Financial Representative
Modern Woodmen of America
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. About you Entrepreneurial mindset Community oriented Responsibilities Work with current or new members to provide them information about the financial services their families could utilize Networking with individuals throughout the community Continuously prospecting in order to secure appointments Participating in mentor-lead appointments Asking customers for favorable introductions Engaging in personal observation through the community Participating in fraternal activities Benefits and Perks Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses! About Us Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Modern Woodmen is an equal opportunity employer (EOE). #J-18808-Ljbffr Modern Woodmen of America
- Modern Woodmen of America in Monroe, North Carolina is seeking a candidate to deliver personalized investment solutions and create financial plans. The role involves working with members to inform them about financial services, networking within the community, and...Suggested
- ...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...SuggestedWork experience placement
- ...processing cash transactions for clients as needed and having in‑depth conversations to connect clients to solutions that meet their financial goals. Responsibilities Execute the bank's risk culture and strive for operational excellence Build relationships with clients to...SuggestedShift workWeekend workDay shift
- Overall Job Responsibilities The position is responsible for the overall accounting/MIS and costing functions, including audit, compliance and taxes under various laws and regulations. It prepares cost estimates of new or special products for establishing selling prices...SuggestedWork experience placement
- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 4...SuggestedLocal area
$55k - $75k
...Job Title Financial Consultant Job Description To provide basic financial consulting services to assist members and non-members... ...to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries...Local areaMonday to Friday- ASSA ABLOY Global Solutions in Monroe, NC is seeking a Credit Analyst responsible for managing the accounts receivable portfolio. The role focuses on minimizing risk and maximizing collections while working closely with internal stakeholders and external customers. The ...Flexible hours
- ...them with banking transactions through self-service technologies. This role involves building strong client relationships, managing financial center traffic, and delivering excellent customer service. Candidates should have strong interpersonal skills, be adaptable to new...
- ...administration of the insurance and risk program. Employee has frequent contact with employees, citizens, elected officials and representatives of outside agencies and organizations. Consults with directors, managers and supervisors to keep informed of various aspects of...Contract work
- To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives... ...to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries...Full timeInternship
- PSI Pax, Inc. is looking for an Associate Attorney to join their finance group in Charlotte, NC. This direct hire position requires a law degree, with preferred candidates having one to seven years of transactional experience. The role offers a competitive compensation ...Remote jobRelocation package
- ...Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative with Dalton Cunningham State Farm, you will successfully market the financial products that manage everyday risks....Work from homeFlexible hours
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities....Hourly payContract workWork experience placementRemote workFlexible hours- A leading pharmaceutical company located in North Carolina is seeking an experienced accounting professional to oversee MIS and costing functions. This role involves preparing cost estimates, handling vendor payments, and ensuring compliance under various laws. Candidates...
- A financial services company in Monroe, NC is seeking an experienced professional responsible for accounting and costing functions. The role includes preparing MIS reports, performing monthly product costing in SAP, and ensuring internal controls are adhered to. Candidates...
- A leading global manufacturer of automated entrance solutions is seeking a Risk & Insurance Manager to oversee risk management and insurance programs. This role involves collaborating with brokers and internal teams to ensure optimal coverage and claims management. Ideal...
- It looks like you are visiting from a different region. Select your country or region for location-specific content.Risk & Insurance Manager**Risk Insurance Manager****ASSA ABLOY Entrance Systems, Pedestrian Door Solutions**Join the industry leader in automated door solutions...Temporary workFor contractorsWork at officeWorldwideFlexible hours
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent...Immediate startAfternoon shift
- PSI Pax, Inc. is seeking an Associate Attorney for their finance group in Matthews, NC. This direct hire position offers a competitive compensation package which includes health care, retirement plans, and paid time off. Ideal candidates will have 1 to 7 years of transactional...Remote jobWork from homeRelocation package
- ...AND RESPONSIBILITIES:* Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify... ...credit and financial information.* Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written...Work experience placementWork at office
- ...And Responsibilities: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and... ...credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication...Work experience placementWork at office
- A leading financial services company is looking for Loan Sales Specialists in Matthews, North Carolina. The role involves empowering customers with friendly and affordable financing options, while managing the entire loan process. Ideal candidates should have a High School...
$36k
A growing financial services company is seeking a Sr. Consumer Loan Specialist in Matthews, NC. This role involves originating consumer loans, ensuring excellent customer service, and assisting with operational tasks. The company offers a competitive salary of $36,000 per...$32k
A growing financial services company is seeking a Consumer Loan Specialist in Matthews, NC to originate loans and ensure a positive customer experience. The role offers a competitive salary of $32,000 per year plus an uncapped monthly bonus average of $8,000. Applicants...$127.31k - $243.34k
...Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career...H1bWork at officeRemote workRelocation package$127.31k - $229.16k
...USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional... ...improvements; recommends and develops solutions to mitigate risk. * Represents Actuary in cross-functional efforts. * Develops written...H1bWork at officeRemote workRelocation packageFlexible hours$143.32k - $273.93k
...Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at...H1bWork at officeRemote workRelocation packageFlexible hours$127.31k - $243.34k
...USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional... ...improvements; recommends and develops solutions to mitigate risk. Represents Actuary in cross-functional efforts. Develops written...H1bWork at officeRemote workRelocation packageFlexible hours$93.77k - $179.24k
...Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career...H1bWork at officeRemote workRelocation package$36k
...Sr. Consumer Loan Specialist Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $36,000 per year (paid...Hourly payTemporary workWork at officeFlexible hours
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