Financial Representative
$19.17 per hourRussell Tobin
Overview Jr. Financial Representative - Columbus, OH (Recent grads are welcome) Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. Description: We are seeking motivated and customer-focused professionals to join our team as Financial Representatives. This role is primarily focused on handling high-volume inbound calls within a call center environment, providing exceptional support to clients in the financial services sector. Hourly Payment: $19.17 Responsibilities Respond to inbound client calls regarding brokerage accounts, cash management products, online and mobile platforms, and general account or financial inquiries. Deliver accurate, efficient, and professional service while consistently meeting departmental performance metrics. Troubleshoot issues and provide effective solutions to enhance the client experience. Maintain a strong knowledge of brokerage operations, financial products, and digital service tools. Work collaboratively in a fast-paced, team-oriented environment. Adapt quickly to change and manage multiple priorities in a busy service center. Qualifications College Degree OR previous contact center / call center experience from 2 - 5 years (financial services background strongly preferred). Strong communication and problem-solving skills. Ability to multi-task and remain calm under pressure. Highly professional, career-driven, and committed to delivering world-class customer service. What We Offer Opportunity to gain valuable experience in the financial services industry. Professional growth in a performance-driven, client-focused environment. #J-18808-Ljbffr
$20 - $22 per hour
...Bachelor’s degree preferred or equivalent education or experience Financial experience required; mutual fund experience preferred Inbound... ...at ApTask by 2x Sign in to set job alerts for “Financial Representative” roles. Dublin, OH $77,000.00-$131,000.00 2 weeks ago...SuggestedContract workSummer internship- ⏰ Hours: Full-time, 8-hour shift within 8 AM – 6 PM About the Role We are seeking a Financial Representative to join our team in Columbus. This role is ideal for candidates who thrive in a fast-paced environment, enjoy problem-solving, and are committed to delivering exceptional...SuggestedFull timeWork at officeShift work
- ...a Fortune 100 Company. Our longtime Columbus-based client and Fortune 100 leader in the insurance and financial services sector is hiring 30+ Financial Representatives across retirement and life insurance divisions. This is an opportunity to get your foot in the door with...SuggestedWeekly payFull timeContract workWork at officeRemote workWork from home
$19 per hour
...Wealth Management or Retirement Planning? This is an entry level role where you will gain the knowledge to assist others with their financial goals. Details: Start Date: 3/9/26 Pay Rate: $19/hr. Hybrid Work Schedule. Monday/Thursday/Fridays WFH and Tues/Wed in office - 10...SuggestedWeekly payWork at officeWork from homeMonday to Friday$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 areaFlexible hours- ## Senior Bank Teller/Senior Financial Services RepresentativeApplylocations: Columbustime type: Full timeposted on: Posted 4 Days Agojob... ...– that's the SmartBank way.**Our Senior Financial Services Representative will be responsible for:**Providing excellent customer...Work at officeLocal area
$25 - $26.77 per hour
Job Description: 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...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial...Work at officeLocal area
$48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with...Shift workDay shift- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military... ...entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...first 25 applicants Direct message the job poster from Thrivent Senior Sourcing Recruiter at Thrivent ● Join our Team of Talented Financial Advisors Who Engage in Meaningful Work and Thrive in a Purpose Driven… Meaningful work. Rewarding career. Make an impact providing...Full time
- ...Join a growing retirement planning firm dedicated to helping pre-retirees achieve financial confidence. You'll provide personalized retirement strategies, including fee-based investments, fixed indexed annuities, and life insurance solutions. Our marketing team supplies...
$65k - $75k
...Overview Strategic Talent Partner to Boston’s Financial Services Industry | Executive Recruiting & Growth Consulting for RIAs, Asset Managers, PE/VC & Hedge… We are seeking an experienced Associate Advisor to join a growing, independent wealth management team. This is...Full timeWork at office- ...WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner 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...
$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$80k - $110k
...Job Description Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, IN Commission-Based | $80,000-$110,000 at plan yearly You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career...- ...Financial Consultant We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you'll work with clients selling brokerage and advisory service, utilizing your deep...Work experience placementWork at officeLocal area
$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$105.1k - $150.1k
...Operations and Service team is responsible for overseeing the design, modification, installation and maintenance of accounting and financial systems to ensure the accuracy of financial transactions. Partners with Finance, Business Units and Enterprise IT (EIT) to analyze...Temporary workWork experience placementWork at officeLocal areaImmediate startRemote workFlexible hours- ...Peak Retirement Planning, Inc. in Columbus, Ohio is seeking a dedicated financial planner who embodies a teamwork approach and a commitment to clients' success. Ideal candidates are those willing to pursue CFP® certification and possess a strong work ethic. The role involves...
- ...We are seeking a dedicated and detail-oriented Financial Planner to support advisors and clients by ensuring smooth operations, assisting with financial planning, and delivering exceptional client experience for a privately-owned wealth management firm. DUTIES & RESPONSIBILITIES...Work experience placementWork at office
- ...Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial...Full time
- ...Financial Customer Service Representative Immediate need for a talented Financial Customer Service Representative with experience in the Insurance Industry. This is a 12+ months contract opportunity with long-term potential and is located in Columbus, OH. Key Responsibilities...Contract workWork experience placementWork at officeImmediate start
$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- ...Financial Advisor – Securities Administration Location This position is 100% in office. The employee will work their scheduled work hours... ...evaluations. Job Description SUMMARY: The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and...Work at office
- ...Independent Educational Consultants Association is seeking a dedicated Financial Aid Counselor to advise students and parents on financial aid eligibility, applications, and debt management. The role spans the College of Medicine and the Student Financial Aid Office, with...Work at officeAfternoon shift
$19.16 - $31.94 per hour
## Financial Counselor - OnsiteApplylocations: US-OH-Columbustime type: Full timeposted on: Posted 5 Days Agojob requisition id: JR6801**Location:**Zangmeister Cancer Center**Pay Range:**$19.16 - $31.94# **Job Description Summary:**A Financial counselor serves as the liaison...Immediate startRemote workMonday to FridayShift workWeekend work- A mission-driven financial services company is seeking a Financial Consultant to help clients achieve financial security with flexible, remote work options. This role is suited for military veterans or spouses looking to use their unique experiences to serve others. Responsibilities...Remote workFlexible hours
- ...First Command is seeking Financial Advisors who will coach military families in achieving financial security. Advisors will provide personalized financial planning while engaging with the community and military organizations. The role offers comprehensive training, licensing...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
- financial planner Columbus, OH
- financial planning associate Columbus, OH
- associate corporate finance Columbus, OH
- wealth advisor Columbus, OH
- financial consultant Columbus, OH
- jde finance consultant Columbus, OH
- financial advisor Columbus, OH
- financial advisor development program Columbus, OH
- private wealth advisor Columbus, OH
- finance associate Columbus, OH


