Financial Services Representative Jobs in Virginia
Financial services representative jobs in Virginia are among the most active in the Mid-Atlantic region, concentrated in banking, insurance, wealth management, and credit unions serving both federal contractor employees and civilian households. The heaviest hiring is in Northern Virginia, Richmond, and Virginia Beach, where established employers such as Capital One, Navy Federal Credit Union, and Fidelity Investments maintain large operations. The most in-demand specialties include retirement planning, insurance sales, and personal banking, with openings ranging from entry-level branch roles to senior relationship management positions. See the openings below and apply to the ones that match your experience.
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Showing 5 of 17+ Financial Services Representative jobs
Principal Financial Services Representative
Location: Newport news, VA (on site 5 days a week) - Need local only
Financial
Duration: 6 Month C2H
Mode of Interview: Skype
Job Summary: (onsite 5 days a week. Must be open to working 2 Saturdays a month – will have a day off during the week on the week they work a Saturday)
Serves as the branch network's top-tier financial services professional, delivering advanced consultative guidance and holistic financial conversations to members with complex borrowing, home equity, and investment needs. Maintains deep working knowledge of mortgage lending, home equity/HELOC solutions, and investment and financial planning concepts sufficient to identify member needs, lead informed financial planning conversations, and generate high-quality referrals to Langley's Mortgage, Consumer Lending, and Investment Services partners. Acts as a trusted advisor and technical resource for branch teams, elevating referral quality and strengthening collaboration between retail, lending, and investment teams to deepen member relationships and support Langley's growth strategy.
Essential Functions, Duties, and Responsibilities:
- Engages members in comprehensive financial planning conversations spanning deposits, credit, mortgage, home equity, and investment needs, identifying opportunities across the full member relationship.
- Serves as the branch's subject-matter resource on mortgage products, HELOC and home equity solutions, and investment and wealth management concepts, providing accurate, compliant, referral-ready guidance.
- Builds and manages a high-quality referral pipeline to Langley's Mortgage Loan Officers and Investment/Wealth Management partners, coordinating warm handoffs, complete documentation, and consistent follow-through, and converts member needs identified by any branch teammate into a scheduled consultation.
- Partners cross-functionally with Mortgage, Consumer Lending, and Investment Services teams to strengthen referral processes and track referral outcomes and conversion rates.
- Processes consumer loan products, including personal loans, auto loans, home equity lines of credit, and credit cards, in accordance with credit union policy and lending regulations.
- Meets or exceeds referral, sales, and production goals for mortgage, HELOC, and investment referrals alongside core member service and sales goals, using consultative selling techniques and proactive member outreach.
- Mentors FSRs and Senior FSRs on complex product knowledge, consultative selling techniques, and referral best practices, and leads branch-level training on mortgage, HELOC, and investment referral topics.
- Assists members with complex account and loan-related needs, including escalated research and issue resolution, and educates members on digital banking services.
- Identifies suspicious activity to support fraud prevention and detection, and supports audits and compliance reviews to ensure adherence to credit union policies and regulatory requirements.
- Documents member interactions, financial planning conversations, and referral outcomes accurately, maintains strong communication with peers, leadership, and business partners, and works at other branch locations as needed to support operational requirements.
Qualifications
- High School diploma or its equivalent required. Bachelor's degree in business, finance, management, or a related field preferred.
- Minimum of five years of experience in a financial institution, including demonstrated experience as an FSR, Senior FSR, or comparable consultative sales and member advisory role, required to include:
- Demonstrated success in consultative selling, with a proven track record of generating high-quality referrals across lending and investment products.
- Experience with and strong working knowledge of mortgage loan products, general underwriting concepts, and home equity/HELOC lending, guiding member conversations and identifying referral opportunities.
- Working knowledge of investment and financial planning concepts, including account types, asset allocation basics, and retirement planning, sufficient to hold informed conversations and identify referral opportunities.
- Experience with and strong knowledge of financial products and services, including deposit accounts, consumer lending products, IRAs, and digital banking platforms.
- Working knowledge of financial regulations, including BSA, USA PATRIOT Act, and related federal and credit union standards.
- Mentorship and development of peers in accountability and service excellence.
