Financial Education Representative
Full-time
Nexera
Financial Education Representative
Help people gain confidence with their finances.
Our representatives educate consumers on financial products and services designed to help them save, manage, and grow their money.
Responsibilities Include
- Customer education
- Product presentations
- Answering questions
- Building trust
- Community engagement
- Professional development
Perks
- Weekly earnings
- Leadership training
- Business mentorship
- Advancement opportunities
- Networking events
No finance degree required.
People skills matter most.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Financial Education Representative in Raleigh, NC vacancy
$65k - $70k
Primerica - Financial Services Representative (Training Provided) Primerica is a leading financial services company in North America, with over 2,... ...mutual funds, annuities, and mortgages, along with financial education to help clients build a secure future. What You’ll Do...SuggestedFull time- ...Job Description Job Description Launch Your Career in Customer Service & Financial Education Looking for a career where you can develop professional skills while helping others? We're expanding our team and seeking outgoing individuals to educate customers on...Suggested
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los... ...management, including planning for retirement, education, legacy, and other life goals through... ...clients. Our Wealth Management team represents an array of different backgrounds and...SuggestedWork at officeShift workDay shift
- ...goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and... .... Role Specifics As a Merrill Advisor Development Program – Financial Advisor, you will work with high‑net‑worth individuals to identify...SuggestedInterim roleImmediate startShift workDay shift
- ...after completing a 4-8 week on-boarding and education program that includes rotations in... ...job family. The Personal Banker I is a Financial Center position focused on using the consultative... ...information.* Ability to professionally represent Fifth Third Bank in terms of appearance...SuggestedWork experience placementWork at office
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our...Full timeContract workFor contractorsWork at office- Jobtailor is seeking a licensed financial professional to advise clients, triage leads, and build comprehensive financial plans in Raleigh... ...objectives while maintaining compliance and ongoing education. The ideal candidate holds Series 7 and Series 66, or 63/65 in...
- ...management, including planning for retirement, education, legacy, and other life goals through... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...clients. Our Wealth Management team represents an array of different backgrounds and...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...Banking to serve a selected group of affluent clients and other customers, managing their banking relationships with an advice-based, education-driven approach. You will collaborate with Specialists to connect clients to the right solutions, promote self-service options,...
- ...management, including planning for retirement, education, legacy, and other life goals through... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...clients. Our Wealth Management team represents an array of different backgrounds and...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$78k - $156k
...reimbursement, the Freedom 2 Save student debt program and FreeU education benefit - an affordable and convenient path to getting a... ...their healthiest life. What You’ll Work On Responsible for full financial planning and analysis in support of the Glucerna® brand Collaborate...Shift work- ...Senior Financial AnalystHot JobRaleigh, NCOverviewPosition Type: Full Time Job Shift: Day Education Level: Bachelor's Degree Travel Percentage: NoneDescriptionAbout flyExclusiveflyExclusive is one of the fastest-growing private aviation companies in the country — and...Full timeWork experience placementWork at officeImmediate startMonday to FridayShift work
- A financial services agency in North Carolina is seeking passionate individuals for a role focused on securing families' financial well-being. You will conduct virtual consultations to assess client needs and provide tailored solutions, along with completing administrative...Remote jobWeekly payWork from home
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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 areaFlexible hours- ...Help People Discover Better Financial Solutions We're hiring energetic professionals who enjoy working directly with people. Our organization... ...works alongside leading financial technology providers to educate consumers about banking services and wealth-building resources....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$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...financial advisor, you start as a financial representative focused on client‑building and... ...winning training programs equip you with the education, skill‑building, and development...Work at office$97k - $192k
...The Polk Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This... ...Impact | Modern Woodmen | Fraternalism, social, volunteer and educational activities for adults and kids Check out the varying...Work at officeLocal areaWork from homeFlexible hours- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their... ...Our products help fund member programs, including social, educational and volunteer activities that enrich members’ lives and...Local area
- ...Solutions | Proven Track Record of Identifying Top Talent Our financial representatives are dedicated to helping individuals from all backgrounds... ...-term relationships. Credible, trustworthy and honest. Education and Training: Our education and training programs start the...Full time
- Company Description First Command Financial Services, Inc. focuses on coaching our Nation's military families in their pursuit of long... ...thousands of client families, emphasizing face-to-face guidance and education to help build strong financial behaviors. The organization is...Full timeLocal area
- ...we were founded in 1883. Owning our own financial services brokerage firm, MWA Financial... ...About the Role As an Associate Financial Representative, you will: Work with individuals,... ...Team Leader, and Managing Partner roles Education, Licensing & Support All required education...Local area
$20 per hour
.... Multitasking between administrative tasks and phone calls. Required Skills & Experience: Industry Experience: Experience in the financial industry is key. Soft Skills: Excellent customer service skills, comfortable with answering phones. Positive attitude, care, and drive...Contract workTemporary workRemote workFlexible hours$116.2k - $229.1k
...as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed business decisions. This role supports finance transformation...Local areaVisa sponsorship- Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and...Remote work
- Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and...Remote work
- ...throughout the healthcare system. Supports the decision support and financial reporting systems. Participates in training co-workers and... ...For more information, visit EOE Licensure Not Applicable Education Bachelor's Degree Business Administration Or Finance Required....
- ...A growing financial services firm is seeking a Senior Financial Analyst in Raleigh, NC, to support business leaders through financial analysis and strategic modeling. The ideal candidate should have over 3 years of experience in financial analysis, possess strong financial...
$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Education Representative. Be the first to apply!
Related searches
- oracle financial functional consultant Raleigh, NC
- financial advisor development program Raleigh, NC
- financial associate Raleigh, NC
- junior oracle financial functional consultant Raleigh, NC
- project finance associate Raleigh, NC
- jde finance consultant Raleigh, NC
- wealth advisor Raleigh, NC
- senior wealth advisor Raleigh, NC
- senior financial advisor Raleigh, NC
- entry level financial advisor Raleigh, NC



