Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Financial representative in Ontario, CA vacancy
  • Financial Representative The 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... 
    Suggested
    Work at office
    Local area

    Western & Southern Life

    Ontario, CA
    1 day ago
  • $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... 
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Ontario, CA
    11 hours ago
  • $60k - $75k

     ...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides... 
    Suggested
    Work at office
    Work from home

    Fidelity Investments

    Upland, CA
    5 hours ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients...  ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑... 
    Suggested
    Work at office

    UNAVAILABLE

    Ontario, CA
    4 days ago
  • Northwestern Mutual Life Insurance Company is seeking a Financial Advisor in Ontario, California. This unique role allows you to help clients achieve their financial goals while building your own practice. You'll grow your client base, design personalized financial plans... 
    Suggested

    Northwestern Mutual Life Insurance Company

    Ontario, CA
    4 days ago
  • $28.53 - $38.51 per hour

    Choose To Make A Difference 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. You will also apply your technical financial aid... 

    West Coast University, Inc.

    Ontario, CA
    4 days ago
  • $61k - $250k

    Northwestern Mutual is offering a unique opportunity for a Financial Advisor in Ontario, California. This role involves client-building, developing personalized financial plans, and managing client relationships throughout their financial journey. With a performance-based... 

    UNAVAILABLE

    Ontario, CA
    2 days ago
  • $25 - $38 per hour

     ...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Ontario, CA
    19 hours ago
  • Charles Schwab Corporation is seeking a Financial Consultant in Upland, California. In this role, you will provide financial guidance to clients, helping them build trust and reach their financial goals. You will be expected to have a valid FINRA Series 7 license and will... 

    Charles Schwab Corporation

    Upland, CA
    2 days ago
  • $1,000 per month

    Northwestern Mutual is offering an internship program for College Financial Representatives in Ontario, California. This role allows college students to build financial planning practices while developing essential networking and business skills. Interns will receive coaching... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Ontario, CA
    2 days ago
  •  ...in Upland, California, to deepen relationships with affluent clients. This role emphasizes building trust and anticipating complex financial needs to provide tailored solutions while ensuring compliance with industry standards. The ideal candidate has 5-8 years of... 

    Citibank (Switzerland) AG

    Upland, CA
    11 hours ago
  • A leading educational institution in Ontario, California, is seeking an experienced financial aid advisor to support students in navigating their financial options. You will be responsible for meeting with students, reviewing their eligibility for aid, and providing loan... 

    West Coast University

    Ontario, CA
    11 hours ago
  • $28.53 - $38.51 per hour

    West Coast University, Inc. is seeking a dedicated financial aid advisor to assist students with financial aid options and loan counseling. You will meet with students to inform them about costs of attendance and provide support with completing necessary applications. Ideal... 
    Hourly pay

    West Coast University, Inc.

    Ontario, CA
    2 days ago
  • $36.6k - $67.5k

    Bank of Montreal is seeking a motivated individual for a remote wealth management position. You will provide sales and service for clients, advising them on investment strategies while fulfilling sales activities. Ideal candidates will have 2-3 years of experience, be fluent...
    Remote job

    Bank of Montreal

    Ontario, CA
    4 days ago
  •  ...transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect... 
    Flexible hours

    Charles Schwab Corporation

    Upland, CA
    2 days ago
  • JPMorgan Chase is seeking a Private Client Advisor in Ontario, California, focused on providing exceptional financial planning and investment advice. The role requires at least 2 years of experience in financial services and various licenses, such as Series 7 and Series... 

    JPMorgan Chase

    Ontario, CA
    1 day ago
  • Western & Southern Life is seeking a Financial Representative in Ontario, California. This role involves meeting the needs of middle-income clients by educating them on risk protection and financial security. Responsibilities include developing marketing plans, securing... 

    Western & Southern Life

    Ontario, CA
    1 day ago
  • $100k - $115k

     ...analytics for Senior Leadership Team. Overseeing day-to-day financial activities. Support Finance Manager on financial analysis to...  ...plus. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully... 
    Full time
    Work at office

    Gold-Star-Foods

    Ontario, CA
    4 days ago
  • Harrington, located in Chino, California, is seeking a detail-oriented Corporate FP&A contributor to handle external financial reporting. The ideal candidate will have a bachelor's degree and 3+ years of experience in finance. Key responsibilities include preparing Board... 

    Harrington

    Chino, CA
    11 hours ago
  • $19 - $25 per hour

     ...Financial Representative State Farm Agent Team Member As Financial Representative State Farm Agent Team Member with David Ceballos - State Farm Agent, you equip our agency to continually achieve its goals. You empower our agency by implementing and supporting office... 
    Hourly pay
    For contractors
    Work at office
    Immediate start
    Remote work

    David Ceballos - State Farm Agent

    Fontana, CA
    1 day ago
  • $615 per week

     ...you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial... 

    Western & Southern Life

    Ontario, CA
    4 days ago
  • A leading fraternal benefit society in Ontario, California, seeks passionate financial representatives to help individuals achieve their financial goals through tailored plans and community engagement. Successful candidates will receive continuous training and support,... 

    Modern Woodmen

    Ontario, CA
    3 days ago
  • A leading financial institution is seeking a motivated Client Services Representative to engage with clients and assist them with transactions. This role involves building strong relationships to meet financial needs and requires adaptability and effective communication... 
    Full time
    Work at office

    Bank of America

    Upland, CA
    4 days ago
  • 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.... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Upland, CA
    4 days ago
  • $100k - $115k

    Gold-Star-Foods is looking for a Sr. FP&A Analyst in Ontario, CA. You will manage financial reporting and analysis, supporting sales and operations. This role requires strong analytical skills, proficiency in Excel, and the ability to understand profitability metrics. The... 

    Gold-Star-Foods

    Ontario, CA
    4 days ago
  •  ...working primarily outside the Company’s offices to solicit and obtain business from referral sources such as realtors, builders, financial service providers and others as well as borrowers directly. Key Responsibilities Comply with outside sales and reporting obligations... 
    Work at office
    Remote work

    Panorama Mortgage Group

    Chino, CA
    3 days ago
  • $19 - $22.5 per hour

     ...time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible...  ...Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee... 
    Full time
    Traineeship
    Work experience placement
    Local area
    Monday to Friday

    OneMain Financial

    Ontario, CA
    4 days ago
  •  ...A financial services company is seeking motivated individuals for a remote opportunity offering flexible schedules and commission-based compensation. No prior experience is required, as comprehensive training and mentorship will be provided. Candidates should possess strong... 
    Immediate start
    Remote work
    Flexible hours

    Prodigy Solutions Inc

    Ontario, CA
    3 days ago
  • $20 per hour

     ...Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform...  ...degree (GED). Work related experience may consist of a financial institution cash handling, retail cash handling and customer... 
    Bank staff
    Work at office
    Immediate start
    Night shift

    Chino Commercial Bank

    Chino, CA
    11 hours ago
  • A leading distributor of fluid process products is seeking a Senior Financial Analyst in Chino, CA. You will be responsible for automating financial reporting processes and ensuring data accuracy. Candidates should have a Bachelor's degree and at least 3 years of experience... 

    Victrays

    Chino, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial representative. Be the first to apply!