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. 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. 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. Look for self-improvement opportunities. 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 (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. Modern Woodmen is an equal opportunity employer. #J-18808-Ljbffr Modern Woodmen
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year... ...futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...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...SuggestedFull timeContract workFor contractorsInternshipLocal 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...SuggestedFull timeInternshipLocal area$55k - $115k
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...your wellbeing and prosperity are our priority.Get to know us: About - Gesa Credit UnionRole Summary:The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service...Contract work- ...and other outpatient services, onsite 550-car parking garage, and a helipad for emergency transport. We are seeking an experienced Financial Counselor – Patient Access (Full Time). Our ideal candidate will be responsible for the in‑depth and detailed evaluation of...Full timeFor contractorsWork at officeLocal area
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$23.99 - $39.98 per hour
...Sr. Personal Financial Representative (Sr. Personal Banker) Seattle Roosevelt Way NE - Seattle, WA 98115 Overview Salary Range $23.99 - $39.98 Hourly Level Experienced Position Type Full Time - Hourly Education Level High School Category Retail Banking Description...Hourly payFull timeShift work$55k - $115k
...working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Provide prompt, accurate, and friendly customer service. Service can include responding to...For contractorsWork at office$21.84 per hour
...Medicine - Harborview Medical Center Insurance Eligibility and Financial Counseling Services Team (IECS) has an outstanding... ...hospital policies, procedures, and services to patients, patient representatives, and inter/intra-hospital departments and community facilities...Hourly payFull timeTemporary workWork at officeLocal areaImmediate startTrial periodMonday to FridayShift workWeekend workDay shift$23.39 - $35.78 per hour
...Description This role is located on the Swedish First Hill campus Identifies and coordinates all aspects of financial obligations for private pay patients. Including, but not limited to, patient relations, physician liaison regarding financial liabilities, deposit...Minimum wageFull timeWork at officeLocal areaShift work- ...healthcare, and environmental services, and we are committed to driving innovation and operational excellence for our partners. As a Financial Systems Consultant, you will play a pivotal role in supporting financial systems analysis and operational initiatives within a...Local area
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...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...Work at officeWork from homeHome officeFlexible hours$53k - $83k
...want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous...Full timePart timeWork experience placementLocal area$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- ...Financial Planner At Range, we're building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let's create it together. We're building AI-powered wealth management. Investments...Work at officeRelocationMonday to Friday
- ...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
$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...Hourly payWork experience placementWork at officeFlexible hoursDay shift- ...Financial Aid Counselor As a UW employee, you have a unique opportunity to change lives on our campuses, in our state and around... ...written, verbal and interpersonal communication skills. Experience representing department as knowledgeable and authoritative while remaining...Work at officeWeekend workAfternoon shift
$77k - $202k
...Travel Requirements: Up to 60% At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...Full timeH1b$75k - $90k
...Team-Based Financial Advisor Make an impact working as part of a team providing financial advice with heart. You'll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the...Base plus commissionLocal area- Charles Schwab Careers is seeking a Wealth Advisor in Bellevue, United States. You will play a crucial role in providing personalized investment advice and managing client portfolios within a collaborative team setting. The ideal candidate has at least three years of advisory...
- Universal Health Services in Kirkland is looking for a Financial Counselor to manage patient admissions and verify insurance benefits. This role involves counseling patients on financial matters and ensuring compliance with payer requirements. Applicants should have a high...
- Thrivent Financial is seeking an Associate Financial Advisor in Seattle, WA, to support clients in their financial journeys. This full-time hybrid role involves investment planning, insurance solutions, and ongoing relationship management, working closely with a Lead Advisor...Full time
$21.32 - $32.49 per hour
...Sr Financial Services Representative - Weekends Off! As a top-performing financial institution, Pacific Premier Bank is dedicated to taking care of our customers and employees and making all feel welcomed and valued through building long-lasting relationships, doing...Monday to FridayFlexible hours- Pacific Capital Resource Group, Inc. in Bellevue is searching for a dedicated Financial Planner to assist high-bracket individuals in achieving their financial goals. The role involves developing comprehensive financial plans and providing ongoing support throughout implementation...
$100k - $130k
...delivering a thoughtful, high-quality planning experience that helps clients gain clarity, confidence, and optimism around their financial lives. The Financial Planner works closely with relationship advisors and other team members to support the delivery of financial...Full timeWork at officeFlexible hours
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