Financial Representative
Modern Woodmen of America
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. About you Entrepreneurial mindset Community oriented Responsibilities Work with current or new members to provide them information about the financial services their families could utilize Networking with individuals throughout the community Continuously prospecting in order to secure appointments Participating in mentor‑lead appointments Asking customers for favorable introductions Engaging in personal observation through the community Participating in fraternal activities Benefits and Perks Medical, dental and vision insurance paid for 401(k) retirement planning with company match Non‑contributory pension plan Group term life insurance benefits Expense‑paid trips, valuable prizes, and exciting incentives For those looking to enter the Financial Services industry, MWA supports obtaining industry licenses! About Us Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. Modern Woodmen is an equal opportunity employer (EOE). #J-18808-Ljbffr Modern Woodmen of America
- Modern Woodmen of America in Monroe, North Carolina, seeks a dedicated financial representative to connect with community members and provide personalized investment solutions. Ideal candidates will possess an entrepreneurial mindset and be comfortable engaging with clients...Suggested
- ## Relationship BankerApplylocations: Monroe, NCtime type: Full timeposted on: Posted Todayjob requisition id: 2026-01383## Primary Office Location:2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110.## **Join our team. Make a difference - for us and for your future...SuggestedWork at office
- Position Summary The position is responsible for the overall accounting/MIS and costing functions, including audit, compliance and taxes under various laws and regulations. It prepares cost estimates of new or special products for establishing selling prices and production...SuggestedWork experience placement
- F.N.B. Corporation is seeking a Relationship Banker in Monroe, North Carolina. The ideal candidate will develop consumer banking proficiencies and execute branch leads under the direction of the Manager. Responsibilities include promoting sales, performing teller transactions...Suggested
- First National Bank is seeking a Relationship Banker based in Monroe, North Carolina. In this role, you will develop proficiency in consumer banking transactions and be responsible for promoting the sales process. The ideal candidate will have excellent customer service...Suggested
- Fnb Online is seeking a Relationship Banker in Monroe, NC. The role focuses on developing consumer banking transactions and promoting sales through excellent customer service. Candidates will be responsible for executing customer transactions, identifying sales opportunities...Work at office
- ...time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible... ...Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee...Full timeTraineeshipLocal areaMonday to Friday
- Fnb Online in Monroe, NC is seeking a Floating Senior Relationship Banker to execute traditional consumer banking tasks and manage customer relationships. This role entails promoting banking products and services while achieving sales goals. Candidates should have excellent...
$55k - $75k
Overview To provide basic financial consulting services to assist members and non-members with identifying their financial goals and... ...services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and...Local areaMonday to Friday$55k - $75k
Navy Federal Credit Union in Matthews, NC is seeking a financial consultant to provide basic financial consulting services to members. This role involves establishing and nurturing relationships, conducting seminars, and offering investment advice to clients. The ideal...$55k - $75k
Navy Federal is seeking a financial consultant to provide personalized financial services and help clients achieve their goals. The role includes conducting seminars, managing client accounts, and ensuring compliance with regulations. Applicants should have a Bachelor’s...- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 4...Local area
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work- PSI Pax, Inc. is looking for an Associate Attorney to join their finance group in Charlotte, NC. This direct hire position requires a law degree, with preferred candidates having one to seven years of transactional experience. The role offers a competitive compensation ...Remote jobRelocation package
- ...and Business Banking division in Hemby Bridge, NC. The role involves building strong customer relationships and providing tailored financial solutions. This position offers a full-time or part-time schedule and a comprehensive benefits package, including health insurance...Full timePart time
- Position Title Relationship Banker Business Unit Retail Primary Office Location 13860 East Independence Boulevard, Indian Trail, North Carolina 28079 Position Overview This position is expected to develop proficiency in basic consumer banking transactions, account servicing...Work at officeVisa sponsorshipWork visa
- Quality Talent Group is hiring bankers for their Consumer, Small, and Business Banking division in Matthews, North Carolina. The position offers a full-time or part-time schedule with opportunities for career advancement within a nationally recognized bank. Candidates ...Full timePart time
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship...Full timePart time
- A leading global manufacturer of automated entrance solutions is seeking a Risk & Insurance Manager to oversee risk management and insurance programs. This role involves collaborating with brokers and internal teams to ensure optimal coverage and claims management. Ideal...
- ...driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training...Work experience placementFlexible hours
- It looks like you are visiting from a different region. Select your country or region for location-specific content.Risk & Insurance Manager**Risk Insurance Manager****ASSA ABLOY Entrance Systems, Pedestrian Door Solutions**Join the industry leader in automated door solutions...Temporary workFor contractorsWork at officeWorldwideFlexible hours
- About the Role The Risk and Insurance Manager is responsible for overseeing the organization’s risk management and insurance programs. This strategic role involves close collaboration with brokers, carriers, and internal stakeholders to ensure optimal coverage, cost efficiency...Temporary workWork at officeFlexible hours
- First National Bank seeks a Relationship Banker in Indian Trail, North Carolina. The role involves developing customer relationships and promoting banking products by delivering excellent service and identifying sales opportunities. Essential qualifications include a high...
- Quality Talent Group is seeking motivated individuals for a banking role within a leading financial services corporation in Indian Trail, North Carolina. The position requires strong customer service and communication skills, with a focus on building solid relationships...
- ...health coverage, 401(k), and tuition reimbursement. The ideal candidates will have strong customer service skills and the ability to build relationships. The position supports professional growth within a leading financial institution. #J-18808-Ljbffr Quality Talent GroupFull timePart time
- Fnb Online is seeking a Relationship Banker in Indian Trail, NC. This role involves developing proficiency in consumer banking transactions and servicing. You will be expected to meet sales goals while ensuring excellent customer service. The ideal candidate has strong ...
- F.N.B. Corporation is looking for a Relationship Banker in Indian Trail, North Carolina. In this role, you will develop proficiency in consumer banking transactions, servicing accounts, and lending, while promoting the sales process through effective customer interactions...
- Quality Talent Group is seeking bankers in Wingate, North Carolina, to join their Consumer, Small, and Business Banking division. This role involves building strong relationships with customers, assisting with account services, and educating on digital banking tools. The...
$32k
...A growing financial services company is seeking a Consumer Loan Specialist in Matthews, NC to originate loans and ensure a positive customer experience. The role offers a competitive salary of $32,000 per year plus an uncapped monthly bonus average of $8,000. Applicants...- ...Physical requirements: The physical demands described here are representative of those that must be met by an employee in order to... ...sufficient to read computer screens, printed documents, and financial data Occasional standing, walking, bending, or reaching Ability...Work at office
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