Financial Services Representative Jobs in District of Columbia
Financial Services Representative jobs in District of Columbia are concentrated in one of the most active financial services markets in the country, with strong demand across federal financial regulatory agencies, banking institutions, and investment management firms serving both government and private sector clients. Most hiring activity is centered in Washington D.C. proper, where established employers such as Capital One, Fidelity Investments, and Bank of America maintain significant operations. The most in-demand specialties include retirement planning, wealth management, and insurance-linked financial products. See the openings below and apply to the ones that match your experience.
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Showing 5 of 151+ Financial Services Representative jobs
- Provide comprehensive business financial management support for the VAM 1.0 and 2.0 acquisition programs.
- Monitor contract funding, obligations, expenditures, burn rates, and remaining balances across multiple task orders and contracts.
- Develop and maintain detailed financial tracking tools, obligation plans, spend plans, and funding execution reports.
- Analyze financial performance and identify potential funding shortfalls, underruns, or execution risks.
- Support development of annual and multi-year program budgets.
- Prepare budget exhibits, financial status reports, executive dashboards, and briefing materials for MARAD leadership.
- Reconcile commitments, obligations, expenditures, and available balances using applicable Federal financial management systems.
- Coordinate with Contracting Officers regarding funding modifications, incremental funding actions, de-obligations, and contract closeout activities.
- Support acquisition planning by validating funding availability for new contract actions and modifications.
- Perform financial forecasting and develop estimates for future contract requirements.
- Track appropriations, reimbursable funding, and execution against approved spend plans.
- Support responses to internal and external data calls, audits, and financial reviews.
- Bachelor’s degree in Business Administration, Finance, Accounting, Economics, Public Administration, or related discipline.
- Minimum of 10 years of Federal budget or business financial management experience.
- Experience supporting major Federal acquisition programs.
- Experience supporting the U.S. Maritime Administration, the U.S. Department of Transportation, or other Federal civilian agencies. (Preferred)
- Strong analytical and quantitative skills.
- Advanced Microsoft Excel proficiency, including pivot tables, financial modeling, and dashboard development.
- SECRET Clearance or the ability to obtain one
R&P maintains an Affirmative Action Plan to establish fair access to employment opportunities and to create a work community that is an accurate reflection of the qualified workforce. Due to security clearance requirements, U.S. citizenship is required for most positions
- Provide comprehensive business financial management support for the VAM 1.0 and 2.0 acquisition programs.
- Monitor contract funding, obligations, expenditures, burn rates, and remaining balances across multiple task orders and contracts.
- Develop and maintain detailed financial tracking tools, obligation plans, spend plans, and funding execution reports.
- Analyze financial performance and identify potential funding shortfalls, underruns, or execution risks.
- Support development of annual and multi-year program budgets.
- Prepare budget exhibits, financial status reports, executive dashboards, and briefing materials for MARAD leadership.
- Reconcile commitments, obligations, expenditures, and available balances using applicable Federal financial management systems.
- Coordinate with Contracting Officers regarding funding modifications, incremental funding actions, de-obligations, and contract closeout activities.
- Support acquisition planning by validating funding availability for new contract actions and modifications.
- Perform financial forecasting and develop estimates for future contract requirements.
- Track appropriations, reimbursable funding, and execution against approved spend plans.
- Support responses to internal and external data calls, audits, and financial reviews.
- Bachelor’s degree in Business Administration, Finance, Accounting, Economics, Public Administration, or related discipline.
- Minimum of 10 years of Federal budget or business financial management experience.
- Experience supporting major Federal acquisition programs.
- Experience supporting the U.S. Maritime Administration, the U.S. Department of Transportation, or other Federal civilian agencies. (Preferred)
- Strong analytical and quantitative skills.
- Advanced Microsoft Excel proficiency, including pivot tables, financial modeling, and dashboard development.
