Financial Services Advisor - Insurance & Investments
Andy McMahon - State Farm Agent
Andy McMahon - State Farm Agent in Mason, Ohio, is seeking a Financial Services Representative to join their team. The ideal candidate will market financial products while providing excellent consultative support to customers on their insurance and investment needs. This role requires strong communication and analytical skills, along with an active or quickly obtainable Life and Health license. The company offers a competitive salary and various benefits including training and development opportunities. #J-18808-Ljbffr Andy McMahon - State Farm Agent
- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the... ...develops appropriate marketing plan to sell insurance and investment solutions.Travels throughout market(s... ...purpose of sales, conservation, and service.Adequately prepares for and conducts...SuggestedWork at officeLocal area
- Aogarciaagency is seeking motivated individuals to join our financial services team on a part-time, fully remote basis. Expect to earn an extra... ...about 20 hours per week from home. You’ll learn to present insurance products, schedule client appointments, and support families...SuggestedWeekly payPart timeRemote work
$48.75k - $81.25k
...variety of proactive sales and service activities. Manages the... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...and spouse/child life insurance; short and long-term... ...customer service and community investments. Our inclusive workplace allows...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$41.25k - $68.75k
...variety of proactive sales and service activities. Manages the... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...and spouse/child life insurance short and long-term... ...customer service and community investments. Our inclusive workplace allows...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$19.23 - $28.37 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...split their time between client servicing and transaction support (70%... ...to assist in client's financial wellness, both in person and... ...as loans, credit cards, and investment options, and the ability to...SuggestedHourly payFull timeWork experience placementWork at officeFlexible hoursDay shift$19.23 - $28.37 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...split their time between client servicing and transaction support (70%... ...to assist in client's financial wellness, both in person and... ...as loans, credit cards, and investment options, and the ability to...Hourly payWork experience placementWork at officeDay shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions... ...—including investments for growth, insurance for protection, and annuities for guaranteed...Full timeContract workFor contractorsWork at office- ...limitless potential. ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with... ...RESPONSIBILITIES: Consult customers on financial planning, investment options, and life/health insurance coverage. Identify customer needs and present...Casual workLocal areaFlexible hours
- ...off Training & development Role Description As a Financial Services Representative - State Farm Agent Team Member with... ...Responsibilities Consult customers on financial planning, investment options, and life/health insurance coverage. Identify customer needs and present...Flexible hours
$131k - $206.25k
...about helping people find financial safety and success,... ...our number one investment is you. Creating an... ...Serve as the primary advisor for an assigned portfolio... ...range of products and services Critically review and... ...health, dental, and vision insurance, 401(k), life...Hourly payFull timeShift work- ...RIA firm that specializes in wealth management and comprehensive financial planning. You will have access to our open architecture... ...clients achieve their financial and life goals. We are excited to invest in someone who is hardworking, entrepreneurial, self-motivated...
$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...to assist in client's financial wellness both in person and through... ...more important than financial services experience. KeyBank provides... ...influence of partners such as Key Investment Services, Mortgage and...Hourly payWork experience placementDay shift- Bank of America seeks a Financial Advisor to deliver comprehensive financial guidance and customized plans using brokerage products such as... ...licenses required: Series 7 and 66 (or 63/65). One year of investments experience and a sales background are preferred; candidates...Monday to Friday
- Bank of America is seeking a licensed advisor to deliver comprehensive financial guidance and customized solutions. You will triage client... ...Series 7/66 (or 63/65) licenses, at least 1 year in investments or financial services sales, and the ability to work Monday-Friday...Monday to Friday
- Join a Fortune 500 company as a Financial Representative and be part of a dynamic team dedicated to helping... ...tailored solutions that include life insurance and other financial products. With a focus on customer service, networking, and results, you'll thrive in an...Full time
$74.71k - $135.65k
...and enhance each member’s health. The Financial Analyst Lead is responsible for coordinating... ..., depreciation, working capital, and investment. Prepares budgets, forecasts, trend... ...1(k) +match, stock purchase plan, life insurance, wellness programs and financial education...Temporary workWork experience placementWork at officeLocal area2 days per week1 day per week$67k - $124k
...other Friday off Job Description:Supports forecast build up and financial analysis related to Balance Sheet and Working Capital... ...offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance...Contract workWork at officeFlexible hours$120.76k - $228.82k
...Director is responsible for financial governance, planning, forecasting... ...role serves as a trusted advisor to technology and business... ...stewardship of government-funded investments. The successful candidate... ..., stock purchase plan, life insurance, wellness programs and...Contract workTemporary workFor contractorsWork experience placementWork at officeLocal area3 days per week1 day per week- ...Summary: Assists Advisors in servicing clients and preparing Financial Planning deliverables. Manages client contact... ...appropriate. Plans and conducts investment research to identify alternative... ...recommendations. Acts as the insurance specialist for the Practice,...Work at officeHome office
- ...about us: Our client is seeking a highly motivated Senior Financial Analyst to join its Financial Planning & Analysis team... ...reporting tools Stable and growing organization with strong investment in Finance and FP&A Career advancement opportunities within...Local areaRelocation
- ...customer experience. The Relationship Banker provides exceptional service by accurately processing customer transactions, including... ...role builds and strengthens customer relationships by identifying financial needs, recommending appropriate products and services, and connecting...Hourly payPart timeBank staffWork at officeMonday to Friday
- ...The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference... ...the bank. Develop an expansive knowledge of products and services to fulfill customer needs, driving sales production. Expected...
- ...consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista Bank's mission to improve...
- ...experience in marketing, outreach, or customer service preferred. Must be able to obtain applicable state insurance licenses. Our team's mission is to help people... ...OH and help customers with their insurance and financial services needs, including: Auto insurance...For contractorsWork at office
- ...massive manufacturing footprint and a reputation for excellence that spans nearly two centuries. A Culture of "What’s Next": We invest heavily in automation, sustainable materials, and smart-home integration to stay ahead of the curve. Commitment to People: As a...Contract work
- ...you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and...Work experience placementLocal areaNight shift
- ...common purpose to help make financial lives better through the power... ...whether shaped by military service, community college education... ...to review financial and investment goals and recommend products... ...Counselor (CRPC) Obtained insurance licenses Skills: Client...Temporary workWork at officeFlexible hoursShift workDay shift
- ...common purpose to help make financial lives better through the power... ...whether shaped by military service, community college education... ...to review financial and investment goals, building a financial... ...Counselor (CRPC) Obtained insurance licenses Skills: Account...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Description WealthBridge Financial Group is seeking a... ...Comprehensive Wealth Advisor to join our team. In this... ...solutions, including investment opportunities,... ...delivering exceptional service and fostering long-term... ...~ Life and disability insurance for added peace of mind...
$30k - $50k
...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... ...options; employee and spouse/child life insurance; short and long-term disability... ...depending on career level; and years of service. To learn more about these and other...Full timeTemporary workPart timeWork at office
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