307 Results for

Financial Representative Jobs in Pennsylvania

Jobs

New!

Philadelphia, PA1 day ago

BCG Securities is a broker-dealer and Registered Investment Advisor with more than 50 years of experience supporting financial advisors and their clients across wealth management, financial planning, insurance, and employer-sponsored retirement plans. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.

Kutztown, PA19 days ago

Willingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (including past employment, education, and criminal history), and drug screening are required. Penske Truck Leasing/Transportation Solutions is a premier global transportation provider that delivers essential and innovative transportation, logistics and technology services to help companies and people move forward.

New!

Pittsburgh, PAToday

Analyze trends, enter reconciliation data, and ensure proper aging; assist junior staff in identifying more complex differences and escalate unidentifiable differences to more experienced support staff. 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.

New!

Dunmore, PAToday

$39,600–$92,400 Per Year

This is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.

New!

Allentown, PA5 days ago

Remote

This is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.

New!

Pittsburgh, PA5 days ago

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. No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.

Philadelphia, PA17 days ago

ProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.

Aston, PA16 days ago

A Herc Climate and Remediation Center Sales Representative will drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers to resolve their climate and remediation challenges. This role is a subject matter expert and consults for internal and external customers in the application of our fleet of portable generators, portable HVAC and heating units, desiccant dehumidifiers, industrial fans and air scrubbers.

Allentown, PA26 days ago

Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.

Harrisburg, PA10 days ago

$18–$20 Per Hour

Keywords: Financial Representative, Contract Monitoring , Procurement Support, Budget Oversight, Budget Analysis , Invoice Review , Microsoft Excel, Microsoft Office, Survey Tools, Research, Government Human Services , Medical Assistance Program , Long-Term Care, Project Support , Hybrid. Gather/organize long-term care program info for leadership and support project implementation.

Pittsburgh, PA22 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.

Harrisburg, PA18 days ago

$20.75–$20.75 Per Hour

The Financial Representative 2 is responsible for analyzing financial and program data, ensuring compliance with state and federal regulations, and supporting quality improvement initiatives across healthcare and human services programs. A-Line Staffing is now hiring a Financial Representative in Harrisburg, Pennsylvania 17101 - please contact Staffing Manager, Tiona Scroggins @ .

Radnor, PA30+ days ago

Steve Eberbach – Financial Advisor: Steve has been with Northwestern Mutual for over 10 years, serving his clients as a proud partner of Clarity Financial Planning Group while also helping drive the development of advisors through his leadership role as Growth & Development Director. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Lancaster, Pennsylvania30+ 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.

New!

Erie, Pennsylvania2 days ago

Assist members on matters involving direct deposit, payroll deduction, and electronic transaction; complete required forms and forward to proper department. Perform all routine teller transactions, including but not limited to deposits, withdrawals, loan payments, transfer and check cashing.

WAYNE, PA30+ days ago

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

clifton heights, PA12 days ago

The Ryan Brewington State Farm Agency is hiring an Insurance & Financial Services Representative who is competitive, goal-driven, and motivated to win. As an Insurance & Financial Services Representative, you will drive new business production by prospecting, quoting, presenting, and closing insurance and financial solutions.

Birdsboro, PA30+ days ago

In this role, you will work closely with customers to understand their needs and guide them through coverage options that provide long-term financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning.

Wayne, PA30+ days ago

To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending tailored insurance and financial products that align with their unique requirements.

Stroudsburg, PA30+ days ago

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

Allentown, PA30+ days ago

Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Performs paying and receiving Financial Service Representative functions accurately balances cash drawer and/or a Teller Cash Recycler (TCR) at the end of the day.

West Chester, PA30+ days ago

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

Brodheadsville, PA30+ days ago

Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Lansdale, PA30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ryan O'Shurak - 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.

Media, PA30+ days ago

We are hiring new team members who have a passion for finding customers who want a professional to help them understand the best insurance and financial products that will save them from a financial disaster when the unexpected happens. • You are intelligent and are willing to study and learn the necessary skills, to gain an insurance license, to learn our products, and learn to use our computer systems.

Wayne, PA30+ days ago

Newtown, PA30+ days ago

Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and help clients build long-term financial security. Your consultative approach—paired with a competitive, goal-oriented mindset—will directly contribute to agency growth while helping clients make confident financial decisions.

Pittsburgh, Pennsylvania30+ 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.

