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
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...SuggestedTraineeshipHome office- ...Organization : Name SACRAMENTO CA Default: Location : City SACRAMENTO Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and...SuggestedLocal areaNight shiftAfternoon shiftWeekday work
$82k - $136k
...lives of your communities and clients through comprehensive financial planning Increasing Flexibility over your time and calendar Income... ...of interviewing at Northwestern Mutual by 2x. Get notified about new Financial Representative jobs in Sacramento, CA . #J-18808-Ljbffr...SuggestedFull timeWork experience placementWork at officeLocal 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$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$36k - $75k
Mutual of Omaha is seeking a driven Financial Representative Trainee in Sacramento, California, to embark on a dynamic program aimed at building a successful financial career. You will receive comprehensive training to excel in selling Individual Insurance products and...Traineeship$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$33.89 - $38.15 per hour
...to be discovered. Day - 08 Hour (United States of America) This is a Stanford Health Care job. Overview The Patient Financial Clearance Representative, under direct supervision of the Department Management and Patient Financial Clearance Lead, performs specialized functions...Remote jobHourly payFull time$70k - $80k
...FINRA. This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to FridayShift workDay shift$82k - $136k
A leading financial services company is seeking a Financial Representative to provide expert guidance in financial planning. This full-time role offers uncapped earning potential with base pay ranging from $82,000 to $136,000 per year, plus various bonuses and benefits...Full time- A leading healthcare provider in Northern California is seeking a Financial Counselor to facilitate patient admissions and financial counseling. The ideal candidate will have a strong background in healthcare and insurance verification, with excellent communication and...
- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$70k - $80k
Bank of America is seeking a Financial Advisor in Cupertino, CA to provide comprehensive financial advice and customized solutions. In this role, you'll triage client leads, meet with clients to review goals, and build financial plans using various investment products....- A healthcare organization in Sacramento is looking for a Financial Counselor to handle patient admissions, provide financial options, and assist with insurance verification. The ideal candidate will have a high school diploma, two years of healthcare and insurance verification...Work at office
- Magellan Health is looking for a qualified Financial Counselor to provide comprehensive financial services to military service members and their families. Responsibilities include personal financial counseling, educational workshops, and collaborative planning with military...
$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-...Full timeContract workFor contractorsWork at office- Altaone-Federal-Credit-Union is looking for a dedicated individual to assist members with a variety of services, enhancing their financial well-being and providing top-tier customer service. The role includes opening accounts, educating members on available financial products...
$21 - $25 per hour
...POSITION TITLE: Entry-Level Financial Counselor REPORTS TO (TITLE): Business Office Manager PAY SCALE: $21.00-$25.00 SCHEDULE BEING OFFERED: Monday - Friday, 9:00 am to 5:30 pm Our Mission At our healthcare facility, we believe that compassionate care extends...Work at officeMonday to Friday- ...Financial Solutions Advisor Stage I At 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 by driving Responsible Growth and delivering for our clients, teammates, communities, and...Work at officeImmediate startMonday to FridayShift workDay shift
- ...collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way... ...financial advisor, certified financial planner, investment advisor Representative, or wealth manager. ~ Strong marketing and business...Immediate start
$21 - $25 per hour
...POSITION TITLE: Financial Counselor REPORTS TO (TITLE): Business Office Manager PAY SCALE: $21.00-$25.00 SCHEDULE BEING OFFERED: Monday - Friday, 9:00 am to 5:30 pm DESCRIPTION OF POSITION: The Financial Counselor is responsible for admission of patients including patient...Work at officeMonday to FridayWeekend work- ...Davis Family Financial LLC is seeking a Financial Planning Associate in Sacramento, California. You will support senior advisors in providing personalized financial plans and serve clients from diverse backgrounds. This role offers an opportunity to start a long-term career...Flexible hours
$25 - $26.77 per hour
...Bank Of America Job Opportunity At 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 by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Merrill Advisor Development Program - Financial Advisor: Sacramento Market Sacramento, California;Roseville, California To proceed... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Join a leading multi-site food manufacturer as a Senior FP&A Analyst, partnering directly with executive leadership to drive financial planning, operational analysis, and strategic decision-making. This highly visible role reports to the CFO and serves as a key business...Relocation package
$78.4k - $122.5k
...motivatedFP&A Analystto join our Central Finance team. In this role, you will be responsible for supporting the budgeting, forecasting, and financial analysis for ourGeneral & Administrative Support Functions. You will work closely with senior leadership, including General...Flexible hours- Job Overview A law firm seeks a Senior Project Finance Associate specializing in renewable energy to join their team in Sacramento, CA. The role involves handling debt and tax equity financings, as well as development and transactional work for renewable energy assets, ...
- Golden1 in Sacramento is seeking a full-time Member Service Specialist II. In this role, you'll process financial transactions, provide key member services, and identify opportunities to assist members with their financial needs. You'll build a career through internal promotions...Full time
$67.5k - $96.3k
What Finance Operations contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...Contract workTemporary workLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial representative. Be the first to apply!
- associate corporate finance Sacramento, CA
- financial planner Sacramento, CA
- junior oracle financial functional consultant Sacramento, CA
- estate planning consultant Sacramento, CA
- financial counselor Sacramento, CA
- project finance associate Sacramento, CA
- financial advisor development program Sacramento, CA
- financial planner cfp Sacramento, CA
- financial consultant Sacramento, CA
- financial associate Sacramento, CA

