Personal Financial Representative - ID
Allstate Insurance Co.
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams. Your Support Team We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business. Your Work A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You’ll also need to have: At least 2 years of life insurance or financial services customer facing sales experience State Life/Health Insurance Licenses FINRA Series 6 or 7 and 63 (if applicable) licenses Blended mix of protection and asset accumulation sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor’s degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. They are independent contractors and are not employed by Allstate Insurance Company ("Allstate") or its affiliates. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. View phone number on click.appcast.io. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you’ll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. © 2019 Allstate Insurance Co. About Us Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company ("Allstate") or its affiliates. Allstate is an Equal Opportunity Company. #J-18808-Ljbffr Allstate Insurance Co.
- Would you like to own a meaningful financial services practice under the Allstate brand?... ...Advisor, Financial Planner, Registered Representative or Investment Representative preferred... ...and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements...PersonalFor contractorsWork at office
$170k - $300k
Job ID: 101756771952Posted: 2026-10-09Location: New York, New York, United StatesSalary... ...CitiCiti Wealth is a leading provider of financial solutions for affluent, high net worth... ...Estate, Private Share Lending to more bespoke personal assets such as Aviation, Fine Art and...PersonalFull timeFor contractorsLocal area$130k - $205k
Job ID: 1448221533Location: New York, NY, US, 10001-8604Salary: $130,000 - $205,000Job... ...sub service line, the Deal Management - Financial Services practice works on the most complex... ...- learn and develop technical and personal skills to support achievement of career goals...PersonalWork experience placementSummer holidayWork at officeImmediate startFlexible hours$114.2k - $171.4k
Job ID: 1446545733Location: New York, NY, US, 10001-8604Salary: $114,200 - $171,400Job... ...is a leader in serving the global financial services marketplace and the only professional... ...sector.The expectation for this role is in person teaming, at client site or in an EY...PersonalWork experience placementSummer holidayWork at officeImmediate startFlexible hours3 days per week$113.1k - $186.7k
Job ID: 1413910533Location: New York, NY, US, 10001-8604Salary: $113,100 - $186,700Job... ..., statistics, econometrics, mathematics, financial engineering, or a related quantitative... ...client serving roles to work together in person 40-60% of the time over the course of an...PersonalWork experience placementSummer holidayWork at officeFlexible hours$110.5k - $202.7k
Job ID: 1425301133Location: New York, NY, US, 10001-8604Salary: $110,500 - $202,700Job... ....EY is a leader in serving the global financial services marketplace and the only professional... ...with clients and starting to build your personal brand as a leader in your field Your key...PersonalWork experience placementSummer holidayFlexible hoursShift work$189.29k - $331.2k
...timeposted on: Posted 5 Days Agojob requisition id: R155834**About Northern Trust** As a... ...worldwide. With more than 135 years of financial experience and over 24,000 partners, we... ...Duties :1. Development of a comprehensive personal and financial wealth profile on the client...PersonalH1bWorldwide$150k - $175k
Job ID: 99842555728Posted: 2026-08-28Location: New York, New York, United StatesSalary... ..., rail and containers), student loans, personal loans, SME loans, solar loan and leases,... ...include leading captive and independent financial companies, banks, and corporates - both in...PersonalFull timeRemote work$102.5k - $187.9k
Job ID: 1416799133Location: New York, NY, US, 10001-8604Salary: $102,500 - $187,900Job... ....EY is a leader in serving the global financial services marketplace and the only professional... ...client serving roles to work together in person 40-60% of the time over the course of an...PersonalWork experience placementSummer holidayFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours$63.2k - $117.9k
Job ID: MAMCGLOBALR364749EXTERNALENGLOBALRequisition: R_364749Company: MarshLocation... ...EstateSalary: 110000Posted: 2026-09-09 Financial Wellness Consultant Our not-so-secret sauce... ...across North America, we combine the personalized service of a local consultant with the...PersonalMinimum wageLocal area$175k - $225k
Job ID: 101091500096Posted: 2026-10-02Location: New York, New York, United StatesSalary... ...mergers, acquisitions and other types of financial transactions in coordination with the... ...applying sound ethical judgment regarding personal behavior, conduct and business practices,...PersonalFull time- ...Build Your Practice. Lead Your Future. The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth... ...is designed for individuals who are motivated by achievement, personal accountability, and the ability to directly influence their...PersonalFull time