- SECRET Clearance or the ability to obtain one
R&P maintains an Affirmative Action Plan to establish fair access to employment opportunities and to create a work community that is an accurate reflection of the qualified workforce. Due to security clearance requirements, U.S. citizenship is required for most positions
See All 151+ Financial Services Representative Jobs in District of Columbia
Find roles in District of Columbia that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in District of Columbia
Where District of Columbia roles are concentrated, by current openings.
Financial Services Representative Job Market in District of Columbia
A snapshot from current District of Columbia openings, updated as new roles post.
Who's Hiring
- Booz Allen Hamilton10
- Guidehouse6
- Tech Marine Business4
- VTG Defense3
- Summit Consulting3
Top Industries Hiring
- Consulting & Professional Services
- Banking & Financial Services
- Accounting & Auditing
- Technology & Software
- Non-Profit & Social Services
What District of Columbia Employers Look For
The qualifications that appear most often in financial services representative jobs across District of Columbia.
- Active Series 6 or Series 7 FINRA registration required for District of Columbia financial services roles
- Bachelor's degree in finance, economics, business administration, or a closely related field
- Demonstrated experience with financial planning software and CRM platforms
- Strong knowledge of federal and District of Columbia consumer financial protection regulations
- Proven ability to build client relationships and meet or exceed sales goals
- Excellent written and verbal communication skills for client-facing and regulatory environments
Financial Services Representative Jobs in District of Columbia: Frequently Asked Questions
How do you become a financial services representative in District of Columbia?
You become a financial services representative in District of Columbia by obtaining the required FINRA registrations, most commonly the Series 6 for mutual funds and variable products or the Series 7 for broader securities. These exams are sponsored by a registered broker-dealer employer, so most candidates secure a position first, then complete licensing. The District of Columbia Department of Insurance, Securities and Banking oversees securities registration in the District, and many roles also require a state life and health insurance license from the same agency.
Which companies hire financial services representatives in District of Columbia?
District of Columbia financial services representative roles are posted by Booz Allen Hamilton, Guidehouse, and Tech Marine Business and others right now, based on current listings on Migrate Mate as of July 2026. The District's concentration of federal agencies, large banking institutions, and government contractor-adjacent financial firms makes it a consistently active hiring market for this role.
Which District of Columbia cities have the most financial services representative jobs?
Washington, Washington Navy Yard, and Foggy Bottom have the most financial services representative openings in District of Columbia. Washington D.C. dominates due to its dense concentration of federal financial regulators, major bank branches, and investment management firms, while surrounding communities such as Bethesda and Arlington draw openings from financial services companies serving the substantial government contractor and government employee workforce in the greater metro area.
Are there remote financial services representative jobs in District of Columbia?
Yes, but they are less common than in purely analytical finance roles because much of this work involves direct client interaction and compliance oversight. About 55% of financial services representative openings tied to District of Columbia are remote or hybrid as of July 2026, reflecting the client-facing nature of most positions. Financial planning support roles and back-office service positions are the most likely to offer remote or hybrid schedules.
How can I get hired as a financial services representative in District of Columbia with little or no experience?
The most realistic entry path is through a licensed financial services trainee or associate program at a large bank or investment firm operating in the District, where the employer sponsors your FINRA Series 6 or Series 7 exam. Capital One and Fidelity Investments, both with substantial District of Columbia area operations, run structured associate programs for candidates without direct experience. Candidates coming from adjacent roles such as bank teller, customer service representative, or insurance customer support have a strong foundation, and completing a life and health insurance license through the District of Columbia Department of Insurance, Securities and Banking before applying is a recognized differentiator.
Where can I find and apply to financial services representative jobs in District of Columbia?
You can find and apply to financial services representative jobs in District of Columbia on Migrate Mate, which lists current openings in the District. Search the available roles, find the ones that match your experience and credentials, and apply directly to the ones that fit.
See All 151+ Financial Services Representative Jobs in District of Columbia
Find roles in District of Columbia that match your experience and apply in just a few clicks.
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