specifications for CHC's lines, supports fellow CHC Business Development Representatives, and collaborates with consulting engineers, design/build contractors, and large end-users in the mechanical and plumbing sectors as assigned. Interprets construction bid documents to generate equipment selections and budget-pricing quotations using Salesforce.

Mindlance

$32 - $34

St. Louis, MO

Top 3/5 Skills: ("SERIES 7" OR "SERIES 7, 63, 66") AND (ADVISOR OR "FINANCIAL ADVISIOR" OR "FINANCIAL PLANNER" OR PLANNER OR "FINANCIAL PLANNER ANALYST" OR "FINANCIAL REPRESENTATIVE" OR "INVESTMENT ADVISOR" OR "REGISTERED REPRESENTATIVE"). • Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development.

FMG Suite

$45000

Columbus, OH

This may include but is not limited to; typing, learning keyboard shortcuts/commands, powering a computer on and off, knowing how to connect and disconnect from the internet and learning the systems FMG uses to communicate with customers and internal employees. We’ve earned the USA Top Workplace award three years running (2023, 2024, and 2025), and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package.

Sparks Group

Frederick, MD

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.

GEICO

$19.06 - $23.82

Sahuarita, AZ

Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year.

TDS Telecom

$62200 - $101000

Helena, MT

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.

The Piedmont Group

$70000 - $150000

Dunwoody, GA

At The Piedmont Group, advisors gain a true strategic partner—one that respects your experience, supports your vision, and helps you build a stronger, more scalable business. Maximize your success with a culture built around ultra-competitive planning, investment solutions and protection, collaboration with top financial professionals, genuine inclusion, and a wide range of support.

New York Life - Uniondale

$85000 - $150000

Uniondale, NY

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. Qualifications:Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.

TDS Telecom

$62200 - $101000

Twin Falls, ID

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. You will be responsible for driving TDS revenue growth by acquiring new customers and promoting our suite of consumer services—Internet, TV, Voice, and Mobile—through residential door-to-door outreach and participation in community events.