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. 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 Modern Woodmen
- ...Financial Representative Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate...SuggestedFull time
- ...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...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 areaFlexible hours$100k
...Experienced Financial Advisor Principal Grand Rapids, Michigan, United States About this position Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access to innovative retirement, employee...SuggestedFlexible hours- ...Description Grow your financial advisory practice with the support of an established financial services organization. At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized...Flexible hours
$50k
...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- ...driven, entrepreneurial advisors and professionals who want to scale their practice to new heights or build a meaningful career in financial planning while owning their long-term success. Many of our advisors are building six-figure practices, with top performers...Local areaImmediate startShift work
- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path 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- ...Overview We are seeking an experienced Financial Advisor to serve as the primary relationship manager and trusted advisor for an established... ...planning conversations and solution-based recommendations. Represent the firm professionally within the community through...
$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area$77k - $202k
...delivering quality work even when the path forward isn’t clear.In this role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be responsible for configuring, implementing, and maintaining the...Full timeH1b- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilitie sProvide...
$50k - $100k
Ready for a new direction? Principal is looking for motivated career changers to become financial advisors. If you’re a strong listener, enjoy helping people, and bring experience from fields like teaching, sales, operations, customer service, or management, your skills...- ...participate in STEM OPT for this position.Job DescriptionConsults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently...Full timeTemporary workPart timeWork experience placementWork at office
- ...Financial Planning Assistant As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other specialists within the organization. The role includes meeting preparation, client communication, coordination with the operations team, and...Work at officeFlexible hours
- ...Financial Aid Counselor This position is responsible for providing personal and financial aid application counseling to students and families so that students can fully understand their financial aid options and establish a plan for paying for their Davenport education...Work at officeNight shiftAfternoon shift
- ...increasing responsibility. The successful candidate will represent both commercial lenders and borrowers across a broad range of... ...issues. Work closely with clients, lenders, borrowers, financial institutions, and other transaction participants. Manage...Full timeWork at officeRelocation package
$50k - $100k
...Job Description Job Description Launch your career as a Financial Advisor with industry-leading training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior Financial Advisor experience is required—we provide the tools, support, and professional...Flexible hours$130k - $180k
...relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan. Essential Functions/...Full timeInternshipLocal area- ...Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter...Full timeWork experience placementImmediate startFlexible hours
- ...time off Training & development 401(k) matching Bonus based on performance Competitive salary ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Luke Bagnall - State Farm Agent, you will successfully market the financial...
- ...Job Description: Our client is a fee-only financial planning firm located in Grand Rapids, MI, seeking an Associate Financial Advisor who will serve in a support and lead capacity within assigned client relationships. In the support role, this advisor partners...Work at office
- About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business...Full timeH1bWork at officeVisa sponsorship
$58.66k - $78.4k
...wealth management experience. If you’re energized by supporting advisors, building client relationships, and developing holistic financial plans, this role is for you. About the Role The Wealth Advisor Analyst supports the delivery of comprehensive wealth management...Full timeWork at officeFlexible hours- ...Huntington Bank in Grand Rapids, MI seeks a Financial Relationship Banker to retain and grow consumer and business customer relationships. You will proactively identify financial goals and recommend deposit, loan, and other banking solutions while delivering excellent...
- ChoiceOne Bank in Grand Rapids, MI is seeking a Universal Banker – Non-Exempt to deliver exceptional customer service, open new accounts, and educate customers on deposit and lending products. You will build relationships, process transactions, and refer clients to other...Full time
- ## Financial Relationship Banker-(Grand Rapids, MI)Applyremote type: Officelocations: Grand Rapids, MItime type: Full timeposted on: Posted Todayjob requisition id: R0074128# **Description****Summary:**Our branch banking roles offer a welcoming and inclusive team environment...Full timeH1bWork at officeRemote workWork from homeFlexible hours
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