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 19 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
    10 days 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... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Ontario, CA
    4 days 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
    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

    Unavailable

    Ontario, CA
    2 days ago
  • $22 - $30.57 per hour

     ...Overview POSITION SUMMARY The Financial Counselor ensures reimbursement is secured for San Antonio from insurance, patients or other responsible parties. Also assists patients in understanding their health care insurance coverage and patient liability by determining... 
    Suggested
    Daily paid

    San Antonio Regional Hospital

    Upland, CA
    22 hours ago
  • $28.53 - $38.51 per hour

     ...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... 

    West Coast University

    Ontario, CA
    22 hours ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Ontario, CA
    3 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
    3 days ago
  •  ...Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth...  ...in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth... 
    Temporary work
    Work experience placement

    U.S. Bancorp

    Ontario, CA
    4 days ago
  • $23 - $26 per hour

     ...per hour + Performance Bonus Build a Career, Not Just a Job Our established State Farm agency is seeking a motivated Financial Services Representative to help clients protect what matters most and achieve their financial goals. This position offers an excellent... 
    Hourly pay
    Relocation package

    Vicky-Chen---State-Farm-Agent

    Chino, 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
    8 days ago
  • U.S. Bank is seeking a Private Wealth Advisor in Ontario, California. The role focuses on identifying and developing relationships with High Net Worth clients while collaborating with specialists in wealth management. Candidates should have over eight years of experience...

    US Bank

    Ontario, CA
    1 day ago
  • Mercor is recruiting Finance Experts based in Korea for a research project partnering with a leading foundational model AI lab. Candidates should have at least 2 years of experience in various high-level finance roles, including hedge funds and investment banking. This ...
    Part time
    10 hours per week

    Mercor

    Ontario, CA
    3 days ago
  •  ...Private Client Advisor in Ontario, California. This role focuses on delivering personalized investment solutions and comprehensive financial planning to a diverse range of clients. Successful candidates will have at least 2 years of experience in a Financial Advisor role... 

    Chase

    Ontario, CA
    1 day ago
  • U.S. Bank is seeking a Private Wealth Advisor in Ontario, California, dedicated to helping clients identify and achieve financial objectives. This role involves building and deepening relationships with High and Ultra High Net Worth clients, utilizing a comprehensive understanding... 

    Us Bank

    Ontario, CA
    4 days 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
    4 days ago
  • $133.37k - $156.9k

     ...Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth...  ...by specialists with deeper expertise. As a U.S. Bank representative in the community, the PWA also acts as a conduit for Private... 
    Temporary work
    Work experience placement

    Us Bank

    Ontario, CA
    4 days ago
  •  ...finance. Key responsibilities include reviewing AI outputs for correctness and providing structured feedback. Preferred qualifications include a Master’s or PhD in a finance-related field and expertise in financial reasoning and analysis. #J-18808-Ljbffr Data Annotation
    Remote job
    For contractors
    Work from home

    Data Annotation

    Upland, CA
    3 days ago
  •  ...level to senior levels, with compensation aligned accordingly. U.S. Bank offers a comprehensive benefits package that supports your health and financial security. Join us at U.S. Bank to explore a fulfilling career with numerous opportunities! #J-18808-Ljbffr U.S. Bank

    U.S. Bank

    Chino, CA
    2 days ago
  • $26 - $34.67 per hour

    Job Description This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities... 
    Hourly pay
    Shift work
    Day shift

    Bank of America

    Chino, 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
    3 days ago
  •  ...officers in performing pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of...  ..., market conditions, rates, vendors and competition. 12. May represent the Bank in various community, civic, and community... 
    For contractors
    Bank staff
    Work at office

    Chino Commercial Bank

    Chino, CA
    2 days 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
    22 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
    1 day ago
  • $61k - $119k

     ...Job Availability Expires on July 1, 2026. Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to...  ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-... 

    Pomona College

    Claremont, CA
    1 day ago
  • $45k - $100k

     ...anticipated to remain open for 30 days, from 16-Jun-2026. The posting may close early due to the volume of applicants. 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... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Rancho Cucamonga, CA
    2 days ago
  • $21 - $30 per hour

     ...Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just... 
    Hourly pay
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Ontario, CA
    22 hours ago
  • $21 - $30 per hour

     ...growth. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Guasti, CA
    12 hours 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
    12 hours 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
    3 days ago

Do you want to receive more vacancies?

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