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 Modern Woodmen
$82k - $136k
...lives of your communities and clients through comprehensive financial planning Increasing Flexibility over your time and calendar... ...Northwestern Mutual by 2x. Get notified about new Financial Representative jobs in Sacramento, CA . #J-18808-Ljbffr Northwestern MutualSuggestedFull timeWork experience placementWork at officeLocal area$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...SuggestedTraineeshipHome office- Organization : Name SACRAMENTO CA Default: Location : City SACRAMENTO Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and...SuggestedLocal areaNight shiftAfternoon shiftWeekday work
$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...SuggestedFull timeInternshipLocal areaFlexible hours$33.89 - $38.15 per hour
...to be discovered. Day - 08 Hour (United States of America) This is a Stanford Health Care job. Overview The Patient Financial Clearance Representative, under direct supervision of the Department Management and Patient Financial Clearance Lead, performs specialized functions...SuggestedRemote jobHourly payFull time$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...For contractors$25 - $28 per hour
...health care settings into communities. What You’ll Do CalAim Financial Counselor (ECM) is responsible for verifying client... ...normal office conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform...Contract workWork at officeImmediate startFlexible hoursShift work$82k - $136k
A leading financial services company is seeking a Financial Representative to provide expert guidance in financial planning. This full-time role offers uncapped earning potential with base pay ranging from $82,000 to $136,000 per year, plus various bonuses and benefits...Full time- A leading healthcare provider in Northern California is seeking a Financial Counselor to facilitate patient admissions and financial counseling. The ideal candidate will have a strong background in healthcare and insurance verification, with excellent communication and...
- A healthcare organization in Sacramento is looking for a Financial Counselor to handle patient admissions, provide financial options, and assist with insurance verification. The ideal candidate will have a high school diploma, two years of healthcare and insurance verification...Work at office
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values...Local areaImmediate startRemote workRelocation
$45k - $100k
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals: retirement, building wealth, estate strategies, funding education...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$21 - $25 per hour
POSITION TITLE: Financial Counselor REPORTS TO (TITLE): Business Office Manager PAY SCALE: $21.00-$25.00 SCHEDULE BEING OFFERED: Monday - Friday, 9:00 am to 5:30 pm DESCRIPTION OF POSITION: The Financial Counselor is responsible for admission of patients including...Work at officeMonday to FridayWeekend work- A financial empowerment firm is seeking a Remote Agent to educate clients on financial strategies and support their goals. No prior experience in finance is needed, as comprehensive training is provided. Candidates should have a strong ambition to make a positive impact...Remote workFlexible hours
- ...community.Schedule5x8 Days (08:00-17:00) PST | Non-patient-facingRequirements2 years of experience in healthcare reimbursement or financial analysisExperience with HCAI (OSHPD) reporting for large or multi-facility health systemsExperience preparing Medicare Cost Reports...Remote work
- A leading financial institution is seeking a Financial Advisor to join its Advisor Development Program. In this role, you will work with high-net-worth individuals, helping them achieve their financial goals while developing a book of business. You will receive extensive...
- CFA Institute is seeking a Senior Regional Consultant - Wealth Management to sell MFS Investment products in California, Nevada, and Hawaii. The role involves conducting sales meetings, managing territorial sales, and developing client relationships. The ideal candidate...
$36k - $75k
A leading financial services organization is looking for a Financial Representative Trainee in Sacramento, CA. The program offers comprehensive training to develop skills necessary for marketing Individual Insurance products and building a successful practice. This role...Traineeship$67.5k - $96.3k
What Finance Operations contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...Contract workTemporary workLocal areaFlexible hours$80k - $90k
Bank of America is seeking a Financial Advisor through the Merrill Advisor Development Program in Sacramento, CA. This position focuses on relationship building and developing customized financial strategies for high-net worth individuals. The ideal candidate will have...- ...National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. This position will provide personal financial services at assigned military installations. Responsibilities Provide personal financial counseling and management services...Contract work
$260k - $310k
Responsibilities Orrick’s Public Finance Group is seeking an associate with 3-4 years of experience to join our Sacramento or Los Angeles offices. We handle the full spectrum of financing matters for a variety of clients, including state and local governmental entities,...Temporary workWork at officeLocal areaFlexible hours$25 per hour
...Research and review of specific items Review student documents General knowledge of all students’ functions as they relate to Financial Administration, Bursar, Student Financial Services, and Accounts & Loans. Assist Financial Administration to better understand the...- Sage is seeking an Account Executive for Financial Services to influence company success through effective sales management. This role entails prospecting new customers, managing sales processes, and achieving sales quotas. Ideal candidates will have 3+ years in technology...
$58.44k
Overview This position will provide personal financial services at assigned military installations. Primary responsibilities include... ...All other duties as assigned. The job duties listed above are representative and not intended to be all‑inclusive of what may be expected...Contract workTemporary workWork experience placement$85k - $125k
About New York Life Our mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in confidence...$63.8k - $196k
...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Financials Accounting Center/...Work experience placementLive inWork at officeLocal area- A healthcare provider in Sacramento seeks a Financial Counselor responsible for patient admissions and financial inquiries. This role includes verifying insurance coverage, providing financial options for patients, and managing payment arrangements. Ideal candidates should...Work at office
$36k - $75k
Mutual of Omaha is looking for a driven Financial Representative Trainee in Sacramento, California. This role involves participating in a comprehensive training program designed to equip you with the necessary skills to excel in selling Individual Insurance products. You...Traineeship$80.9k - $115.5k
What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and...Temporary workWork experience placementLocal areaFlexible hours
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