Financial Representative
Strategic Wealth Specialists
Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? Strategic Wealth Specialists is looking for individuals like you to join our team as a Financial Representative. As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with. We take an uncommon approach to financial services, focusing on long‑term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding. Desire to help others achieve their goals and dreams through cultivating long‑term relationships. Ambitious, entrepreneurial, and looking for career growth and development. What you’ll be doing… Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services. Develop and maintain a base of clients who value your input and guidance. Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years. What we provide… Development and training—locally, virtually and nationally—to support you as you build your practice with us. Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients. Mentorship and joint‑work opportunities. A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. Must be a US citizen or permanent resident. A college degree or experience in the workforce. If you do not already have appropriate licensing, you must be willing to obtain it upon hire. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries #J-18808-Ljbffr Strategic Wealth Specialists
$50k - $150k
...Financial Services & Investment Professional – Training Provided (Hybrid) Locations: Raleigh, NC Boca Raton, FL, Jacksonville, FL,... ...services. Candidates pursuing this path must become Registered Representatives and Investment Adviser Representatives of Equity Services, Inc...SuggestedContract workWork at officeRemote workFlexible hours$45k - $75k
...At WoodmenLife, we help individuals and families secure their financial future — while supporting the communities where we live and work... ...Personally deliver death benefits with compassion and care Represent WoodmenLife at local service, patriotic, and nonprofit events...SuggestedFull timeContract workFor contractorsLocal areaRemote workFlexible hours- ...Financial RepresentativeThe 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...SuggestedWork at officeLocal area
- ...highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial...SuggestedRemote workFlexible 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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve... ...leadership. With the Walker Region, you'll play a vital role in representing these values, becoming the face of Modern Woodmen in your...Work from homeFlexible hours
- ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you... ...friendships that last a lifetime. Your mission as a financial representative is to help your clients (Modern Woodmen members) plan for...Flexible hours
- Company Description Northwestern Mutual is a leading financial services organization focused on helping clients achieve long-term financial... ...innovation and strength in the financial industry. Financial representatives and interns are independent contractors, not Northwestern...For contractorsInternshipLocal area
$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 timeInternshipLocal area- The Financial Counselor is responsible for promptly assisting patients with their financial clearance prior to, during, or after their treatment period. This position is responsible for obtaining and updating insurance, financial, and demographic information within the...Flexible hours
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$70k - $75k
...Position Title: Financial Advisor Turn your time into client impact - not cold calls. We are seeking an experienced Financial Advisor to join a growing wealth management firm in Jacksonville, Florida. This role is built for an advisor who excels in client meetings,...Work at 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- ...Groover and find your values align with ours. POSITION SUMMARY The Financial Counselor at Borland Groover is a part of the Patient Access... ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Temporary workWork at officeLocal area
$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 timeInternshipLocal areaFlexible hours- ...National Financial Solutions Advisor (NFSA I) At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class...Shift workDay shift
- ...SUMMARYProvide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet... ...Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations...Full timePart timeWork at officeShift workDay shift
- ...: Cancer Specialists of North Florida is recruiting for an experienced Patient Financial Counselor for our busy Radiation D epartment . The Patient Financial Counselor is responsible for insurance verification and eligibility, assessment of patient financial requirements...Full timeWork at officeFlexible hoursAfternoon shift
- At NuVenture Financial Group , located in Jacksonville, FL , we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is...Work at officeAfternoon shift
- Position Title: Financial Advisor This role seeks a dedicated financial advisor to enhance a dynamic team known for its supportive culture and commitment to excellence. The ideal candidate will benefit from a structure that eliminates cold outreach, allowing them to focus...
$50k - $80k
Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Overview First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. Key Facts 9 out of 10...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office- ...more exclusive features. Direct message the job poster from Prudential Advisors Prudential Advisors is looking for an Experienced Financial Advisor in the Greater Jacksonville Florida market area who is interested in working with Prudential’s existing client base. This...Full timeLive inWorldwide
$61k - $119k
Join to apply for the Financial Advisor role at Northwestern Mutual. Education Becoming a financial advisor at Northwestern Mutual... ...On your path to becoming an advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Full time$75k - $125k
...Grayling Associates We’re looking for a driven and client-focused Financial Advisor to join our Jacksonville team. You’ll help... ...preferred. 2+ years of experience as a Financial Advisor, Investment Representative, or similar role. Strong communication and presentation...Full timeWork at officeLocal area- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
- ...participate in STEM OPT for this position.Job DescriptionConsults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently...Full timeTemporary workPart timeWork experience placementWork at office
- ...efficiency, and innovation. Leadership Development Associates identify solutions and influence business decisions based on sound financial analysis and communication. The Associate will be placed in one of the three core areas of the Finance Department - Commercial, Operations...For contractorsWork at office
- About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth. Licensed...Extra incomePart timeRemote workWork from homeFlexible hours
$55k - $65k
...Paid time off Role Description This position is in-office and requires working onsite at the agency location. As a Financial Services Representative - State Farm Agent Team Member with Kim Lego - State Farm Agent, you will successfully market the financial products that...Work at office$55k - $65k
...we've been committed to providing personalized insurance and financial service solutions while building lasting relationships with our... ...onsite at the agency location. As a Financial Services Representative - State Farm Agent Team Member with Kim Lego - State Farm Agent...Work at office
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