Personal Financial Representative
Allstate
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams. Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. At least 2 years of life insurance or financial services customer‑facing sales experience State Life/Health Insurance Licenses FINRA Series6 or7 and63 (if applicable) licenses Blended mix of protection and asset accumulation sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor’s degree (or higher) with emphasis on business preferred Allstate is an Equal Opportunity Company. #J-18808-Ljbffr
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours$21.15 - $29.62 per hour
...Salal Credit Union of Seattle, WA is looking to hire full‑time Personal Financial Representatives to provide quality customer service to our members for our Tukwila location. Training is provided for this role, and no previous experience is required! Do you have a background...PersonalHourly payFull timeImmediate startMonday to Friday$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible...PersonalFull timeInternshipLocal areaFlexible hours$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your...PersonalFull timeH1b$20.67 - $31.25 per hour
...partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As...PersonalHourly payFull timeWork experience placementDay shift$77k - $202k
...You will navigate increasingly complex situations, growing your personal brand and deepening your technical skills. You are expected to... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will...PersonalFull timeH1b$99k - $232k
...insight and challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,... ...including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a...PersonalFull timeH1b$100k - $120k
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and... ...-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture...PersonalFull timeWork experience placementH1bWork at officeLocal areaWork from homeVisa sponsorship1 day per week- ...JCW Group in Bellevue, WA is seeking an experienced financial advisor to grow a client book through new acquisitions while delivering... ...management. You will meet prospects through firm referrals, COIs, and personal networks, convert them to clients, and mentor junior advisors...Personal
- ...investment advisory solution. You will provide clients with a personal relationship, specialized service, and ongoing advice based on... ...years of advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the...Personal
$40k - $80k
...benefits Paid time off (vacation and personal/sick days) Valuable experience... ...experience (outside sales or inside sales representative, retail sales associate, or telemarketing... ...Enthusiastic about the role insurance and financial products play in helping people manage...PersonalFor contractorsWork at officeWork from homeFlexible hours- ...through firm referral network, COIs, and personal relationships Convert prospects into... ..., and other COIs in the Eastside market Represent the firm at community and industry events... ...point of contact Deliver comprehensive financial planning: retirement, tax planning coordination...PersonalLocal area
- ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...pursue the life they envision through a personal relationship with their advisory team committed... ...and clients. Our Wealth Management team represents an array of different backgrounds and...Personal
$88k - $150k
...entrepreneurs, and first-generation wealth creators with complex financial lives, delivering integrated advice across investments,... ...satisfaction Exhibits exceptionally high emotional intelligence, personal integrity, and accountability Approaches every challenge...PersonalFull timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy... ...business mathematical skills and keen attention to detail. Personal integrity and ability to discreetly handle confidential data....PersonalWork at officeLocal areaNight shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...pursue the life they envision through a personal relationship with their advisory team... ...and clients. Our Wealth Management team represents an array of different backgrounds and...PersonalWork at officeShift workDay shift
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first.... ...needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals...PersonalWork at officeWork from homeHome officeFlexible hours$129k - $238k
...management portfolios to meet complex client financial needs. This position requires expertise... ...from clients and Center of Influences, personal community involvement and from internal... ...or make a mortgage for another person, represent to the public (through advertising or...PersonalFull timeImmediate start- ...challenges and work with some of the best Come join a team that feels personal even though it's over 54,000 strong. As a Global Cloud Elite... ...to understand Record to Report (R2R) business requirements; Financial Accounting Hub setup; demonstrate understanding of business...PersonalFull timeWork experience placementLive inWork at officeLocal area
- ...Columbia Bank is seeking a Personal Banker to deliver exceptional client experience at our Bainbridge Island location. You will open... ...uncovering lending opportunities. You will engage clients in financial reviews, provide proactive solutions, and assist with teller functions...Personal
- ...Qualifications & Requirements**4-8 years' experienceAdvanced knowledge of financial planning concepts and processesExperience with the following... ..., and non-disclosure.At Corient, we combine the personal service, creativity and objective advice of a boutique with the...PersonalPermanent employmentWork at office
- ...Financial Aid Counselor As a UW employee, you have a unique opportunity to change lives... ...understanding of regulatory as well as personal issues involved. In many cases, the... ...interpersonal communication skills. Experience representing department as knowledgeable and...PersonalWork at officeWeekend workAfternoon shift
$10k - $49.99k
...Alternate titles Financial Advisor Trainee Seattle Insurance Agent Career Washington Wealth... ...(OEWS), May 2024, for SOC 13-2052 (Personal Financial Advisors, national, including... ...transparency disclosure for new associates; it represents an earnings estimate (not a salary) for...PersonalContract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$100k - $130k
...connection between clients, support team, and Wealth Managers. This person is a great communicator, influencer, and enthusiastic person... ...clients. Job Responsibilities Provides comprehensive technical financial planning and investment management work, either under the...PersonalFull timeWork at office$116k - $216k
...:1301 5th Avenue, Seattle WashingtonJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this...PersonalFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$22 - $27 per hour
...A regional financial institution based in Seattle is seeking a dedicated professional to provide excellent client service while handling consumer and business account openings. Candidates should have a High School Diploma and banking experience is preferred. The role emphasizes...Personal- ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue... ...pursue the life they envision through a personal relationship with their advisory team... ...and clients. Our Wealth Management team represents an array of different backgrounds and bring...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
$125.4k - $181.88k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...over time by delivering proactive and personalized financial advice through a highly... ...Empower Personal Wealth to serve clients Represent the ‘Personal Strategy’ investment...Personal16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified...PersonalFull timeTemporary workFlexible hours
$53k - $83k
...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading... ...with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape...PersonalFull timeWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Financial Representative. Be the first to apply!
- associate corporate finance Seattle, WA
- project finance associate Seattle, WA
- associate financial representative Seattle, WA
- financial planning assistant Seattle, WA
- senior wealth advisor Seattle, WA
- financial advisor associate Seattle, WA
- financial advisor training program Seattle, WA
- oracle financial functional consultant Seattle, WA
- senior financial advisor Seattle, WA
- wealth advisor Seattle, WA


