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
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...SuggestedTraineeshipHome office$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...SuggestedFull timeTraineeshipLocal areaHome office- This is a full-time role for a Financial Representative, based in Milwaukee, WI. Brand new for 2026 we are offering an additional $41,000 stipend on top of commissions. This role offers the flexibility to work in office or remotely. Our training offers in person training...SuggestedFull timeWork at officeRemote work
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$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...SuggestedFull timeInternshipLocal areaFlexible hours$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...Full timeFor contractorsInternshipLocal areaFlexible hours$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 timeFor contractorsInternshipLocal area$97k - $192k
...matching Company parties Dental insurance Flexible schedule Health insurance Training & development Vision insurance Role of Financial Representative As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs,...Work at officeLocal areaWork from homeFlexible hours- ...Overview With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected...Work experience placementLocal area
- ...front line retail staff, commercial lenders, mortgage lenders and branch leaders to foster warm internal introductions to focus on financial planning, not product sales. You will work alongside other experienced advisors that will coach and mentor you as build...Work experience placement
$10k - $15k
...Associate Financial Representative A registered Associate Financial Representative (AFR) specializes in client service and processing of variable products and other securities and ensuring the maintenance of an efficient and compliant office, allowing the financial...Contract workWork at officeHome office$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 officeWork from homeHome officeFlexible hours$45k - $100k
...Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$150k
...Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI. Compensation Base pay range: $150... ...Employee Services, a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states in their...Full time$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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-...Full timeContract workFor contractorsWork at office- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities Provide...
- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
- ...Financial AdvisorLPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor...Local area
- ...Patient Financial Counselor Are you looking for a career opportunity that gives back to your community? Look no further than Community Health Systems, Inc. (CHS)! Why choose CHS? Great Benefits (Medical/Dental/Vision/401K Plan/Life Insurance Offerings)...Interim role
$55k - $85k
...Financial Advisor We're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps that give families peace of mind. This collaborative, client-facing role is perfect for a strategic thinker who thrives on trust-building...Work at officeRemote workShift work- ...600 Highland Ave in Madison, WI. Be part of something remarkable Join the #1 hospital in Wisconsin! We are seeking a Financial Counselor to: Provide patients with estimated costs for upcoming services. Assist patients in understanding the billing...Full timeWork experience placementMonday to FridayShift work
$65k - $85k
...Financial AdvisorRetirable is a mission-driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking, we're the bridge...Work at officeMonday to FridayWeekday work- ...Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions. Position Overview...Local area
$51.8k - $95.9k
...Drive Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other... ...5,900.00 Pay Type: Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will...Contract workPart timeLocal area$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‑...Work at office- ...Overview With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected...Work experience placementLocal area
- ...Patient Financial Counselor The Patient Financial Counselor plays a vital role in assisting patients with financial resources to... ...hours of submission. Provide coverage for Patient Service Representatives when necessary. Perform other duties as assigned. Key...Work at office
$200k
...Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area$50k - $55k
...Associate Financial Advisor Retirable is a mission-driven, venture-backed fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management...Work at officeMonday to Friday- ...Description Job Description e2 Retirement Consulting is seeking an ambitious, professional, self-motivated and entrepreneurial spirit Financial Advisor to join the team! Founded in 2010, e2 Retirement Consulting, LLC is an independent advising firm headquartered in...Full timeWork at officeMonday to Friday
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