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. Seniority level Associate Employment type Full‑time Job function Finance and Sales Industries Insurance Cincinnati Metropolitan Area #J-18808-Ljbffr
- ...Organization : Name CINCINNATI-WEST OH Default: Location : City CINCINNATI Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth...SuggestedWork at officeLocal area
- ...America Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedFull timeLocal area
- ...Overview As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can...Suggested
$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
...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- ...Financial Counselor - Bethesda North Hospital Join a team dedicated to serving patients with compassion, respecting every individual’s needs, and engaging with professionalism and empathy. As a Financial Counselor at Good Samaritan Hospital, you will play a vital role...Full timeWork experience placementDay shift
$48k - $100k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Work at officeShift workDay shift- ...Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. As an Advisor...Immediate start
- ...WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner 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 that align with their goals...
- ...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. Responsibilities...Work at officeFlexible hours
- The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients...Full timeWork at office
- Overview Job Title: Wealth Management Advisor Location: United States (Remote) Company Overview: This is a client-focused financial services firm committed to providing comprehensive, holistic financial planning for individuals, families, and business owners. Their approach...Remote workFlexible hours
$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- ...dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial...Full timePart timeWork at office
$100k - $130k
Hybrid, Construction Estimator role with Employer Assisted Benefits, 401k, Quarterly Bonuses, Vacation / Sick Time, etc. This Jobot Job is hosted by: Jennifer Sabo Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $...Permanent employmentFull timeFor subcontractorLocal area- ...relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan. Essential Functions/...
$74k - $100k
...relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan. Essential Functions...InternshipLocal area$75k - $125k
...investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take a comprehensive, holistic, and strategic approach, ensuring...Full timeTemporary workPart timeWork experience placementWork at office- ...client focus is at the center of everything we do. We go far beyond just managing our clients' investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, 'Serve.' It is the reason we go to work...Local area
- ...client relationships while ensuring top-tier service standards are met. Ideal candidates should possess a minimum of eight years in financial services, strong interpersonal and communication skills, and relevant certifications like CFP or CFA. A comprehensive benefits...
- ...A bit about us: This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account...Local areaRemote workFlexible hours
$75k - $125k
...investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take a comprehensive, holistic, and strategic approach, ensuring...Full timeTemporary workPart timeWork experience placementWork at office- ...Strong academic track record, including the achievement of a bachelor’s or advanced degree. Industry designation preferred: CERTIFIED FINANCIAL PLANNER TM , Chartered Financial Analyst, or Certified Public Accountant. 3+ years of client-facing experience in the financial...Contract workWork at office
$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can Change Your Future Most people never find a career that allows them to make a meaningful impact, build professional independence, create...Immediate startRemote work- ...Union Savings Bank is an Equal Opportunity Employer. Essential Duties and Responsibilities Complete deposits, withdrawals, and other financial interactions Balance teller station Confirm accuracy of transactions Prepare, verify and issue cashier checks, personal money...Work at officeLocal area
$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 officeShift work- ...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 officeShift work
- ...resume for consideration into our selection process. As a Financial Advisor: · Impact - The opportunity to make a tangible difference... ...best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We are...Full timeWork experience placementFlexible hours
$104.17k - $143.97k
...complex changes, and provide genuine effort to do right by others. What We Are Looking For: We’re seeking a Utility Rate & Financial Consultant to provide analysis and consulting services to PSE clients on economic and financial agreements, with a focus on...Temporary workLive outFlexible hours- Northwestern Mutual in Cincinnati is offering an internship program for College Financial Representatives, designed to provide guidance in building an integrated financial planning practice. You'll develop skills in prospecting and client meetings while collaborating with...Full timeInternshipFlexible hours
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