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
- ...Modern Woodmen FraternModern Woodmen Fraternal Financial and MWA Financial Services. A Great Place to Work-Certified™ Region. As a... ...planning, business planning, and employee benefits. Our financial representatives are "hometown" professionals who manage their own branch...SuggestedFull timeWork at officeFlexible hours
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...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours- ...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...SuggestedFull timeRemote work
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...
- ...matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers...Night shift
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- ...mobile, online, and ATM banking) to promote convenience and self-service adoption. Refer clients to internal business partners as financial needs are identified. Support financial center operations, including opening/closing procedures, vault management, night...Full timeWork at officeLocal areaNight shiftAfternoon shift
- ...lending experience, including 5+ years in a senior credit approval role with substantial delegated authority at a peer or larger financial institution. ~ Deep, proven expertise in underwriting complex Commercial Real Estate (CRE) and Commercial & Industrial (C&I) transactions...Shift work
$140k
...Credit Officer responsibilities include: Developing department financial goals including credit quality, volume, and risk distribution... ...to balance workloads and meet customer expectations. Representing the Bank in communications with regulators, external loan review...- ...and prospective members.Develop and maintain referral business through relationships with real estate agents, builders, attorneys, financial professionals, and community organizations.Generate new loan opportunities through outbound calling, networking events, member...Base plus commissionFull timeWork at officeRemote workMonday to ThursdayWeekend workAfternoon shift
- ...#Assists the RBs with, including but not limited to, portfolio management, working the maturing loan report and the collateral and financial statement exception reports. #Provides customer service to outside sources including attorneys, accountants and insurance...Full timeWork at officeMonday to Friday
- ...essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required.... ...least two years of related work experience, preferably in a financial institution Saturday rotation required; May also require occasional...Full timeWork experience placementCasual workWork at officeRemote workMonday to FridayAfternoon shift
$79.5k - $100.45k
...and career opportunities* A safe and inclusive workplace**Why You Will Love this Job**The **Senior Finance Analyst** will provide financial support for an assigned manufacturing area and for a variety of staff functions. Assists operating management in the understanding...Full time- ...Remote Financial-Services Role Stop hunting strangers. Start talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp. Why This Is Different 1. The work has a point families...Remote jobWork at officeWork from home
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$42.19k
...responsible for providing an exceptional customer experience both on the cash line and on the phone and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours$17 - $18 per hour
...Teller/Account Services Representative Under the direction and supervision of the Account Services Supervisor, this role is responsible... ...plus. Previous call center experience is preferred. 2+ years financial services experience. Must successfully complete BSA/OFAC...Hourly payFull timeMonday to FridayShift work- ...party service providers, affiliates, fintech partners, processors, and other vendors whose activities create consumer compliance or financial crime risk. Credit Card and CARD Act Compliance Assist with compliance oversight of the Bank's national credit card program...Full timeContract workFlexible hours
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...Responsibilities: Monitor and manage customer loan payments to ensure accuracy and timely processing. Handle accounts involved in financial restructuring and court-administered repayment plans in compliance with applicable regulations and company policies. Serve as...Full timeFlexible hours- Part-Time Counter Sales & Warehouse Associate Robinson Electric Supply CED is seeking a dependable and motivated Part-Time Counter Sales & Warehouse Associate to support warehouse operations, customer service, and inventory management. This position is ideal for an ...Full timePart timeShift work
$77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...Full timeShift work- ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...Full timeLocal areaOverseas
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