3,460 Results for

Financial Representative Jobs in the United States

Jobs

East Palo Alto, CA18 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, CO9 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.

New!

Puyallup, WA3 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!

Westborough, MA4 days 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.

New!

Westborough, MA4 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.

Chicago, IL7 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!

Westborough, MA4 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.

New!

Pittsburgh, PA6 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.

Pittsburgh, PA13 days ago

$25–$25 Per Hour

Join the Office of Long-Term Living (OLTL) supporting oversight, compliance, and monitoring of long-term care programs and providers across the region. Collaborate with cross-functional teams and leadership on program performance and regulatory compliance .

New!

Los Lunas, NM4 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.

New!

East Brunswick, NJ4 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.

New!

Fresno, CA4 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, CA3 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, CT6 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.

New!

Annetta North, TX4 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, MA16 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, FL15 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.

New!

Apopka, FL4 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!

Ruidoso, NM2 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.

Sheboygan, WI13 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!

Hobbs, NM2 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, UT2 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!

Corning, NY6 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!

Waukesha, WI6 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, NC6 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!

Tucson, AZ3 days ago

$41,000–$47,000

We’re seeking outstanding associates who want to kickstart a fulfilling career with one of the most innovative auto insurers in the U.S. Our Sales Representatives use compassion and persuasion skills to prepare insurance quotes, advise customers on coverage, and convert quotes into new policies. In this role, you’ll show our customers the value that comes with being a GEICO policyholder: preparing insurance quotes, advising customers on coverage, and converting quotes into new policies — all without making a single cold call.

New!

Granite City, IL4 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!

Vail, AZToday

$41,000–$47,000

As an Auto Sales Representative, you’ll provide insurance quotes, advise customers on coverage options, convert quotes into new policies, and show the value that comes with being a GEICO policyholder.   . Meaningful Impact: Provide potential customers peace of mind by helping them choose the right coverage for the best protection.   .

New!

Fredericksburg, VAToday

Our Sales Representatives use compassion and persuasion skills to uncover customer needs, guide customers through relevant coverage options while preparing quotes, and convert quotes to policies. Total average first year earnings can range from $50K to $75K through a combination of base pay, bonus, and a department specific multi-product differential!

New!

Houston, Tx3 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, IL1 day 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!

Suitland, MDToday

$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.

New!

Fort Worth, TX4 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.

New!

Fort Worth, TX4 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!

San Jose, CA6 days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

Punta Gorda, FL14 days ago

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.

Helena, MT9 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.

Boston, MA14 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, MA11 days ago

Full-time
Employee

New!

Bend, OR3 days ago

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.

St Louis, MO9 days ago

Remote

Recognizing the market gap, they went on to offer turnkey solutions tailored to each clients specific needs, which led to greater demand as clients realized the value of this kind of comprehensive HR support. Our client was founded in 1998 where the owners started out as insurance brokers but noticed that their clients needed more than just employee benefits- they needed full service support to help them manage the process, and other HR operations, end-to-end.

Tucson, AZ16 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.

Chandler, AZ12 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.

Pittsburgh, PA13 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.

New!

Cleveland, OH6 days ago

Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team. This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship.

New!

Stafford, VA3 days ago

Our teams are led by dynamic, multi-faceted teams led by supportive leaders, driven by performance excellence and unified under a shared purpose. Our paid training program lasts approximately 5 months and is designed to help you build the skills needed for success in the Customer Service Representative role.

New!

Westborough, MA2 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

New Accounts Representative Heritage Bank

Financial Advisor (2 Openings) Jobot

Financial Advisor Jobot

Financial Services Representative - Training Provided Lakeshore Financial Group

Financial Advisor (CFP Preferred) Jobot

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

Financial Representative - Intermediate 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

Entry Level Sales Representative TDS Telecom

Senior Direct Sales Representative (Door to Door) TDS Telecom

Sr Direct Sales Representative TDS Telecom

Senior Direct Sales Representative TDS Telecom

Certified Financial Planner PEAK Technical Staffing

Lead Financial Advisor Vaco LLC

Executive Financial Recruiter Vaco LLC

Bilingual Sales Representative GEICO

Customer Service Representative Chestnut Health Systems

Inside Sales Representative GEICO

Commercial Sales Representative GEICO

Sales Development Representative CMA CGM (America) LLC

Revenue Cycle Representative (Payment Posting) Chestnut Health Systems

Auto Sales Representative - BMW Passport Auto Group

Bilingual Account Representative CornerStone Staffing

Bilingual Account Representative (English/Spanish) CornerStone Staffing

CFO Advisor Joseph Michaels International

Financial Advisor X2 Pitisci & Associates

Consumer Sales Representative-Retail TDS Telecom

Product Support Representative Beacon Hill Staffing Group

Customer Service Representative Beacon Hill Staffing Group

Door to Door Sales Representative TDS Telecom

Member E-Services Representative Hughes Federal Credit Union

PEO Sales Representative Staff4Success

Loan Servicing Representative Hughes Federal Credit Union

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

Inside Sales Representative PEAK Technical Staffing

Servicing Financial Advisor True North Consultants, Inc.

Customer Service Representative GEICO

Associate Financial Advisor NYL - Boston

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