Personal Financial Representative - WY
Allstate
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand in your community. Your Practice As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and give you access to new revenue streams. Your Support Team We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business. Your Work A typical agency office has one financial specialist who meets with customers face‑to‑face and a team of licensed professionals who enhance the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? At least 2 years of life insurance or financial services customer‑facing sales experience State Life/Health Insurance Licenses FINRA Series 6 or 7 and 63 (if applicable) licenses Blended mix of protection and asset accumulation sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor’s degree (or higher) with emphasis on business preferred Legal and Equal Opportunity Statement Allstate Personal Financial Representatives are independent contractors, except in New York where they are employees of Allstate. All required licenses include Life and Health, FINRA Series6 &63, and for investment advisory services, Series65 or 7 &66 (if applicable). Allstate is an Equal Opportunity Company. #J-18808-Ljbffr
- ...: City CINCINNATI Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...clients and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the...PersonalWork at officeLocal area
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull 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... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeInternshipLocal areaFlexible hours- ...Teller to enhance customer relationships and ensure operational compliance. This role emphasizes customer service, sales skills, and personal development, with responsibilities including transaction processing and relationship building. We're looking for a candidate with...Personal
$74k - $100k
...responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals‑based... ...cross‑function collaboration, centers of influence and personal contacts. Develop perspective on clients by gathering personal...PersonalInternshipLocal area- ...Northwestern Mutual – Cincinnati is seeking a new representative to join our growing firm. A successful... ...skills, have a demonstrated history of personal success, value professional... ...certifications. We've been helping clients achieve financial security for over 160 years. We are...PersonalFull timeContract workWork experience placementInternshipWork at officeMonday to Friday
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent... ...financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to...Personal
- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering... ...Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance •...PersonalWork experience placementWork at officeLocal areaFlexible hours
- ...the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial... ...ideal wealth and long-term investment strategies for their personal situation Desire to provide an outstanding investor experience...Personal
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent... ...financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to...Personal
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected...PersonalContract workTemporary workWork experience placementWork at office$58.44k - $93.5k
Magellan Federal is seeking a Personal Financial Counselor in Cincinnati, OH. This role provides personal financial counseling and assistance to military service members and their families, helping them establish spending plans and offering a variety of financial services...Personal- A major financial institution seeks a Senior Financial Advisor to partner with branch staff, ensuring clients receive tailored financial... ...to meet their goals. Responsibilities include meeting personal production goals, coaching staff on client profiling, and delivering...PersonalRemote jobWork at office
- ...responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based... ...cross-function collaboration, centers of influence and personal contacts. Develops perspective on clients by gathering...Personal
- ...Cincinnati is offering an internship program for College Financial Representatives, designed to provide guidance in building an integrated financial... ...allows for a flexible schedule and opportunities for personal and professional growth. Performance-based earnings and...PersonalFull timeInternshipFlexible hours
$48k - $100k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...pursue the life they envision through a personal relationship with their advisory team committed... ...and clients. Our Wealth Management team represents an array of different backgrounds and...PersonalWork at officeShift workDay shift- A financial services firm in Cincinnati is seeking a Wealth Advisor to provide comprehensive financial planning and investment advisory services. The ideal candidate should have a Bachelor’s degree and experience in financial services. This role involves managing client...Personal
$90k - $110k
...old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the... ...prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved...PersonalFull timeWork at office$58.44k - $93.5k
Overview This position provides personal financial services at assigned military installations. Core duties include comprehensive financial counseling, education, and referral services for service members and their families, as well as coordination of classes, workshops...PersonalContract workTemporary workWork at officeImmediate startWork from home- ...Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand... ...experience in the Center for employees and customers. You take personal pride in solving problems for your personal and business...PersonalLive outWork at office
$150k
Retirement Plan Financial Advisor Join Our Team at CAPTRUST! Who Are We Looking For? Are you ready to make a significant impact in the... ...events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value...PersonalTemporary workWork at officeLocal areaFlexible hours$96k - $181k
...Fourth Street, Cincinnati Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise...PersonalWork experience placementWork at officeLocal areaFlexible hoursNight shift$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused... ..., priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals...PersonalWork at officeWork from homeHome officeFlexible hours- Fifth Third Bank, N.A. in Cincinnati, Ohio is looking for a Retail Personal Banker I. This position involves connecting with customers using the consultative sales process to meet their financial needs and strengthen relationships. The successful candidate will engage...Personal
- A prominent financial institution is seeking a Personal Banker Associate I in Cincinnati, OH. The role involves using a consultative sales process to meet customers' financial needs while acquiring new households. Key responsibilities include conducting financial needs...Personal
- BOK Financial Corporation is seeking a Personal Banker in Midwest City, OK. This role includes a comprehensive 9-week Banking Navigator training program designed to equip you with the skills needed for client interactions and financial services. As a Personal Banker, you...Personal
$58.44k - $93.5k
Magellan Health is seeking a Personal Financial Counselor in Cincinnati, OH, to provide comprehensive financial counseling to service members and their families. Responsibilities include delivering financial management services, conducting educational workshops, and managing...Personal- Fifth Third Bank in Cincinnati is seeking a Personal Banker for the Carthage Financial Center. The role involves using a consultative sales approach to meet the financial needs of customers and prospects, as well as maintaining high customer satisfaction. The ideal candidate...PersonalFull time
- First Fidelity Bank in Midwest City is seeking a dedicated Personal Banker. This role focuses on building meaningful relationships with... ..., providing exceptional service, and facilitating their financial goals. Candidates must have strong sales skills, customer service...Personal
- BOK Financial seeks a Personal Banker in Midwest City, Oklahoma. The role involves delivering an exceptional client experience and building long-term relationships while participating in a comprehensive Banking Navigator training program. Candidates should have a high...Personal
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