Financial Representative Jobs in West Virginia
Financial Representative jobs in West Virginia are steadily active, with demand concentrated in insurance, wealth management, and community banking across a workforce that ranges from entry-level sales associates to senior client advisors. The largest concentrations of openings are in Charleston, Huntington, and Morgantown, where established employers like Nationwide, BB&T (now Truist), and West Virginia-based United Bankshares maintain lasting hiring pipelines. The most in-demand specialties in the state are life and health insurance sales, retirement planning, and small-business financial services. Find a role that fits below and apply directly.
Find Financial Representative JobsOverview
Showing 5 of 24+ Financial Representative jobs
- Reach out to clients roughly 14 days after invoicing to confirm receipt and that the invoice is moving through their system
- Follow up on all invoices outstanding 60+ days, maintain current notes in Deltek Vantagepoint, and escalate to the Project Manager or Division Manager as needed
- Coordinate with Project Accountants and Project Managers to resolve invoice disputes
- Distribute a weekly AR and collections report with updated notes to Division Managers and Project Accountants
- Process inbound client credit-card payments
- Send client invoices (or ensure they are sent and remain copied on Project Manager submissions) and confirm client receipt
- Submit invoices to client portals and monitor portals at least weekly to catch and resolve rejections
- Post cash and process daily cash receipts
- Produce and distribute the daily cash report and weekly cash summaries
- Create new projects in Deltek Vantagepoint and confirm the required documentation is in place at inception; the Project Accountant enters the billing input information
- Follow up with Project Managers on signed contracts and other documentation needed to open a project
- Create and review new client and vendor setups, and handle client and vendor information requests
- Complete bank and credit reference forms, and support Accounts Payable with references when Thrasher is being set up as a vendor
- Monitor company credit-card reconciliations and expense-report status, and follow up with employees who are behind
- Upload the weekly credit-card file into Deltek Vantagepoint to keep transactions accurate
- Manage credit-limit increases and resolve card declines
- Send Certificates of Insurance to Project Managers, clients, and client portals, including at renewal
- Provide notary services for firm documents as needed
- Experience with Deltek Vantagepoint or a comparable project-based ERP
- Prior billing or AR experience in an architecture, engineering, or professional-services environment
- A track record of successful collections and client account management
- Reach out to clients roughly 14 days after invoicing to confirm receipt and that the invoice is moving through their system
- Follow up on all invoices outstanding 60+ days, maintain current notes in Deltek Vantagepoint, and escalate to the Project Manager or Division Manager as needed
- Coordinate with Project Accountants and Project Managers to resolve invoice disputes
- Distribute a weekly AR and collections report with updated notes to Division Managers and Project Accountants
- Process inbound client credit-card payments
- Send client invoices (or ensure they are sent and remain copied on Project Manager submissions) and confirm client receipt
- Submit invoices to client portals and monitor portals at least weekly to catch and resolve rejections
- Post cash and process daily cash receipts
- Produce and distribute the daily cash report and weekly cash summaries
- Create new projects in Deltek Vantagepoint and confirm the required documentation is in place at inception; the Project Accountant enters the billing input information
- Follow up with Project Managers on signed contracts and other documentation needed to open a project
- Create and review new client and vendor setups, and handle client and vendor information requests
- Complete bank and credit reference forms, and support Accounts Payable with references when Thrasher is being set up as a vendor
- Monitor company credit-card reconciliations and expense-report status, and follow up with employees who are behind
- Upload the weekly credit-card file into Deltek Vantagepoint to keep transactions accurate
- Manage credit-limit increases and resolve card declines
- Send Certificates of Insurance to Project Managers, clients, and client portals, including at renewal
- Provide notary services for firm documents as needed
- Experience with Deltek Vantagepoint or a comparable project-based ERP
- Prior billing or AR experience in an architecture, engineering, or professional-services environment
- A track record of successful collections and client account management
See All 24 Financial Representative Jobs in West Virginia
Find roles in West Virginia that match your experience and apply in just a few clicks.
Find Financial Representative JobsFinancial Representative Jobs by City in West Virginia
Where West Virginia roles are concentrated, by current openings.
Financial Representative Job Market in West Virginia
A snapshot from current West Virginia openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
- Banking & Financial Services
- Healthcare & Medical Services
- Automotive
- Manufacturing
What West Virginia Employers Look For
The qualifications that appear most often in financial representative jobs across West Virginia.
- Active FINRA Series 6 or Series 7 registration recognized in West Virginia
- West Virginia resident or nonresident insurance producer license for life and health
- Bachelor's degree in finance, business, economics, or a related field
- Demonstrated ability to build and manage a client book of business
- Strong working knowledge of retirement planning products and investment vehicles
- Valid driver's license and willingness to travel within assigned West Virginia territory
Financial Representative Jobs in West Virginia: Frequently Asked Questions
How do you become a financial representative in West Virginia?
To become a financial representative in West Virginia, you typically need a bachelor's degree in finance, business, or economics, followed by licensure. For insurance-focused roles, you must pass the West Virginia state insurance producer exam administered through the West Virginia Offices of the Insurance Commissioner and obtain your resident producer license. For securities work, you register with FINRA by passing the Series 6 or Series 7 exam, which is sponsored by a licensed employer before you can sit.
Which companies hire financial representatives in West Virginia?
Companies currently hiring financial representatives in West Virginia include Mon Health, Marshall Health Network, and West Virginia Northern Community College, per current listings on Migrate Mate as of July 2026. West Virginia's community banking sector and regional insurance carriers also generate consistent openings, particularly in Charleston and the Kanawha Valley corridor.
Which West Virginia cities have the most financial representative jobs?
Charleston, Morgantown, and Wheeling have the most financial representative openings in West Virginia. Charleston leads as the state capital and commercial hub, home to major bank branches and insurance offices, while Morgantown's growth around West Virginia University drives demand for wealth management and financial planning services, and Huntington anchors a regional financial services market serving the Tri-State area.
Are there remote financial representative jobs in West Virginia?
Yes, but they're less common than in purely desk-based fields, since financial representative work often involves in-person client meetings and relationship building. About 13% of financial representative openings tied to West Virginia are remote or hybrid as of July 2026, reflecting a meaningful but minority share of the market. The roles most likely to offer remote flexibility are telephone-based insurance sales, financial planning support, and back-office client service positions.
How can I get hired as a financial representative in West Virginia with little or no experience?
The most realistic entry path is through a trainee or associate financial representative program at a large insurance carrier or regional bank, where the employer sponsors your licensing. Companies like Nationwide and United Bankshares hire candidates without prior financial services experience and support Series 6 or insurance producer exam preparation. A completed bachelor's degree in any business-related field and a clean background check give you a strong edge, and roles in customer service or bank teller positions at West Virginia community banks are common stepping stones.
Where can I find and apply to financial representative jobs in West Virginia?
You can find and apply to financial representative jobs in West Virginia on Migrate Mate, which lists current openings in Charleston, Morgantown, Huntington, and across the state. Find the roles that fit your experience and credentials, then apply directly to the employers posting them.
See All 24 Financial Representative Jobs in West Virginia
Find roles in West Virginia that match your experience and apply in just a few clicks.
Find Financial Representative Jobs