Personal Financial Representative - OH
Allstate Insurance Co.
As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams. Responsibilities A typical agency office has one financial specialist who meets with customers face‑to‑face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Requirements & Qualifications At least 2 years of life insurance or financial services customer‑facing sales experience State Life/Health Insurance Licenses FINRA Series 6 or 7 and 63 (if applicable) licenses Blended mix of protection and asset accumulation sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor’s degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. They are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker‑Dealer. Member FINRA, SIPC. Legal & Equal Opportunity Statement Allstate is an Equal Opportunity Company. Allstate PFRs are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. #J-18808-Ljbffr Allstate Insurance Co.
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeInternshipLocal areaFlexible hours- ...rapidly expanding - our office in New York City isseeking financial representatives to continue our consistent, sustainanble growth plan. Northwestern... ...provide guidance on: Comprehensive Financial Planning – Personal Needs Analysis Asset & Income Protection – Education...PersonalWork at office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...professionals who want to build their own financial services practice under the Allstate... ...Advisor, Financial Planner, Registered Representative or Investment Representative preferred.... ...and conditions outlined in the Allstate Personal Financial Representative (PFR)...PersonalFor contractors
- Job Description As a Financial Representative you will build long-lasting relationships with clients, offer guidance, and provide solutions to... ...in the following areas: Comprehensive Financial Planning - Personal Planning Analysis Asset & Income Protection - Education Funding...Personal
- ...magazine, has helped clients achieve financial security for more than 150 years. The... ...community. Northwestern Mutual offers a personalized approach to uncovering financial solutions... ...a successful practice as a financial representative including: Developing your business...PersonalFull timeWork experience placement
- Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important financial guidance...PersonalWork experience placement
$15 - $16 per hour
...Families in 2025, helps customers meet their financial needs and unlock their financial good.... ...an Overstaff Financial Services Representative to join our dynamic team and support multiple... ...is provided for business use of personal vehicles, excluding normal commuting....PersonalHourly payFull timeWork at officeLocal areaFlexible hoursWeekend workAfternoon shift- ...Responsibilities Provide personal financial counseling services to military service members and their families Assist service members in establishing a spending plan for extended absences Develop and make available informational financial materials to service members...Personal
- ...Panelmatic was founded in 1957 in Youngstown, OH to serve manufacturing industries with... ...Job Summary We are currently seeking a Financial Planning & Analysis (FP&A) to play a pivotal... ..., paid volunteerism, and paid personal and professional development provided PTO...PersonalWorldwide
$50k - $80k
Position: Financial Services Representative - State Farm Agent Team Member Location: Full Time in Newburgh, NY Position Overview Are you outgoing... .../bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential and opportunities...PersonalFull timeFor contractorsFlexible hours$40k - $75k
Financial Services Representative - State Farm Agent Team Member Full Time in Fully Remote - US Compensation $40,000.00 - $75,000.00 per year Benefits... .../bonus Work from home Paid time off (vacation and personal/sick days) Health Insurance Profit sharing Growth...PersonalFull timeFor contractorsWork at officeRemote workWork from home$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your...PersonalH1b$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing... ...planning analysis Unquestioned commitment to integrity in personal and professional activities Highly motivated with ability to function...Personal- ...sits at the center of the company’s most important strategic and financial decisions and offers unparalleled exposure to senior... ...which is why we offer a wide range of benefits to support your personal and professional well-being. Competitive Compensation and Incentives...PersonalWork at officeLocal area
$75k
...firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will... ...that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and...PersonalWork at office- ...Financial Advisor page is loaded## Financial Advisorlocations: State College, PAtime type... ...customer service skills Ability to use a personal computer and job-related software MS Word... ...symbolizes the outstanding culture we represent.# # **Sign up for Job Alerts:****A simple...PersonalWork at office
- ...a powerful model of Purpose-Centered Education that promotes personal transformation and constructive change in workplaces and communities... ...remote schedules for added flexibility.Position SummaryThe Financial Aid Counselor is responsible for assisting students and their...PersonalRemote workAfternoon shift
$60k
...We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique...PersonalWork at officeFlexible hours$90k - $350k
...Wealth Advisor Department: Insurance & Financial Services Employment Type: Full Time Location... ...long‑term client strategy. We do not represent just one firm. We represent options. When... ...Wealth Director, RIA Lead Planner and Personal Trust Advisor. Key Responsibilities Responsibilities...PersonalFull time$135k - $145k
...Altfest Personal Wealth Management, a leading independent Wealth Management firm, is seeking a Financial Advisor to help formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business...PersonalTemporary work- ...high-net-worth individuals. We help clients navigate complex financial situations, including succession planning for family-owned businesses... ...events, and other pivotal life transitions. Through a highly personalized and planning-driven approach, we design and implement...Personal
- ...Overview The Financial Counselor is part of the Financial Investigation Department that serves all locations within OBH and is a key liaison... ...Conduct patient interviews and financial counseling both in‑person at designated hospital locations and remotely via telephone,...PersonalWork at officeLocal areaRemote work
- ...BANK & TRUST TELLER CINCINNATI, OH SUMMARY The position of... ...vault and the ATM. Operates personal computer to process account activity... ...described here are representative of those an employee encounters... ...training sessions, formal school or financial industry related curriculum,...PersonalWork at officeNight shift
$115k - $130k
...will also be a core contributor to our AI-first initiatives and financial systems roadmap — we are looking for someone who sees AI not... ...seekers may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or...PersonalWork at officeRemote workWork from home$189.29k - $331.2k
...leader in wealth management, asset servicing, asset management and banking services. Responsibilities Develop a comprehensive personal and financial wealth profile on the client and the client’s family, including identification of wealth-related life goals in...PersonalVisa sponsorshipWork visa$260k
...I also consent to the processing of my personal data for purposes of processing my application... ...of federal securities laws to join our Financial Services group. Our team is a leading... ..., asset managers and investment funds, representing clients that range from small start-up...Personal- ...CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care... ...supportive culture, and a well-balanced personal & work life alignment. What We Offer... ...You Will Do: The Patient Financial Representative coordinates the financial aspects of a...PersonalHourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
$55.25k - $66.3k
...Financial Advisor Join to apply for the Financial Advisor role at Ameriprise Financial Services, LLC . Are you looking to advance your... ...organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help...PersonalFull timeWork experience placementLocal area- ...our investors, our communities and the planet we all share. The Financial Planner is a contributing member of HSBC’s Wealth Planning and... ...implement holistic financial planning advice. HSBC Wealth & Personal Banking US is an integrated platform which provides comprehensive...PersonalWork at office
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