Financial representative
Modern Woodmen of America
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
- ...Organization : Name CINCINNATI-WEST OH Default: Location : City CINCINNATI 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
- ...Overview As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can...Suggested
- Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...requirements Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment Minimum of one year experience in the investments industry Proven ability to engage...Suggested
- ...Ash, OH At Retirement Corporation of America, our work centers on helping clients make thoughtful, informed decisions about their financial lives. We view planning as an ongoing relationship, not a one-time deliverable. That means spending the time to understand each client...SuggestedWork at office
$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$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...academic track record, including the achievement of a bachelor's or advanced degree. ~ Industry designation required: CERTIFIED FINANCIAL PLANNERTM ~3+ years of client-facing experience in the financial services industry. ~ Great interpersonal skills and ability to...Contract workWork at office
- ...Bank of America, through Merrill Wealth Management, offers an Advisor Development Program for individuals transitioning into a Financial Advisor career, working with high-net-worth clients, and mentored by Merrill advisor teams. You’ll build a book of business, develop...
- ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor 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....
- ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- A tech firm specializing in AI is looking for a Wealth Manager to help train AI models with financial expertise. This remote position offers flexibility in scheduling and allows professionals to work part-time or full-time. Ideal candidates should have advanced degrees...Remote jobFull timePart time
- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication...Work experience placementWork at office
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...Financial Counselor - Bethesda North Hospital Join a team dedicated to serving patients with compassion, respecting every individual’s needs, and engaging with professionalism and empathy. As a Financial Counselor at Good Samaritan Hospital, you will play a vital role...Full timeWork experience placementDay shift
- ...Job Description Job Summary A Financial Counselor maintains, and processes all assigned patient accounts and counsels patients regarding the admitting and discharging processes and payment alternatives. Work is of a confidential nature. Reports to: Manager of...Work at officeShift workNight shiftWeekend workAfternoon shift
- ...Lifepoint Health® is seeking a Financial Counselor in Olde West Chester, Ohio. The role involves processing patient accounts, providing counsel regarding payments, and ensuring compliance with regulations. The ideal candidate has a high school diploma, strong customer...Work at officeShift work
- ...Job Summary A Financial Counselor maintains and processes all assigned patient accounts and counsels patients regarding the admitting and discharging processes and payment alternatives. Work is of a confidential nature. Reports to: Manager of Patient Access, CFO Job Requirements...Work at officeShift workNight shiftWeekend workAfternoon shift
$40 per hour
A cybersecurity firm is seeking experienced professionals to evaluate AI-generated security content and solve technical problems. This role offers flexibility, allowing you to work remotely on your own schedule, while contributing to improving AI security models. Ideal ...Remote jobHourly pay- ...Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. As an Advisor...Immediate start
$48k - $100k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Work at officeShift workDay shift- ...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. Responsibilities...Work at officeFlexible hours
$95k - $105k
This range is provided by ComResource. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $95,000.00/yr - $105,000.00/yr Direct message the job poster from ComResource As an Information Security Analyst,...Full timeShift work$18.25 per hour
...Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-... ...key branch functions May perform duties of a Customer Service Representative as needed Maintain knowledge of daily ATM balancing and maintenance...Local area- The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients...Full timeWork at office
- Overview Job Title: Wealth Management Advisor Location: United States (Remote) Company Overview: This is a client-focused financial services firm committed to providing comprehensive, holistic financial planning for individuals, families, and business owners. Their approach...Remote workFlexible hours
- ...job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities...Night shift
- GENERAL SUMMARY Provides quality service and develops long term customer relationships. Receives and pays money to bank customers and maintains accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions. RESPONSIBILITIES AND...Trial periodFlexible hoursShift workNight shift
- ...relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan. Essential Functions/...
- ...With The Fischer Group The Fischer Group is a family of companies focused on delivering exceptional experiences across homebuilding, financial services, and real estate. Through our businesses, we are committed to quality, growth, and long-term success for both our...Permanent employmentTemporary workRemote workShift work
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