Financial Representative
Mt. Juliet Chamber of Commerce
Northwestern Mutual is dedicated to providing long-term financial clarity through a people-first planning approach, helping clients uncover opportunities and avoid potential blind spots. With $265.0 billion in assets under management and over $1.8 trillion in life insurance protection, we serve more than 4.5 million people through our diverse range of services, including life, disability income, long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. We manage over $125 billion in client assets and support a growing network of financial advisors and corporate employees. We believe in the strength of diversity to shape the future of financial security. Explore career opportunities with us: Role Description This is a full-time on-site role for a Financial Representative located in Mount Juliet, TN. The Financial Representative will be responsible for meeting with clients to understand their financial goals, providing tailored financial planning advice, and recommending appropriate financial products and services. Day-to-day tasks include conducting financial analysis, developing personalized strategies, and maintaining long‑term relationships with clients. The Financial Representative will also engage in continuous learning to stay updated with industry trends and regulations. Qualifications Strong knowledge of financial products and services, including life insurance, annuities, and investment options Excellent client relationship management and customer service skills Exceptional analytical, problem‑solving, and strategic thinking abilities Effective communication and interpersonal skills Ability to work independently and collaboratively in a team environment Relevant certifications or licenses (e.g., CFP, Series 6/7, Life and Health Insurance License) are a plus Bachelor’s degree in Finance, Business, or a related field is preferred #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
- ...who thrives onrecruiting, developing and mentoringothers. You’ll be responsible for identifying top talent, coaching new financial representatives, and cultivating a culture of service, growth, and long-term success. Key responsibilities Recruit, select and onboardnew...SuggestedLocal areaNight shift
$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$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible 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...SuggestedWork at officeShift workDay shift
- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
$45k - $100k
...Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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$250k - $400k
...right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring... ...new hires. Role Summary Help clients and prospects identify financial goals and needs through a holistic financial planning approach...- ...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
- ...Financial Counselor For Medical Billing At Western Montana Clinic, we are continuing our 100-year tradition of providing excellent health care to the community. We are a group of local, independent providers practicing in multiple specialties. Our mission remains the...Full timeWork at officeLocal area
- ...Financial Consultant | WealthBridge 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...
$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- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
- ...Financial CounselorThe Financial Counselor is responsible for front end communication with patients and their families, hospital personnel... .... The requirements listed below, education and experience is representative of the knowledge scale and or ability required.High School...Work at officeFlexible hours
$21.99 - $25.54 per hour
...Financial Associate An opportunity to join a growing organization! The Fiscal Shared Services Financial Associate performs accounting... ..., co-workers and managers in a team-oriented environment; represent Fiscal Shared Services and the University in a positive, professional...Hourly payContract workTemporary work- ...Merrill in Mount Pleasant, SC seeks an Advisor Development Program–Financial Advisor to work with high-net-worth individuals, identifying needs, reviewing goals, and delivering comprehensive recommendations aligned with client objectives. You will build a book of business...
- ...Livingston HealthCare seeks a Financial Counselor to manage front-end communications about patient costs, insurance coverage, and responsibilities before services. You will arrange payment options and provide clinical revenue-cycle guidance, reading patient records to...
- ...A fraternal financial services organization is seeking a financial representative in Mount Pleasant, SC to help individuals achieve their financial goals through tailored plans. Candidates should be driven, team-oriented, and have the ability to build lasting relationships...
- A national insurance provider in Montana is seeking an Insurance Benefits Representative to advise retirees on supplemental insurance solutions. This role offers performance-driven compensation with no income cap, including commissions and bonuses. Ideal candidates will...Flexible hours
$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique...Interim roleWork at officeLocal areaImmediate startShift workDay shift- Overview Prudential Advisors is looking for an experienced financial professional in the Missoula area that is interested in working with Prudential's existing clients base. This position will allow you to grow your career and business, helping the people and families that...Full time
- ...this opportunity and get AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Financial. Business Development Manager / Strategic Growth Partner / Upper Midwest & MT, WY Prudential Advisors is seeking an experienced financial...Full time
- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. 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...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- ...excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help...
$50k - $150k
Embark on a fulfilling career dedicated to helping individuals and families achieve long-term financial well‑being. In this role, you will guide clients through pivotal life stages—planning for education, navigating major expenses such as mortgages and healthcare, and preparing...Full time$90k - $125k
Position Title: Financial Planner Salary: $90,000-$125,000 / Year, DOE + Annual Bonus We are seeking a Financial Planner to join our close-knit team and help serve a growing client base with over $1.2 billion in assets under management. This is a unique opportunity to work...Remote workFlexible hours- ...Management and First Interstate relationships through a comprehensive financial planning approach. This position will lead a relationship... ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Full timeBank staff
$117.36k
...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the... ...agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed...Full timeContract workFor contractors$42.6k - $57.28k
...Job Description Financial Counseling Representative II On-Site – Missoula, MT | LifePoint Community Medical Schedule: M-F 8 am - 4:30 pm Are you passionate about supporting patients through the financial side of healthcare while building a career in revenue...Hourly payFull timeLocal area
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