Financial Advisor
Bankers Life
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, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we offer: Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP® Inclusive culture, career long mentorship, and the support of an established office structure Progressive advancement opportunities Flexible hybrid schedule once you complete your agent training Sales leads, marketing tools and leading technology Uncapped earnings ($80,000 - $100,000 1st year average) Passive income opportunities and bonus programs Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: #J-18808-Ljbffr
- ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...SuggestedImmediate start
- ...Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue cycle tasks to ensure accurate claim submission and receipt of payment. Position is full-time, 40 hours per week. Education/Experience...SuggestedFull timeWork at office
$19.23 - $28.37 per hour
...- Toledo, Ohio 43610 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...SuggestedHourly payWork experience placementWork at officeDay shift- ...Financial AdvisorHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their... ...approach. Whether you are just starting your career or an experienced advisor, Hantz Group offers ongoing support for you to build your...SuggestedWork at officeFlexible hours
- ...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...SuggestedLocal area
$19.23 - $28.37 per hour
...Collingwood Boulevard - Toledo, Ohio 43610 Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeFlexible hoursDay shift- KeyBank in Toledo, Ohio is seeking a client-focused Financial Wellness Advisor to help individuals and business clients move forward in their financial journey. The role splits time between servicing clients and processing transactions, with about 70% focused on conversations...
- KeyBank is hiring a Personal Banker in the Toledo, OH area. You will engage clients, uncover financial needs, and guide them toward suitable banking products. This role emphasizes relationship-building, account openings, and collaborative teamwork to grow client wellness...
- ...President At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation. Citizens National Bank has an excellent...Full timeTemporary workLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$20.67 - $31.25 per hour
...Toledo, Ohio 43623 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office$20.67 - $31.25 per hour
..., Ohio 43623 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours$23 per hour
...interest in a long-term career at Key. Essential Functions Partner with a KIS Private Client Advisor to gain hands-on experience. Participate in client discovery and financial planning activities including data entry and analysis. Observe client meetings and assist...Hourly payTemporary workWork experience placementSummer workInternshipSummer internshipH1bWork at officeRelocation packageFlexible hours- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions...Work at officeLocal area
- ...Job Description Job Description Harbor is seeking a Financial Coach and Benefits Planner to join the Ohio Means Jobs Lucas County team! This position provides individualized financial well-being coaching and benefits planning support to individuals receiving benefits...Full timeTemporary workPart timeWork at office
$18 - $23.08 per hour
...Tremainsville - Toledo, Ohio 43613Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper...Hourly payPart timeDay shift- ...focused environment, we'd love to meet you.As a Teller, you'll be the face of our credit union-providing exceptional service, handling financial transactions accurately, and helping members feel welcomed and supported. This position is perfect for someone who enjoys working...Part time
$30k - $50k
...or participate in STEM OPT for this position.Job ResponsibilitiesDelivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork at office- ...Job Category Commercial Lending, Banking Industry Banking, Financial Institutions Employee Type Exempt Required Degree 4 Year Degree Manage Others No Summary/Objective Responsible for commercial business development and portfolio management for new and existing clients...Work at officeFlexible hours
- ...Croghan is a recognized leader in community banking throughout the region and focuses on helping all community members achieve their financial goals. We partner with our community to understand financial goals and recommend products and services that help achieve them. We...Full timeTemporary workWork at officeLocal areaMonday to FridayNight shift
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
- ...- Toledo, Ohio 43606Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper...Part timeDay shift
- Risk Management Specialist Department Org: Risk Management - 110510 Employee Classification: U1 - Unclassified PSA FT Bargaining Unit: Professional Staff Association Primary Location: MC AD Shift: 1 Posted Salary: starting at 56,262; Salary commensurate witheducation and...Shift work
$18.75 - $25 per hour
...Broadway - Toledo, Ohio 43609Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...Hourly payDay shift- ...nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career...Full timeFlexible hoursShift work
- ...- Oregon, Ohio 43616Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... .... Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper...Day shift
$75k
...At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward...Full timePart timeWork at office- ...Senior Financial Analyst | Sustainable Building Materials Company We’re partnering with a large, publicly traded manufacturing organization seeking a Senior Financial Analyst to support financial planning, reporting, forecasting, and strategic analysis for a key business...
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