Financial Representative
$36k - $75kMutual of Omaha Insurance Co.
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands‑on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor within 24 months or less. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time within the local metro area, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, #J-18808-Ljbffr Mutual of Omaha Insurance Co.
- ...Organization : Name HOUSTON TX Default: Location : City HOUSTON 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
$50k - $200k
Are you looking for a career where you can make a real impact while building something of your own? At Northwestern Mutual, our financial advisors help individuals and families plan for a confident financial future—while creating rewarding careers for themselves. What...SuggestedFlexible 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- ...and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of...SuggestedFull timeWork at office
- ...Job Description Job Description Financial Aid Advisor Full-time Online 2 days 8:30-5:30, 2 days 11-8, Fridays 8:30-5, some Saturdays, Sundays and holidays Job Description: Have you ever wanted to ensure a positive student financial aid experience? Do...SuggestedFull timeWeekend work
- ...Wealth Advisory firm committed to helping clients achieve their financial goals. Join our dynamic team where you will experience a... ...impact on clients' lives. About the Role As a Financial Representative or Advisor, your primary responsibility will be to provide personalized...Full time
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time
$20 - $21 per hour
Job Title: Financial Solutions Representative I Job Type: Full-Time Department Hours: Monday - Friday 8:00 AM - 8:00 PM; Saturday 8:00 AM - 5:00 PM Location: Virginia Beach, VA / Houston, TX / Tooele, UT Hiring Range: $20 - $21 per hour (Higher compensation may be...Hourly payFull timeMonday to Friday$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...Full timeInternshipLocal area- ...with exceptional service and compassion. Houston Behavioral Healthcare Hospital is recruiting for two Fulltime Patient Financial Representative (Monday-Friday, 8am-5pm). The Patient Financial Representative will report to the Business Office Manager (BOM). The patient...Full timeWork experience placementWork at officeLocal areaMonday to Friday
- ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land, Texas; Rosenberg, Texas; Galveston, Texas; Baytown, Texas; Houston, Texas; League City, Texas; Pasadena, Texas; Pearland, Texas; Houston, Texas; Pearland, Texas To proceed with your application...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$102.96k - $125.84k
...accounts managed by UMB Bank Requirements MINIMUM: 7 years financial advisor or investment sales experience or any combination of education... ...,960 - $125,840 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget...Work at officeLocal areaFlexible hours- ...Financial Counselor Inspired by faith. Driven by innovation. Powered by humankindness. CommonSpirit Health is building a healthier... ..., visitors, staff, and physicians. The 27.5-acre campus represents the future of healthcare through a transformative alliance focused...Full time
$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- ...Our firm believes financial planning is about more than investments - it's about helping clients confidently navigate every aspect of their financial lives. Our team delivers comprehensive wealth strategies through thoughtful planning, personalized guidance, and long-term...
- ...Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with a leading financial institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Houston, Texas area. With competitive...Remote work
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$150k
...This one is measured by trust. We're seeking a distinguished Financial Planner who believes exceptional financial guidance is about... ..., fiduciary responsibilities, and regulatory requirements. Represent the bank with professionalism, integrity, and a client-first...Full time$65k - $106k
...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their financial...Work at office$1,000 per month
...Job Description We are searching for a Financial Counselor - supporting Medicaid/Charity Financial Assistance - someone who works... ...or during downtime situations for the Patient Access Representative (also known as Admission Counselor or Patient Administrative...Daily paidContract workLocal areaMonday to Friday$65k - $80k
...Position Title: Financial Advisor About: What if your next financial advisor role let you focus on advising and closing instead of cold calling for your next appointment? We are seeking an experienced Acquisition Advisor to meet with pre-qualified retirees, pre-retirees...- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$85k - $160k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments...Full timeWork at officeWorldwide- ...Description Top AmLaw 100 law firm seeks an associate to join their Financial Restructuring Practice in any of their Atlanta, New York,... ...law firm experience. Candidates will also have experience representing debtors, creditors, and investors in a broad range of...
- ...Job Description Job Description Description: At Larson Financial Group, LLC , we help individuals and families build lasting financial security through comprehensive wealth management and personalized advice. As one of the nation's leading independent wealth management...Work at office
$124k - $280k
...efficient back office opportunities and support to the business through insight and challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better...Full timeH1b$15 - $16 per hour
...of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$15 per hour
...Job Description Job Description The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling...Hourly payWork at officeLocal areaShift work$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...Full timeInternshipLocal areaFlexible hours- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
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