Financial Representative
Modern Woodmen of America
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you · Entrepreneurial mindset · Community oriented Responsibilities · Work with current or new members to provide them information about the financial services their families could utilize · Networking with individuals throughout the community · Continuously prospecting in order to secure appointments · Participating in mentor-lead appointments · Asking customers for favorable introductions · Engaging in personal observation through the community · Participating in fraternal activities Benefits and Perks · Medical, dental and vision Insurance paid for · 401(k) retirement planning with company match · Non-contributory pension plan · Group term life insurance benefits · Expense-paid trips, valuable prizes, and exciting incentives For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses! About Us Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Modern Woodmen is an equal opportunity employer (EOE). #J-18808-Ljbffr
- ...Organization : Name CHARLESTON SC Default: Location : City DANIEL ISLAND 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 needs;...SuggestedWork at officeLocal area
$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...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 area$100k
...if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their...SuggestedFlexible hours- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year.... ...futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedFull timeLocal area
$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- ...evaluating scheduled patient visits to identify and resolve funding/coverage with either assistance applying for Medicaid, disability, financial assistance, insurance coverage, or resources identified revealing the ability to pay out of pocket for MUHA & UMA services; and...Hourly payWork experience placementWork at officeShift work
- ...Pinnacle Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're... ...rating; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze credit worthiness of a potential...Work at office
- ...Financial Aid Counselor Charleston Southern University Position Overview The Financial Aid Counselor is responsible for... ...information sessions for prospective and current students. • Represent Student Financial Services at campus events, orientations, and...Local areaNight shiftWeekend work
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...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- ...A leading financial services firm in Charleston seeks ambitious Financial Advisors to grow their own practice, supported by a dedicated team. The role involves building client relationships both actively and virtually, tailoring strategies to client needs. The firm emphasizes...
- ...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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome 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- ...About Us MassMutual South Carolina is a high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial...
$78k - $150k
...Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm – one of the largest independently owned businesses of its kind in the Mid-Atlantic region. With locations across the country and a solid history of helping clients protect...$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‑...Work at office- ...Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting‑edge training and resources to help you succeed. You'll help people plan for their financial futures...Work at officeLocal areaFlexible hoursNight shift
- ...assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops... ...Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA)...ApprenticeshipTraineeshipWork experience placement
- ...Apollon Wealth Management in Charleston, SC, is seeking an early-career Paraplanner/Associate Advisor. You will build financial plans in eMoney, support the lead advisor, and develop client relationships from the ground up, with a defined path to lead advisor within 2–...
- ...Financial Service Representative I South Carolina Federal Credit Union is currently seeking a full-time Financial Service Representative I to join our team of outstanding professionals at our James Island Financial Center in Charleston, SC. Are you passionate about...Full timeNight shiftWeekend workDay shift
$100k
...highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial...Remote workFlexible hours- ...long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe...
$24k
...Overview Equitable Advisors is seeking to onboard a Retirement Benefits Group (RBG) Financial Professional. Primary focus: providing financial products and services, and education to those who build and serve our communities, such as teachers, school administrators, and...Temporary workRemote work- ...A leading company is seeking a motivated Financial Advisor to join their expanding team in Charleston, SC. This role involves providing comprehensive financial planning and investment management services, helping clients achieve their financial goals. The ideal candidate...
- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth...For contractors
- ...A financial services organization is seeking a Wealth Advisor responsible for providing comprehensive wealth management and financial planning services in Charleston, SC. The role involves building advisory relationships, guiding investment strategies, and ensuring compliance...
- Ballast Rock Asset Management in Charleston, SC is seeking a capable professional to underwrite, structure, and manage debt investments in renewable energy infrastructure assets. You will support cross-functional teams across modeling, investment committee prep, transaction...
- ...families. This role will support two highly successful Senior Wealth Advisors by delivering white-glove client service, supporting financial planning initiatives, coordinating investment management activities, and helping clients achieve their financial goals. This role...Work at office
- ...At ArisGarde, we believe exceptional planning changes lives. We're not looking for someone simply seeking another financial advisor position. We're looking for someone who wants to become an exceptional advisor. Someone committed to mastering comprehensive financial planning...Full timeWork at office
- Primary Office Location: 1804 Sam Rittenberg Blvd. Charleston, South Carolina. 29407. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview: This position is expected to develop proficiency of basic ...Work at office
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