Financial Representative
$36k - $75kMutual of Omaha
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, 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, please apply! #J-18808-Ljbffr Mutual of Omaha
$97k - $192k
...for advancement Training & development Vision insurance The Foster 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$16 per hour
...Financial Representative Trainee (Sales) - Phoenix, AZ Join to apply for the Financial Representative Trainee (Sales) - Phoenix, AZ role at Mutual of Omaha Continue with Google Continue with Google Financial Representative Trainee (Sales) - Phoenix, AZ 2 days ago Be among...SuggestedHourly payFull timeTraineeshipWork at officeHome office$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- ...Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedFull timeLocal area
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You...
- ...Financial Advisor Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team. Are you looking to expand your career and be part of a successful team? Are you driven, self‑motivated, and customer‑focused? If you enjoy working closely with...Local areaMonday to Friday
- ...Are you an Experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have opportunities with our Arizona...Contract workLocal areaHome office
- ...Who We AreAt Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.We align to a set of Values...Local areaImmediate startRemote workRelocation
- ...Responsibilities Develop Client Relationships: Identify, establish, and manage new client relationships. Provide Financial Planning: Offer ongoing financial planning and investment management services. Conduct Reviews: Regularly review and update financial plans and portfolios...
- ...Overview Established Registered Investment Advisory firm seeking a Financial Advisor to assist families, individuals, and institutions in... .... Minimum of 3 years experience as an Investment Adviser Representative (IAR) required. Certified Financial Planning designation is...Local area
$51.8k - $95.9k
...Job Family Group: Wealth Sales & Service Job Overview Provides financial and investment planning and advice in collaboration with other... ...800.00 - $95,900.00 Pay Type: Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will vary...Part timeLocal area$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- ...Financial Solutions Advisor - Scottsdale Area Scottsdale, Arizona;Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Phoenix, Arizona; Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Scottsdale, Arizona To proceed with your application, you must...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$48k - $100k
...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...Work at officeShift workDay shift$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...Full timeTraineeshipHome office$54.1k
Financial Services Representative (Phoenix, AZ) You are viewing a preview of this job. Log in or register to view more details about this job. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping...Work at officeMonday to FridayShift workNight shiftAfternoon shiftWeekday work$90k - $100k
Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...Temporary workLocal areaFlexible hours$90k - $100k
Overview Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'...Temporary workLocal areaFlexible hours- What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients...Flexible hours
- Locations: Phoenix, AZ Type: Full time Our client is looking for individuals with a growth mindset, a passion for learning, and a commitment to delivering exceptional service. You don’t need to be a finance expert—many of our successful team members come from diverse ...Full timeFlexible hoursShift workNight shift
$85k - $97.6k
...Job Description Job Description At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has...Work experience placementWork at office- ...Job Description What is the opportunity? As a Senior Financial Associate, you will be a key member of a large producing team and will be actively involved in growing and cultivating the FA Team's business. You will have the ability to function independently on...Full timeWork at officeFlexible hours
$96.88k - $127.15k
...we would want for ourselves—one that behaves like a doctor in the family. About the Role The Associate, Strategic Finance supports financial planning, analytics, and business insights for the business (i.e. Corporate, Operations, Technology division). You will work with...Full timeWork experience placementWork at officeFlexible hours- ...Job Overview A law firm seeks a highly motivated associate to join its Finance, Bankruptcy & Restructuring Practice Group on the Financial Services Team in Phoenix, AZ. The ideal candidate will have a strong background in finance and experience with secured and unsecured...
- Job Overview A law firm seeks a Structured Finance Associate to join its finance group in Phoenix, AZ. The role focuses on transactions involving commercial-mortgage backed securities (CMBS) and offers an opportunity to engage in meaningful work and career growth. Duties...
- ...About the job Sr. Financial Analyst, FP&A About the Company : Our client is an established global packaging manufacturer that brings innovative plastic packaging solutions to manufacturing supply chains in the pharmaceutical, chemical, automotive, food, and/or agricultural...
- ...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 planning and analysis on a corporate level; budgeting, forecasting,...Local areaShift work
- ...work; think of Gallagher. How you'll make an impact The Financial Advisor position is accountable for building and maintaining... ...and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position...Full timeLive outWork at officeLocal areaFlexible hours
$23 - $28 per hour
...Join to apply for the Remote Military Financial Aid Advisor role at Universal Technical Institute, Inc. 2 days ago Be among the first 25 applicants Join to apply for the Remote Military Financial Aid Advisor role at Universal Technical Institute, Inc. Overview Are you...Full timeWork at officeImmediate startRemote workFlexible hours
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