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 Modern Woodmen of America
- ...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
- ## 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
$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- 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
$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$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- ...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
- ...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
$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
- 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
- ...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
- 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
$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- ...Customer Service Representative Under 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...Full timeWork at officeShift 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$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
- ...Interest: University Recruiting; Finance Pay Transparency Salary Range: 70000 Application Deadline: 10/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...Rotational programWork experience placementWork at office
- ...Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too...
$58.44k
...Personal Financial Counselor, Tulsa, OK This position will provide personal financial services at assigned military installations... ...other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected...Contract workTemporary workWork experience placementWork at office- ...Range: Not Available Application Deadline: 08/12/2026 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
$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 timeLocal areaShift work- .... 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
- 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
$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....- ...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
- ...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
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