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
- ...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- ...Organization : Name THE CENTRAL OHIO AGENCY OH Default: Location : City COLUMBUS Overview 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...SuggestedWork at officeLocal area
$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- ...Performs an accurate search for patient in EPIC data base, thus, reducing the number of duplicate patient records. Assess the patient’s financial ability to pay for services, referring patients to financial counseling staff when appropriate. Sends eligibility requests to all...Suggested
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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$19.15 per hour
...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...Hourly payContract work$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship$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- ## 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
$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- ...Financial Counselor SUN Behavioral Columbus LLC - Columbus, OH Overview Position Type: Full Time Job Shift: Evenings Education... ...that all key elements that affect billing and collections represent and accurate. Provide patient notifications to patients or...Full timeWork experience placementWork at officeShift workAfternoon shift
$100k
...Title: Financial Advisor Reports to: Director of Wealth Management & Financial Resources Supervises: None Status: Exempt... ...Physical Demands The physical demands listed below represent those necessary to perform the essential functions of this role...Bi-weekly payLocal areaRemote work- ...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
$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- ...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...
$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- ...Teachers Insurance and Annuity Association of America is seeking a Financial Consultant to provide in-person and virtual counseling on TIAA products and services. The role includes preparing financial plans for participants, new entrants, and beneficiaries, with travel...Hourly payRemote work3 days per week
- ...This position provides face-to-face interaction with patients and/or their families regarding point-of-service collections, financial assistance programs, Medicaid eligibility and qualifications. This position is face-to-face for patient direct inquiries/concerns...Work at officeLocal areaShift work
$88.3k - $115.35k
...Financial Consultant The Financial Consultant is responsible for advising financial users on University policies, business processes, and internal controls. Serves as a subject matter expert on financial processes, leading process redesign and building efficiency and...Visa sponsorshipWork visaShift workDay shift- ...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
- ...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...
- ...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
$100k
...Financial AdvisorReports to: Director of Wealth Management & Financial ResourcesSupervises: NoneStatus: ExemptObjectiveThe Financial... ...Degree preferredPhysical DemandsThe physical demands listed below represent those necessary to perform the essential functions of this...Bi-weekly payLocal area- ...Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio, is seeking a licensed Associate Financial Advisor to join our growing team. This role focuses on supporting existing client relationships and learning the advisory process...Private practice
- ...We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we...
- ...For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients...Full timeLocal area
- ...monitor performance, and provide actionable insights. This role is ideal for an early-career professional looking to grow expertise in automotive incentives and business operations, with opportunities to contribute to budgeting and financial processes #J-18808-Ljbffr...
- United Rentals is seeking a position focused on equipment implementation in Ohio. The role involves pre-implementation planning, advising customers on job schedules, and ensuring safety on-site. Candidates should have strong customer service skills and the ability to influence...
- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
- financial planner cfp Columbus, OH
- senior financial advisor Columbus, OH
- strategic finance associate Columbus, OH
- financial advisor part time Columbus, OH
- oracle financial functional consultant Columbus, OH
- associate leveraged finance Columbus, OH
- entry level financial advisor Columbus, OH
- wealth advisor associate Columbus, OH
- junior oracle financial functional consultant Columbus, OH
- financial advisor development program Columbus, OH


