Financial Services Representative Jobs in West Virginia
Financial services representative jobs in West Virginia are concentrated in Charleston, Huntington, and Morgantown, where banks, credit unions, and insurance carriers maintain their largest in-state operations. Employers with a deep, lasting presence include WesBanco, City National Bank of West Virginia, and Highmark West Virginia, and the most active hiring is in retail banking, insurance sales, and investment account services. Openings range from entry-level client-facing roles to senior relationship managers handling commercial and small-business portfolios. Scan the live roles below and apply to whichever ones fit.
Find JobsOverview
Showing 5 of 24+ Financial Services 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 Services Representative Jobs in West Virginia
Find roles in West Virginia that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in West Virginia
Where West Virginia roles are concentrated, by current openings.
Financial Services 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 services representative jobs across West Virginia.
- Active FINRA Series 6 or Series 7 license recognized in West Virginia
- West Virginia state insurance license for life, health, or variable products where required
- Bachelor's degree in finance, business, economics, or a closely related field
- One or more years of customer service or financial sales experience
- Proficiency with banking or brokerage platforms and CRM software
- Strong written and verbal communication skills for client-facing work
Financial Services Representative Jobs in West Virginia: Frequently Asked Questions
How do you become a financial services representative in West Virginia?
Most financial services representative roles in West Virginia require a combination of a relevant bachelor's degree and one or more FINRA registrations, typically the Series 6 or Series 7, which are obtained by passing exams administered through FINRA and sponsored by an employer. If the role involves selling insurance products, you must also hold a West Virginia insurance producer license issued by the West Virginia Offices of the Insurance Commissioner. Some employers hire candidates without licenses and sponsor the exams during onboarding.
Which companies hire financial services representatives in West Virginia?
Companies currently hiring financial services 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 financial services market is anchored by community banks, regional insurance carriers, and credit unions that maintain consistent hiring across Charleston, Huntington, and the broader Kanawha Valley corridor.
Which West Virginia cities have the most financial services representative jobs?
Charleston, Morgantown, and Wheeling have the most financial services representative openings in West Virginia. Charleston draws the largest share because it is the state capital and the headquarters of several regional banks and insurance firms, while Huntington's commercial corridor and Morgantown's growing professional-services sector around West Virginia University anchor hiring in those markets.
Are there remote financial services representative jobs in West Virginia?
Yes, though they are less common than in purely analytical fields because the role often involves in-person client meetings and branch-based sales. About 13% of financial services representative openings tied to West Virginia are remote or hybrid as of July 2026, with the most remote-eligible positions typically in phone-based account servicing, insurance quoting, and inside-sales support rather than relationship management or branch advisory roles.
How can I get hired as a financial services representative in West Virginia with little or no experience?
The most realistic entry path is applying for a bank teller or member services representative role at a community bank or credit union such as One Valley Bank or the West Virginia Federal Credit Union, then moving into a financial services representative position once you have client-facing experience. WesBanco and City National Bank of West Virginia both run structured onboarding programs that sponsor new hires for FINRA licensing. Completing a FINRA Series 6 exam before applying, even without employer sponsorship, demonstrates commitment and gives candidates a measurable edge in competitive markets like Charleston.
Where can I find and apply to financial services representative jobs in West Virginia?
You can find and apply to financial services representative jobs in West Virginia on Migrate Mate, which lists current West Virginia openings across banks, insurance carriers, investment firms, and credit unions. Search the listings, identify the roles that fit your background and location, and apply directly through each posting.
See All 24 Financial Services Representative Jobs in West Virginia
Find roles in West Virginia that match your experience and apply in just a few clicks.
Find Jobs