Community-Focused Financial Planner & Advisor
Modern Woodmen of America
A fraternal benefit society is seeking financial representatives to help individuals achieve their financial goals through tailored financial plans. You will provide guidance and protect families' futures while benefiting from extensive training and mentorship. The role requires integrity, leadership skills, and a passion for helping others. Competitive benefits include paid medical and dental insurance, a retirement plan, and bonuses. Excellent opportunity to make a positive community impact. #J-18808-Ljbffr Modern Woodmen
- ...Associate I in West Chester, Ohio. This role focuses on using a consultative sales process to meet customers' financial needs and deepen relationships. Responsibilities... ...teller transactions and engaging in community financial literacy events. The ideal candidate...Community
- A national financial services organization is looking for an Entry Level Financial Representative to launch a career in finance. This... ...futures. With supportive training programs and a strong community focus, you will play a key role in making a difference. Ideal candidates...CommunityFull time
- A fraternal financial services organization is seeking financial representatives to help individuals achieve their financial goals... ...401(k) retirement plan, and a motivating work environment focused on community impact. Candidates should possess leadership qualities and...CommunityFull time
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services... ...leadership skills. Team-oriented. Focus on results/success driven. Can or have...CommunityLocal area
- ...mission is simple: toguide our Members and communities on a path to thrive, helping them... ...more than a credit union, we’retrusted financial partners, committed topersonalized guidance... ...dental, vision, and retirement plans—with a focus on your physical and mental well-being....Community
- ...Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify... ...Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.* Establish...CommunityWork experience placementWork at office
- A fraternal financial services organization in the United States is seeking financial representatives who are dedicated to helping individuals from various backgrounds achieve their financial goals. This role involves creating personalized financial plans and providing...Community
$23.17 - $26 per hour
...it here at Webster. Founded in 1935, our focus has always been to put people first--... ...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we... ...serving our clients and supporting our communities. Integrity, Collaboration, Accountability...CommunityFlexible hoursWeekend work$19.5 - $23 per hour
...it here at Webster. Founded in 1935, our focus has always been to put people first--... ...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we... ...serving our clients and supporting our communities. Integrity, Collaboration, Accountability...CommunityFlexible hoursWeekend work$24 - $25.5 per hour
...across the U.S. and Asia, we are the premier financial bridge between the East and West. Our... ...professionals help guide businesses and community members on both sides of the Pacific... ...you are part of a world-class team that focuses on delivering a high quality, high-touch...Community$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...and businesses in our KeyBank communities. Personal Bankers engage... ...solutions to assist in client's financial wellness both in person and... ...line of business partners – focusing on client acquisition and deepening...CommunityHourly payWork experience placementDay shift$17.74 - $29.57 per hour
...potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the... ...and commercial banking offices in communities across the US. At Valley, we're all driven... .... Meets with customers to analyze financial needs and maximize sales opportunities....CommunityFull timePart timeWork at office$44.72k - $57.5k
...opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners... ...ecosystem partnerships as well as community Centers of Influence to acquire, expand... ...we expect our employees to be: Customer Focused - Knowledgeable of the values and practices...CommunityFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...Relationship Banker - Midwood Financial Center Brooklyn, New York To proceed with your... ...delivering for our clients, teammates, communities and shareholders every day. Being a... ...starter with a strong work ethic and intense focus on results, acting in the best interest...CommunityWork at officeFlexible hoursShift workWeekend workDay shift
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB... ...Client Program and will focus on the entire client relationship... ...a plan-based approach to financial advice. As a PCB, you will deliver...CommunityHourly payWork experience placementDay shift$19.5 - $23 per hour
...it here at Webster. Founded in 1935, our focus has always been to put people first--... ...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we... ...serving our clients and supporting our communities. Integrity, Collaboration, Accountability...Community- ...Consumers National Bank, our mission is make a difference in our communities —and that starts with our people. If you enjoy helping others... ...Paid training Competitive pay + benefits Supportive, team-focused culture Career growth opportunities What You’ll Do Deliver...CommunityPart timeNight shift
- ...committed to bringing passion and customer focus to the business.***It’s fun to work... ...*Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique... ...our associates to be a trusted advisor while providing them with the resources...CommunityNight shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...delivering for our clients, teammates, communities and shareholders every day. Being a Great... ...starter with a strong work ethic and intense focus on results, acting in the best interest...CommunityWork at officeShift workWeekend workDay shift
$41.71k - $65k
...complete needs assessments that identify financial solutions and preferred banking channels... ...building new relationships within the community. Addresses questions and resolves issues... ...deliver a personal customer experience. A focus on results and the ability to thrive in...CommunityLocal areaImmediate startDay shift- ...role is a sales position with a primary focus on sales development and relationship building... ...Use the consultative sales process and Financial Needs Assessment to build a thorough... ...presentations, business sales calls, community financial literacy events, etc.) as directed...CommunityWork experience placementWork at office
- ...Overview The Financial Counselor is part of the Financial Investigation Department that... ...and hospital information and is customer-focused with an emphasis on financial security... ...Screen patients, family members, or community-based patients to identify existing third...CommunityHourly payContract workWork at officeLocal areaRemote work
$50k
...branch-team business model. One financial advisor and one branch office administrator entirely focused on building client... ...you make a difference in your community. Key Responsibilities Build relationships... ...CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement...CommunityWork at officeWork from homeHome officeFlexible hours$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by... ...for our clients, teammates, communities and shareholders every day.... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement... ...Customer and Client Focus Oral Communications Active...CommunityTemporary workWork at officeMonday to FridayShift workDay shift- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Forest... ...our clients, teammates, communities and shareholders every day.... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement... ...Customer and Client Focus Oral Communications Active...CommunityTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain...Community
- Community Financial System, Inc. is seeking a dedicated customer service representative to handle financial transactions and promote banking products in Newark, NY. Candidates should have a high school diploma and communication skills. Attention to detail and prior customer...Community
- ...appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank... ...distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports...Community
- ...role emphasizes building customer loyalty, selling bank products, and complying with regulations while contributing positively to the team's performance. Join a company committed to enhancing the financial wellness of communities. #J-18808-Ljbffr First Merchants BrandCommunity
- Insurancedoyle is seeking a Financial Services Representative - State Farm Agent Team Member to join our team in Kentucky. This role... ...7 and 63 licenses. We offer competitive compensation and a supportive, community-focused work culture. #J-18808-Ljbffr InsurancedoyleCommunityFlexible hours
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