Financial Representative
Modern Woodmen
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 GREATER CINCINNATI AGY OH Default: Location : City FT WRIGHT 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 creation; analyzing...SuggestedWork at officeLocal area
- ...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
- 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
...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 timeFor contractorsInternshipLocal areaFlexible hours$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-...SuggestedFull timeContract workFor contractorsWork at office- ...Job Description: Our client is a financial planning firm located in Edgewood, KY. They are seeking a Financial Advisor to join their team. The Financial Advisor will be part of a team of advisors focused on team goals. Combine personal and communication skills...Work at office
- ...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...
- ...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...Full timeWork at office
- ...We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice. You will have access to industry-leading tools, a strong...
- ...Ash, OH At Retirement Corporation of America, our work centers on helping clients make thoughtful, informed decisions about their financial lives. We view planning as an ongoing relationship, not a one-time deliverable. That means spending the time to understand each client...Work at office
$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
- ...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
- ...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
- ...The Financial Planner works directly with our clients and is responsible for the development of financial planning analysis and recommendations. The ideal candidate will distill complex financial concepts into clear, actionable advice while collaborating closely with wealth...Contract workWork at office
$41.73k
...Title: Financial Aid Advisor II Salary: $41,730 Contract Term Length: 12 Months Standard Hours: 37.5 Work Location: Discretionary Hybrid... ...and their parents, presenting about financial aid, and representing the office or College at internal and external events are also...Contract workWork at officeRemote workAfternoon shift$100k - $125k
...As a Financial Advisor at SWD, your role is to: Strengthen and retain existing client relationships Identify opportunities to deepen those relationships over time Drive growth through additional assets, referrals and expanded client engagement What Winning Looks Like Client...Full timeWork at office$50k
...us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as...Work at officeWork from homeHome officeFlexible hours- ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help...Contract workFor contractorsFlexible hours
- ...Job Description 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 every day....Temporary workWork at officeMonday to FridayShift workDay shift
- ...features. Northwestern Mutual - Cincinnati is seeking a new representative to join our growing firm. A successful applicant will have strong... ...with the certifications. We've been helping clients achieve financial security for over 160 years. We are searching for an...Full timeContract workWork experience placementInternshipWork at officeMonday to Friday
- WestPoint Financial Group in Cincinnati, Ohio is seeking a motivated Financial Advisor to strengthen client relationships and deliver personalized financial advice. The role includes developing investment strategies and ensuring compliance with regulations. Ideal candidates...
- Bank of America is seeking a financial advisor responsible for providing customized solutions to clients to help meet their financial goals. Key responsibilities include triaging client leads and making referrals, alongside establishing strong client relationships. The...Full time
$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- ...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
$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- ## Finance AssociateApplylocations: Sysco Cincinnatitime type: Full timeposted on: Posted Todayjob requisition id: R255417**Company:**US0019 Sysco Cincinnati, LLC**Sales Territory:**None**Zip Code:**45241**Travel Percentage:**0**Compensation Range:**$18.70 - $28.03The compensation...Local areaWorldwide
$75k - $125k
...Position Overview In this role at PNC, you will be responsible for consulting on investment and insurance strategies, developing financial plans for clients, and managing an investment and insurance book of business while delivering an exceptional client experience. Responsibilities...Temporary workWork experience placement- ...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...
- ...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
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