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
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans... ...securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families...SuggestedWork at officeLocal area
- ...highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll... ...best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive...SuggestedFor contractorsWork experience placementWork at office
$97k - $192k
...advancement Training & development Vision insurance The Central Midwest Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...SuggestedWork at officeLocal areaWork from homeFlexible hours$97k - $192k
...and outcomes. Exclusive training/development with experienced financial services professionals supporting you. An environment and... ...development assistance Referral program Role As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members...SuggestedWork at officeLocal areaWork from homeFlexible hours- ...Financial Advisor We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate...SuggestedWork experience placementWork at officeLocal area
$15 - $19 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...Hourly payWork at officeLocal areaShift work- ...Job Description Job Description Student Financial Services Representative St. Ambrose University is hiring a Student Financial Services Representative to support a one‑stop, student-centered service model across Financial Aid and Student Accounts. This is a frontline...Casual workWork at office
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...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- ...on performance Opportunity for advancement Paid time off Parental leave Training & development Role Description As a Financial Service Representative with Hootman Insurance Agency, you will successfully market the financial products that manage everyday risks. Your proficient...
$17 - $29.75 per hour
...values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, providing guidance, and connecting clients to the full range...Full time- ...IRA Matching Opportunity for advancement Paid time off Bonus based on performance Free food & snacks ROLE DESCRIPTION: As a Financial Representative – State Farm Agent Team Member with Gregg Hancock - State Farm Agent, you will successfully market the financial products...Work experience placementWork at office
- ...National Bank in Davenport, IA is seeking a Relationship Banker to build and deepen client relationships by delivering personalized financial advice and solutions. You will engage clients through proactive outreach, identify opportunities to introduce additional products,...
$97k - $192k
...advancement ~ Training & development ~ Vision insurance The Central Midwest Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hours$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...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$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‑...Work at office- JPMorganChase in the United States seeks a Relationship Banker to represent the Chase brand at a local branch. You will build and manage... ...products, and provide solutions to help clients achieve their financial goals. You will work with a team to deliver exceptional...Local areaWeekend workAfternoon shift
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- ...Commercial Loan Officer RESPONSIBILITIES: The Commercial Loan Officer evaluates needs of potential clients and offer appropriate financial products, services, and loans Promote and cross-sell other products and services as appropriate to client requirements...Local area
- ...rest. Our mission Our mission is to support the financial goals of individuals and businesses in the communities we call... ...network to grow commercial lending revenue and deposit growth. Represents the bank at local community and professional organization...Local area
$16.54 - $22.67 per hour
...thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a...Hourly payPart timeLocal area$16.54 - $22.67 per hour
...thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a...Part timeLocal area$17.56 - $19.3 per hour
...perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions if they...Hourly payWork at officeShift workNight shift- ...Description The Teller is responsible for providing exceptional customer service, accurately processing financial transactions, and maintaining a high level of security and compliance. This role requires strong communication skills, attention to detail, and the ability...Shift work
- Join Our Team as a Commercial Credit Analyst at IHMVCU! At IHMVCU, we're committed to delivering personalized, community-centered financial solutions that help our members achieve their goals. We believe in the power of relationships and the importance of making a meaningful...Live in
- ...for advancement Training & development Vision insurance At The Harrington District – Northwestern Mutual, we believe great financial advisors come from a variety of backgrounds. Whether you've worked in education, healthcare, sales, construction, business...For contractorsInternshipWork at officeFlexible hours
$100k - $125k
...in credit approval and voting processes for loans exceeding individual lender authorities. Credit Risk Assessment Analyze financial statements, tax returns, cash flow projections, debt service coverage, collateral valuations, and industry trends. Identify...Work at office2 days per week- ...Loan Processor Join our team as a detail-oriented Mortgage Loan Processor at IHMVCU! We are committed to providing exceptional financial services to our members and community. We believe in fostering a collaborative and supportive work environment where every team member...Work at office
- ...deadlines, and work both independently and collaboratively You’ll be part of a team dedicated to helping customers achieve their financial goals while supporting a strong lending operation. If you thrive in a fast-paced environment and enjoy working with details, compliance...Work at office
$102.5k - $210.6k
Position Summary Are you passionate about technology and interested in joining a community of collaborative colleagues who respectfully and courageously seek to challenge the status quo? If so, read on to learn more about an exciting opportunity with Deloitte Technology...Full timeFlexible hoursShift work
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