Financial Services Representative
$80k - $100kMassMutual
3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by MassMutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $80,000.00/yr - $100,000.00/yr As a Financial Services Representative, you will build long-term relationships with clients, helping them navigate their financial futures through tailored insurance and investment solutions. Responsibilities: As a Financial Representative at MassMutual Greater Richmond, you will build long-term relationships with clients, helping them navigate their financial futures through tailored insurance and investment solutions This role combines sales, consulting, and financial planning, supported by one of the most respected names in the industry Identify and develop new client relationships through networking and referrals Assess clients’ financial goals and create personalized strategies Offer a full range of financial products including life insurance, annuities, mutual funds, and retirement plans Educate clients on risk management, investment options, and retirement planning Maintain compliance with regulatory standards and company policies Participate in ongoing training and professional development programs Qualifications: Strong Interpersonal, organizational, and communication skills Self-Motivated, Detail Oriented Communicates effectively, confidently, and is comfortable engaging all clients Valid Life, Health, and Annuities License (Preferred) Ability to work in a fast paced work environment Job Type: Full-time $80,000.00 to $100,000.00 /year Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance, Sales, and Consulting Referrals increase your chances of interviewing at MassMutual by 2x Inferred from the description for this job 401(k) Vision insurance Medical insurance Pension plan Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Financial Services Representative” roles. Full Time Teller- Sliding Hill Branch / Ashland VA Midlothian, VA $40,000.00-$60,000.00 1 year ago Relationship Banker or Senior Relationship Banker - VA CTR Marketplace Richmond, VA $55,000.00-$65,000.00 1 day ago Branch Manager - Carytown Exchange - Richmond, VA Client Solutions Specialist I-DDA accounts Branch Operations Lead - Brandermill- Chesterfield, VA Relationship Banker or Senior Relationship Banker - Regency Financial Advisor - Richmond, Charlottesville and Midlothian Richmond, VA $50,000.00-$120,000.00 5 days ago Future Opening: Insurance and Financial Services Position - State Farm Agent Team Member We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr MassMutual
$75k
Overview Here at Mass Mutual, we make a difference by helping people achieve financial security. Now more than ever, Mass Mutual is focusing our efforts on business owners, individual retirement planning, insurance, and tax strategy solutions. Responsibilities This role...Suggested$50k - $80k
...bigger than yourself, this could be the place where you build a lasting and rewarding career. Role Description As a Financial Services Representative - State Farm Agent Team Member with John Patterson - State Farm Agent, you will successfully market the financial products...SuggestedFor contractorsWork at officeLocal areaFlexible hours- Financial Service Representative Langley Federal Credit Union is one of the 100 largest credit unions in the United States, with over $5B in assets and over 390,000 members. Benefits Langley offers a comprehensive benefits package: Affordable medical, dental, and vision...SuggestedTemporary workImmediate startFlexible hours
$36k - $75k
...self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...SuggestedTraineeshipHome office- A prominent insurance agency in Glen Allen, VA is seeking a Financial Services Representative. The ideal candidate will possess strong mathematical and analytical skills and have effective communication and customer service abilities. This role involves educating customers...Suggested
- ...of Actions and Milestones for controls not met with Technology Service Cyber Security division and project team. Work experience with... ...in regulated industries such as government, healthcare, and/or financial services Required 6 Years Work experience with...Work experience placementRemote work
My3Tech Inc
Glen Allen, VA4 days ago $36k - $75k
Mutual of Omaha is seeking a Financial Representative Trainee in Glen Allen, Virginia. This program prepares motivated individuals with the skills... ...but not mandatory. Apply today and start your journey in the financial services industry. #J-18808-Ljbffr Mutual of OmahaTraineeshipImmediate start$140k - $205k
We are currently looking for a strong Financial Advisor who has an interest in pursuing leadership opportunities. As an Experienced Financial... ...strategies Collaborate with sales teams to enhance financial service offerings and drive sales management initiatives Stay updated...- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern... ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...Local area
$75k
A financial services company is seeking a motivated individual to fill a sales and consulting role, involving client relationship development and financial planning. The ideal candidate will have excellent communication and organizational skills, with a preferred life,...- A leading financial services firm in Glen Allen, Virginia, seeks a Para-Planner to support advisors in preparing detailed financial plans, conducting research, and analyzing client data. The ideal candidate will have a solid background in financial planning, strong attention...
- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving... ...by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring...Part timeWork experience placementLocal area
Wells Fargo
Glen Allen, VA4 days ago - ...Job Description Job Description As a Financial Service Representative, you represent a significant part of our operations team and your passion for driving exceptional customer service is a real opportunity to demonstrate Argent Credit Union’s dedication to being...
- A leading financial services company in Richmond, Virginia seeks a professional to provide comprehensive financial advice and customized solutions to clients. The role includes planning clients' financial goals, recommending banking and investment strategies, and triaging...
- A leading financial services company in Richmond, Virginia, is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have strong interpersonal skills, a client-first mindset, and...
- ...the overall credit file maintenance process. Scans hard copy financial reports submitted by client. Adds periodic financial reporting... ...spread request forms and submit financial statements to Credit Services (i.e. spreading group) as requested by Portfolio Managers or Credit...Full timeWork experience placementLocal areaMonday to FridayShift work
- A financial services firm is seeking a dynamic Financial Advisor Relationship Manager to lead client meetings, present financial plans, and provide exceptional client service. The ideal candidate will possess 10+ years of relevant experience, a CFP® designation, excellent...
$50k - $125k
...US Experienced Financial Advisor You've built a career helping clients. Now it's time to take it further. Join a firm that respects... ...Series 7 and Series 66 required Experience in financial services working with clients, in-depth knowledge of investment products...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Ashland, VA5 days ago- ...Financial Advisor This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services...
Southern Bank of North Carolina and Virginia
Richmond, VA4 days ago - ...Financial Advisor LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at SouthState Bank in Richmond, VA would allow you to join the Investment Program at SouthState Bank as a Financial Advisor...Local area
LPL Financial
Richmond, VA3 days ago - A financial services company located in Glen Allen, VA is seeking a Loan Servicing Officer. This hybrid role involves coordinating loan administration, managing data entries, and overseeing loan closings within their rental housing portfolio. Candidates should have 2-4...Contract workWork at office
$87.7k - $100.1k
A leading financial services firm seeks a Senior Associate for Financial Planning & Analysis. The role involves providing financial support and analysis, developing methodologies, and collaborating with leadership on various initiatives. Required qualifications include...$45k - $65k
...Description Para-Planner Wanted: Join Our Dream Team! Are you a financial whiz who can help retirees navigate their golden years without... ...for a Para-Planner who values high standards and exceptional service as much as we do. What’s the Gig? As a Para-Planner, you’...Accurate Capital And Wealth
Glen Allen, VA19 days ago- A financial services company is seeking an experienced Senior Associate in Financial Analysis. This role involves financial forecasting, reporting, and analysis, allowing the professional to drive strategic business direction. Key competencies include strong communication...
$60k - $70k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...information within client relationship management platform Service as the day-to-day contact for client needs and collaborate with...Work at officeRemote work2 days per weekFocus Financial Partners Inc.
Richmond, VA4 days ago$58.44k
...Personal Financial Counselor, PFC-Richmond, VA - Army National Guard This position will provide personal financial services at assigned military installations. Primary responsibilities... ...The job duties listed above are representative and not intended to be all-inclusive...Contract workTemporary workWork at officeMagellan Health
Richmond, VA3 days ago$100.55k - $112.74k
...Time (Salaried) Location: Richmond (City), Virginia Categories: Health and Human Services Title: Healthcare Rate Setting Analyst State Role Title: Financial Services Spec III Hiring Range: $100,545 - $112,742 Pay Band: 6 Agency: Dept of...Full timeWork at officeRemote workVirginia Department of Human Resource Management
Richmond, VA2 days ago$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 hoursNorthwestern Mutual
Richmond, VA1 day ago- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Work at officeShift workWeekend workDay shift
Bank of America
Richmond, VA4 days ago - Langley Federal Credit Union in Richmond, VA, is seeking a Financial Service Representative dedicated to providing impeccable service to members. This role involves consultative selling to cater to members' financial needs while ensuring compliance with regulations. The...Flexible hours
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