Financial representative
Modern Woodmen of America
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. Look for self‑improvement opportunities. 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. #J-18808-Ljbffr
- ...Organization : Name GRAND RAPIDS MI Default: Location : City GRAND RAPIDS 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
- ...Financial Representative Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate...SuggestedFull time
$97k - $192k
...schedule Health insurance Training & development Vision insurance The Michigan Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...SuggestedWork at officeLocal areaWork from homeFlexible 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$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...Full timeInternshipLocal areaFlexible hours- ...driven, entrepreneurial advisors and professionals who want to scale their practice to new heights or build a meaningful career in financial planning while owning their long-term success. Many of our advisors are building six-figure practices, with top performers...Local areaImmediate startShift work
$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$50k - $100k
...Ready for a new direction? Principal is looking for motivated career changers to become financial advisors. If you’re a strong listener, enjoy helping people, and bring experience from fields like teaching, sales, operations, customer service, or management, your skills...$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$45k - $100k
...is anticipated to remain open for 30 days, from 11-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Advisor Hantz Group is a Michigan‑based financial company that works with individuals and businesses to help them achieve their financial goals. We are a family office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
- ...the examples and feedback that make advanced systems more accurate, consistent, and useful. For this role, that means putting real financial expertise to work: building, reviewing, and stress-testing the financial reasoning that the next generation of AI learns from....Contract workRemote workFlexible hours
- ...where your contributions are visible and valued. Help families preserve wealth, plan legacies, and navigate life’s most important financial decisions. What You’ll Be Doing: Deliver comprehensive, customized wealth plans addressing retirement, asset allocation, risk management...
- ...Your Impact As a Wealth Advisor with Hungerford , you’ll serve as a trusted guide to individuals and families, helping them navigate financial complexity and plan for the future with clarity and confidence. This role is ideal for a self-starter who values deep client...Immediate startFlexible hours
- ...Northwestern Mutual is offering an internship as a College Financial Representative in Grand Rapids, Michigan. This role provides students with the opportunity to develop a financial planning practice while gaining guidance and resources from a Fortune 500 company. Interns...Full timeInternshipFlexible hours
- ...Northwestern Mutual is seeking College Financial Representatives in Grand Rapids, Michigan. This internship program allows you to build a financial planning practice while receiving guidance from industry leaders and engaging in training sessions. Ideal candidates are...Full timeInternshipFlexible hours
- ...Financial Planning Assistant As a Financial Planning Assistant, you will work as part of a team with Financial Advisors and other specialists within the organization. The role includes meeting preparation, client communication, coordination with the operations team, and...Work at officeFlexible hours
- ...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
- ...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
- ...We are seeking motivated and dynamic individuals to join our team as Financial Planning Advisors. This role is perfectly suited for career changers eager to pivot into the financial services industry, bringing fresh perspectives and enthusiasm. As a Financial Planning...Local area
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication...Work experience placementWork at office
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication...Work experience placementWork at office
$21 - $26 per hour
...through the mortgage application process. This role involves conducting comprehensive interviews with applicants to assess their financial needs and goals, clearly explaining available loan programs and eligibility requirements, and gathering all necessary financial documentation...Hourly payMonday to Friday- ...Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan...Remote work
- ...applicants - answer questions and provide additional information about home loan products to create personal relationships Gather financial information to assist with loan applications, prepare loan files, and assess applicants’ financial situation and eligibility Communicate...
- ...with loan officers to ensure loan files are complete prior to review; prepares spreadsheets, reports, summaries and opinions for financial institution officers on new, renewal and existing loans. Essential Functions Provides accurate information and sound judgments...Full timeContract workWork experience placementLocal area
- ...extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with...Daily paid
- ...residential mortgage loans (FHA, VA, and Conventional) in accordance with established guidelines Consult with customers to understand financial needs and explain available loan options and structures Develop and maintain strong relationships with realtors, builders, buyers,...Work at office
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