Financial Representative
Northwestern Mutual
Looking for a motivated Financial Representative to help clients achieve their financial goals through personalized financial guidance and exceptional service. Responsibilities Assess clients' financial needs and goals. Recommend appropriate financial products and strategies. Build and maintain strong client relationships. Generate new business through referrals and networking. Ensure compliance with company and industry standards. Qualifications Strong communication and interpersonal skills. Sales or customer service experience preferred. Knowledge of financial products and planning concepts. Strong organizational and problem-solving abilities. Relevant licenses or certifications are a plus. #J-18808-Ljbffr Northwestern Mutual
- ...Job Description Job Description Help people build lives they love—not just portfolios. At Guardian Kansas City, we believe financial planning is about more than dollars and cents. It's about helping people buy their first home, send kids to college, retire with confidence...SuggestedWork at office
- Job Summary: As a Financial Representative, you will help individuals and families achieve their financial goals by providing guidance on investments, insurance, and long-term financial planning. You will build relationships with clients, assess their financial needs,...SuggestedFull timeRemote work
- ...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Default: Location : City... ...Southern Financial Group, a Fortune 500® company. As a Financial Representative, you will work with current and prospective clients in your...SuggestedFull time
$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...SuggestedTraineeshipLocal areaHome office- ...love-not just portfolios. At Guardian Kansas City, we believe financial planning is about more than dollars and cents. It's about... ...create lasting legacies. We're looking for an Associate Financial Representative who loves building relationships, solving problems, and...Suggested
$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 timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time
$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$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- ...Renaissance Financial Job Opportunity What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our mission: using creative business...Flexible hours
$81k - $135k
...you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Financial Planner to join their dynamic team. The Financial Planner will deliver comprehensive financial planning to clients. This...Full timeWork at officeLocal areaRemote workFlexible hours$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 timeContract workFor contractorsWork at office- ...Description 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 strategies that align with...
- ...Job Description: Job Title: Financial Advisor Location: Overland Park, KS Employment Type : Full-Time About Capitol... ...Key Responsibilities The responsibilities listed below represent the primary duties of this position. Additional duties may be...Full timeFlexible hours
- ...service with a culture that values ambition, collaboration, and long-term relationships. The Role: We are seeking an Experienced Financial Advisor with a track record of building relationships, generating business, and serving clients well. This opportunity is ideal...Full time
- ...the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities... ...agencies and participate within the market, serving as a representative of the Bank to provide resources and develop banking...Work at officeLocal area
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year .... ...futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...Local area
$48k - $100k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Work at officeShift workDay shift- Job Description: Are you a driven financial professional who loves building relationships, delivering strategic investment guidance, and helping clients achieve their financial dreams? This is your opportunity to join a respected financial institution where your expertise...Base plus commission
- Stepp & Rothwell | Kansas City Metro Area At Stepp & Rothwell, our Financial Planners spend their time doing what they became advisors to do - solving complex planning problems, leading client relationships, and making a meaningful difference in the lives of the families...Work at office
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining SIE, Series 7 and Series 66 licenses, then progress to client advisory in a financial center. You’ll learn to acquire, build, and manage client relationships while delivering solutions...
- Company Description Synergy Wealth Solutions is a financial services firm located in St. Louis, MO and Overland Park, KS. We believe... ...Description This is a full-time on-site role for a Financial Services Representative. The Financial Services Representative will be responsible...Full timeContract work
- Start your career in financial services with a clear path to becoming a Financial Advisor. At Northwestern Mutual, you’ll build relationships, develop business skills, and help clients achieve financial security. What You’ll Do Build and grow your own client base Meet...Flexible hours
$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- ...Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their...Interim role
$55k - $200k
...1 x month Advisor Team meeting Quarterly Company Meeting Qualifications & Experience Education: Bachelor’s degree (Required) Financial planning experience: 2 years (Required) Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J...Full timeWork at officeWork from home- ...Description About Us: At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long-term relationships. We also believe in developing future...Full timeInternship
- ...We are seeking an experienced Wealth Advisor to provide comprehensive financial planning and tailored investment solutions within a personalized, concierge client experience. This role partners closely with high-net-worth individuals, families, executives, business owners...
- At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions...Full timeTemporary workFlexible hours
- A leading financial services company is looking for a Financial Consultant to work remotely. This role offers a flexible schedule, allowing you to earn income while managing other responsibilities. You will guide families towards financial stability by educating them about...Immediate startRemote workFlexible hours
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