Financial Services Representative
$60k - $120kStrategic People Advisors
About Strategic People Advisors Strategic People Advisors is a specialized recruitment partner. We identify and advocate for talented professionals looking to make a meaningful career pivot into high-growth industries. We are representing a prominent local general agency of OneAmerica Financial® that prioritizes developing high-performing professionals transitioning from non-financial fields. If you have hit a growth ceiling in fields like education, corporate sales, real estate, athletics, or management, this structured associate program is built for your success. Position Overview Our client does not expect you to have a background in finance. They provide a fully structured, classroom-to-field training curriculum designed to teach macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business. Key Responsibilities Participate in a structured, multi-phase licensing and financial planning training program. Learn to host consultative discovery conversations to evaluate client needs, financial vulnerabilities, and cash flow. Design tailored asset-protection, disability, and retirement planning solutions using the firm\'s advanced financial modeling software. Build a local advisory brand by engaging with local communities, professional organizations, and personal networks. Requirements No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued. A natural ability to build trust, paired with deep professional empathy. Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule. Must pass a standard industry background check and licensing exam (sponsorship provided). Bachelor\'s degree preferred, or equivalent track record of professional success. Compensation & Professional Development Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development. Start-up financing programs combined with competitive commissions and residual income streams. $60,000.00 - $120,000.00 per year. This role features a performance-based compensation structure with uncapped earning potential. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase. Discover how we support professionals through career transitions at #J-18808-Ljbffr Strategic People Advisors
$50k - $120k
...Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies,...SuggestedFull timeLocal area$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...a positive, lasting impact on people? Do you have customer service experience? Are you looking for an opportunity to learn a new... ...who helps them, over the phone and in-person, when they have a financial need. No prior finance experience required just bring your customer...SuggestedTemporary workWork at officeLocal 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$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams.... ...Qualifications Series 7 and Series 66 required. Experience in financial services working with clients; in‑depth knowledge of investment...SuggestedWork at officeHome officeFlexible hours$20 - $24.95 per hour
...US:OK:NORMAN | Bank Services/Sales | Full Time 20.00 - 24.95 USD per hour Description Pay is based on a number of factors including... ...suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please...Hourly payFull timeMonday to ThursdayFlexible hoursNight shift- ...Part-Time Financial Services Consultant What could an extra $1,000-$2,000 each month do for your household? Qualified candidates are wanted for the chance to enter financial services on a part-time basis while working fully remotely. This means that you get all the...Weekly payPart timeRemote workWork from home
$50k - $70k
...contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand. Responsibilities Forge enduring customer...Hourly payFor contractorsWork at officeFlexible hours- ...Description The Financial Counselor is responsible for offering financial advice and... ...minimum requirement. Previous customer service experience in a similar field, including... ...credit authorizer or customer service representative, is also beneficial. Due to the sensitivity...Fixed term contractWork at officeNight shift
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ...part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven...
$50k - $70k
...contractor agent might just be the perfect fit for you! Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand. Responsibilities Forge enduring customer...Hourly payFor contractorsWork at officeFlexible hours$72k - $90k
...Experience delivering project management in a professional services or consulting environment. Must have experience managing client... ...as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at...Full timeRemote workShift work- ...well as promoting the Bank and its other services available to potential customers. This... ...credit. Analyzes applicant financial status, credit, and asset evaluation to... ...environment characteristics described here are representative of those an employee encounters while...Work at office
- ...with new and existing customers and match services that best fit their individual needs.... ...behalf of the bank in matters relating to financial significance. Contacts customers,... ...taken to resolve customer problems. Represent the Bank at various bank sponsored events...Full timeWork experience placementBank staffShift workWeekend workAfternoon shift
- ...business and deepening relationships by promoting products and services to potential and existing customers. Responsibilities include... ...Build and maintain relationships with customers to help identify financial products and services that meet their needs Promote...Part timeBank staffLocal areaMonday to FridayWeekend work
- ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on the lives of others? Look no further!...Remote workWork from home
$60k - $75k
...Account Representative - State Farm Agent Team Member As Account Representative - State Farm... ...marketing relevant products and services. Grow your career as you better your community... ...Ambitious? This busy insurance and financial services office has a passion to make a...For contractorsWork at officeFlexible hours$90.23k
...the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports... ...compensation practices. This pay range is a good faith estimate representative of all experience levels for the geographic location assigned...Work experience placementH1b- ...that this position is based on our campus in Madison, WI, and requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a Financial Analyst to work strategically with Epic's customers. You'll work in a creative...RelocationVisa sponsorshipRelocation package
- ...Job Summary Prepares departmental and service line budgets in alignment with organizational goals. Maintains and compiles daily, weekly... ...and annual statistics. Develops, maintains and analyzes financial models and forecasts including rolling forecasts. Performs variance...
- ...Our company is looking to add multiple customer service positions to our growing team of remote representatives. This is a full time position with upwards mobility and the ability to work from home! We service union and association members by matching clients to the products...Weekly payFull timeLocal areaRemote workWork from home
$60k - $75k
...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... ...year Are You Driven & Ambitious? This busy insurance and financial services office has a passion to make a difference in the...For contractorsWork at office$75.2k - $90.3k
...are inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating...Full timeWork experience placementRemote workWork from homeFlexible hours- Job Details Job Location: Norman Corporate - Norman, OK 73069 Purpose: While projecting a professional image; interact with customers to provide support, respond to inquiries and resolve issues. Assist in reviewing loans for correct documentation, regulatory, and policy...Work experience placement
- ...Customer Service Representative Join Arcosa Specialty Materials, a company with loads of opportunity and stability. We are seeking a detail-oriented and customer-focused individual to join our team as a Customer Service Representative. This role is pivotal in ensuring...Hourly payTemporary workWork experience placementWork at office
- UNIVERSITY OF OKLAHOM in Norman, OK is seeking Simulated Client actors to portray clients in role-play scenarios for social work learners. SCs work on an as-needed basis with advance notice and training, reporting to the Director of the Simulation Center. Roles involve...Part time
- ...equipment; stock and rotate ingredients from delivery to storage/work area/walk-in cooler; prepare products; receive and process telephone and internet orders; count inventory and complete paperwork; clean equipmen Customer Service, Service, Restaurant, Retail, Customer...
- ...team in Norman. You will welcome and assist customers, build relationships, and identify needs to recommend suitable products and services. Training and ongoing coaching are provided, with a focus on helping you grow in a collaborative, goal-driven environment. This role...
$750 per week
...consumer insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for...Part timeCasual workRemote workFlexible hours$21 - $29 per hour
...procedures providing direction and guidance to associates on member service approaches and techniques to ensure member complaints and... ...funds for proper register operation creating and interpreting financial analysis reports assisting with accountingrelated investigations...Hourly payMinimum wageFull timeTemporary workPart timeWork at office
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