Financial Representative
Modern Woodmen of America
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. 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 (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
- ...Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities...Suggested
- ...Organization : Name CHICAGO-NORTHWEST IL Default: Location : City ROSEMONT Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs...SuggestedWork at officeLocal area
$90k - $135k
...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...SuggestedFull timeWork experience placementLocal 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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$120k - $185k
...Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...SuggestedFull timeWork experience placementLocal area$66.5k - $129.5k
...world of work—think of Gallagher. How You’ll Make An Impact The Financial Advisor position is accountable for building and maintaining... ...and comprehensive compensation package. The base salary range represents the anticipated low‑end and high‑end of the range for this position...Live outWork at officeLocal areaFlexible hours- ...world of work; think of Gallagher.OverviewThe GBS Divisional Sr. Financial & Actuarial Consultant is a key leadership role within the... ...role involves participating in client or prospect meetings to represent the Financial and Actuarial Consulting team, mentoring team members...Work at officeLocal 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...Full timeInternshipLocal areaFlexible hours- ...Finance Leader in our client's innovative environment. This hybrid role, based in Rolling Meadows, IL, emphasizes collaboration and financial excellence. Key responsibilities include overseeing financial operations and guiding strategic initiatives utilizing Netsuite...Flexible hours
$41.71k - $69k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this...Contract workPart timeLocal areaImmediate startDay shift$41.71k - $69k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...$41,714.00 - $69,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will...Contract workPart timeLocal areaImmediate startDay shift- U.S. Bank is seeking a Client Relationship Consultant 2 in Palatine, IL. This role focuses on building relationships through proactive client engagement and providing an optimal client experience across various banking services. The ideal candidate must have at least a...
- ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
- Us Bank is looking for Client Relationship Consultants in Palatine, Illinois. This role involves building client relationships through proactive outreach and effectively meeting customers' banking needs using digital tools. Successful candidates will possess strong customer...
- ...including rotations and a certification to advance within the Retail Personal Banker family. The position emphasizes consultative sales to identify and meet customer financial needs, while processing teller transactions and supporting the platform staff. #J-18808-Ljbffr...
- ...self-service resources Accurately processing cash transactions for clients as needed Having deep conversations to gain knowledge of financial and life priorities Connecting clients to solutions that meet their financial goals Executing the bank's risk culture and striving...
- ...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. Responsibilities...Work at officeFlexible hours
$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- ...Who We Are At Wealth Financial Services & Tax Advisory (WFSTA) , we believe financial planning is about building lasting relationships... ...opportunities and expand relationships with existing clients. Represent WFSTA at networking events, educational seminars, and industry...Temporary work
$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-...Full 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
$36k - $50k
...Sales Representative Are you a results-driven individual with a passion for sales and helping others? Do you thrive in a fast-paced and... ...agency, we have access to a diverse range of insurance and financial products, enabling us to provide personalized solutions to our...Work at office$36k
...Build a Business. Create Your Future. Looking for more than your next job? Join Northwestern Mutual as a Financial Advisor and build a long-term career helping individuals, families, and business owners achieve financial security—while growing a business of your own. No...Work at officeLocal area- ...Employer: Clearwater Capital Partners ( Industry: Financial Services Type: Full Time Status: Exempt Reason: New Position Experience: 5 + years Education: Bachelor’s Degree Compensation: Base with bonus opportunity Location: Hoffman Estates, IL About Clearwater Capital...Full timeTemporary workWork at office
- ...Function : We are seeking an experienced and client-focused Financial Advisor to step into a succession opportunity with an established... ...advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial...Full timeHome office
- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
- ...YOUR IMPACT As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. Our trusted Advisor teams have worked with sophisticated...ApprenticeshipWork experience placementWork at office
$61k - $250k
...Northwestern Mutual in Rosemont, Illinois, is seeking motivated individuals to become financial advisors. In this role, you'll have the opportunity to build a client base, create personalized financial plans, and earn performance-based compensation. Northwestern Mutual...- ...A financial services firm in Deerfield is seeking an Associate Advisor to support client relationships with technical expertise in investments and financial planning. This role includes leading client meetings, developing new business opportunities, and preparing customized...
$72.4k - $108.6k
...organized skills enabling effective communications. #MPR Primary Level Salary Range: $72,400.00 - $108,600.00 The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the...For contractorsWork experience placementRelocationShift work
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