- Required Credentials and Certifications, to include:
- Current Notary Public commission, or the ability to obtain one within six months of hire.
- Active NMLS license in good standing, or the ability to obtain one within 60 days of hire.
- Completion of Langley's internal mortgage, HELOC, and investment referral certification pathways within an established period of hire.
Warm Regards..
Vikrant Kaushik
Sr. Talent Acquisition Specialist
(213) 640-6403 ext 803
vikrant.kaushik@thistleservices.com
linkedin.com/in/vikrant-kaushik-tech
www.thistleservices.com
15904 E Thistle Dr, Fountain Hills, AZ 85268
IT Staffing | Engineering & Technology | Healthcare Staffing | Childcare Staffing
Connecting exceptional talent with exceptional organizations.
Pay: $20.00 - $25.00 per hour
Work Location: In person
Principal Financial Services Representative
Location: Newport news, VA (on site 5 days a week) - Need local only
Financial
Duration: 6 Month C2H
Mode of Interview: Skype
Job Summary: (onsite 5 days a week. Must be open to working 2 Saturdays a month – will have a day off during the week on the week they work a Saturday)
Serves as the branch network's top-tier financial services professional, delivering advanced consultative guidance and holistic financial conversations to members with complex borrowing, home equity, and investment needs. Maintains deep working knowledge of mortgage lending, home equity/HELOC solutions, and investment and financial planning concepts sufficient to identify member needs, lead informed financial planning conversations, and generate high-quality referrals to Langley's Mortgage, Consumer Lending, and Investment Services partners. Acts as a trusted advisor and technical resource for branch teams, elevating referral quality and strengthening collaboration between retail, lending, and investment teams to deepen member relationships and support Langley's growth strategy.
Essential Functions, Duties, and Responsibilities:
- Engages members in comprehensive financial planning conversations spanning deposits, credit, mortgage, home equity, and investment needs, identifying opportunities across the full member relationship.
- Serves as the branch's subject-matter resource on mortgage products, HELOC and home equity solutions, and investment and wealth management concepts, providing accurate, compliant, referral-ready guidance.
- Builds and manages a high-quality referral pipeline to Langley's Mortgage Loan Officers and Investment/Wealth Management partners, coordinating warm handoffs, complete documentation, and consistent follow-through, and converts member needs identified by any branch teammate into a scheduled consultation.
- Partners cross-functionally with Mortgage, Consumer Lending, and Investment Services teams to strengthen referral processes and track referral outcomes and conversion rates.
- Processes consumer loan products, including personal loans, auto loans, home equity lines of credit, and credit cards, in accordance with credit union policy and lending regulations.
- Meets or exceeds referral, sales, and production goals for mortgage, HELOC, and investment referrals alongside core member service and sales goals, using consultative selling techniques and proactive member outreach.
- Mentors FSRs and Senior FSRs on complex product knowledge, consultative selling techniques, and referral best practices, and leads branch-level training on mortgage, HELOC, and investment referral topics.
- Assists members with complex account and loan-related needs, including escalated research and issue resolution, and educates members on digital banking services.
- Identifies suspicious activity to support fraud prevention and detection, and supports audits and compliance reviews to ensure adherence to credit union policies and regulatory requirements.
- Documents member interactions, financial planning conversations, and referral outcomes accurately, maintains strong communication with peers, leadership, and business partners, and works at other branch locations as needed to support operational requirements.
Qualifications
- High School diploma or its equivalent required. Bachelor's degree in business, finance, management, or a related field preferred.
- Minimum of five years of experience in a financial institution, including demonstrated experience as an FSR, Senior FSR, or comparable consultative sales and member advisory role, required to include:
- Demonstrated success in consultative selling, with a proven track record of generating high-quality referrals across lending and investment products.
- Experience with and strong working knowledge of mortgage loan products, general underwriting concepts, and home equity/HELOC lending, guiding member conversations and identifying referral opportunities.
- Working knowledge of investment and financial planning concepts, including account types, asset allocation basics, and retirement planning, sufficient to hold informed conversations and identify referral opportunities.
- Experience with and strong knowledge of financial products and services, including deposit accounts, consumer lending products, IRAs, and digital banking platforms.
- Working knowledge of financial regulations, including BSA, USA PATRIOT Act, and related federal and credit union standards.
