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 3 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... 
    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

    Unavailable

    Ontario, CA
    22 hours ago
  • $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... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Ontario, CA
    2 days ago
  •  ...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

    West Coast University

    Ontario, CA
    1 day 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... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Ontario, CA
    4 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Ontario, CA
    2 days ago
  •  ...Company Description Integrity Financial & Insurance Services (The IFIS Group) is a client-centric financial planning firm that develops...  ...after changing over into this field. A career as a financial representative can give you the independence you are looking for, while... 
    Full time
    Work experience placement

    Integrity Financial & Insurance Services

    Ontario, CA
    4 days ago
  • $49.5k - $82.5k

     ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Ontario, CA
    4 days 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
    1 day ago
  • $36k - $50k

     ...Upland, CA, Full-Time Junior Financial Advisor in training at Zapata Private Wealth Group Benefits: 401(k) Bonus based on performance Employee discounts Start your career in financial services with a growing boutique firm that will train, mentor, and invest in your success... 
    Full time
    Work at office

    Zapata Private Wealth Group

    Upland, CA
    22 hours 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

    U.S. Bank

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

     ...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Ontario, CA
    3 days ago
  •  ...position. Acknowledge ( Job Description: 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,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Chino, CA
    4 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
    22 hours ago
  • $25 - $26.77 per hour

    Overview 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 a... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

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

     ...anticipated to remain open for 30 days, from 22-Jul-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
    8 hours ago
  • $25 - $28.75 per hour

     ...Claremont, CA Financial Aid Advisor Primary Purpose/General Description Reporting to the Director of Financial Aid and working closely...  ...The work environment characteristics described here are representative of those an employee encounters while performing the essential... 
    Hourly pay
    Full time
    Work at office
    Monday to Friday

    Scripps College

    Claremont, CA
    3 days ago
  • $26.52 - $36.47 per hour

     ...across the Bank including, but not limited to, (i) spreading of financial statements, (ii) tax analysis, (iii) compliance monitoring, (...  ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable... 
    Hourly pay
    Full time
    Work at office

    Citizens Business Bank

    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
    22 hours 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
    22 hours ago
  • $18 - $20 per hour

     ...standards. Continuously deepen knowledge of Columbia Bank’s products and services, stay current on changes, and discuss customers’ financial needs to identify and offer appropriate products and services. Support branch referral goals by identifying basic bank products... 
    Hourly pay
    Night shift

    Columbia Bank (WA, OR & ID)

    Ontario, CA
    4 days ago
  • $60k - $70k

     ...details for this role. Job Description: Join Our Team as a Financial Planner  Are you a forward-thinking professional with a...  ...investment advice (preferred)  ~ Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory... 
    Work experience placement
    Work from home

    TD

    Ontario, CA
    more than 2 months ago
  • $30k - $60k

     ...Responsive Recruiter As a financial services rep with Peggy Langin State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach... 
    Flexible hours

    Peggy Langin - State Farm Agent

    Diamond Bar, CA
    3 days ago
  • $120k

     ...performance and effectiveness of the sub-function/job family. Responsibilities: Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors... 
    Full time

    Citigroup Inc

    Chino Hills, CA
    22 hours ago
  • We're Hiring! We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and ...
    For contractors
    Work at office

    Vicky Chen - State Farm Agent

    Chino Hills, CA
    1 day ago
  • $75k - $80k

    The Grants Manager position will be primarily responsible for prospecting, soliciting, writing, reporting, and other administrative duties associated with obtaining grants. Grants submitted should be in alignment with the hospital’s mission, vision, values and strategic...
    Temporary work

    Casa Colina

    Pomona, CA
    22 hours ago
  • $91.2k - $182.9k

     ...credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly... 
    Work at office

    Phenom People

    Ontario, CA
    2 days ago
  • Corporate Senior Financial Analyst Salary: Confidential Location: Ontario, California Minimum Degree: Bachelors degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred) Relocation Assistance: Available Job Description We are looking for a Corporate... 
    Relocation package

    Affinity Executive Search

    Ontario, CA
    1 day ago
  •  ...candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect. Provide secured financing solutions in support of working capital growth,... 
    Local area

    MRINetwork

    Ontario, CA
    2 days ago

Do you want to receive more vacancies?

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