- Job Description As a Financial Representative you will build long-lasting relationships with clients, offer guidance, and provide solutions to... ...in the following areas: Comprehensive Financial Planning - Personal Planning Analysis Asset & Income Protection - Education Funding...Personal
$89k - $115k
Job ID: MAMCGLOBALR355120EXTERNALENGLOBALRequisition: R_355120Company: Oliver Wyman GroupLocation... ..., forecasting, backlog analysis, and financial planning activities across a complex,... ...status, nationality, parental status, personal or social status, political affiliation,...PersonalMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$89k - $115k
Job ID: MAMCGLOBALR352517EXTERNALENGLOBALRequisition: R_352517Company: Oliver Wyman GroupLocation... ...Business FP&A team to own and shape financial support for the Industrials practices.... ...status, nationality, parental status, personal or social status, political affiliation,...PersonalMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...rapidly expanding - our office in New York City isseeking financial representatives to continue our consistent, sustainanble growth plan. Northwestern... ...provide guidance on: Comprehensive Financial Planning - Personal Needs Analysis Asset & Income Protection - Education...PersonalWork at office
$45.56k - $62.15k
...contribute to the company's success. As a Personal Banker within PNC’s Retail organization,... ...opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners... ...be sure to include your name, the job ID, and your preferred method of contact in...PersonalFull timeTemporary workPart timeWork at office- ...magazine, has helped clients achieve financial security for more than 150 years. The... ...community. Northwestern Mutual offers a personalized approach to uncovering financial solutions... ...a successful practice as a financial representative including: Developing your business...PersonalFull timeWork experience placement
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeInternshipLocal areaFlexible hours- *Atlantic Group is representing a top financial services company. Please note that the company name and additional... ...Internal management entities Personal investment vehicles maintained by firm... ...future opportunities and may contact you for further discussion. ID: 43708...Personal
- ...timeposted on: Posted 2 Days Agojob requisition id: JR5750**Join a team that values your... ...of all wealth, investment, and financial planning processes* Begins to prepare and... ...in client assets. We combine a boutique’s personal service, creativity and objective advice...PersonalPermanent employmentTemporary workWork at officeFlexible hours
$110k - $125k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management... ...to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our...PersonalTemporary workWorldwide$154.2k - $328.4k
Job ID: MAMCGLOBALR348957EXTERNALENGLOBALRequisition: R_348957Company: MarshLocation:... .... The group drives and places innovative financial risk transfer solutions for Marsh’s clients... ...status, nationality, parental status, personal or social status, political affiliation,...PersonalMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$20.67 - $31.25 per hour
## Personal BankerApplylocations: Monongahela, PAtime type: Full timeposted on: Posted Todaytime... ...(30+ days left to apply)job requisition id: R-41576**Location:**318 West Main Street... ...and solutions to assist in client's financial wellness both in person and through proactive...PersonalHourly payWork experience placementFlexible hoursDay shift- ...investment and asset allocation strategies Build and utilize a personal referral network to discover and onboard prospects. Firm has... ...background with deep technical exposure to either investment management and/or financial planning; CFA, CFP or MBA required...PersonalFull timeLocal area
$250k
Personal Banker SAFE ACT, Modesto McHenry Branch Job Req Id: 26968226 Location: Modesto, California, United States Job Type: On-Site/Resident Posted: Jun. 01... ...uncover opportunities, and present product offers and financial solutions. Understand and comply with Citibank...Personal$265.65k - $305.55k
Job ID: 1395732033Location: New York, NY, US, 10001-8604Salary: $265,650 - $305,550Job... ...a better working world.Sales Executive, Financial Services - Associate Director, New York -... ...responsible for delivering Sales impact through personal sales contribution and deal origination...PersonalSummer holidayFlexible hours$60k
...Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-...PersonalWork at officeFlexible hours$60k
...Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-...PersonalWork at officeFlexible hours
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