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Financial Services Professional Jobs in Reston, VA

MedVanta

Patient Financial Services Lead

Bethesda, MD · On-site

... Financial Services team. This position is responsible for guiding team performance, managing ... High level of professionalism and discretion in handling sensitive matters. * Proactive problem ...

MedVanta

Patient Financial Services Lead

Bethesda, MD · On-site

... Financial Services team. This position is responsible for guiding team performance, managing ... High level of professionalism and discretion in handling sensitive matters. * Proactive problem ...

New York Life

Financial Professional

Alexandria, VA · On-site

... services. The company offers life insurance, long-term care insurance, and group disability ... Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk.

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All JobsFinancial Services Professional JobsFinancial Services Professional Jobs in Reston, VA

Financial Services Professional information

See Reston, VA salary details

$40.1K

$99.4K

$151.9K

How much do financial services professional jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial services professional in Reston, VA is $99,359.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,200.00 and $115,500.00 per year, depending on experience, location, and employer.

What is a financial services professional?

A financial services professional is a person who works with clients on financial planning and investment strategies to help them better manage wealth. Your job duties include acting as a financial advisor, providing investment management, and evaluating tax strategies. A career as a financial services professional requires you have some formal qualifications and education, including a bachelor’s degree in business, finance, accounting or a related field. You may supplement any relevant job experience by earning certification with the Financial Industry Regulatory Authority (FINRA). Depending on your state, you may also be required to obtain licensure for the buying and selling of stocks, bonds, and other securities.

What are the key skills and qualifications needed to thrive as a financial services professional?

To thrive as a Financial Services Professional, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or economics, often supported by certifications such as CFP or Series 7. Familiarity with financial planning software, CRM systems, and investment platforms is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build strong client relationships and deliver tailored financial advice. These skills and qualities are essential for earning clients' trust, providing accurate guidance, and achieving success in a highly regulated and client-focused industry.

What are some common challenges financial services professionals face when working with clients, and how can they be managed?

Financial services professionals often encounter challenges such as building trust with new clients, effectively communicating complex financial concepts, and navigating changing regulatory requirements. To manage these challenges, professionals should prioritize clear, transparent communication, stay updated on industry regulations, and focus on ongoing relationship-building. Regular training and mentorship can also help professionals develop the skills needed to address client concerns and foster long-term loyalty.

What is the difference between Financial Services Professional vs Financial Advisor?

AspectFinancial Services ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial services sectorsPrimarily in wealth management and investment advising
Search & Comparison IntentUnderstanding roles, licensing, and career pathsSeeking personalized financial planning and investment advice

While both roles operate within the financial industry, a Financial Services Professional has a broader scope, often working in various financial sectors with different licenses. A Financial Advisor typically focuses on providing personalized investment and financial planning services, often holding specialized certifications. The choice depends on whether you're seeking a general financial role or dedicated financial planning expertise.

Is a financial services professional a good career?

A financial services professional is a career that involves providing financial advice, managing investments, and offering banking or insurance services. It often requires strong analytical skills, certifications such as the Series 7 or CFP, and the ability to work in a client-focused environment. The field can offer good earning potential and job stability, especially with experience and ongoing education.
More about Financial Services Professional jobs

What are the most commonly searched types of Financial Services jobs in Reston, VA?

The most popular types of Financial Services jobs in Reston, VA are:

What job categories do people searching Financial Services Professional jobs in Reston, VA look for?

The top searched job categories for Financial Services Professional jobs in Reston, VA are:

What cities near Reston, VA are hiring for Financial Services Professional jobs?

Cities near Reston, VA with the most Financial Services Professional job openings:

Financial Services Professional jobs near you
Infographic showing various Financial Services Professional job openings in Reston, VA as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 23% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $99,359 per year, or $47.8 per hour.

Patient Financial Services Lead

MedVanta

Bethesda, MD • On-site

Full-time

Re-posted 12 days ago

Job description

Position Summary / Scope of Responsibility
MedVanta is the nation's largest physician-owned musculoskeletal (MSK) platform, dedicated to helping individuals prevent injuries, improve movement, recover from musculoskeletal conditions, and access high-quality MSK care. Through a combination of innovative technology, clinical expertise, data-driven insights, and care navigation services, MedVanta delivers solutions that support prevention, performance, treatment, recovery, and long-term musculoskeletal health.
The PFS Team Lead plays a pivotal role in supporting the Central Billing Office (CBO) by overseeing the daily operations of the Patient Financial Services team. This position is responsible for guiding team performance, managing escalations, ensuring high-quality patient interactions, and supporting team development. The Team Lead also works closely with internal departments and leadership to ensure timely and accurate service delivery.
Primary Responsibilities
  • Serve as the primary escalation point for complex patient account and billing issues, partnering with Tier 1 and Tier 2 representatives to ensure timely resolution.
  • Lead team meetings, coach staff, provide performance feedback, and support onboarding and training of new team members.
  • Monitor call quality, productivity metrics, and team performance; use reporting tools and Excel to track trends and drive operational improvements.
  • Act as a liaison across departments (AR, coding, payment posting, cash operations) to resolve billing and payment issues.
  • Oversee patient account management, including billing, follow-up, adjustments, refunds, discounts, and payment plan administration.
  • Initiate outreach on delinquent accounts and manage high-risk or balance accounts to support revenue cycle goals.
  • Handle and resolve patient billing inquiries via inbound/outbound calls, voicemail management, and written correspondence.
  • Process and post payments, including credit card transactions, and allocate appropriately to patient accounts.
  • Review and reconcile credit balances to ensure compliance with regulatory and contractual requirements.
  • Maintain accurate patient demographic, guarantor, and insurance information; verify eligibility and queue claims for billing as needed.
  • Analyze A/R reports and identify opportunities to improve collections and maximize revenue.
  • Communicate policy and workflow updates clearly and promptly to team members.
  • Support operational needs during critical staffing periods.
  • Ensure compliance with all applicable regulations, policies, and procedures.
  • Perform other duties as assigned.

Requirements, Education, and Experience
  • High school diploma or equivalent required.
  • Minimum 3+ years of experience in medical billing or revenue cycle operations; orthopaedic experience preferred.
  • Proficiency with Microsoft Office suite of products as well as electronic billing systems
  • In-depth knowledge of insurance processes, medical billing practices, and regulatory guidelines.
  • Experience working with electronic billing systems; ModMed experience preferred but not required.

Competencies / Required Skills and Abilities
  • Strong Interpersonal Skills - Ability to develop relationships and collaborate and influence in a decentralized organization.
  • Strong leadership, communication, and coaching skills.
  • Ability to multitask in a fast-paced environment while maintaining attention to detail.
  • High level of professionalism and discretion in handling sensitive matters.
  • Proactive problem-solver with a team-first mindset.
  • Demonstrated ability to organize, prioritize, and manage multiple tasks in a dynamic environment with a proven track record of results.
  • Strong interpersonal, oral, and written communication skills with excellent self-discipline and patience.
  • Able to work independently.
  • Exudes professionalism in presentation.
  • Must be able to read, write, speak, understand and communicate in the English language.

Physical Demands
  • Must be able to sit for long periods of time and lift up to 25 pounds.
  • Must be able to use appropriate body mechanics techniques when performing desk duties.
  • Requires frequent bending, reaching, repetitive hand movements, standing, walking, squatting, and sitting.
  • Adequate hearing to perform duties in person and over telephone.
  • Must be able to communicate clearly to patients in person and over the telephone.
  • Visual acuity adequate to perform job duties, including reading materials from printed sources and computer screens.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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