Community-Focused Financial Planner for Families
The Miliare Group
The Miliare Group is seeking a Financial Planner in Oklahoma City, OK. This full-time, on-site role focuses on assessing clients' financial situations and building personalized plans aligned with the organization's mission of accessible financial education. You will analyze cash flow, debt, savings, and protection needs while guiding clients on retirement, wealth building, and preservation. Ideal candidates have strong communication, ethics, and a customer-centric approach, with a degree in #J-18808-Ljbffr The Miliare Group
$60k - $80k
A fraternal financial services organization is seeking a Financial Representative in Oklahoma City. This role involves providing financial... ...strong relationships, and tailoring financial plans to help families achieve their goals. Candidates should hold or be able to...Community- ...Group is a mission-driven financial services organization... ...to ensuring no family is left behind in accessing... ...tools. The company focuses on empowering individuals... ...team as advocates for communities rather than just... ...Description The Financial Planner is a full-time, on-site...CommunityFull time
$38.25k
...leader and innovator in the financial services industry and is evolving... ...advisor to customers, focusing on building strong, long‑lasting... ...calling, portfolio management, and community engagement. Responsible for... ...to support you, your family and your well‑being, now and...CommunityHourly payContract workWork experience placementWork at officeShift workAfternoon shift- ...quality of living, working and raising a family in each of the communities we serve. Our Retail Division is the... ...partners through our service-focused model. We take great pride in being... ...customers, providing them with valuable financial education and guiding them through...CommunityPart timeWork at officeLocal area
- ...Massachusetts seeks a Banker to provide exceptional customer service and financial guidance in a retail branch setting. The role involves... ...a competitive benefits package, promoting a positive work environment and community engagement. #J-18808-Ljbffr Rockland Trust CompanyCommunity
- ...are responsible for advising families on building, preserving and managing... ...knowledge of investments, financial planning, credit and banking... ...business acumen Strong community presence with an established... ...credit and banking concepts Focuses on the client experience and...CommunityTemporary workWork experience placementLocal area
- ...are responsible for advising families on building, preserving and managing... ...knowledge of investments, financial planning, credit and banking... ...business acumen Strong community presence with an established... ...credit and banking concepts Focuses on the client experience and...CommunityTemporary workWork experience placementLocal area
- ...all while upholding confidentiality and bank policies. The role emphasizes teamwork and a commitment to the bank's character qualities, with responsibilities including varying teller transactions and maintaining service quality in a community-focused #J-18808-Ljbffr...Community
- # Financial AdvisorMV Investment Advisors Building - West Tisbury, MA... ...and investment solutions for families and institutions. Establish,... ...craft. - Each day our effort is focused on doing better than the day... ..., built on the trust of our community and among our peers, depends...CommunityFull timeWork at office
$60k - $80k
...Financial Representative Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial... ...-oriented. Results-driven focus. Have overcome adversity. Grow...CommunityLocal area- ...Job Description Financial Advisor Jobs at First Command: Shaping... ...Advisors coach military families in their pursuit of financial... ...military families, you will focus on financial plans that are constantly... ...You will engage with the community to bring new clients to First...CommunityHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...financial representative focused on client-building and... ...on your clients and community. Becoming a business owner... ...Certified Financial Planner® licensing support... ...benefits at every stage of family planning...CommunityFull timeContract workFor contractorsWork at office$97k - $192k
...Woodmen is actively seeking a Financial Representative to help... ...impact on clients and the local community. If you have a strong desire... ...: Passionate about faith and family. Enjoys playing golf, hunting... ...+ years. Outside of Work: Focuses on family, church, and tennis...CommunityWork at officeLocal areaWork from homeFlexible hours- Enterprise Medical Recruiting is seeking a Family Medicine Physician to join a new practice location in north-central Massachusetts.... ...disease management, supported by a collaborative care model. The community offers small-town charm, affordable housing, and excellent...CommunityRelocation package
- Leah Yosef International seeks a Wealth Advisor for our Newton office, focusing on high net worth individuals and multi-generational families, with an accelerated path to equity. You will collaborate with the Lead Wealth Advisor in a fee-based practice, manage comprehensive...Work at office
