Financial Services Representative
Center for Wealth Preservation, LLC
Why Join the Center for Wealth Preservation (CWP)? Because high performers need leverage—not limitations. CWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. We combine personalized attention with modern resources and open architecture—so you can move faster and think bigger. What Sets CWP Apart Dedicated Sales Execution Team– You drive strategy; we help drive results Tailored Compensation– Earnings programs aligned to your goals and experience Lead Program– Qualified opportunities to accelerate growth Accelerated Growth Path– Develop into a top-tier advisor in months, not years Unmatched Support– Financial planning with expert case design from our attorney and CFP on staff, as well as an in-house dedicated marketing team Flexibility– Work from anywhere without sacrificing support or standards Teaming Model– Collaborate with other high performers to expand capacity Culture That Performs– Growth-focused, professional, and built around execution At CWP, you’re not asked to fit into a system. You’re given the platform to perform at a higher level. If you want problems worth solving, authority to act, and a firm built to support decisive professionals—this is your move. Now Hiring: Full-time Problem Solvers Design. Solve. Build. Transform. Do you see possibilities where others see limits? Do you thrive on solving complex problems, building better systems, and turning chaos into clarity? This is not a traditional Financial Advisor role. This is for independent thinkers—the analytical builders who question, refine, and create better outcomes. The Role You’ll design financial strategies with precision and logic, guiding clients by: Seeing long‑term outcomes Cutting through noise to focus on facts Creating structure from complexity Building durable, results‑driven solutions You’ll own your work, operate with autonomy, and deliver impact that speaks for itself. Who Thrives Here Self‑driven and analytical Direct, honest, and clear in communication Curious, persistent, and improvement‑focused Calm under pressure, energized by challenges Project‑oriented and autonomous Clients trust you—and results follow. What We Offer A platform built for independent thinkers Coaching, tools, and mentorship to scale a high‑performance practice Freedom to build your career your way A path defined by ambition, not limits This isn’t just a job. It’s a blueprint for your future. Take our survey and start building what’s next—for your clients and yourself. #J-18808-Ljbffr Center for Wealth Preservation, LLC
- ...Job Title Advises and counsels admitted patients of financial responsibility and self-payments. Processes payments, issues patient receipts... ...may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials,...SuggestedHourly payDaily paid
$70k - $110k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member with Brian Gill - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient...SuggestedFor contractors- ...Job Description Job Description Financial Services Representative Entry Level, Career Changer or Experienced Agent/Advisor Ready to take your career and life to new levels of purpose, pride and satisfaction? Are you looking for a career that will leverage your...SuggestedWork experience placementFlexible hours
$90k - $130k
...Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using... ...Benefits, and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their...SuggestedFull timeContract workFor contractorsWork at officeLocal areaWork visaFlexible hours- ...empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy... ...for community involvement. Role Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary...SuggestedLocal areaFlexible hoursNight shift
- ...empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy... .... Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both...Local areaFlexible hoursNight shift
$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...Full timeInternshipLocal area$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual... ...financial strength and access to the best products and services for our clients. Our Financial Representatives and College...Full 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...Full timeInternshipLocal areaFlexible hours- ...Financial Advisor The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2... ...accountants, investment management analysts, and a top-tier team of service professionals. The Wealth Alliance is looking for a seasoned...
$80k - $150k
...Description Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing strategies... ...and changing financial needs Ensure exceptional customer service is provided to existing clients; track and monitor communications...$100k
Overview Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their...- Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial... ...and Health licenses preferred. Prior experience in financial services, wealth management, banking, insurance, or retirement planning...
$100k - $150k
Join a team where your financial expertise can make a lasting impact. At New York Life, we're dedicated to empowering financial professionals... ...industry knowledge, and are committed to providing exceptional service. If you're ready to grow in a collaborative environment that...$25 - $27.88 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$25.07 - $41.79 per hour
...Specializes in our branch customer experience through lobby management, servicing and sales interactions for retail and business customers.... ...relationship and transition to needs to based discussion on financial goals. Identify financial needs of customers and present all...Hourly pay$30.59 - $40.76 per hour
...Summary Credit analysts conduct due diligence and analyze borrower financial information to support loan decisions. They prepare spreads,... ...Credit Analyst or similar credit/underwriting/financial services role also acceptable. RMA courses or similar banking training...Hourly payFull timeTemporary workPart timeWork at officeWork visaFlexible hours- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving... ...by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring...Hourly payMinimum wageWork experience placementWork at officeImmediate start
$30.59 - $40.76 per hour
...due diligence and analyzes of borrower’s industry and company financial information with oversight. Prepares spreads, written analysis... ...Commercial Credit Analyst or similar credit/underwriting/financial services position experience are also acceptable.RMA Courses such as (...Full timeTemporary workPart timeWork at officeWork visaFlexible hours- ...accounts receivable for specified customers as assigned to them by their respective Credit Manager or by the NAI GM of Customer Financial Services. Account maintenance will include the extension of credit within assigned authority, periodic credit reviews, and the timely...Work at officeFlexible hoursWeekend work
$80k - $90k
Job Overview Merrill Wealth Management is recruiting a Financial Advisor for its Advisor Development Program. The role focuses on building... ...customized solutions. Recommend investment products and services based on clients’ objectives, resources, time horizon, risk profile...Interim roleFlexible hoursDay shift$23.56 - $29.81 per hour
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving... ...by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring...Work at officeImmediate start$50k - $70k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities include: Establish customer relationships and follow up with customers, as needed. Provide...For contractorsWork at office- ...Office Administrator Job Number: 26-01125 Be part of the Financial Services Industry. ECLARO is looking for an Office Administrator for our client in Plainview, NY. ECLARO's client is one of the largest Insurance Brokerage and Consulting Firms in the...Work at office
$350k
Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and... ...specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit,...$42k - $62k
...Training & development ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Joe Mattera - State... ...a career and not just a job? This busy insurance and financial services office has a passion to make a difference in the lives...For contractorsWork at officeFlexible hours- ...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide...For contractors
$42k - $62k
...Responsive Recruiter As a Customer Service Representative - State Farm Agent Team Member with Joe Mattera - State Farm Agent, you will generate... ...want a career and not just a job? This busy insurance and financial services office has a passion to make a difference in the...Work at office- ...Description Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll... .... This career isn’t for everyone, but the best Financial Service Professionals and Managers in our company will tell you there’s...Fixed term contract
$19 - $22 per hour
...credit, SBA loans, and equipment financing. Analyze business financial statements, tax returns, bank statements, and organizational documents... ...Finance and Administrative Industries Banking, Financial Services, and Loan Brokers Referrals increase your chances of...Contract workWork at office
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