Financial Services Representative (Series 6/63/65 Preferred)

$80k - $150k

StaffMyAgency LLC

Virginia Beach, VA

Financial Services Representative

Repost Job Date: - 6/26/2026 2:01:45 AM

Location: VIRGINIA BEACH, VA, 23452

Salary: $80000.0 - $150000.0/year

Experience: 2 Year(s)

As a Financial Services Representative - State Farm Agent Team Member with Lee Hudson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. Ideal candidates hold or have held Series 6, 63, and 65 licenses with experience in investments, annuities, or wealth advisory services. This is an in-office position; you must be able to commute to our Virginia Beach, VA agency location.

Responsibilities

Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.

Benefits

Base Salary
Bonus based on performance
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance

Qualifications

3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6, 63, and 65 licenses.
Flexible work from home options available.

StaffMyAgency LLC

Apply

Vacancy posted 17 hours ago

Similar jobs that could be interesting for youBased on the Financial Services Representative (Series 6/63/65 Preferred) in Virginia Beach, VA vacancy

College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College... ...certifications such as the Series 6 & 63 or CFP. Get inspired at local... ...student; juniors and seniors preferred Entrepreneurial... ...to the best products and services for our clients. Our Financial...
Suggested
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Virginia Beach, VA
2 days ago
Financial representative
...About the role Our financial representatives at Modern Woodmen of America are dedicated to... ...extensive background in financial services or you’re just getting started,... ...Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state)....
Suggested
Local area
Modern Woodmen
Virginia Beach, VA
9 days ago
Merrill Advisor Development Program - Financial Advisor: Greater Virginia Market
...investment products and services for individuals,... ...guidance. Merrill’s Financial Advisors and Wealth... ...Wealth Management team represents an array of... ...horizon, risk profile and preferences Balancing investment... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66)...
Suggested
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
Norfolk, VA
4 days ago
College Financial Representative, Internship Program - 2026-23816 - Virginia Bch, Virginia
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are... ...registrations and certifications such as the Series 6 & 63 or CFP ® . Get inspired at local... ...-time student; juniors and seniors preferred Entrepreneurial ambitions and...
Suggested
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Virginia Beach, VA
3 hours ago
Private Client Banker (New Build) - London Bridge- Virginia Beach, VA
...tailored to suit their financial needs. As a Private Client... ...the best products and services for their needs Partners... ...Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and... ...and some evenings Preferred qualifications, capabilities...
Suggested
Immediate start
Afternoon shift
JPMorgan Chase & Co.
Virginia Beach, VA
4 days ago
Merrill Experienced Financial Advisor
$48k - $100k
...investment products and services for individuals,... ...guidance. Merrill's Financial Advisors and Wealth... ...Wealth Management team represents an array of... ...Required Skills FINRA Series 7 & 66 (63 & 65 accepted, in lieu of... ...or higher strongly preferred Proven ability to partner...
Work at office
Shift work
Day shift
Bank of America
Norfolk, VA
4 days ago
Wealth Advisor
$130k - $160k
...client opportunities, servicing existing client... ...firm and community, and representing Cerity Partners in the... ...years of experience in financial services, business... ...management, or sales.* Series 65* Completion of CFP(R... ...community leadership roles preferred.**Compensation:**$130...
Temporary work
Local area
Flexible hours
Cerity Partners
Norfolk, VA
4 days ago
Investment Advisor
...Overview To provide financial consulting services to assist members and... ...as a registered representative/advisor/agent of Navy... ...Qualifications FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration... ...Insurance License preferred (or the ability to obtain...
Internship
Monday to Friday
Navy Federal Credit Union
Virginia Beach, VA
3 days ago
J.P. Morgan Wealth Management - Private Client Advisor- Virginia Beach and Chesapeake, VA
...extraordinary customer service while maintaining... ...front and center representing our brand and... ...solutions to meet their financial needs. As a... ...valid and active Series 7 A valid and active Series 66 (63/65) license is required... ...condition of employment Preferred qualifications,...
JPMorgan Chase & Co.
Virginia Beach, VA
1 day ago
US Experienced Financial Advisor
$50k
...branch-team business model. One financial advisor and one branch office... .... World-class products, services and support. And the stability... ...opportunities Candidate qualifications: Series 7 and Series 66 required... ...State insurance licenses preferred Preferred additional...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Norfolk, VA
4 days ago
Financial Advisor
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is... ..., you start as a financial representative focused on client‑building... ...Funding · Investment & Advisory Services · Trust Services ·... ...Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Virginia Beach, VA
4 days ago
Credit Solutions Advisor - Pembroke - Spanish Preferred
...is the primary lending specialist working full-time within the financial center. Key responsibilities include delivering First Mortgage... ...requirements. Responsibilities Provides specialized and personalized service offering advice and guidance to financial center clients...
Full time
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Virginia Beach, VA
5 days ago
Relationship Banker or Senior Relationship Banker - Ghent
...industry leading client service experience both in... ...relationships. Provides financial solutions that meet client... ...web-based learning. 6. Advises on consumer... ...listed below are representative of the knowledge, skill... ...overnights may be included Preferred Qualifications: 1....
Full time
Part time
Work at office
Shift work
Night shift
Weekend work
Day shift
Truist
Norfolk, VA
3 days ago
PQS / Rate Training Manual Analyst
