Financial Representative
Northwestern Mutual
Role Description This is a full‑time on‑site role as a Financial Representative in Houston. The role involves providing personalized financial planning, insurance, retirement planning, and investment services to clients. Financial representatives work closely with clients to help them achieve their financial goals and secure their futures. Qualifications Financial Planning, Retirement Planning, People Leadership and Finance skills Insurance expertise Knowledge of Investments Strong analytical and problem‑solving abilities Effective communication and interpersonal skills Bachelor's degree in Finance, Economics, Business, or related field are a plus Professional certifications such as CFP, CFA, or Series 7 are a plus #J-18808-Ljbffr
$36k - $75k
...driven, self‑motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long‑term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...SuggestedTraineeshipHome office- ...Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial...SuggestedFull time
- ...Financial Representative 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; and recommending and selling the corresponding financial...SuggestedWork 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 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. Students come from varying academic backgrounds and...SuggestedFull timeInternshipLocal area$3,000 per month
...Chartway Credit Union Representative All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team...- Job Overview The Senior Financial Representative of the Wealth Advisors Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will help maintain our book of 120,000 clients,...Work experience placementWork at officeImmediate startWork from home
$20 - $21 per hour
Job Title Bilingual (Spanish) Financial Solutions Representative I Job Type Full‑time Department Hours Monday - Friday 8:00 AM - 8:00 PM; Saturday 8:00 AM - 5:00 PM Location Virginia Beach, VA / Houston, TX / Tooele, UT Compensation Hiring Range: $20 - $21 per hour. Higher...Hourly payFull timeMonday to Friday$90k - $150k
Job Overview Senior Financial Representative in the Wealth Advisors Group provides investment solutions to mass affluent investors via phone and virtual platforms. Maintains a book of roughly 120,000 clients, assessing immediate and long‑term investment needs and designing...Work at officeImmediate start$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 areaFlexible hours- ...care, and where the unique and intrinsic worth of each individual is recognized. Submit your application for the opportunity below: Financial Counselor Job Summary and Qualifications As a Financial Counselor, you will be responsible for reviewing the Financial Clearance...Temporary workWork at officeFlexible hours
- ...Reports To: Director of Financial Aid Job Status: Exempt Position Summary The Financial Aid Advisor under the direction of the Director... ...by identifying available resources and funding opportunities. Represent Student Financial Services during orientation, open houses,...Work at officeAfternoon shift
- ...Financial Aid Advisor Employment Type: Full-Time Location: Houston Northwest Campus Work Setting: On-site Join Our Team! Do you enjoy helping others and making a difference in their lives? Are you passionate about providing excellent customer service and guiding people...Full timeWork at office
- ...Responsibilities You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students....
- ...and affirmation of these statements. Reports To: Director of Financial Aid Job Status: Exempt Position Summary The Financial Aid Advisor... ...by identifying available resources and funding opportunities. Represent Student Financial Services during orientation, open houses,...Work at officeAfternoon shift
$17.93 - $29.89 per hour
## Financial CounselorApplylocations: US-TX-Houstontime type: Full timeposted on: Posted Todayjob requisition id: JR6885**Location:**Oncology Consultants - Precision Radiation Office**Pay Range:**$17.93 - $29.89# **Job Description Summary:**A Financial counselor serves...Immediate startRemote workMonday to FridayShift workWeekend work- ...US Heart and Vascular is needing a Financial Counselor to join our team at Orion Medical in Houston, TXResponsibilities & Duties:Serves as the point of contact for all financial responsibility and assistance related questions from patients prior to the service being rendered...Work at officeLocal area
$23 - $25 per hour
...Financial Aid Advisor Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor, you'll be the friendly guide that students and their families rely on to make sense...Hourly payImmediate startFlexible hours- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Financial Advisor - Firm-Provided Leads, Salary Support, and Real Closing Opportunity If you are a financial advisor who can close, but you are tired of spending your best hours chasing cold prospects, this is the kind of seat worth stopping for. Impact! Partners Financial...
$43.89k - $150k
...modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice...Full timeTemporary workLocal areaFlexible hours- ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited... ...experience. What You Will Do: The Patient Financial Representative coordinates the financial aspects of a patient's while fostering...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
- ...Financial Services Recruiter | YRP Houston Marketing Director | Texas A&M Alumni Do you want to make a difference? Do you want to help us change the world? The Fitzpatrick Group is on a mission to challenge the financial services industry. While our competitors value their...
$43.89k - $150k
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker‑dealer that supports and grows wealth...Full timeTemporary workLocal areaFlexible hours- ...Enhancement Group is an independent wealth management firm with a passion for enriching the lives of clients. We pursue personalized financial planning through team-based Roundtable and UniFi processes that go beyond the standard approach. We serve over 55,000 households...Temporary workWork at office
- ...Job Title: Financial Aid Counselor Location: Clayton State University Regular/Temporary: Regular Full/Part Time: Full-Time Job ID: 29... ...Information Record (ISIR) data from the Department of Education. Represent the department at special events, including high school...Full timeTemporary workPart timeWork at officeNight shiftWeekend work
- ...Req ID: 77643 Location: Houston -HOUS, Woodlands -WDLND Areas of Interest: Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc...Temporary workWork at officeImmediate start
- ...Financial Aid Advisor - Lincoln Tech - Houston, TX campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...Full timeTemporary workImmediate start
- ...: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated to upholding the highest fiduciary standards and ensuring...Temporary workWork experience placement
$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...For contractorsWork at office
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