Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial representative

Modern Woodmen

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. Look for self-improvement opportunities. 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

Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Financial representative in Arizona City, AZ vacancy
  • 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... 
    Suggested
    Work at office
    Flexible hours

    Bankers Life

    Arizona City, AZ
    2 days ago
  • $28 - $38 per hour

    A financial services company is seeking a Remote Loan Advisor to guide clients through the loan process. You will advise on various loan types, recommend suitable products, and assist clients in completing applications. The ideal candidate has experience in lending, strong... 
    Suggested
    Remote job
    Hourly pay

    Sales Match

    Arizona City, AZ
    4 days ago
  • $41.71k - $65k

     ...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...  ...Salary: $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Arizona City, AZ
    1 day ago
  • Bankers Life is seeking Financial Advisors to help clients live more and worry less through personalized financial planning. You will operate as a business owner, building your own client base with help from industry-leading training, mentors, and supported products. The... 
    Suggested
    Flexible hours

    Bankers Life

    Arizona City, AZ
    15 hours ago
  • $36k - $125k

    A financial services provider is seeking a PT/FT Financial Sales Professional for a remote role. This position does not require prior financial experience, as extensive training is provided. You will help clients with financial planning and can earn between $36,000 and... 
    Suggested
    Remote job
    Part time

    Global Financial Impact

    Arizona City, AZ
    1 day ago
  • Charles Schwab in Mesa, AZ is seeking a client-focused associate to deliver financial guidance on inbound calls and build lasting client relationships. You will own client issues, collaborate with teams, and strive to provide the best solutions while upholding Schwab's... 

    Charles Schwab

    Arizona City, AZ
    4 days ago
  •  ...manage a portable book of assets of at least $50 million AUM. The ideal candidate will have a minimum of 10 years of experience in financial planning and investment management, along with a Certified Financial Planner (CFP) certification. Responsibilities include... 

    TIUM Staffing LLC

    Arizona City, AZ
    15 hours ago
  •  ...of America is seeking a role focused on providing comprehensive advice and customized solutions to clients to help achieve their financial goals. Key responsibilities include triaging client leads, making referrals, and meeting with clients to discuss financial and investment... 

    Bank of America

    Arizona City, AZ
    2 days ago
  •  ...proactively identifying and recommending products and services (Credit Cards, CDs, IRAs, Loans) that will help members reach their financial goals. Responsibilities include servicing members on the teller line with monetary transactions, account maintenance, ownership... 
    Hourly pay
    Monday to Friday

    Desert Financial Credit Union

    Arizona City, AZ
    4 days ago
  • A local financial institution in Arizona is seeking a Teller and a Relationship Banker to enhance member relationships and drive sales. You will provide customer service for financial transactions, manage accounts, and recommend products. Ideal candidates will possess strong... 
    Local area

    Desert Financial Credit Union

    Arizona City, AZ
    4 days ago
  •  ...team as an Student Finance Advisor at our Mesa campus . To Do What: You will assist the Director of Student Finance in administering financial aid programs. Who Are We: UEI College is a leader in post-secondary career education and we are obsessed with student success. Our... 
    Full time
    Work experience placement

    UEI College

    Arizona City, AZ
    4 days ago
  •  ...Experience you'll need: Significant experience as a Wealth Advisor with at least $50 million AUM portable. Certification such as Certified Financial Planner (CFP) is required. 10 years experience in financial planning, investment management, or a related field. A bachelor's... 

    TIUM Staffing LLC

    Arizona City, AZ
    1 day ago
  •  ...degree in finance, economics, business administration, or a related field is typically required. Certification such as Certified Financial Planner (CFP) is a plus. 10 years experience in financial planning, investment management, or a related field. Generous continuing... 

    Modern Wealth Management

    Arizona City, AZ
    1 day ago
  • Modern Wealth Management is seeking accomplished wealth management professionals to expand its national footprint. Executive Wealth Advisors will manage top clients and develop new relationships, with a portable book of at least $45M and potential equity participation. ...

