Financial representative
Modern Woodmen
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
$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$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 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...SuggestedFull timeInternshipLocal area- ...relationships through networking and community involvement. Participate in the referral program and follow up on leads. Maintain expertise in financial markets and use research tools. Ensure compliance with all regulatory and company policies. Manage client records and branch...SuggestedWork at office
$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-...SuggestedFull timeContract workFor contractorsWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...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
$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours$50k - $70k
...Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources Flexible / Hybrid Why Advisors Choose Strategic Financial Concepts Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client...Full timeWork at officeRemote workFlexible hours- ...for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Financial Advisor provides comprehensive financial planning and investment management services to clients. The individual in this role develops...Work at officeLocal area
$63.5k - $95.24k
## Financial Analyst AssociateApplylocations: Tulsa, OKtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 4, 2026 (9 days left to apply)job requisition id: R16744**Job Posting End Date**07-04-2026Please note the job posting will close on the day...Work experience placementWork at office- Overview Join to apply for the Financial Counselor role at Oklahoma State University Medical Center . Responsibilities Under the direction of the Business Office Manager, the Customer Service Representative is responsible for providing customer service to patients over...Full timeWork at office
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans... ...securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families...Work at officeLocal area
$48k - $60k
LPL Financial is seeking a Financial Advisor to join Oklahoma Central Credit Union in Tulsa, OK. The role involves servicing existing clients and building new relationships through the credit union’s referral system. Candidates must have Series 7 and 66 licenses, along...- Financial Advisory Services Representative page is loaded## Financial Advisory Services Representativelocations: Clayton - Glen Laurel Rdtime type: Full timeposted on: Posted Todayjob requisition id: JR-15211**If you are motivated and believe in the credit union philosophy...Work at officeImmediate start
- A leading financial services firm is seeking dynamic individuals to become financial advisors. You will build client relationships and create tailored financial plans while receiving exceptional training and support. This entrepreneurial role offers the potential for uncapped...
- 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 make an impact in the lives of the people...Local 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$80k
...following traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Entry‑Level Financial Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey....- ...wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner,...
- ...wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and...
- ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada...Extra incomePart timeRemote work
- ...Financial Solutions Advisor Registration Candidate - Tulsa Market Tulsa, Oklahoma;Tulsa, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Merrill Advisor Development Program- Financial Advisor: Oklahoma Market Oklahoma City, Oklahoma;Hot Springs, Arkansas; Fort Smith,... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Transparency Salary Range: Not Available Application Deadline: 06/27/2026 Summary Are you ready to make a real difference? At BOK Financial, we’re passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry...
- .... The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand... ...Abilities, Characteristics) Strong work ethic and high integrity. Represents the Bank and oneself in a positive, courteous and friendly...Work experience placementFlexible hoursRotating shift
- ...experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience... ...Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform...Full timeFlexible hours
- A medical center in Oklahoma seeks a Financial Counselor to provide excellent customer service to patients. This entry-level role requires a High School Diploma or GED, along with 1-3 years of relevant experience. Responsibilities include addressing patient inquiries over...
$53.13k
Personal Financial Counselor, Tulsa, OK page is loaded Personal Financial Counselor, Tulsa, OK Apply locations Tulsa OK 74116 PFC Tulsa... ...other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected...Full timeContract workTemporary workWork experience placementWork at office- State Employees' Credit Union is looking for a Financial Advisory Services Representative to support existing member relationships and assist with financial empowerment initiatives. This entry-level role requires obtaining life insurance licensing and involves responsibilities...
$60k - $300k
A financial services company in Tulsa is seeking dedicated individuals to run their own financial practice. This role involves providing sound financial advice, building client relationships, and engaging in continuous training for professional growth. Candidates should...Flexible hours
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