Financial representative
Modern Woodmen of America
About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern Woodmen – and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Look for self‑improvement opportunities. Enjoy building long‑term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen’s education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands‑on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well‑equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members’ financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense‑paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer. #J-18808-Ljbffr Modern Woodmen
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...SuggestedLocal area
$80k
...locally‑owned, independent community bank that strengthens the places we call home, one relationship at a time. ABOUT THE ROLE The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning,...SuggestedTemporary workLocal areaFlexible hours- ...Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with...SuggestedFull timeTemporary workPart timeFlexible hours
$90k - $110k
Financial Advisor - Clackamas Office We are seeking a Financial Advisor to join our advisory team and take over an established client portfolio as the current advisor plans to retire within the next 4‑5 years. Salary & Compensation Base salary range: $90,000-$110,000, exclusive...SuggestedFull timeTemporary workWork at officeFlexible hours$50 - $60 per hour
...A technology firm specializing in AI is seeking a Financial Advisor to enhance AI training. This flexible role allows you to work remotely and set your own schedule. Responsibilities include reviewing AI outputs on finance, ensuring accuracy, and providing valuable feedback...SuggestedHourly payRemote workFlexible hours- ...A technology company in the financial sector is seeking a Wealth Manager to enhance AI models. This role allows for remote work with flexible schedules and project choices. Candidates should have advanced degrees in finance or related fields, and experience in financial...Hourly payRemote workFlexible hours
- Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships...Work at officeImmediate startMonday to FridayShift workDay shift
$20.67 - $31.25 per hour
.... Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payWork experience placementDay shift$85k - $105k
Juniper Square, a leader in private market solutions, is looking for a Senior Fund Accountant to join their dynamic team. This role will involve delivering fund accounting services and enhancing the client experience for Real Estate, Private Equity, and Venture Capital...Remote work- ...Overview Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join: Competitive compensation with industry leading annual performance-based bonus opportunity Comprehensive benefits including medical, dental, and vision...Full timeLocal areaMonday to Friday
- ...Regional travel may be required. Description As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employee...Live outWork at office
$25 - $38.46 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payWork experience placementFlexible hoursDay shift$40 per hour
A technology company is seeking experienced cybersecurity professionals to evaluate AI-generated security content and solve cybersecurity problems. In this remote position, you will provide feedback to enhance AI models and ensure their output is valid. Candidates should...Remote jobHourly payFlexible hours- ...experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their...Work experience placement
- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
- ...Description Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through... ..., and comprehension). Professional demeanor and ability to represent the organization positively. Preferred Qualifications Bachelor...Full timeWork at officeMonday to FridayFlexible hours
$51.8k - $95.9k
...Responsibilities Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive... ...worked. For commission roles, the salary listed above represents a target for the first year in this position. Resume eligibility...Part timeLocal area$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours$37.44k - $39.07k
...Overview United Community is in search of a Teller I to join our team. As a Teller I, you will engage in a wide range of financial transactions and services for our valued customers. Whether it’s answering questions, addressing banking needs, or identifying opportunities...Full timeLocal areaRemote work$18 - $20 per hour
...deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. Discusses and uncovers customer’s financial needs to identify and offer appropriate products and services. Supports referral goals for branch by focusing and identifying and...Night shift- ...job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities...Part timeNight shift
- ...identify outages, transfer funds appropriately between bank accounts, and prepare timely reports for management. Work with Corporate Financial Services and Financial Analysts to research and resolve banking and General Ledger account outages related to Loan Servicing...Hourly payWork experience placementWork at office
- ...This position offers the autonomy of remote work while contributing to meaningful outcomes for divorcing clients who need expert financial guidance. If you're an experienced mortgage professional who values precision, reliability, and purpose-driven work, we encourage...Full timeRemote work
- Overview Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions. Position...Local area
- ...ideally from a strong RIA background — or a clear desire to work at a fee‑only firm A definite focus on tax management woven into financial planning Knowledge of executive stock option planning, including RSUs and options Experience in the Schwab ecosystem (a...Work at officeRemote workRelocation package
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
- Are you an Experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have opportunities throughout...Contract work
- ## Financial Services RepresentativeApplylocations: Waterloo, Wisconsintime type: Full timeposted on: Posted Todayjob requisition id... ...Description:**Trek Financial Services is adding a Financial Services Representative to their team. We are seeking a detail-oriented, analytical,...Work at officeLocal areaFlexible hours
- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
$81.86k - $120.41k
...The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provide peace of...Work at officeLocal areaFlexible hours
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