    Modern Wealth Management

    Arizona City, AZ
    1 day ago
  • Department: Finance / Revenue Cycle / Operations Reports To: CFO FLSA Status: Exempt Job Summary: Financial Analyst - Financial Planning & Analysis is responsible for collecting, analyzing, and reporting financial data related to healthcare operations, revenue cycle,... 
    Full time
    Contract work
    Flexible hours

    XceedSearch.com

    Arizona City, AZ
    3 days ago
  • XceedSearch.com is seeking an FP&A Analyst to join a lean finance team supporting 250+ veterinary hospital P&Ls across 30+ states. You will contribute to monthly reporting, board and sponsor reporting, lender compliance, and annual budgeting, partnering with regional leaders...
    Remote job

    XceedSearch.com

    Arizona City, AZ
    15 hours ago
  • UEI College Mesa campus is seeking a dedicated Student Finance Advisor to support the Director of Student Finance in administering financial aid programs and to help students navigate eligibility and award processes. The role emphasizes accuracy in reviewing files,... 

    UEI College

    Arizona City, AZ
    4 days ago
  • A leading mobility solutions provider seeks a Senior Financial Analyst in Mesa, Arizona. In this key role, you will analyze financial data, prepare executive reports, and support strategic planning initiatives. The ideal candidate has a bachelor's degree in finance or accounting... 

    Verra Mobility

    Arizona City, AZ
    1 day ago
  • $19.54 - $32.57 per hour

    Location: Cancer & Blood Specialists of Arizona Pay Range: $19.54 - $32.57 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining... 
    Immediate start
    Remote work
    Monday to Friday

    American Oncology Network LLC

    Casa Grande, AZ
    4 days ago
  •  ...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.... 

    WealthBridge Financial Group

    Casa Grande, AZ
    2 days ago
  • First Fidelity Bank is seeking a Personal Banker to build lasting relationships with clients and help them meet financial goals. You will assist customers with accounts, loans, and other services while delivering exceptional service in a community-focused environment. Responsibilities... 

    First Fidelity Bank

    Arizona City, AZ
    2 days ago
  •  ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluentেখান... 
    Immediate start
    Afternoon shift

    JPMorganChase

    Arizona City, AZ
    1 day ago
  •  ...Responsibilities Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to... 
    Shift work
    Weekend work
    Day shift

    Bank of America

    Arizona City, AZ
    15 hours ago
  • A financial institution in Mesa, Arizona is seeking a Personal Banker to provide exceptional customer service in a high-volume sales environment. Responsibilities include processing transactions, recommending products, and ensuring accurate record-keeping. The ideal candidate... 
    Full time
    Flexible hours
    Afternoon shift

    First Convenience Bank

    Arizona City, AZ
    4 days ago
  • BMO Financial Group is seeking a branch-based professional to deliver exceptional service and identify opportunities for customers. You will conduct needs assessments, advise on financial solutions, and promote digital banking options to simplify processes for clients.... 

    Hispanic Alliance for Career Enhancement

    Arizona City, AZ
    15 hours ago
  •  ...through proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customers financial wellbeing. Collaborates with ecosystem partners to grow customers share of wallet. Positions PNC solutions to drive new revenue... 
    Full time
    Work experience placement
    Work at office

    PNC

    Arizona City, AZ
    1 day ago
  •  ...and guide them through self-service banking tools. You will accurately process cash transactions and build relationships to meet financial needs. The role requires bilingual Spanish and availability to work weekends or extended hours, with up to 5% travel within a reasonable... 
    Weekend work

    Bank of America

    Arizona City, AZ
    15 hours ago
  •  ...employees. In our Retail Banking teams, employees serve as trusted financial partners for the clients and neighborhoods we serve. We are...  ..., Characteristics) Strong work ethic and high integrity. Represents the Bank and oneself in a positive, courteous and friendly manner... 
    Work experience placement
    Flexible hours
    Rotating shift

    First Fidelity Bank

    Arizona City, AZ
    2 days ago
  •  ...mobile, online banking or ATM. You will process cash transactions, build relationships, and connect clients to solutions that help meet their financial goals while delivering a positive client experience in a fast-paced branch environment. #J-18808-Ljbffr Bank of America

    Bank of America

    Arizona City, AZ
    4 days ago
  •  ...seeking a Full Time Universal Personal Banker at the Superstition Springs Branch in Mesa, AZ. You will engage customers, identify financial needs, and offer tailored PNC solutions to help clients achieve financial wellness. The role emphasizes proactive sales, exceptional... 
    Full time

    PNC

    Arizona City, AZ
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial representative. Be the first to apply!