Financial Advisor
Bankers Life company
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, you will: Build a client base and develop knowledge of Bankers Life financial products and market trends Develop yourself with our award-winning training and mentorship network Present clients with financial solutions and drive them to action Take ownership of your business and build a team The ideal candidate will have: Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client services, or client-facing roles Desire for continuous learning What we offer: Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP® Inclusive culture, career long mentorship, and the support of an established office structure Progressive advancement opportunities Flexible hybrid schedule once you complete your agent training Sales leads, marketing tools and leading technology Uncapped earnings ($50,000 - $80,000 1st year average) Passive income opportunities and bonus programs Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: #J-18808-Ljbffr Bankers Life company
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office- ...meaningful career helping clients achieve their personal vision of financial independence” VerityWealth Advisory Group is seeking an... ...ambitious, client-focused professional to join our team as a Financial Advisor . This is more than a traditional advisory role… it is an...SuggestedPrivate practice
- ...near Fort Wayne, IN in order to service local client companies on their campuses in person 4-5 days a week.The RoleAs a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan...SuggestedFull timeLocal area
- ...Organization : Name MICHIANA IN Default: Location : City MISHAWAKA 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 creation; analyzing...SuggestedWork at officeLocal area
- ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Indiana.PNC is... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$116k - $216k
...SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing... ...center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence...Work at office
- ...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 office
$20 per hour
Position Summary The Associate Financial Representative plays a key role in delivering an exceptional client experience by providing administrative... ...account and policy information to clients as directed by the advisor. Qualifications Previous experience in administrative support...Hourly payPart timeWork at officeHome office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- ...Corporate! Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month....Remote work
- ...economic well-being of our members.* Exclusive interest rate reduction for qualifying loan products.**The Job at a Glance**Provides financial and account services to members in a confident and professional manner that assures efficient operations and exceptional service....Temporary work
- PNC Financial Services Group, Inc. in South Bend, IN is seeking a Personal Banker to acquire and deepen the branch customer base through proactive sales and exceptional service. You will manage the customer experience, educate clients on how to use digital tools and products...Work at office
- ...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 office
- ...RoleWorking in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and... ...investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them...Full timeLocal area
- ...and manage a portfolio of commercial loan relationships, identifying new business opportunities within the local market Analyze financial statements, credit histories, and cash flow projections to structure sound commercial lending solutions Collaborate with...Local area
- ...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. ESSENTIAL FUNCTIONS: Achieve financial wellness activity goals, such...Part timeWork experience placementWork at officeWeekend workAfternoon shift
$18 - $23.08 per hour
..., Indiana 46545 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper...Hourly payFull timeWork experience placementShift workDay shift- ...experience by welcoming customers, efficiently processing transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. ESSENTIAL FUNCTIONS: Achieve financial wellness activity goals,...Full timeWork experience placementWork at officeWeekend workAfternoon shift
- ...participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at office
- The Patient Financial Counselor is responsible for assisting patients in the process of completing financial assistance applications, educating them about their financial responsibility, and helping them identify a path toward resolving their balances. This position also...Work at officeShift work
- ...Financial Analyst, FP&A Patrick Industries, a publicly traded company headquartered in Elkhart, Indiana, invites you to join a team of dedicated Team Members who are passionate about delivering high-quality products and exceptional customer service. As a leading solutions...
- ...program, including enterprise-level risk identification, assessment, aggregation, and reporting. Operating within a highly regulated financial services environment, this position requires deep knowledge of credit union governance, regulatory expectations from the NCUA and...
$51.25 - $104.75 per hour
...for performing and managing consulting projects for a variety of financial services clients. This primarily includes consulting with... ...service projects from planning to completion. Become a trusted advisor to client management by providing appropriate recommendations and...Hourly payLocal areaRemote workWorldwide- ...expected service guidelines for loans sold to secondary market securitization pools. This includes all participating loans with other financial institutions. Effectively work cross-functionally with other departments throughout the credit union, maintaining a courteous...Work experience placementWork at office
- ...Description The Financial Analyst is responsible for analyzing financial and operational data to support strategic decision-making, budgeting, forecasting, profitability improvement, and overall business performance. This role provides leadership with actionable insights...Work at office
$60k - $90k
...FINANCIAL ANALYST Are you a Financial Analyst who wants to see your numbers actually drive the business? Our client is looking for a Financial Analyst to join a growing, manufacturing company at an exciting point in its evolution. This is a newly created...Work at office- ...Financial Analyst At Zimmer Biomet, we believe in pushing the boundaries of innovation and driving our mission forward. As a global medical technology leader for nearly 100 years, a patient's mobility is enhanced by a Zimmer Biomet product or technology every 8 seconds...Remote workFlexible hours
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