Financial Advisor
Bankers Life
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we offer: Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP® Inclusive culture, career long mentorship, and the support of an established office structure Flexible hybrid schedule once you complete your agent training Sales leads, marketing tools and leading technology Uncapped earnings Passive income opportunities and bonus programs Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: #J-18808-Ljbffr Bankers Life
- ...Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first‑in‑class training and... ...year‑old, Fortune 100 company with over $600B in assets. As an Advisor, you will be creating a comprehensive and individualized plan to...Suggested
$50k
...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 an...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...Suggested
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- Overview Gryphon Financial Partners is a $2.4B AUM independent RIA and multi-family office serving high-net-worth clients and families.... ...intentionally and selectively. We are looking for a Senior Client Advisor / Relationship Manager to join our team in Toledo, Columbus, or...SuggestedWork at office
$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...For contractorsWork at office$75k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Maumee, OH. Financial Advisors are based within a bank branch and work...Full timeTemporary workPart timeWork experience placementWork at office$110k - $120k
...Roofline business unit and the preparation of annual operating plan, forecasting and reporting for Operations. The position will own the financial planning uploads in NSPB, variance analysis for materials and labor, and assist with ad hoc requests from the Operations...Full timeWork at officeLocal areaFlexible hoursShift workNight shift- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
- ...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...Local area
- Description Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Job Details Harbor is seeking a Financial Counselor...Full timeWork at office
- ...Overview WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor 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 their...
$110k - $200k
...looking for an individual focused on delivering excellence through attention to detail. The Opportunity We’re seeking a senior-level Financial Planner to take ownership of client relationships, lead sophisticated portfolio strategies, and optimize financial planning...Work at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$18 - $23.08 per hour
...Toledo, Ohio 43606 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper...Hourly payPart timeWork experience placementShift workDay shift- Position Summary The Sr. Financial Analyst FP&A is responsible for supporting company-wide financial planning, forecasting, reporting, and analysis. This role serves as a finance business partner to cross-functional teams and leadership by analyzing company performance,...H1bWork at officeLocal areaFlexible hours
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...Financial Consultant & Relationship Manager, Toledo, OH • Wealth Management To analyze the customer’s investment needs, proactively identifying and selling a broad array of Investment and Insurance products, achieving sales and referral goals while developing a positive...Work experience placementWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
$19.23 - $28.37 per hour
...Lambertville, Michigan 48144 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shift$19.23 - $28.37 per hour
..., Michigan 48144 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeFlexible hoursDay shift$45k
...and generous paid time off programs On-campus fitness programs and meal delivery services Comprehensive health, wellbeing, financial wellness, and childcare benefits Opportunities for growth and advancement Additional Perks Employee assistance program with...Full time- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
$37.44k - $44k
...Branch office you will be based in Toledo, OH. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Part timeWork experience placementWork at office- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- ...Responsibilities: Provide in-person client service at the branch; Process cash deposits and withdrawals and balance cash drawer; Identify financial wellness opportunities and refer clients to a Banker; Follow compliance, audit and security procedures; Assist with servicing...Part time
- ...focused environment, we'd love to meet you. As a Teller, you'll be the face of our credit union-providing exceptional service, handling financial transactions accurately, and helping members feel welcomed and supported. This position is perfect for someone who enjoys working...Part time
- ...Toledo, Ohio 43606 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial...Part timeDay shift
- ...s Retail Branch in Toledo, Ohio. As a Part Time Teller, you will deliver a unique customer experience aimed at improving customer financial wellbeing while fostering an inclusive workplace. The position involves educating customers on products, engaging in lobby activities...Part time
- ...Job Description Job Description Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Position is full-time...Full timeWork at office
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