Financial Advisor
Bankers Life
Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team Qualifications Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we offer Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP® Inclusive culture, career long mentorship, and the support of an established office structure Progressive advancement opportunities Flexible hybrid schedule once you complete your agent training Sales leads, marketing tools and leading technology Passive income opportunities and bonus programs Retirement savings program and more About Bankers Life Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: #J-18808-Ljbffr
- ...Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching. What Our Financial Advisors Do Personal coach to military...SuggestedHourly payFor contractorsWork at officeLocal areaHome office
- ...to be retained by a highly respected, independent, relationship-driven financial planning firm with more than 40 years of success and approximately $450MM in AUM in the search for a Financial Advisor . Known for its client-first philosophy, collaborative culture, and...SuggestedWork at office
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...SuggestedWork at officeShift workDay shift
- ...Battle Family Financial Group, located in Gaithersburg, Maryland, is expanding and seeking a Hybrid Representative. You'll be part of a growing financial firm with a clear growth path to leadership, including options for branch ownership and fully remote work in the future...SuggestedRemote work
- A financial services company is seeking Financial Advisors to coach military families in financial security. The role involves managing finances, engaging with clients, and providing comprehensive financial planning. Candidates should have a Bachelor’s degree and proven...SuggestedFlexible hours
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...LPL Financial LLC in Rockville, MD is seeking an Associate Financial Advisor to support senior advisors in delivering comprehensive financial planning and investment management. You will meet with clients, develop plans, perform portfolio reviews, and help grow the practice...
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Job Description Job Description SUMMARY The Financial Advisor II is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/she also works in collaboration...
- ...Financial Solutions Advisor Registration Candidate--Western MD Market Gaithersburg, Maryland;Potomac, Maryland; Rockville, Maryland To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to...Temporary workWork at officeFlexible hoursShift workDay shift
- ...insurance provider in Maryland is seeking a Talent Acquisition Specialist to work closely with clients to provide tailored insurance and financial solutions. This entry-level role requires no prior finance experience; however, sales and customer service backgrounds are favored...Traineeship
$80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...Full timeInterim roleWork at officeLocal areaImmediate startShift workDay shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office$43.89k
...existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. Actively pursue... ...or loans. Identify opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills...Work at officeFlexible hours- ...New York Life and NYLIFE Securities are expanding and seeking financially talented professionals to join our growing ranks. You can build a business backed by a Fortune 100 leader with training, resources, and a flexible, supportive environment. As a financial professional...Flexible hours
$70k - $80k
...Join Bank of America in Potomac as a financial advisor, where you can help clients achieve their financial goals. With a focus on Responsible Growth, this role includes building financial plans and assisting clients with brokerage products. The ideal candidate will hold...- ...Financial Advisor We are seeking a local professional to join our team as an additional Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate...Work experience placementWork at officeLocal area
- ...Aogarciaagency in Gaithersburg, Maryland, is seeking a passionate individual for a flexible role focused on securing families’ financial well-being. You will conduct virtual consultations, assess client needs, and build lasting relationships while managing administrative...Remote workFlexible hours
- ...AO Garcia Agency in Gaithersburg, Maryland is seeking a dedicated individual for a role that emphasizes client consultations and financial well-being. You will enjoy a flexible work schedule and can work from home, ensuring a great work-life balance. The ideal candidate...Remote workWork from homeFlexible hours
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...Company Description Strategic Financial Associates, LLC (SFA) is a comprehensive financial services firm that has been helping clients... ...comprehensive planning. Role Description The Associate Financial Advisor is a full-time, on-site role based in Bethesda, MD. This role supports...Full timeWork at office
- ...At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeShift workDay shift
- Citi in Gaithersburg, MD is seeking an entry-level Universal Banker to assist in sales, products and service activities with the customer service team. The role aims to foster customer loyalty and help grow sales to individual clients while delivering friendly, accurate...
$48.05k
...with cutting-edge digital innovation. Whether you’re helping a client navigate our latest tools or empowering them to reach their financial goals, you are the face of an exceptional, human-centric experience. We are looking for curious, empathetic, and tech-savvy individuals...Permanent employmentFull timePart timeLocal areaRemote workFlexible hoursShift work- Citi is hiring an entry-level Personal Banker in Gaithersburg, MD to support sales and service activities with the customer service team. The role focuses on building loyalty, increasing sales to consumer clients, and cross-selling treasury and related small business products...
- Citi is seeking an entry-level Personal Banker SAFE Act in Gaithersburg, MD. The role supports sales and service activities in collaboration with the customer service team to foster client loyalty and grow sales to individual consumers. Responsibilities include assisting...
$25 - $38.46 per hour
...Montgomery, New York 12549 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Hourly payWork experience placementDay shift$40.5k - $67.5k
...STEM OPT for this position. Job Description Manages the customer experience by identifying opportunities to improve a customer's financial wellbeing and create loyalty while increasing share of wallet. From a variety of customer interactions, participates in proactive...Full timeTemporary workPart timeWork experience placementWork at officeShift work- Citigroup Inc. in Gaithersburg, MD is seeking an entry-level Personal Banker to assist with sales and service activities in coordination with the customer service team, aiming to foster customer loyalty and grow the client base. Responsibilities include handling small ...
- First National Bank in Germantown, MD is seeking a Senior Relationship Banker to support consumer banking customers through branch leads, transactions, and referrals. You will promote bank products, meet weekly sales goals, and leverage digital tools to enhance the customer...
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