Personal Financial Representative
Allstate
About the Role As an Allstate Financial Specialist, you will build and grow your own financial services practice with support from Allstate. Your partnership with Allstate agency owners will help you drive new business in your community, while you receive ongoing product training, marketing resources, and access to a national support network. Key Responsibilities In an agency office, you will meet customers face‑to‑face, counsel them on life insurance, health insurance, and wealth‑building products, and leverage the agency’s lead generation and marketing tools. You will collaborate with licensed professionals to deepen customer relationships and create new revenue streams. Qualifications We are looking for professionals with an entrepreneurial spirit, a strong sales track record, and a proven ability to expand a practice under the Allstate brand. You should also have: At least 2 years of life insurance or financial services customer‑facing sales experience State Life/Health Insurance licenses FINRA Series 6 or 7 and 63 licenses (if applicable) Blended mix of protection and asset‑accumulation sales experience Prior experience as a Financial Advisor, Financial Planner, Registered Representative, or Investment Representative (preferred) Professional designations such as RICP, FSCP, CLU, ChFC, CFP, or LUTCF (preferred) Bachelor’s degree or higher, preferably with an emphasis on business Licensing and Credentials Applicants must hold valid licenses and meet the following requirements: State life and health insurance licenses FINRA Series 6, 7, and 63 licenses (if applicable) For investment advisory services, a valid FINRA Series 65 or Series 7 and 66 licenses Employment and Legal Notice Allstate Personal Financial Representatives are independent contractors and not employees of Allstate Insurance Company or its affiliates. The role subjects candidates to the terms and conditions of the Allstate Personal Financial Representative agreements. Allstate is an Equal Opportunity Company. #J-18808-Ljbffr
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours$20 per hour
...Financial Services Representative State Farm Agent Team Member As a Financial Services Representative State Farm Agent Team Member with Amy Wakem... ...plus commission/bonus Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity...PersonalHourly payFor contractorsWork at officeFlexible hours- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to...Personal
- ...Job Description Park Nicollet is looking to hire a Financial Counselor to join our team! Come join us as a Partner for Good and help... ...demonstrated ability to use that knowledge for problem solving. Personal computers, copiers, fax machines, telephones, credit card machines...PersonalLocal area
- ...documentation, and coordinate with Realtors, title companies, and underwriters to close loans. The role also supports HELOCs, auto and personal loans, and grows an in-house mortgage portfolio while maintaining high compliance with regulations and superior customer service....Personal
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice... ...financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to...Personal
$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships... ...face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand....PersonalFull timeWork at office$57.5k - $106.5k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration... ...conversations to generate referrals for personal and commercial banking products (e.g.... ...: Salaried & Commission The above represents BMO Financial Group's pay range and type...PersonalPart timeLocal area$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture...PersonalTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...A Financial Advisor is a client-facing professional who supports senior advisors while building their own book of business providing... ...objectives, risk management, and life goals. Assist in developing personalized financial plans, conducting portfolio reviews, and...PersonalWork experience placementLocal area
$36k - $75k
...eager to jumpstart your career in the financial services industry? We’re seeking passionate... ...for long‑term success. As a Financial Representative Trainee, you’ll embark on a... ...match. Work‑life balance with vacation, personal time and paid holidays. See our benefits...PersonalTraineeshipHome office- ...Default: Location : City ROSEVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating... ...and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the...PersonalWork at officeLocal area
$250k - $400k
