Personal Financial Representative - MA
allstate
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You’ll also need to have: At least 2 years of life insurance or financial services customer facing sales experience State Life/Health Insurance Licenses FINRA Series 6 or 7 and 63 (if applicable) licenses Blended mix of protection and asset accumulation sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor’s degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. They are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. View phone number on click.appcast.io. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you’ll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. Allstate is an Equal Opportunity Company. © 2019Allstate Insurance Co. #J-18808-Ljbffr allstate
- Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...clarity, empowering lives of service and faith. Provide personal, actionable, and achievable advice and connect clients to Thrivent...Personal
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeInternshipLocal areaFlexible hours$30k - $47k
Part Time Teller, Watertown, MA Country: United States of America It Starts Here: Santander... ...is a global leader and innovator in the financial services industry and is evolving from a... ...for this position is posted below and represents the annualized salary range. For hourly...SuggestedHourly payFull timeContract workPart timeWork experience placementWork at officeShift workAfternoon shift$15.75 - $22.25 per hour
...U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient... ...Bilingual (Spanish) Financial Service Representative, you'll be at the heart of our customer... ...Attain Finance will never ask for your personal banking information, transfer of funds,...PersonalHourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift$50k - $120k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic... ...engaging with local communities, professional organizations, and personal networks. Requirements No prior financial industry experience...PersonalLocal area$124k - $280k
...- Utilizing advanced knowledge of Oracle Financials and Hyperion Financial Management to enhance... ..., vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view... ...MD-Baltimore; IL-Rosemont; CA-Sacramento; MA-Boston; MO-St. Louis; UT-Salt Lake City;...PersonalFull timeH1b- ...OFFICER Full Time Loan Officers AUBURN, MA, Auburn, MA, US POSITION DESCRIPTION Loan... ...engagement. With the support of a respected local financial institution, industry‑leading resources,... ...borrowers via phone, internet, email, in‑person meetings, and referral channels Guide...PersonalFull timeWork at officeLocal areaRemote workFlexible hoursWeekend workAfternoon shift
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ..., long-term career. What you'll do: As the personal coach to our Nation's military families, you will focus on financial...PersonalHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first.... ...needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals...PersonalWork at officeWork from homeHome officeFlexible hours- A financial services company located in Massachusetts seeks a Wealth Advisor to provide excellent client experiences and manage relationships... ...and benefits are included, fostering a supportive work environment for personal and professional growth. #J-18808-Ljbffr EmpowerPersonal
- Magellan Federal in Oklahoma City is seeking a Personal Financial Counselor to deliver one-on-one and group financial counseling to service members and their families at military installations. You will educate on budgeting, spending plans for absences, and DoD-aligned...Personal
- Magellan Health, Inc. seeks a Personal Financial Counselor to deliver counseling services at assigned military installations, advising service members and their families on budgeting, debt management, and financial planning. The role includes conducting classes and workshops...Personal
- Northwestern Mutual invites you to become a financial advisor who builds a personal practice helping clients reach their goals through comprehensive financial planning. You’ll start as a financial representative focused on client-building and licenses, backed by award-winning...Personal
- ...our full-service, outpatient primary care practice in Watertown, MA. This position includes a leadership component, serving as... ...and malpractice coverage. Flexible work schedules to meet your personal and professional needs, with options for both full-time and part...PersonalFull timePart timeFlexible hoursWeekend work
$125k - $145k
...application process. Primary Care Advanced Practitioner - Chestnut Hill, MA Full Time - 30 hours or more Professional Chestnut Hill, MA, US... ...collaboration, embraces innovation, and makes patient care feel personal again. Bookmark Medical is seeking an experienced Primary Care...PersonalFull timeLocal areaFlexible hours- ...Personal BankerCity National Bank and TrustThe Personal Banker is the entry-level role in City National Bank's personal banking career... ...experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience...PersonalFlexible hours
- Company Description The Miliare Group is a mission-driven financial services organization dedicated to ensuring no family is left behind... ...situations, goals, and risk tolerance, and developing personalized financial plans that align with the Miliare Group’s mission of...PersonalFull time
- ...Personal BankerHot JobOK Midwest City - Midwest City, OK 73110OverviewPosition Type Full... ...Banking teams, employees serve as trusted financial partners for the clients and... ...Characteristics):Strong work ethic and high integrity.Represents the Bank and oneself in a positive,...PersonalFull timeWork experience placementFlexible hoursShift workRotating shift
- ...banking institution in Oklahoma City is looking for a Teller and Personal Banker who excels in customer service and sales. The role... ...transactions, and maintaining customer relationships while meeting their financial needs. Candidates should have prior sales and cash handling...PersonalFull time
- BancFirst in Edmond, Oklahoma, is seeking a Teller and Personal Banker who thrives in a customer-oriented environment. The successful candidate will greet customers, build relationships, and accurately process transactions. Candidates should have at least one year of sales...Personal
- Bank of America is seeking a Financial Advisor through the Advisor Development Program in the United States. The role focuses on growing... ...a defined consultative approach, with a path to building a personal advisory practice and delivering end‑to‑end financial guidance...Personal
- Join to apply for the Financial Advisor - Oklahoma City role at Thrivent . Get AI-powered advice on this job and more exclusive features... ...clarity, empowering lives of service and faith. Provide personal, actionable, and achievable advice, connecting clients to Thrivent...Personal
- ...In this role, you’ll support branch operations by processing financial transactions with accuracy, opening and maintaining customer accounts... ..., loan servicing, deposit services, etc.) if unable to personally resolve the matter. Ensures responses to all interest emails from...PersonalWork at office
- ...Part Time Personal Banker - Moore (5th Street) The Personal Banker is responsible for generating business and deepening relationships... ...Build and maintain relationships with customers to help identify financial products and services that meet their needs Promote financial...PersonalPart timeBank staffLocal areaMonday to FridayWeekend work
- ...lives by providing education and advice tailored to suit their financial needs. Job responsibilities Shares the value of Chase Private... ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...PersonalImmediate startAfternoon shift
$25.75 - $30.9 per hour
...needs in a proactive manner Proficient in determining customers’ financial needs and identifies referrals to other business lines, e.g.,... ..., including transactions, account opening (business and personal), home equity loans and lines, IRAs, etc. Ability to execute more...PersonalShift work- MidFirst Bank is seeking a full-time, onsite MoneyLine/Virtual Teller and Personal Banker support specialist. The role centers on delivering professional customer service via live video, phone, and in-person interactions at a MoneyLine Contact Center and retail banking...PersonalFull time
- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Financial Advisor Careers at First Command Shaping... ...matters. What Our Financial Advisors Do They are the personal coach to our Nation’s military families and are focused on a financial...PersonalHourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
$120k - $185k
...support of transaction opinions, portfolio valuation, tax and financial reporting, litigation, and special situations such as restructuring... .... Seek opportunities for practice‑development projects and personal leadership development. Business and Personal Development...PersonalWork experience placementLocal area
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