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. 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
- ...We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on an educational approach to finances and to deliver our expertise to people...SuggestedFull timeTemporary workPart timeFlexible hours
$80k
...locally‑owned, independent community bank that strengthens the places we call home, one relationship at a time. ABOUT THE ROLE The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning,...SuggestedTemporary workLocal areaFlexible hours$50 - $60 per hour
...A technology firm specializing in AI is seeking a Financial Advisor to enhance AI training. This flexible role allows you to work remotely and set your own schedule. Responsibilities include reviewing AI outputs on finance, ensuring accuracy, and providing valuable feedback...SuggestedHourly payRemote workFlexible hours$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client’s financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...SuggestedHourly payWork experience placementDay shift$85k - $105k
Juniper Square, a leader in private market solutions, is looking for a Senior Fund Accountant to join their dynamic team. This role will involve delivering fund accounting services and enhancing the client experience for Real Estate, Private Equity, and Venture Capital...SuggestedRemote work- ...Overview Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join: Competitive compensation with industry leading annual performance-based bonus opportunityComprehensive benefits including medical, dental, and vision insurance401(k) with...Full timeLocal areaMonday to Friday
$51.8k - $95.9k
...Place Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other... ...5,900.00 Pay Type: Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will...Contract workPart timeLocal area- ...Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions. Position Overview...Local area
- ...experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their...Work experience placement
- ...job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities...Part timeNight shift
$18 - $20 per hour
...deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. Discusses and uncovers customer’s financial needs to identify and offer appropriate products and services. Supports referral goals for branch by focusing and identifying and...Night shift$60k - $80k
Universal Lending Corporation is looking for a Loan Processor to ensure a smooth mortgage experience for customers. In this role, you will verify and prepare loan files for underwriting, maintain communication between all parties, and ensure compliance with guidelines....Remote work- ...identify outages, transfer funds appropriately between bank accounts, and prepare timely reports for management. Work with Corporate Financial Services and Financial Analysts to research and resolve banking and General Ledger account outages related to Loan Servicing...Hourly payWork experience placementWork at office
- ...origination staff, underwriters and customers. Essential Functions Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. Educate clients on various mortgage products, terms, and options, offering...Minimum wageWork at officeLocal areaMonday to Friday
- About the Role Metro’s Office of Risk, Readiness, & Resilience (R3) seeks a Risk Manager to lead a high‑impact, agency‑wide program that strengthens how Metro identifies, evaluates, manages, and responds to risk across the organization. The position focuses on enterprise...Work at officeLocal areaRemote workMonday to FridayFlexible hoursAfternoon shift
- ...Advisory & Insights: Provide high-touch service to prospective and existing clients, offering expert market insights and strategic financial recommendations Drive Relationship Conversion: Demonstrate exceptional ability to build trust, rapport, and meaningful...Summer work
$134.28k - $164.12k
...Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth... ...in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth...Temporary workWork experience placementLocal area- Functional Consultant – Finance Relevant Experience (Yrs) - 8 - 10 years' experience in consulting on ERP. 6+ years in consulting Microsoft Dynamics Ax – General ledger & Finance Technical/Functional Skills - Necessary Skills (Must Have): Knowledge of Microsoft Dynamics...
- ...lifecycle, and exposure to high-profile transactions within a growing, entrepreneurial business. Key Responsibilities Own and maintain financial model for investment opportunities and project financings. Implement improvements to the financial model on an ongoing basis in...Work experience placementWork at officeImmediate startFlexible hours
$50 - $58 per hour
...refine clear grading rubrics for assessing AI outputs on transaction and modeling exercises Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses) Produce transaction analyses and investment materials with a...Contract workRemote work$175k - $225k
...Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand... ...essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Hourly payFull timeContract workWork experience placementWork at officeShift work- ...AO Garcia Agency is seeking qualified candidates to enter financial services on a part-time, fully remote basis. This role allows for flexible hours, with only 20 hours a week required, while you build client relationships and provide personalized benefits solutions....Part timeRemote workFlexible hours
$1,000 - $2,000 per month
...Medium is offering a fantastic opportunity to join their financial services team on a part-time basis while working fully remotely from Madison, Wisconsin. Candidates can expect to manage clients' financial strategies by utilizing strong communication skills and adapting...Part timeRemote work- ...The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer...Full time
$35.75k - $52.04k
...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being... ...9,530 - $43,240 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget...Local areaFlexible hoursAfternoon shift- ...relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects Nicolet’s culture, values, and commitment... ...Participate in team huddles and branch initiatives. Represent Nicolet in community outreach. General Uphold Nicolet’s philosophy...Temporary workWork at officeLocal area
- ...products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new... ...by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process....Work experience placementWork at officeImmediate start
- ...existing clients with resources and solutions to serve all their financial needs and will work to grow relationships that are mutually... ...community functions where the office is involved. Ability to represent the organization in a professional, positive manner. Proven sales...Full timeWork experience placementWork at officeMonday to Friday
- ...promote a culture of regulatory compliance and safe and sound financial practices Knows and strictly follows all security, compliance... ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Bank staffLocal area
- ...reports will be key to your success in this role. Responsibilities Develop annual budgets, monthly forecasts, and long‑range financial plans. Create and maintain models to predict performance and assess business decisions. Analyze variances between actual...Temporary workRemote workWork from homeWork visaFlexible hoursShift work
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