Financial representative
Modern Woodmen of America
Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. 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 future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact. Our representatives provide financial guidance and products to help members protect their families and their futures. Our products help fund member programs, including social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern Woodmen – and you, as a Modern Woodmen financial representative, to make a difference in your community! In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States. About you Show integrity and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Enjoy building long‑term relationships. Credible, trustworthy and honest. Education and training Modern Woodmen’s education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you need. With hands‑on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you’ll be well‑equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members’ financial lives. Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license, as required by state). Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term life insurance. Expense-paid trips, bonuses and other incentives. Modern Woodmen is an equal opportunity employer. #J-18808-Ljbffr Modern Woodmen of America
$18 - $19 per hour
...Financial Counseling Representative On-site Multiple locations Racine, Franklin, Milwaukee and Appleton, WI | Schedule: 8am-5pm Job type: PRN | Pay: $18-$19 hourly Help Patients Find Financial Support Join R1 as a Financial Counselor and help uninsured and underinsured...SuggestedHourly payReliefLocal area$97k - $192k
...advancement ~ Training & development ~ Vision insurance The Wisconsin Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...SuggestedWork at officeLocal areaWork from homeFlexible hours- Launch your financial services career with an organization that positively impacts thousands of families and communities each year .... ...futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...SuggestedLocal area
$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- ...Job Description Job Description 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...Suggested
$65k
...& Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise... ...future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets...Full timeFlexible hours- ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you... ...friendships that last a lifetime. Your mission as a financial representative is to help your clients (Modern Woodmen members) plan for...Flexible hours
$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 timeFor contractorsInternshipLocal area$41.5k - $65.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...1,500.00 - $65,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will...Contract workPart timeLocal areaImmediate startDay shift$17 - $29.75 per hour
...values. Responsibilities The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, providing guidance, and connecting clients to the full range...Full time- ...Job Title: Mutual Funds Transfer Agent / Financial Services Representative Location: Milwaukee, WI Pay Rate: $26–$31/hour on W2 Duration: Approximately 2 months initially, with FTE conversion expected Schedule: Multiple shifts available Work Arrangement...Contract workLocal areaMonday to FridayShift work3 days per week
- ...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 make an impact in the lives of the people...Full timeLocal area
- ...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. Responsibilities...Full time
- ...applying for any new position.** Acknowledge ( **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,...Work at officeFlexible hoursShift workWeekend workDay shift
$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...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$73.5k - $120k
...Financial Advisor – Hybrid Milwaukee, Wisconsin Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent...Full timeWork at officeLocal areaRemote work3 days per week- ...Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of Financial Aid Counselor is an integral part...Full timeWork at officeAfternoon shift
$25 - $32 per hour
Extension is seeking a Commercial Loan Processor for a Contract-to-Hire or Direct Hire opportunity with one of our clients located in West Allis, Wisconsin . About Our Client Well-established, community-focused local bank with a strong reputation for customer...Hourly payContract workLocal area$45k - $100k
...anticipated to remain open for 30 days, from 02-Oct-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$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$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- ...About DBHW Wealth Partners DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide...Full timeTemporary workWork at office
$20.54 - $24.16 per hour
.... This role will be on-site at one of the following Midwest Region Campuses in Wisconsin: Kenosha, Brookfield, Madison. The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This...Hourly payWork at officeMonday to FridayAfternoon 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...Full timeInternshipLocal areaFlexible hours- Job Description Job Description Company Description At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact...Work at officeLocal area
- ...career with Northwestern Mutual allows one the opportunity to: Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and insurance services, estate planning and education funding. Our...Full timeWork at officeFlexible hours
- About the Job Commercial Loan Processor - $30/hr - Hybrid Remote (Greenfield, WI) - Job # 3137 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around...Work at officeRemote workFlexible hours
- ...Financial Service Representative Are you a driven, client-focused professional seeking career advancement and amazing income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Milwaukee team as Financial Service Representatives. You'll...Full timePart timeWork at officeLocal areaFlexible hours
$18 per hour
...environment is collaborative, friendly, and growth oriented. We pride ourselves on offering our customers personalized service and financial guidance to help navigate ever-changing life events. We offer competitive salaries, excellent benefits, and on-the-job training...Full timeBank staffWork at officeLocal areaMonday to FridayFlexible hoursDay shift- ...inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and... ...basic number of credit union products and services to members. Represents the credit union in a positive and professional manner. REQUIREMENTS...Work experience placementMonday to ThursdayWeekday work
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