...Deployed Naval Forces (FDNF). Services to be provided consist of Systems... ...with OPNAVINST 3500.34 (series) Personnel Qualification Standards... .../JQRs Requirements: Six (6) years of U.S. Navy experience... ...support health, wellness, and financial security. Our benefits include...
Contract work
For contractors
Work at office
Worldwide
Prevailance
Virginia Beach, VA
13 days ago
Customer Service Representative
$20.65 - $25.81 per hour
...As a Property Customer Service Representative, you’ll provide reassurance... ...Incentives: Starting Salary: $20.65 - $25.81/hour ($41,609.75 -... ...). ~401(k) with up to 6% match, vested immediately.... ...experience required; 3+ years preferred. Experience in high-volume...
Work at office
Local area
Immediate start
Flexible hours
Weekend work
Afternoon shift
GEICO
Norfolk, VA
6 minutes ago
Patient Financial Counselor
...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader... ...month following 2 months of service) ~ Basic & Supplement Life... ...Do: The Patient Financial Representative coordinates the financial... ...medical billing experience preferred. ~ Previous experience in...
Hourly pay
Temporary work
Work at office
Local area
Flexible hours
Shift work
Weekend work
Afternoon shift
Colorado Center For Reproductive Medicine
Virginia Beach, VA
3 days ago
Financial Advisor (Training Provided - Career Changers and Prior Military encouraged to apply)
$75k - $105k
Our financial advisors at Northwestern Mutual help clients reach their financial goals by... ...possess an entrepreneurial spirit, heart of service, strong self-motivation, interpersonal... ...BS degree from a four-year institution preferred or at least 4 years of honorable military...
Full time
Northwestern Mutual
Virginia Beach, VA
4 days ago
Financial Analyst
$65.97k - $87.96k
...Development, and National Donor Services teams, in addition to... ...for building financial models and providing decision... ...or data analysis Preferred Experience/Skills/Certifications... ...Paid Parental Leave - 6 weeks to bond with... ...Salary Range: $65,972 to $87,962 or annually...
Contract work
Work at office
Local area
Monday to Friday
Flexible hours
LifeNet Health
Virginia Beach, VA
3 days ago
Financial Solutions Representative I (Call Center)
$3,000 per month
...Chartway Credit Union Representative All of us at Chartway stand united in our strong culture... ...members and non-members for general servicing inquiries for checking, savings, credit... ...: One year retail or customer service, preferably in a call center environment. Chartway...
Chartway
Virginia Beach, VA
17 hours ago
Personal Banker
...through a variety of proactive sales and service activities. Manages the customer... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...include your name, the job ID, and your preferred method of contact in the body of the email...
Full time
Temporary work
Work experience placement
Work at office
Shift work
PNC Financial Services Group
Virginia Beach, VA
2 days ago
Investment Operations Analyst
...client information in preparation of investment and service items. Manage RMD client distributions. Process... .... Bachelor’s degree 3-5 years’ experience in financial services. FINRA Series 7 and 66 licenses preferred or related licenses. Ability to manage and process...
ReKruiting Advisors LLC.
Virginia Beach, VA
5 days ago
Private Client Wealth Advisor
A leading financial services firm in Virginia Beach is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions. This role emphasizes building client relationships and providing exceptional service. Candidates should have at least...
JPMorgan Chase
Virginia Beach, VA
4 days ago
Loan Sales Specialist: Grow, Help Clients, Earn Rewards
A financial services company is seeking a Loan Sales Specialist in Virginia Beach, Virginia. This role requires strong communication and multitasking... ...School Diploma or equivalent, along with sales or customer service experience, are preferred. #J-18808-Ljbffr OneMain Financial
OneMain Financial
Virginia Beach, VA
2 days ago
Credit Solutions Advisor - Pembroke - Spanish Preferred
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...
Full time
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America Corporation
Virginia Beach, VA
a month ago
Personal Banker Virginia Beach
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving... ...connected to the right expertise Required Qualifications: ~6+ months of interacting with customers experience, or equivalent...
Work experience placement
Flexible hours
Wells Fargo
Virginia Beach, VA
17 hours ago
Assistant/Associate Professor of Finance
$90k - $120k
...quality instruction, research, and service. A proud member of the... ..., a distinction held by only 6% of institutions worldwide.... ...Corporate Finance, Investments, Financial education courses, Analytics/... ...oral communication skills Preferences: • Ability to teach finance,...
Full time
Internship
Work at office
Immediate start
Worldwide
Flexible hours
Usmd
Virginia Beach, VA
3 days ago
Future Opening: Customer Service Representative - State Farm Agent Team Member
$18 - $25 per hour
...Customer Service Representative - State Farm Agent Team Member Rose Goheen - State Farm Agent... ...retail sales associate, or telemarketing) preferred Currently have or able to obtain... ...customers with their insurance and financial services needs, including Auto Insurance...
Hourly pay
For contractors
Work at office
Rose Goheen - State Farm Agent
Virginia Beach, VA
5 days ago
Financial Advisor
...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958... ...program designed for veterans, transitioning service members and military spouses to start... ...affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Virginia Beach, VA
3 days ago
Financial Aid Counselor
$40k - $50k
...Position Overview The Financial Aid Counselor provides expert guidance and counseling regarding financial aid processes, requirements,... ...regulations. Knowledge, Skills & Abilities Excellent customer service skills Proficiency in Microsoft Office Demonstrated ability to...
Work experience placement
Work at office
Weekend work
Afternoon shift
The Chronicle of Higher Education
Norfolk, VA
4 days ago
Financial Counselor
...Overview This role involves managing patient financial obligations, including evaluating... ...their appointment to ensure payment for services Work closely with the surgical coordinators... ...Excellent customer service skills Preferred License/Experience/Skills Epic EHR experience...
Work at office
Urology-of-Virginia-1
Virginia Beach, VA
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Representative (Series 6/63/65 Preferred). Be the first to apply!