Financial Representative
Modern Woodmen of America
Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. 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. 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. 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. Seniority level Associate Employment type Full‑time Job function Finance, Sales, and Business Development Insurance, Investment Management, and Financial Services #J-18808-Ljbffr
$10k
...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe....SuggestedWork at officeWork from home- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...Suggested
$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators. Build Your Business. Make an Impact. Join a proven system where advisors build six-figure practices serving the underserved...SuggestedFull timePart timeWork at office- ...Difference Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put...Suggested
- ...Job Title: Financial Representative (Early Career / Entry-Level) Location: Flexible / Hybrid / Remote Options Available Compensation: Activity-Based Stipend + Performance Bonuses + Long-Term Income Potential Overview Are you early in your career and looking...SuggestedImmediate startRemote workFlexible hours
- ...credit within the Business Banking line of business. You evaluate complex credit opportunities end-to-end—from due diligence and financial analysis through structuring, negotiation, and final decision—while proactively identifying, escalating, and helping mitigate credit...
- ...what is best for our customers.Brown & Brown is seeking a Sr. Financial Consultant to join our growing team in Plano, TX! Leads and oversees... .... Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy Performing demographic...Full timeWork at office
$85k - $95k
...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financials goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This...- Claudia Salas - State Farm Agent in Dallas, Texas is seeking a Financial Representative to join their team. This role focuses on providing exceptional customer service, educating clients on insurance options, and working towards marketing goals. The ideal candidate should...
- Consult on investment and insurance strategies and develop financial plans for clients Grow and retain an investment and insurance book of business Own the client experience by handling sales and service, identifying opportunities, executing opportunities, and making...Work at office
- Job Description: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 every day.Being...Full timeTemporary workWork at officeMonday to FridayFlexible hoursRotating shiftDay shift
- ...Familiarity with AI-enabled productivity toolingExcellent communication, problem-solving, and change management skillsChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad...
- ...reporting. You will also support platform simplification and automation that make our processes faster and more transparent.As a Financial Analysis Senior Associate on the Chase Auto Treasury team, you will work with stakeholders across finance, the Chase Auto business...Visa sponsorshipRelocation package
$10k
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe...Work at officeWork from home- ...solutions. Commitment to balance project economics with adherence to strategic priorities.Required Skill and Experience• Experience with Financial Management.• Experience in Workday ERP implementation or support projects.• Proficiency in all the delivered ERP processes and...Full timeTemporary workRelocation
- Bank of America in the United States is seeking a financial advisor to provide tailored advice and solutions to clients, helping them reach their financial goals through brokerage products, banking services, and managed solutions. You will meet with clients, build financial...
- ...~ High School Diploma or GED ~1-2 years of experience with financial counseling, benefit verification, and patient assistance/access... ...communicate financial obligations to patients. This representative would work with patients to create payment schedules and provide...Permanent employmentContract workMonday to Friday
- Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions for clients. You will triage leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals, build financial plans...
- ...meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most. Credent has been recognized on multiple industry lists, including...Work at office
- ...Banking F&BM you will support the Client Onboarding & Servicing (COS) organization, leveraging your penchant for story-telling with financial data and strategic, analytical and energetic approach. This is a high-impact opportunity on our F&BM team ensuring senior...
- ...or benefit, including optional practical training (OPT) or curricular practical training (CPT). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent...Work at officeVisa sponsorship
- Join a team that partners closely with technology leaders to drive business strategy, financial management, and operational excellence. You will help deliver the financial and business support needed to enable informed decision-making and successful execution of key priorities...Work at officeVisa sponsorship
- Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial planning for organizational growth. Join us to leverage analytical skills and business acumen in a dynamic environment, contributing to impactful decision-making...Full timeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
- ...Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition... ...prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any...Full timeWork at office
$97k - $192k
...for advancement Training & development Vision insurance The Smith Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate...Work at officeLocal areaWork from homeFlexible hours- ...application process. REG FULL TIME Clerical Plano, TX, US 18 days ago Requisition ID: 3088 Position Summary The Patient Financial Services Representative is responsible for reviewing patient accounts to ensure accurate patient balances, resolving patient billing inquiries...Full timeWork at office
- ...Chief Technology Office. In this Senior Associate role, you will help leaders turn strategy into measurable outcomes through clear financial and operational visibility. You will partner across finance, risk, and technology to strengthen governance, reporting, and...Work at officeVisa sponsorship
$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- ...long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe...
$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
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