Financial representative
Modern Woodmen of America
Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. 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. 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 Modern Woodmen of America
$97k - $192k
...Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance About the Role As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the...SuggestedWork at officeLocal areaWork from homeFlexible hours$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$97k - $192k
Smith Region - Modern Woodmen of America is looking for a Financial Representative in Fate, Texas. This pivotal role involves addressing members' financial needs, demonstrating leadership within the community, and supporting the local office's growth. Candidates should...SuggestedRemote jobWork at officeLocal areaWork from homeFlexible hours$10k
...clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe....SuggestedWork at officeWork from home$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path 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 - $250k
Northwestern Mutual in Rockwall, Texas, is seeking a motivated individual to become a financial advisor. The role involves building a client base, creating personalized financial plans, and helping clients achieve their financial goals. You will receive comprehensive training...$61k - $250k
A financial services company is seeking a Financial Advisor to help clients achieve their financial goals. The position entails building... ...through award-winning training. Starting as a financial representative, candidates will receive support for licensing and certifications...$180k - $250k
...Growing firm with expansion plans and leadership that has scaled this model before Ideal Background: Experience in a client-facing financial advisor or wealth management role with responsibility for bringing in new client relationships Comfortable leading in-person...Work at office$97k - $192k
...advancement ~ Training & development ~ Vision insurance The Smith 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 appropriate...Work at officeLocal areaWork from homeFlexible hours$60k - $90k
...Financial Services Representative State Farm Agent Team Member As a Financial Services Representative State Farm Agent Team Member with Travis Barton - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient...For contractorsWork at officeFlexible hours- ...Description The Financial Associate (Teller/New Accounts) is responsible for providing a consistent positive and professional customer service experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops...Part timeWork at office
- ...to be their point of contact - they know your name and you know theirs Provide advice and guidance and help people along their financial journey Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need : Required...Monday to Friday
- A fraternal financial services organization is seeking an Administrative Assistant to provide financial guidance and develop tailored financial plans that help members succeed in their financial goals. The ideal candidate should possess strong leadership, integrity, and...
- RadNet, Inc. is seeking a Customer Service Representative in Rockwall, Texas, to provide exceptional customer service in a high-volume sales environment. This role requires effective communication in both Spanish and English, as well as the ability to work flexible hours...Flexible hours
$10k
...clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As...Work experience placementWork at officeWork from home$10k
...Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder...Work at officeWork from home- First Convenience Bank is seeking a Bilingual Personal Banker in Rockwall, Texas. The role offers full-time employment with responsibilities including providing exceptional customer service, processing transactions, and cross-selling bank products to a diverse clientele...Full timeFlexible hoursAfternoon shift
$10k
...clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As...Work experience placementWork at officeWork from home- ...Our Company's culture supports customers in achieving their financial goals and dreams. You serve as a vital role in the commercial... ...PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
- Modern Woodmen of America is looking for financial representatives in Rockwall, Texas. In this role, you'll help families achieve their financial goals by creating tailored financial plans and providing products that protect their futures. We offer extensive training and...
- ...Teller who is responsible for accurately and efficiently processing teller transactions. A Teller must be able to identify member financial need(s) and recommend an appropriate credit union product/service solution to fit that need. Major Duties and Essential Functions...Part timeWork at officeFlexible hours
- Position Title: Loan Originator / Officer Reports to: Branch Partner or Branch Manager Department: Sales Location: Branch Position Type: Full-Time or Part-Time FLSA Classification / Type: Exempt / Sales Workers Supervises: None POSITION...Full timePart timeWork at officeLocal areaMonday to FridayFlexible hoursAfternoon shift
- A local financial institution in Rockwall, Texas is hiring a Senior Credit Analyst to support commercial lending processes. In this role, you will perform comprehensive financial analysis, ensure compliance monitoring, and manage loan agreements. Candidates should have...Local area
- ...Prosspo Financial LLC, a growing financial services firm based in Wylie, Texas, is seeking motivated individuals for the role of Financial Consultants/Associates. This position offers flexibility, comprehensive training, and the opportunity to help clients achieve financial...Remote workFlexible hours
$52k - $64k
...Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US Get AI-powered advice on this job and more exclusive features...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- About the Role Our company’s culture supports customers in achieving their financial goals and dreams. You will serve a vital role in the commercial lending process, conducting high‑level analyses on commercial/business loans and working closely with commercial lenders...Full timeTemporary workWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
$40k - $65k
Financial Services Representative - State Farm Agent Team Member Full Time in GARLAND, TX Position Overview State Farm Insurance Agent located in GARLAND, TX is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Imelda...Hourly payFull timeFor contractorsFlexible hours- A respected financial institution in Texas seeks a Full-Time Credit Analyst II to conduct high-level analyses on commercial loans and ensure compliance with bank policies. Candidates should hold a bachelor's degree in finance or accounting and possess strong Excel and analytical...Full time
- ...Job Description Job Description ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Travis Barton - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial representative. Be the first to apply!
- finance associate Rockwall, TX
- financial advisor Rockwall, TX
- estate planning consultant Rockwall, TX
- financial planning assistant Rockwall, TX
- associate corporate finance Rockwall, TX
- financial planning administrator Rockwall, TX
- financial planning associate Rockwall, TX
- jde finance consultant Rockwall, TX
- financial planner Rockwall, TX
- financial counselor Rockwall, TX