Boyertown, PA30+ days ago

Demonstrated customer service orientation/experience, 2+ years preferred Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial Previous administrative/secretarial experience desired External/Internal Dependencies Must be able to work with all roles of the sponsoring financial advisor Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure. As an Associate Financial Consultant, you'll be a resource for our financial advisors and provide support to the clients of Lantern Financial Group including: • Client relationship building: develop long term, trust-based relationships by listening to client's priorities and financial goals.

Radnor, PA25 days ago

Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services could allow you to maintain close, long-term relationships with clients, helping them at every stage of life. Teresa Fratini – Financial Representative: Teresa Fratini is the Associate Director of Selection at Northwestern Mutual, with a unique perspective shaped by over 20 years as a client and more than a year as a leader within the firm.

Royersford, PA30+ days ago

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Hershey, PA8 days ago

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.

Pittsburgh, PA30+ 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. 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.

Horsham, PA30+ days ago

Responsibilities:Point of contact for assigned advisors' clients with non-solicited business requests, providing prompt, efficient, and courteous servicePrepare, submit, and follow up on all paperwork including account opening applications, transfer forms, etc. for client meetings with advisorProcess financial and non-financial requestsMailings - at advisor's request run reports, create mailing lists, produce letters, mail, or email to clientsAppointment Preparation - schedule appointments based on advisor and client needsStatus Action Items - assist advisors in resolving issuesFollow up on outstanding requests (e.g., transfers, withdrawals, death claims)Under direction from advisor, contact and work directly with clients and prospective clients to gather necessary financial information to prepare financial plans. Series 6 or 7 required (which may be obtained within 6 months of employment and is a condition of continued employment) Skills Required:Ability to develop strong client relationshipsHighly motivated self-starter who can work independently with minimal supervisionExtremely organized and detail-orientedProblem solver and critical thinkerAbility to anticipate client and advisor needsCapable of working under deadlinesAbility to do research to answer questionsExcellent oral and written communication skillsPhysical/Other Requirements:May sit at workstation for extended periods of time.

Malvern, PA30+ days ago

Develop a detailed understanding of Vanguard funds, products, and services to educate clients effectively, staying updated on financial planning, capital markets, and the financial services industry. In this role, you will build and maintain strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance.

New!

Pittsburgh, PA4 days ago

$100,000–$150,000

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses . $150,000 [ Could be Higher depending on Portfolio] Needs in several offices- NY/NJ ; Florida ; Phila; Pittsburgh .Financial Advisor.

Kutztown, PA19 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!

Pittsburgh, PA6 days ago

$75,000–$150,000 Per Year

MassMutual Pittsburgh is a full-service financial planning and wealth management firm committed to helping individuals, families, and business owners create, grow, and protect their wealth. Our Financial Advisor Development Program is designed for driven graduates who want the freedom to grow their own practice — with the training, mentorship, and resources of a nationally respected firm behind them.

State College, PA30+ days ago

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3. Skills Required to Perform the Primary Responsibilities of this Position: • Excellent management skills • Excellent communication skills, both written and verbal • Excellent organizational, analytical and interpersonal skills • Excellent customer service skills • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Intermediate Level • MS PowerPoint - Basic Level. Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product.

Philadelphia, Pennsylvania30+ days ago

This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.

New!

Norristown, PA6 days ago

$150,000–$350,000

If you’re a licensed, motivated financial professional who thrives on in home face-to-face relationship building — and you’re ready to travel your state to meet ready-to-act clients — this is your moment. We provide what most firms promise but rarely deliver: fully qualified, pre-set appointments with members eager to discuss retirement and legacy planning.

Allentown, Pennsylvania11 days ago

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. Provide market overviews, investment performance, and plan/provider topical items for client meetings and as requested by clients.

lock haven, PA30+ days ago

As a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering employee development, and maintaining operational soundness. Sales Goal Achievements: Develop and implement strategies to meet or exceed sales targets for various banking products and services, that may include loans, deposits, and/or investments.

Cranberry, PA30+ days ago

The Financial Center Banker connects customers with Northwest products and services, through opening accounts; as well as identifying customer financial needs while connecting customers to other Northwest financial experts who can help with their needs while ensuring an exceptional customer experience. Job Description DESCRIPTION As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge of Northwest products and services to provide financial options to clients through a consultative approach while expanding the banking relationship.

