Financial Advisor for Middle-Market Clients
Western & Southern Life
Western & Southern Life is seeking a Financial Representative in Lexington, Kentucky. This role involves educating middle-income clients on risk protection and financial solutions, conducting market analysis, and developing client relationships. Responsibilities include securing client appointments and maintaining accurate records, while required qualifications include a high school diploma and a life and health license. The position emphasizes integrity and a strong work ethic, with frequent community engagement. #J-18808-Ljbffr Western & Southern Life
- ...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... ...reasons.ResponsibilitiesIdentifies market(s) and develops appropriate marketing...SuggestedWork at officeLocal area
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.... ...purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life...SuggestedFull timeContract workFor contractorsWork at office- Western & Southern Life in Lexington, KY seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions with a client-first approach. The role...Suggested
- ...Description At the company, 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 every day. Being a Great...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ...their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers)...SuggestedImmediate startAfternoon shift
- Chase, the Private Client Banking division of JPMorgan Chase, seeks a Private Client Banker to serve a select group of affluent clients at the branch. You will manage the client relationship end-to-end, using an advice-based approach to safeguard their banking needs and...
- Bank of America in Lexington, KY is hiring for a customer service/sales-oriented role in the financial center. You will engage clients in the lobby, educate on self-service options, and process transactions accurately. Responsibilities include building client relationships...Full timeWeekend work
- A leading financial services provider seeks a motivated Financial Representative to work with clients in Lexington, Kentucky. This position involves understanding clients' financial needs and recommending appropriate solutions. Ideal candidates will possess strong interpersonal...
$72.28k - $108.16k
...may be considered for any role in the Financial Advisor Job Family. The specific position and corresponding... ...unique and complex needs of TD Wealth clients by reviewing financial goals and making... ...~ Ability to travel within assigned market to meet prospects clients and partners...Full timeLocal areaWork from homeFlexible hours- JPMorgan Chase & Co. in Lexington, KY is seeking a Private Client Banker to manage a select group of affluent clients within our branch... ...approach and collaborate with Specialists to meet complex financial needs. The role requires strong relationship-building skills, a...Weekend workAfternoon shift
- A leading financial services firm in Lexington is looking for a motivated Financial Representative. This role involves working with clients to understand their financial needs and recommending suitable solutions, particularly in life insurance. Candidates with diverse backgrounds...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...and network to build your business and client base Develop and execute on a... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hours$30k - $160k
...committed to helping families secure their financial future while empowering agents to build... ...: Consult with potential and current clients to secure life insurance coverage based... ...I., or prerecorded calls, including for marketing or recruiting purposes. Consent not a...Full timePart timeFor contractors- ...differentiator and competitive advantage in the markets we serve. We are all united in... ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC...Full timeTemporary workWork experience placementWork at officeShift work
- ...differentiator and competitive advantage in the markets we serve. We are all united in... ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...Skills ~ Accountability, Banking, Client Loyalty, Customer Experience (CX),...Full timeTemporary workPart timeWork experience placementWork at office
- ...differentiator and competitive advantage in the markets we serve. We are all united in... ...the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be... ..., as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office
- ...differentiator and competitive advantage in the markets we serve. We are all united in... ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer...Full timePart timeWork experience placementWork at office
- Financial Representative - Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges... ...Representative, you will work with current and prospective clients in your community to understand their financial needs and goals...Full time
- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
$4,014 - $5,017 per month
Title: Senior Financial Aid Specialist for Scholarships (Financial Aid Advisor IV) Salary Range: $4014- $5017 Contract Term Length: 12 Months Standard Hours: 37.5 per week Work Location: On-Site FLSA Status: Exempt College: Bluegrass Community & Technical College Campus...Contract workWork at officeFlexible hours- ...differentiator and competitive advantage in the markets we serve. We are all united in... ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer...Full timeTemporary workPart timeWork experience placementWork at office
$94k - $110k
...Gibbons LLP is a national law firm focused on serving companies operating and investing in the middle market. With nearly 1,500 employees across 26 offices, we support clients ranging from large multinationals to mid-sized businesses and growth-oriented startups across...Temporary workWork at officeLocal area- Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Work experience placementWork at officeLocal areaFlexible hours
- Equitable Advisors in Lexington, KY is seeking motivated individuals to become wealth managers through licensing and employment... ...FINRA sponsorship and a 120-day PEP. You will engage clients, develop financial strategies, and consult on products while staying in-office...Work at office
- ...Job brief We are seeking a Remote Client Acquisition & Lead Generation Specialist to help grow our travel business by connecting... ...smooth journey from client qualification to booking Support marketing campaigns referral programs community outreach and lead-generation...Full timeWork at officeRemote work
$74.8k - $83.6k
...the future we all share. The Role As the Advisor, Finance Management, you'll be integral... ...process, providing budget holder financial support, award management, subaward management... ...bills of lading, donation letters, fair market value support, receiving confirmations),...Temporary workLocal areaRemote workFlexible hours- ...Park Community Credit Union in Lexington, KY seeks a Financial Relationship Advisor I to support members with credit union needs and personalized financial guidance. You will set up new accounts, resolve issues, and direct members to the right teams while promoting lifelong...
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...using our value proposition.* Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set...Full timeWork experience placementWork at office
- ...Bank Teller Our banking industry client located in Lexington, KY is seeking a full time Bank Teller to join their team. This position is responsible for communicating to members personally to provide necessary account and service information. The Teller performs teller...Permanent employmentFull timeTemporary work
$14.75 - $15.75 per hour
...services, referring customers to appropriate staff as indicated and markets the bank services to customers in the grocery store branch when... ..., through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry...Bank staffWork at officeNight shift
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