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
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...SuggestedLocal area
- ...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....Suggested
$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...SuggestedHourly payFull timeWork at officeLocal areaShift work$15 - $17 per hour
## Financial Services RepresentativeApplylocations: Owasso, OK, United Statestime type: Full timeposted on: Posted Todayjob requisition... .... We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial...SuggestedHourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$15 - $17 per hour
About World Finance World Finance is a financial institution focused on personal loans and tax preparation services. Based in Greenville... .... Position Overview We are seeking a Financial Services Representative to act as the front‑line representative for World Finance, delivering...SuggestedHourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
15 W 6th St Ste 1900 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...Full timeInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeFor contractorsInternshipLocal areaFlexible hours$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- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Work at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path 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$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- ...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...Work at officeLocal area
- 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
- ...originating, underwriting, and managing a portfolio of commercial loans. You will work closely with business clients to understand their financial needs and provide tailored lending solutions that align with the bank’s policies and risk parameters. As a key player in...Work at officeLocal areaFlexible hours
- ...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
- 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. As a Financial Advisor...Work at officeFlexible hours
- Thrivent is a Fortune 500 financial services organization with a 100-year legacy of helping over 2 million clients navigate financial challenges. We believe money is a tool to improve lives, not just a goal, and we offer personalized financial advice, insurance, investments...Full time
- WeStreet Credit Union in Owasso, Oklahoma, is seeking a dedicated Member Service Representative to process transactions, help members with financial needs, and promote credit union products. The role emphasizes trust, integrity, and teamwork. You will maintain product knowledge...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...For contractorsWork at office- ...transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust,...Part timeImmediate start
- ...Financial Solutions Advisor Registration Candidate - Tulsa Market Tulsa, Oklahoma;Tulsa, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Job Title OPERATIONAL RESPONSIBILITIES 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...Work at office
- Employee Type Part Time Name Katrina Sweaney Summary Part-Time Monday-Friday, available some Saturdays Essential Job Functions Demonstrate Legacy Bank and Trust corporate values in all situations and interactions. Serve daily as lead teller performing basic and complex...Contract workPart timeWork at officeMonday to Friday
- ...including teller transactions, account opening, and account maintenance, with a consultative approach focused on identifying customer financial needs and recommending appropriate products, services, and financial solutions.The Relationship Banker serves as a primary...Work at officeLocal area
- .... The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand... ...Abilities, Characteristics) Strong work ethic and high integrity. Represents the Bank and oneself in a positive, courteous and friendly...Work experience placementFlexible hoursRotating shift
$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....- About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada, Mexico...Remote jobExtra incomePart time
- ...Advisor role at Relation Wealth Management is a highly motivated, client-focused professional with a proven track record of success in financial planning and wealth management. This individual is passionate about building long-term relationships with clients, providing...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!