## Financial AdvisorApplyremote type: On-Sitelocations: St Louis Park 5353 Wayzatatime type... ...Bank requires you to directly represent yourself and your own experiences during... ...Partner** with branch teams, Private Banking, Personal Trust, and other Wealth Management colleagues...Personal$136.8k - $205.2k
...and Integrated Business Planning (IBP) Financial Consultant sits at the center of portfolio... ...patients first in everything we do. In-person exchanges are invaluable to our work.... ...section of this job description are representative of those that must be met by an...PersonalFull timeH1bWork at officeLocal areaImmediate startFlexible hours- ...relationships and recommend bank products and services to support their financial success. Follow established policies in accordance with the bank and the supervisor’s direction. Accountable for the personal achievement of monthly new account production as assigned by upper...PersonalWork experience placementWork at officeFlexible hoursAfternoon shift
$45k - $50k
...ABOUT THE ROLE The Relationship Banker delivers comprehensive financial advice to current and prospective clients by assessing their financial... ...and bereavement leave. Learning and development resourcesfor personal and professionalcareer development, and advancement...PersonalLive inWork at office- ...collaborative environment that openly celebrates all cultures and affords personal and professional growth opportunities. Learn more at Overview of Job Function: Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial...PersonalLocal areaShift work
$23.5 - $29.5 per hour
...Branch Representative Welcome members into the branch and provide professional expertise in the service and sales of deposit products... ...promotion of the credit union's brand of savings, transparency, and financial education. Responsible for meeting established Credit Union...PersonalHourly pay16 hoursFull timeTemporary workPart timeWork experience placementImmediate startMonday to Friday- ...providing exceptional service, processing transactions, and promoting financial solutions for customers. The role requires a high school... ...savings plans, paid time off for volunteering, and a range of personal banking benefits. This position is an excellent opportunity...Personal
$67.87k - $99.84k
...posted compensation range on this listing represents UMB's good faith and reasonable estimate... ...understand how we collect and use your personal information when you apply for... ...you make the best of every moment with a financial foundation that can help you succeed. Learn...PersonalLocal areaFlexible hours- ...consumer loan transactions and aid on transaction inquires. Analyze financial statements, cash flows, pay records and tax returns. Present... ...of a Multi‑Factor Authentication (MFA) app on an employee’s personal mobile device. THE MFA apps are used to authenticate a user’s...Personal
$5,500 per month
...experienced group of people dedicated to helping members meet all their financial needs. Along with helping members reach their goals, Blaze has created a work environment where employees can advance their personal career through promotion, transfers, and branch growth. Blaze...PersonalCurrently hiringMonday to Friday- ...growth, reinvesting deposits back into the region to support small business expansion, home mortgages, and personal loans. Our local focus ensures that financial decisions are made by people who live and work in the same neighborhoods as our customers, fostering personalized...PersonalLocal area
$57.5k - $106.5k
..., and managing relationships with clients to provide tailored financial solutions. Ideal candidates will possess strong knowledge of financial... ...a competitive salary range of $57,500 to $106,500 annually and opportunities for personal and professional growth. #J-18808-Ljbffr...Personal$17.05 - $20.41 per hour
...credit or debit card issues, online banking questions, or other general account related questions and issues Balance and maintain personal cash drawer and branch vault, and appropriate currency logs if applicable Other duties as assigned Qualification and Skills 1+ years...PersonalHourly payPart timeImmediate startMonday to FridayShift work$90k - $125k
...a unique and powerful referral ecosystem. Summary The Senior Financial Planner wears multiple hats and switches between many processes... ...business practices in a small-company environment, and advance personal knowledge in financial planning through education and hands‑on...PersonalWork at office- ...helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond, we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find...PersonalTemporary workWork at officeLocal areaRemote workHome office
$17 - $22.96 per hour
...Associated Bank requires you to directly represent yourself and your own experiences during... ...to meet customer needs, and promote financial solutions that help our clients achieve... ...plan, military benefits and much more.* Personal banking, loan, investment and insurance...PersonalHourly payNight shift$50k - $85k
...This is a very unique opportunity to enter the Financial Services Industry to become a Financial Advisor. Van Clemens Financial is looking... ...well as alternative investments. Engaging with clients on a personal and professional level to understand the different pieces of...PersonalFull timeTraineeshipWork at officeRemote workMonday to FridayFlexible hours
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