Financial Representative
rekroot llc
Our financial representatives 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 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. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and Training: Our 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. Seniority level Entry level Employment type Full-time Job function Sales and Finance #J-18808-Ljbffr
$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$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 areaFlexible hours- 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...SuggestedFull timeLocal area
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- Sanford Health in Fargo, ND is seeking a Financial Counseling Representative to help patients understand their financial responsibility and options. You will answer billing questions, review insurance coverage and Explanation of Benefits (EOBs), and assist with payment...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... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Work at office$86k - $94k
...Job Description Job Description As a Financial Services Representative in Sales with New York Life, you'll play a vital role in helping individuals and families achieve financial security. This is more than just a job; it's a chance to grow alongside a company that...- ...Bank Forward Job Opportunity At Bank Forward we believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees and communities "fast forward" to the goals they strive...Part timeMonday to FridayShift work
- ...West Wisconsin, North Iowa, and SD. As a full-time Associate Financial Planner for Foster Klima, there are no Sales Territories. Our... ...join their team as Entry-Level Insurance/Financial Services Representatives . No prior sales experience is required — only a strong work...Full timeRemote work
- ...expertise with strong business process knowledge across manufacturing, distribution, and professional services industries and within Financial module. Reports to : BC Practice Leader Travel : Up to 25% within the United States. Location : This role is available...Permanent employmentWork at officeRemote workFlexible hours
- Job Description Job Description IT Security Analyst ???? Fargo, ND (On-Site) This is not a remote position. Candidates must currently reside in or be willing to relocate to the Fargo area. ???? Pivotal Health ???? Full-Time | Monday-Friday Protect Critical ...Full timeWork experience placementRelocationMonday to Friday
- ...exceptional service to both our customers and field teams. This position is ideal for a detail-oriented professional who enjoys analyzing financial information, making sound business recommendations, and collaborating across multiple departments to support company growth and...Work at office
- ...and compliance support provided by Corporate!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.An active...Remote work
$133.37k - $156.9k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area3 days per week$72.5k - $100k
...Location : Fargo, ND (Grand Forks also an option) Job Type : Permanent/Direct-Hire Compensation : $72,500-100,000 Industry : Banking & Financial Services About The Role Our firm is partnering with a well-established regional financial institution to identify a Credit Officer...Permanent employmentInterim roleWork at office- ...commercial loan portfolio.Primary Duties:Spread and analyze financial statements, both commercial and agricultural, for existing and... ...and regulatory examinations.Provide guidance to loan document representative and commercial loan coordinator in preparation of loan...Interim roleBank staff
- ...RepresentativeGate City Bank is looking for a service-driven Customer Service Representative to support customers at our Fargo Village West Office. This... ...new accounts and understanding products that fit their financial needs.Maintain balanced cash drawers and follow all cash-...Full timePart timeWork at officeMonday to Friday
$17 - $18 per hour
...ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance...Hourly payFull timeLive inWork at officeImmediate startFlexible hours- First Western Bank & Trust is seeking a part-time Teller in the Fargo region. The role involves handling customer banking matters with a focus on service excellence, cash handling, and accurate balancing. Workdays are Monday through Friday with shifts distributed between...Part timeMonday to FridayShift work
- ...Job Description Job Description Financial Consultant | WealthBridge 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...
- If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Teller Part Time Fargo Bison Block, Fargo, ND, US 4 days ago Requisition ID: 1681 First Western Bank has a part-...Temporary workPart timeMonday to FridayRotating shift
- ...Job Description Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s...Fixed term contract
- Mortgage Loan Processor Bravera is hiring for a Mortgage Loan Processor in ND (Mandan, Dickinson, Minot or Fargo), MT (Billings, Great Falls or Helena), or Albertville, MN. Bravera is an employee- and director-owned company that is committed to helping our employees...
- ...Teller Position The Teller represents Bell Bank to our customers in a courteous and professional manner and provides prompt, efficient... ...their overall banking experience. Accurately processes financial transactions, fulfilling customer requests in a timely manner...Part timeFlexible hoursDay shiftAfternoon shift
- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to... ...experience. As a primary point of contact for customers, you represent the branch through strong service, attention to detail, and genuine...Part timeWork experience placement
- ...Teller Position This position represents Bell Bank to our customers in a courteous and professional manner and provides prompt, efficient... ...their overall banking experience. Accurately processes financial transactions, fulfilling customer requests in a timely manner...Part timeFlexible hoursDay shiftAfternoon shift
$17.05 - $21.55 per hour
...products, policies, and procedures, along with the ability to understand member goals and provide guidance on products, services, and financial solutions that support financial well-being. A Member Advisor ensures operational integrity, supports fraud prevention and...Hourly payFull timeImmediate startRemote workMonday to FridayShift work$21.94 - $26.82 per hour
...Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workLocal area- ...supporting business partners across Pacific and Central Time Zones Overview The Strategic Finance Analyst will provide comprehensive financial analysis and guidance supporting the company's strategic capital acquisition process and high-priority Business Unit initiatives....Contract workFlexible hours
$84.2k - $113.9k
...Strategic Financial AnalystHybrid role (3 days/week in office) at our Portland, Medford, Fargo, Burlington, Vancouver, Renton, Boise, Lewiston or Salt Lake City offices. Candidates must reside within commutable distance of that location.Build a career with purpose. Join...Work at officeImmediate startWork from homeFlexible hours3 days per week
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