Financial Representative
Modern Woodmen of America
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
- ...Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location : GREENVILLE Responsibilities As a Financial Representative, you will work with current and prospective clients in your community to...SuggestedFull time
- A leading financial services company in Greenville is seeking a Financial Representative to engage with clients and understand their financial needs. This role emphasizes customer focus and strong communication skills, with eligibility for a range of benefits including...Suggested
$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- ...the job poster from Modern Woodmen of America. Launch your financial services career with an organization that positively impacts... ...futures in the communities we serve. About the Role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedLocal area
- ...however they want. Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Learn products, services, and procedures quickly and accurately to...Immediate startAfternoon shift
- JPMorgan Chase & Co. is seeking a motivated individual for a role focused on client relationship management in Travelers Rest, SC. The ideal candidate will have experience in retail banking, superb communication skills, and a commitment to client relations. Responsibilities...
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- Financial Advisor - Greenville, SC page is loaded## Financial Advisor - Greenville, SClocations: SC - Greenvilletime type: Full timeposted on: Posted 4 Days Agojob requisition id: REQ-42202Meaningful work. Rewarding career. Make an impact providing expert financial advice...Local area
$75k
Hudnall Capital Advisors in Greenville, South Carolina is seeking an experienced financial advisor who excels in providing exceptional service to clients. The ideal candidate will have a successful track record in financial planning, superior communication and relationship...- Bankers Life in Greenville, SC is hiring a Financial Advisor to help clients with personalized financial planning. You will build a client base, present financial solutions, and take ownership of your business. Ideal candidates will hold active Life & Health licenses and...Flexible hours
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...For contractors- Trade Street Wealth Advisors is seeking a motivated and relationship-driven Financial Advisor to join our growing team. We are looking for an individual who is eager to take an active role in serving clients, building long-term relationships, and contributing to the continued...Full timeWork at office
$75k
Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry...$55k - $65k
...Join us at Big Money Retirement, where we’re not just guiding financial futures; we’re transforming lives by empowering clients to... ...a new chapter with confidence. As a Financial Client Success Representative, you’ll be at the heart of this mission, building strong relationships...Work at office- ...Job Description Job Description Elevate Your Career as a Financial Planning Assistant! Are you an experienced professional with... ...and Life license within 2 months * Associate Financial Representative contract within 3 months * Series 7 and Series 63 within 1...Contract workTemporary workWork at office
- ...Bankers Life in Greenville, South Carolina is seeking ambitious individuals to join their team as Insurance Sales Agents and Financial Representatives. This role focuses on helping clients achieve financial goals through personalized financial services, wealth management,...Flexible hours
- A leading wealth management firm is seeking a Financial Professional in South Carolina to help individuals secure their retirement. The role offers extensive training, the flexibility to create a work-life balance, and unlimited income potential. Ideal candidates will possess...
- $250M AUM, INDEPENDENT, GROWING BOUTIQUE Interested? Click HERE for more information. Our client is an independent financial planning firm where comprehensive financial planning is the foundation of the client experience. They work collaboratively with clients...
$20.19 - $21.57 per hour
Head Teller United Community is seeking a Head Teller to join our team. As the Head Teller, you will utilize your strong attention to detail while being responsible for managing the daily operations of the teller line, ensuring that all transactions are processed accurately...Full timeLocal areaRemote work- ...led businesses to materially improve operational performance, financial controls, and long-term profitability. What sets Cogent... ...essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Full timeFor contractors
$58.44k
Overview This position will provide personal financial services at assigned military installations. Primary responsibilities include... ...All other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected...Contract workTemporary workWork experience placementWork at office- Floating Relationship Banker Join our team. Make a difference - for us and for your future. Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions...Work at office
$90k - $120k
Godshall Recruiting is seeking a financial advisor in Greenville, South Carolina. This direct hire role involves analyzing client financial data, preparing reports, and supporting clients throughout the financial planning process. Ideal candidates should have at least a...$61k - $119k
Financial Advisor (Looking for Career Changers-Training/Licensing Provided) Financial Advisor (Looking for Career Changers-Training/... ...earnings of $61K-$119K (based on2018-2023company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137...Full timeContract workFor contractorsInternship$58.44k - $93.5k
Magellan Health is seeking a Personal Financial Counselor in Greenville, SC. In this role, you will provide essential financial counseling services to military service members and their families, develop educational materials, and manage financial workshops. The ideal candidate...$55k - $65k
Big Money Retirement Solutions is looking for a Financial Client Success Representative in Greenville, South Carolina, who will build strong client relationships and deliver personalized financial strategies. This professional service role emphasizes attention to detail...- ...completion of all requisite client profiling documents* May handle financial transactions such as, but not limited to, the collection,... ...and enthusiasm that sets TD Wealth apart from our competitors* Represents TD Wealth to the public in a professional manner* Be involved...
- ...retention, and providing expert wealth management advice. The position requires a Bachelor's Degree and significant experience in Trust, Financial Services, or related fields. The ideal candidate will manage account monitoring, ensure compliance, and assist in acquiring new...
- A leading financial services organization in Greenville seeks dedicated financial representatives to help families achieve their financial goals. You will create tailored financial plans, provide crucial guidance, and engage with the community. Ideal candidates show integrity...
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