Financial Representative
Modern Woodmen
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
- ...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...SuggestedWork at officeLocal area
$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...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 Provide...Suggested
$45k - $75k
...Financial Representative Note: Fidelity will not provide immigration sponsorship for this position. The Role We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and...SuggestedFull time$38k - $55k
A local insurance agency in Schaumburg is seeking a Financial Representative to provide exceptional customer service and support insurance agents. This role requires dedication to client relations and a sales-oriented approach. Ideal candidates will have a strong background...SuggestedLocal area$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$90k - $135k
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- ...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
- ...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
$45.38k - $75.63k
...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 office$45.38k - $75.63k
...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 office$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 area$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeFor contractorsInternshipLocal areaFlexible hours$125k - $175k
...ensure client needs are met and tasks taken care of. Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available Skillfully navigate hard/emotional client conversations...Temporary workWork at officeFlexible hours- ...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
- FP&A Analyst We are seeking an analytical and detail-oriented FP&A Analyst to support budgeting, forecasting, financial reporting, and business planning initiatives. This FP&A Analyst role is ideal for someone who enjoys working with data, building reports, and partnering...
- ...About the Role Premier Global Links LLC is seeking an experienced Lead Financial Planner / Service Advisor to provide comprehensive financial planning and ongoing client service within an established wealth management environment. This is primarily a non-sales financial...Relocation
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your... ...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$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$65k - $140k
...Road Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other... ...0,000.00 Pay Type: Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will...Contract workPart timeLocal area- ...About the job Financial Planner Financial Planner - Lead Location: Buffalo Grove, IL | In-Person Schedule: Monday-Thursday, 8:45 AM-5:00 PM; Friday, 8:45 AM-2:30 PM Experience: 3+ Years Education: Bachelor's Degree Required Industry: Financial...Full timeRelocation package
- ...Lead Financial Planner We are a full-service, holistic Wealth Management firm that has been serving the greater IL area for over 20 years! We have become one of the most reputable firms in our industry and have an outstanding reputation for exceptional service. We greatly...
- ...educate them on self-service options, and handle cash transactions accurately. You will connect clients to solutions that fit their financial goals while building relationships and delivering a superior client experience. The role emphasizes teamwork, compliance, and a...Weekend work
- ...proactive sales, customer service, and collaboration with ecosystem partners to offer PNC solutions. Strong emphasis on presenting financial options, balancing risk, and delivering a differentiated customer experience. Polish language skills are preferred for serving a...Work at office
$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- Commercial Loan Officer Commercial Loan Officers, or Commercial Lenders, work to help business owners obtain funds needed to fund their businesses, purchase property, equipment, and more. Commercial Lending is more than cold-calling prospects and attending community...
$65k
...experience in customer service or comparable positions. Experience in loan sales, application generation, and loan closing experience at a financial institution. Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan...Work at office- ...Financial Representative Brett Twitty is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Financial Representative with our agency, your attention to detail, dedication...For contractorsWork at officeAfternoon shiftWeekday work
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