Financial Service Representative
MassMutual Oregon
Company Overview MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to meet the long-term needs of our individual, corporate, and institutional clients. A career with MassMutual Oregon, a general agency of MassMutual, means you will be a part of an entrepreneurial system that allows you the freedom to provide solutions from a wide range of innovative products, access to powerful sales tools, and a large resource network. It also means you will work alongside exceptional people and be empowered to reach your goals. Who We Are Looking For MassMutual Oregon is looking for local, early to mid-career professionals to join our offices around Oregon. We are searching for individuals that demonstrate a unique combination of ambition, self-motivation and commitment to building a business and establishing long-term client relationships. Responsibilities Becoming a Financial Representative means having the independence that it implies, but with extensive support from MassMutual Oregon. You will build your financial services career by relying on your personal drive, leadership and relationship skills, while delivering personalized solutions to a wide variety of clients. As a Financial Representative, Your Journey Begins With The Foundational Skills Needed – From Acquiring, Building And Managing Client Relationships, To Humanizing Complex Financial Interactions. MassMutual Oregon Will Provide You With An Industry Leading Training Program, Including Structured Classes, Personalized Coaching, And Ongoing Career Development. Responsibilities In The Career Include: Effectively sourcing prospects and utilizing client acquisition techniques. Consulting with clients on financial strategies based on their financial goals. Complying with all regulatory requirements, including licensing and registrations. Meeting production goals as outlined in training programs. Balancing a multitude of activities, including obtaining referrals, client follow through and administrative tasks. Expanding your knowledge and skills through ongoing professional development and networking. Requirements 2+ years of successful experience as a sales, business development, insurance, marketing, real estate, accounting, banking or legal professional. Bachelor’s degree is preferred. Exemplary communication, presentation, and time-management skills. Ability to explain complex information in a simple and concise manner. Networking acumen with the potential to tap into both personal and professional communities. Entrepreneurial spirit with the desire to learn and specialize in financial services. Highly motivated and business-minded individual. Positive attitude and willingness to be held accountable for results. #J-18808-Ljbffr MassMutual Oregon
- Description: Company Overview: MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of... .... Responsibilities: Becoming a Financial Representative means having the independence that it implies, but with extensive...SuggestedFull timeLocal area
$70k - $80k
...within 24 hours 401(k) matching Bonus based on performance Health insurance Paid time off Role Description As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products...SuggestedFull timeFor contractors- ...MassMutual We're looking for both experienced and inexperienced financial professionals to join our team. Whether you're seeking a... ...interested in new market opportunities, expanding products and services, or providing clients with more stability. Job Summary As a Financial...SuggestedFull timeWork experience placement
- Benefits: 401(k) Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative with Chad Elder State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products...Suggested
$50k - $75k
...Financial Services Representative As a Financial Services Representative with Chad Elder State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative...SuggestedFor contractors$80k - $135k
...Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments... ...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity...Work experience placementWork at officeWork from home$41.71k - $69k
...Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO... ...provides advice and guidance regarding financial solutions that are in the best interests... ...$69,000.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type...Contract workPart timeLocal areaImmediate startDay shift$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- Advisor Talent | Strategic Leader | Advisor Recruiter| Board Member | Financial Services Advisor Ally | Connector | About the Company Your experience is valuable to us - and we know you have options. But we offer something the competition simply can’t: our unique business...Work at officeWork from homeHome office
$40k - $59.01k
...our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in... ...and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payFull timeWork experience placementWork at officeDay shift$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
$50k - $60k
...annually (DOE) Schedule: Monday-Friday Hours: 9:00am-5:00pm About the Employer- A well-established Pacific Northwest financial services organization specializes in facilitating complex real estate transactions and supporting property investors through regulated...Monday to Friday- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workWeekend workDay shift
$60k - $110k
...About the Role:A corporate financial analyst II is responsible for management and financial reporting, analysis of business trends and... ...management reports for business unit managers and the financial services department providing insight into performance and performance...$150k - $200k
...wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner,...- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates...Full timeTemporary workWork at officeImmediate startShift workDay shift
- ...and portfolio design processes. The ideal candidate is proactive, highly organized, and passionate about investment management and financial markets. Key Responsibilities Prepare meeting materials for new and existing clients, ensuring accurate portfolio positioning,...Shift work
$83.96k - $111.96k
...independence. Source, develop, and deliver business related products/services for our existing & new business banking clients. Focus on the... .... Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving...Full timeTemporary workPart timeWork experience placementWork visaFlexible hours- ...anticipated to remain open for 30 days, from 23-Aug-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 500¹ company where people come first. With over 9 million...Full timeTemporary workFlexible hours
- ...portfolios. The ARM provides timely, accurate financial analysis and makes recommendations... ...timely, responsive and exceptional service in accordance with the Bank’s customer... ...The physical demands described here are representative of those that must be met by an employee...Work experience placementWork at office
$97k - $192k
...identify, recruit, and develop exceptional financial professionals, empowering them to... ...strong foundation in leadership and client service. Outside of work, Ryan enjoys... ...incentives. Based on historical results, representatives may earn approximately $97,000–$192,000...Work at officeLocal areaWork from homeFlexible hours- Join us at MassMutual Oregon, where we're not just a financial planning firm, but a supportive family that values integrity and care. As a Wealth Management Advisor, you'll be part of a vibrant team of independent, client-focused professionals. Here, you'll have the freedom...
$70k - $90k
Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients. The ideal candidate is a technically...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week- Summary Description: The Financial Aid Counselor provides a variety of professional and administrative duties in support of the day to... ...and procedures regarding financial aid and student financial services Demonstrate commitment to a Christian liberal arts education...Casual workLive inWork at office
$22.44 - $34.33 per hour
...Medical Group in Portland OR. Full-Time/Day Shift The Patient Financial Counselor is a subject matter expert in insurance eligibility,... ...hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas...Minimum wageFull timeWork at officeLocal areaShift workDay shift$150k - $250k
...provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of... .... Excellent knowledge of financial markets, products, and services. Ability to juggle multiple projects successfully. Exceptional...Full timeWork at officeLocal areaRemote workFlexible hours- Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry... ...Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Bilingual Mandarin preferred....Work at officeImmediate startMonday to FridayShift workDay shift
$72k - $110k
Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions. This role offers a unique opportunity to...Work at officeImmediate start- ...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... ...all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life...Work at officeFlexible hoursShift workDay shift
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