Financial Advisor
Bankers Life
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, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we offer: Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP® Inclusive culture, career long mentorship, and the support of an established office structure Flexible hybrid schedule once you complete your agent training Sales leads, marketing tools and leading technology Uncapped earnings ($80,000 - $100,000 1st year average) Passive income opportunities and bonus programs Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: #J-18808-Ljbffr
- ...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 behaviors through one‑on...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Lakewood, WA3 days ago - ...As a Financial Advisor at Northwestern Mutual Tacoma, you will help clients achieve their financial goals by creating and evolving personalized financial plans. This is an opportunity for those who seek greater autonomy in their career, have high-drive and ambition, and...SuggestedWork experience placement
Northwestern Mutual
Tacoma, WA2 days ago - Bankers Life in the United States is seeking a Wealth Management Trainee who will work one-on-one with clients to craft personalized financial solutions and build lasting relationships. You will begin by obtaining the Life & Health licenses and preparing for the SIE exam,...SuggestedTraineeship
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$20.52 - $33.88 per hour
...organization! Awesome benefits, including generous paid time off and tuition assistance. Position Summary Reporting to the Supervisor, Financial Counseling Shared Services, this position effectively captures patient liabilities while providing financial counseling to...Full timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hoursDay shift$19.23 - $28.37 per hour
...Washington 98498-6178 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shift- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...a hybrid role serving clients and handling transactions. You will engage clients to uncover needs, provide guidance, and support financial wellness both in person and via proactive outreach. This position requires strong client relationship skills, cash handling experience...
- Magellan Health is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families at Camp Murray, WA. Responsibilities include one-on-one counseling, briefings, and referrals within DoD guidelines. You will develop...
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$215k - $355k
...divisions at wellsfargojobs.comIn this role you will:Act as an advisor to determine appropriate strategy and actions of team to guide,... ...management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively...Full timeWork experience placementWells Fargo
Tacoma, WA1 day ago$53.13k
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Tacoma, WA3 days ago$58.44k
...event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and...Contract workTemporary workWork experience placementWork at officeMagellan Federal
Tacoma, WA2 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$28.85 - $33.65 per hour
...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... ...based on role‑specific considerations. As a Financial Solutions Advisor Stage I (FSA I) , you will begin by obtaining Securities...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$105.64k - $148.74k
Tacoma Power’s Utility Technology Services (UTS) is seeking a motivated and technically skilled cybersecurity professional to support its cybersecurity operations. This role helps protect enterprise and operational technology environments through security monitoring, threat...Live inCity of Tacoma
Tacoma, WA15 hours ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Tacoma, WA1 day ago- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$20 - $24 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...Immediate start- ...Relationship Banker in a Chase Branch to represent our brand with hospitality and to acquire, manage, and retain client relationships using financial knowledge to offer solutions. You will work in a branch setting, meeting clients in person and by phone, leveraging Chase Mobile...
$150k - $300k
DESCRIPTION: Generations Home Loans is seeking professionals with a financial services background who are interested in applying their client advisory experience to a home lending role. If you have worked in banking, financial advising, consumer lending, insurance, or...Generations Home Loans
Gig Harbor, WA4 days ago- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...Full timeWork at officeImmediate start
U.S. Department of Housing and Urban Development
Tacoma, WA1 day ago $20.19 per hour
WSECU is seeking a driven and relationship-focused Home Loan Officer (External) to grow our residential lending presence in the community! In this role, you'll build and cultivate a strong network of referral partners, develop new business opportunities, and guide members...Hourly payFull timePart timeLocal areaMonday to FridayWashington State Employees Credit Union
Tacoma, WA4 days ago$20 - $22 per hour
...Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.Supports referral goals for branch by focusing and identifying and...Night shiftColumbia Banking System
Tacoma, WA5 days ago$20 - $22 per hour
...deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services. Supports referral goals for branch by focusing and identifying...Night shiftColumbia Bank (WA, OR & ID)
Tacoma, WA2 days ago$20 - $22.5 per hour
...Teller (Member Service Representative): Responsibilities: ~ As the first point of contact, you will assist our members with financial transactions, respond to inquiries, build relationships, and provide information on account status, balances, and loan details to...Permanent employmentMonday to FridayShift workSound Credit Union
Tacoma, WA2 days ago
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