Financial Representative
Strategic Wealth Specialists
Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? Strategic Wealth Specialists is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‑term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… A self‑motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. Desire to help others achieve their goals and dreams through cultivating long‑term relationships. Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. Develop and maintain a base of clients who value your input and guidance. Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… Development and training—locally, virtually and nationally—to support you as you build your practice with us. Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. Mentorship and joint‑work opportunities. A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Must be a US citizen or permanent resident A college degree or experience in the workforce If you do not already have appropriate licensing, you must be willing to obtain it upon hire Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries #J-18808-Ljbffr
$50k - $150k
...Financial Services & Investment Professional – Training Provided (Hybrid) Locations: Raleigh, NC Boca Raton, FL, Jacksonville, FL,... ...services. Candidates pursuing this path must become Registered Representatives and Investment Adviser Representatives of Equity Services, Inc...SuggestedContract workWork at officeRemote workFlexible hours- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions...SuggestedWork at officeLocal area
$45k - $75k
...At WoodmenLife, we help individuals and families secure their financial future — while supporting the communities where we live and work... ...Personally deliver death benefits with compassion and care Represent WoodmenLife at local service, patriotic, and nonprofit events...SuggestedFull timeContract workFor contractorsLocal areaRemote workFlexible hours- ...Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location Jacksonville, FL Role Overview As a Financial Representative, you will work with current and prospective clients in your community to...SuggestedFull time
- ...highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial...SuggestedRemote workFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve... ...leadership. With the Walker Region, you’ll play a vital role in representing these values, becoming the face of Modern Woodmen in your...Work from homeFlexible hours
$1,000 per month
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...Full timeInternshipLocal area- ...buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better....Full timeShift workDay shift
$1,000 per month
...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...Full timeInternshipLocal areaFlexible hours- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...JOB DESCRIPTION Job Title: Financial Aid Counselor Department: Student Financial Services Position Reports to (Position Title... ...educational event s. Participate in training opportunities Represent the office on various departmental and university committees...Full timeTemporary workWork at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office- ...Financial Advisor A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible... ...; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze creditworthiness of a potential...Work at office
- ...Position Title: Financial Advisor This role seeks a dedicated financial advisor to enhance a dynamic team known for its supportive culture and commitment to excellence. The ideal candidate will benefit from a structure that eliminates cold outreach, allowing them to...
- ...SUMMARYProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet... ...Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations...Full timePart timeWork at officeShift workDay shift
- ...DescriptionFinancial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment, savings and liability...Full timeImmediate startFlexible hoursShift workDay shift
$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area- ...Bank of America Job Opportunity At 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 by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeShift workDay shift
- ...Job Description Job Description Cancer Specialists of North Florida is recruiting for an experienced Patient Financial Counselor - Float for our busy Specialty Practice . The Patient Financial Counselor is responsible for insurance verification and eligibility...Full timeWork at office
- At NuVenture Financial Group , located in Jacksonville, FL , we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is...Work at officeAfternoon shift
$50k - $80k
Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Overview First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. Key Facts 9 out of 10...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office- ...more exclusive features. Direct message the job poster from Prudential Advisors Prudential Advisors is looking for an Experienced Financial Advisor in the Greater Jacksonville Florida market area who is interested in working with Prudential’s existing client base. This...Full timeLive inWorldwide
- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
$50k
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$75k - $125k
...Grayling Associates We’re looking for a driven and client-focused Financial Advisor to join our Jacksonville team. You’ll help... ...preferred. 2+ years of experience as a Financial Advisor, Investment Representative, or similar role. Strong communication and presentation...Full timeWork at officeLocal area$61k - $119k
Join to apply for the Financial Advisor role at Northwestern Mutual. Education Becoming a financial advisor at Northwestern Mutual... ...On your path to becoming an advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Full time- ...participate in STEM OPT for this position.Job DescriptionConsults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently...Full timeTemporary workPart timeWork experience placementWork at office
- ...workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you will be based in Jacksonville, FL.PNC is an in-office company that fosters a...Full timeTemporary workPart timeWork experience placementWork at office
- ...if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their...Flexible hours
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