New Oxford Pa, PA30+ days ago

As a State Farm team member for Lyle Pitner - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. 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.

malvern, PA30+ days ago

Job Description: At Vanguard, we have a client-first mentality that we live and breathe every day through our mission,\u202f"to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success."\u202fAs an Advice Support Representative, you will partner closely with advisors to efficiently serve our advised clients through the phone channel, while building your financial acumen. How you'll make a difference: Answer inbound calls, or work on case-based assignments to meet the service and trading needs of both Vanguard advisors and advised clients, that may require research, analysis, and collaboration to resolve complex client situations and deliver tailored solutions.

Newtown Square, PA30+ days ago

Part-time

The results are evident; at the hospitals it serves, Xanitos has improved the cleaning quality, increased HCAHPS scores, reduced the risk of HAIs, lowered bed turnaround time, and significantly reduced costs. The Director of Financial Planning & Analysis (FP&A) will be the primary strategic finance partner to the CFO and operations leadership of a Private Equity-owned healthcare environmental services / janitorial company with approximately 4,200 employees.

collegeville, PA30+ days ago

Position Summary: The position of Manager, Corporate Financial Reporting and Consolidations is responsible for delivering consolidated financial statements, which involves working closely with various global finance teams to drive consolidation and reporting efficiencies. Continued development of OneStream and D365 knowledge and usage, including routine check-ins with the larger finance group, organizing and leading ad-hoc training sessions, and working to improve reporting functionalities across the group (e.g.

Camp Hill, Pennsylvania27 days ago

Additional Data: Select Medical and its parent company, Select Medical Holdings Corporation (NYSE: SEM), are based in Mechanicsburg, Pennsylvania, and are honored to be recognized as one of America’s Best-In-State (Pennsylvania) Employers 2020 by Forbes. They will act as a liaison between other departments within the organization to facilitate communication of reimbursement policies, procedures, and resolutions to issues causing delays to cash and accounts receivable management.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Representative job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Representative Jobs in Pennsylvania

Financial Advisor (Hybrid) Horace Mann

Senior Financial Analyst Penske Truck Leasing Co., L.P.

Specialist, Reconciliation Representative I BNY

Sales Representative/Business Consultant - Scranton, PA System One

Remote Sales Representative Reineke Agency

Director, Wealth Advisor BNY

Pump Sales Representative Herc Rentals Inc

Portable Climate Solutions Sales Representative. Herc Rentals Inc

Territory Sales Representative Herc Rentals Inc

Hybrid Financial Representative A-Line Staffing Solutions LLC

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

Medicaid/Medicare Billing Representative (169754) A-Line Staffing Solutions LLC

Financial Representative Entry Level Northwestern Mutual - Radnor

College Financial Representative, Internship Program Northwestern Mutual

Financial Service Representative Erie Federal Credit Union

Financial Representative Western & Southern Life

Financial Services Representative - State Farm Agent Team Member Ryan Brewington - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Tina Saracino - State Farm Agent

Financial Representative – State Farm Agent Team Member Stephen Diorio - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Mike Peterson - State Farm Agent

Financial Services Representative (Teller) - Allentown shared locations QNB Bank

Financial Services Representative - State Farm Agent Team Member Chris Madonna - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Kevin Kendall - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Ryan O'Shurak - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Jim Little - State Farm Agent

Financial Services Representative – State Farm Agent Team Member Stephen Diorio - State Farm Agent

Financial Account Representative – State Farm Agent Team Member Stephen Diorio - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Scott Morris - State Farm Agent

Financial Advisor Northwestern Mutual

Associate Financial Consultant - Lantern Financial Group Thrivent Financial for Lutherans

Financial Advisor Seeking Former Educator/Coach Northwestern Mutual - Radnor

Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Financial Advisor- Wealth Management Merit Financial Advisors

Financial Advisor First Command Financial Services, Inc.

Financial Sales Assistant Lincoln Investment Planning, Inc.

Financial Advisor Vanguard Group

Financial Advisor Gables Search Group

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

Financial Advisor MassMutual Pittsburgh

Financial Advisor FNB Corp

Financial Advisor - Business Development MBC Talent Connections

Estate & Retirement Financial Advisor-Exclusive Qualified Pre-Set Appt, 200-350+ United Placement Group

Senior Financial Advisor CAPTRUST

Financial Center Manager Northwest Savings Bank

Financial Center Banker Northwest Savings Bank

Insurance and Financial Services Position - State Farm Agent Team Member Lyle Pitner - State Farm Agent

Advice Client Service Representative Vanguard Group

Director of Financial Planning & Analysis Xanitos Inc

Manager, Corporate Financial Reporting and Consolidations Globus Medical Inc

Financial Recovery Analyst Select Medical

Resume Resources

Similar Job Searches