Financial Representative
Modern Woodmen of America
Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Community oriented Responsibilities Work with current or new members to provide them information about the financial services their families could utilize Networking with individuals throughout the community Continuously prospecting in order to secure appointments Asking customers for favorable introductions Engaging in personal observation through the community Participating in fraternal activities Benefits Extensive hands-on training program Medical, dental and vision Insurance paid for 401(k) retirement planning with company match Non-contributory pension plan Group term life insurance benefits Expense-paid trips, valuable prizes, and exciting incentives About Us Since 1883, we’ve been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Modern Woodmen is an equal opportunity employer. #J-18808-Ljbffr
- ...Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement...SuggestedFull time
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You...Suggested
- ## Financial Representative - Tulsa, OKApplylocations: Tulsa, OKtime type: Full timeposted on: Posted Todayjob requisition id: 2128054## ## Job Description:**Financial Representative**We believe that as a Financial Representative, you make a key impact on the branch atmosphere...SuggestedFull time
$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...SuggestedFull timeInternshipLocal areaFlexible hours- ...for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE'RE LOOKING FOR The Financial Advisor provides comprehensive financial planning and investment management services to clients. The individual in this role develops...SuggestedWork at officeLocal area
- ...through networking and community involvement. Participate in the referral program and follow up on leads. Maintain expertise in financial markets and use research tools. Ensure compliance with all regulatory and company policies. Manage client records and branch...Work at office
$50k
...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...anticipated to remain open for 30 days, from 25-Jun-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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. The role includes triaging client leads, referring to business partners based on client needs and asset thresholds...
- ...Oklahoma State University-Tulsa is seeking a Financial Aid Counselor I to provide counseling to students and parents regarding financial aid options and eligibility. The role includes certifying eligibility for loan, scholarship, and test fee waiver programs. The position...
- ...Customer Service RepresentativeUnder the direction of the Business Office Manager, the Customer Service Representative is responsible for providing customer service to patients over the phone or in person bringing all issues to a timely resolution. This position will...Work at officeShift work
- Ready to harness your drive, influence others, and take the next big step in your career? Our Tulsa, Oklahoma team is officially hiring! We are on the hunt for a self-motivated professional to build relationships with area businesses, present our state-of-the-art offerings...Full timeLive inLocal areaMonday to FridayFlexible hoursShift work
- Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a Difference and ensure that new employees understand and embrace these core values. Process member paying and receiving transactions and promote Credit Union products and services to members...Work at office
- ...We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home. RCB Bank is committed to creating...Work at officeFlexible hoursShift work
- Job Description: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...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area- ...We are dedicated to fostering a culture where every team member understands their purpose and impact on our mission to serve the financial needs of our customers while contributing to the economic vitality of the communities we call home. RCB Bank is committed to creating...Work at officeFlexible hoursShift work
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Full timeContract workFor contractorsWork at office$15 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...Hourly payWork at officeLocal areaShift work- ...highest level of Customer Service while efficiently and accurately matching services to new and existing customers and identifying financial needs. A successful Teller Supervisor will have a friendly personality, and be able to direct and coordinate the teller...Full timeFlexible hoursShift work
$104k - $156k
#WeAreONEOK - Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. JOB SUMMARYJob Profile SummaryThis role serves as a senior offensive security analyst focused...Full timeWork experience placement- ...some of the nation’s largest retail, restaurant, c-store, and financial brands. Headquartered in Tulsa, SageNet has regional offices... ...requires accommodation, please let us know by contacting your HR representative or any member of management. Legal Disclaimer This job...Full timeFor contractorsWork at officeRemote work
$80k
...traits? Competitive Business Minded Coachable Communicative Self-disciplined Authentic If yes, consider becoming an Entry‑Level Financial Advisor to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey....$20.55 - $25.05 per hour
...38326 About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’...Hourly payFull timeShift work- ...Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 09/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...Local area
- ...Range: Not Available Application Deadline: 09/28/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities,... ...salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined...Local area
- .... Qualifications: Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus. Proficiency with Microsoft...Flexible hours
- ...Banker At Mabrey Bank, you'll do more than process transactions — you'll build lasting relationships and help customers reach their financial goals. As a Relationship Banker, you'll gain hands-on experience across personal banking, customer service, and teller operations,...Full timeMonday to Friday
- Job Status: Non-Exempt - Shifts available: -Monday-Friday 3p-11p Job Summary: Under general supervision, supports the development, implementation, and administration of all Residential Life programs and activities. Assist in the retention, health and wellness...Work at officeMonday to FridayFlexible hoursShift workWeekend workAfternoon shiftWeekday work
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!