- ...management services to individuals and families, offering securities through... ...established regulatory standards while focusing on holistic financial guidance and long-term client relationships... ..., such as client outreach and community networking, are also part of the role...CommunityFull time
$72.28k - $108.16k
...Job Description: The Financial Advisor (FA) role is a... ...financial advisors or planners who will be providing... ...with an enhanced agenda focused on the client’s overall... ...Is involved in the community and support TDBG charity... ...Financial Advisor Job Family. The specific position...Community- ...doing!We're committed to bringing passion and customer focus to the business.We’re committed to bringing passion and... ...focus to the businessSimmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers....CommunityWork at officeNight shift
- Join to apply for the Financial Advisor role at First Command Financial... ...Advisors coach military families in their pursuit of financial... ...’s military families and are focused on a financial plan that is constantly... .... They engage with the community to bring new clients to First...CommunityHourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
$150 per hour
...ladder. It's about helping people find financial safety and success, helping businesses thrive... ...is about our people, the ones in our communities and the ones that work with us.Here, you... ...and let's talk.This role is heavily focused on new business development and is ideal...CommunityFull timeBank staffShift work$61k - $119k
Overview Becoming a financial advisor at Northwestern... ...financial representative focused on client‑building and... ...on your clients and community. Becoming a business owner... ...Certified Financial Planner licensing support... ...benefits at every stage of family planning...CommunityWork at office- ...serving every customer like they are your family member? Are you intuitively aware of the... ...to building a culture of care in the communities we serve and we are committed to building... ...Offer:An award-winning culture where faith, financial well-being, personal development, and...CommunityTemporary workShift work
$72.28k - $108.16k
...Job Description: The Financial Advisor (FA) role is a... ...financial advisors or planners who will be providing... ...with an enhanced agenda focused on the client’s overall... ...Is involved in the community and support TDBG charity... ...Financial Advisor Job Family. The specific position...CommunityWork at officeLocal areaWork from homeFlexible hours$136.85k - $215.63k
...ladder. It’s about helping people find financial safety and success, helping businesses thrive... ...is about our people, the ones in our communities and the ones that work with us. Here,... ...**About This Job** This role is heavily focused on new business development and is ideal...CommunityFull timeShift work- ...guided by a common purpose to help make financial lives better through the power of every... ...delivering for our clients, teammates, communities and shareholders every day. Being a Great... ...starter with a strong work ethic and intense focus on results, acting in the best interest...CommunityWork at officeFlexible hoursShift workWeekend workDay shift
$72.2k - $101.98k
...on the idea that transforming financial lives starts by giving our... ...balance. Within Empower and our communities, we work hard to create a... ...clients. Responsibilities will focus on relationship management and... ...long‑term disability, and Family and Medical Leave (FMLA) Business...Community16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...relationships and help customers reach their financial goals. As a Relationship Banker, you’ll... ..., all while being part of a supportive, family‑owned bank that invests in your growth.... ...enjoy working at Mabrey Commitment to community investment and engagement. Family owned...CommunityFull timeMonday to Friday
$136.85k - $215.63k
...ladder. It's about helping people find financial safety and success, helping businesses thrive... ...is about our people, the ones in our communities and the ones that work with us. Here,... ...and let's talk. This role is heavily focused on new business development and is ideal...CommunityFull timeShift work- ...serving every customer like they are your family member? Are you intuitively aware of the... ...to building a culture of care in the communities we serve and we are committed to building... ...interviewing customers and discussing their financial needs, including making referrals to...CommunityTemporary workShift work
$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...delivering for our clients, teammates, communities and shareholders every day. Being a Great... ...starter with a strong work ethic and intense focus on results, acting in the best interest...CommunityHourly payWork at officeFlexible hoursShift workWeekend workDay shift
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