- Mentorship and development of peers in accountability and service excellence.
- Required Credentials and Certifications, to include:
- Current Notary Public commission, or the ability to obtain one within six months of hire.
- Active NMLS license in good standing, or the ability to obtain one within 60 days of hire.
- Completion of Langley's internal mortgage, HELOC, and investment referral certification pathways within an established period of hire.
Warm Regards..
Vikrant Kaushik
Sr. Talent Acquisition Specialist
(213) 640-6403 ext 803
vikrant.kaushik@thistleservices.com
linkedin.com/in/vikrant-kaushik-tech
www.thistleservices.com
15904 E Thistle Dr, Fountain Hills, AZ 85268
IT Staffing | Engineering & Technology | Healthcare Staffing | Childcare Staffing
Connecting exceptional talent with exceptional organizations.
Pay: $20.00 - $25.00 per hour
Work Location: In person
See All 17 Financial Services Representative Jobs in Virginia
Find roles in Virginia that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Virginia
Where Virginia roles are concentrated, by current openings.
Financial Services Representative Job Market in Virginia
A snapshot from current Virginia openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Healthcare & Medical Services
What Virginia Employers Look For
The qualifications that appear most often in financial services representative jobs across Virginia.
- Active FINRA Series 6 or Series 7 license recognized for Virginia practice
- Virginia resident or nonresident insurance producer license for relevant lines
- Bachelor's degree in finance, business, economics, or a related field
- Demonstrated experience meeting sales goals or managing a client book
- Proficiency with CRM platforms and financial planning or banking software
- Strong verbal communication skills for in-person and phone client interactions
Financial Services Representative Jobs in Virginia: Frequently Asked Questions
How do you become a financial services representative in Virginia?
Most Virginia employers require a combination of education and licensure before hiring. A bachelor's degree in finance, business, or economics is the standard educational baseline. On the securities side, candidates must pass FINRA-administered exams such as the Series 6 or Series 7, which require employer sponsorship. For roles involving insurance products, candidates must obtain a Virginia insurance producer license through the State Corporation Commission's Bureau of Insurance, which involves pre-licensing education and a state exam.
Which companies hire financial services representatives in Virginia?
Virginia financial services representative roles are posted by Carter Bank, State Farm, and Inova Health and others right now, based on current listings on Migrate Mate as of September 2026. Virginia's dense mix of federal credit unions, regional banks, insurance carriers, and independent advisory firms means openings appear across a wide range of employer sizes and business models.
Which Virginia cities have the most financial services representative jobs?
Charlottesville, Virginia, and Floyd have the most financial services representative openings in Virginia. Northern Virginia's proximity to federal agencies and a large contractor workforce drives strong demand for retirement and benefits-focused roles, while Richmond anchors Virginia's banking and insurance headquarters market, and Virginia Beach reflects steady consumer financial services demand tied to its large military and civilian population.
Are there remote financial services representative jobs in Virginia?
Yes, though they represent a smaller share of openings than in purely analytical or back-office finance roles, since client-facing and sales responsibilities often require in-person presence. About 67% of financial services representative openings tied to Virginia are remote or hybrid as of September 2026, reflecting employer variation in how they structure client contact. Back-office support, telephone-based service, and insurance underwriting coordination are the sub-functions most frequently offered remotely.
How can I get hired as a financial services representative in Virginia with little or no experience?
The most realistic entry path is a bank branch associate or customer service representative role, which large Virginia retail banks and credit unions use as a pipeline for licensed financial services staff. Navy Federal Credit Union, Capital One, and regional institutions like Atlantic Union Bank run structured onboarding programs that include sponsorship for FINRA licensing exams. Candidates who arrive with a Virginia insurance producer license or have completed FINRA exam prep independently stand out in competitive applicant pools and can move into sales or advisory tracks faster.
Where can I find and apply to financial services representative jobs in Virginia?
You can find and apply to financial services representative jobs in Virginia on Migrate Mate, which lists current Virginia openings across banking, insurance, wealth management, and credit unions. Search the listings, find the roles that fit your background and credentials, and apply directly to the ones that match.
See All 17 Financial Services Representative Jobs in Virginia
Find roles in Virginia that match your experience and apply in just a few clicks.
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