Community-Focused Financial Planner & Advisor
Modern Woodmen of America
A national fraternal benefit society is seeking financial representatives to help individuals achieve their financial goals by crafting tailored financial plans. Ideal candidates will demonstrate integrity, leadership, and a community-oriented mindset. The role offers extensive training and the chance to make a positive impact in your community while providing members with essential financial products. Benefits include paid insurance, retirement plans, and bonuses. #J-18808-Ljbffr Modern Woodmen
- A national financial services organization is looking for an Entry Level Financial Representative to launch a career in finance. This... ...futures. With supportive training programs and a strong community focus, you will play a key role in making a difference. Ideal candidates...CommunityFull time
- A fraternal benefit society is seeking financial representatives to help individuals achieve their financial goals through tailored financial... ...insurance, a retirement plan, and bonuses. Excellent opportunity to make a positive community impact. #J-18808-Ljbffr Modern WoodmenCommunity
- A fraternal financial services organization is seeking financial representatives to help individuals achieve their financial goals... ...401(k) retirement plan, and a motivating work environment focused on community impact. Candidates should possess leadership qualities and...CommunityFull time
- ...customer service, educating clients on bank products, and analyzing financial needs to recommend suitable solutions. Candidates should... ...associate's or bachelor's degree in a related field. Join us to help drive growth for our clients and community. #J-18808-Ljbffr Valley BankCommunity
- ...it here at Webster. Founded in 1935, our focus has always been to put people first--... ...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we... ...serving our clients and supporting our communities. Integrity, Collaboration, Accountability...CommunityFlexible hoursWeekend work
$19.5 - $23 per hour
...it here at Webster. Founded in 1935, our focus has always been to put people first--... ...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we... ...serving our clients and supporting our communities. Integrity, Collaboration, Accountability...CommunityFlexible hoursWeekend work$27.59 - $45.98 per hour
...opportunities, account opening and lead-focused outbound calling), Sales Process (profile... ...Merchant Services products) Attend community networking events. Develop relationships... ...prioritization skills Demonstrated financial services product knowledge Ability to...CommunityHourly pay$87.4k - $123.4k
...on the idea that transforming financial lives starts by giving our... ...balance. Within Empower and our communities, we work hard to create a... ...Yourself. As a Financial Planner within Empower's dedicated services... ...sales goals within a client-focused environment Comfortable...Community16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- Kappaalphapsi1911 is seeking a Financial Consultant in Greenville, Delaware, to engage clients face-to-face and provide personalized financial... ...should have FINRA Series 7 & 66 licenses, a strong customer-focused attitude, and a proven ability to develop client relationships....
- A fraternal financial services organization in the United States is seeking financial representatives who are dedicated to helping individuals from various backgrounds achieve their financial goals. This role involves creating personalized financial plans and providing...Community
$17 - $29.75 per hour
...National Bank has been serving clients and communities since 1834. With over $70 billion in... ...to join a growing, community and client-focused company that is firmly rooted in its core... ...providing insight, advice, and personalized financial solutions for their clients....CommunityFull timeImmediate start- Modern Woodmen of America is seeking a Financial Representative based in Georgia to deliver personalized investment solutions and help... ...reach their financial goals. The ideal candidate will excel in community networking, continuously prospecting new opportunities, and...Community
- ...mission is simple: toguide our Members and communities on a path to thrive, helping them... ...more than a credit union, we’retrusted financial partners, committed topersonalized guidance... ...dental, vision, and retirement plans—with a focus on your physical and mental well-being....Community
- Job Summary Financial Planner (Financial Consultant) - Fidelity Investments, New Jersey. Focus on deepening existing client relationships and creating complex financial plans... ...while making a positive impact in the community Certifications Series 7 (FINRA) & Series 66...Community
$55 - $65 per hour
Why Facet? The Future of Financial Planning Facet was founded in 201... ...exactly what you’ll tell them. Focus on the Member, Not Paperwork:... ...(Trading & Operations, Planner Support, and Member Experience... ...a company; you’re joining a community of growth‑seekers redefining...CommunityPart timeLocal areaRemote work- ...service and proactive sales focused position tasked with engaging... ...to determine and meet their financial needs. With a deep understanding... ...as our customer’s financial advisor of choice. Personal Bankers should... ...relationships Participate in community activities as a...CommunityLocal area
$35.5k
Equitable Advisors is dedicated to making a lasting, positive impact in the lives... ...a nationwide network of over 4,300 financial professionals, we focus on building strong relationships... ...culture that empowers both employees and communities. Our initiatives include: Wellness...CommunityWork experience placementWork at officeLocal areaFlexible hours- ...Description General Responsibilities Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Capable of supporting clients in-person or virtually. Responsible for working as an active member of...CommunityBank staffWork at officeNight shift
- ...potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the... ...and commercial banking offices in communities across the US. At Valley, we're all driven... .... Meets with customers to analyze financial needs and maximize sales opportunities....CommunityWork at office
$87.4k - $123.4k
...on the idea that transforming financial lives starts by giving our... ...balance. Within Empower and its communities we create a welcoming,... ...preferred). Certified Financial Planner® (CFP®) designation required.... ...sales goals within a client‑focused environment. Comfortable using...Community16 hoursTemporary workCasual workFlexible hours$46.18k - $74.75k
...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...ecosystem partnerships as well as community Centers of Influence to acquire, expand... ...we expect our employees to be: Customer Focused - Knowledgeable of the values and practices...CommunityFull timeTemporary workWork experience placementWork at office$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...and businesses in our KeyBank communities. Personal Bankers engage... ...solutions to assist in client financial wellness both in person and... ...line of business partners – focusing on client acquisition and deepening...CommunityHourly payWork experience placementDay shift$20.67 - $31.25 per hour
...SummaryBe a problem solver, trusted advisor, and partner to the people... ...businesses in our KeyBank communities. Personal Bankers engage... ...solutions to assist in client's financial wellness both in person and... ...line of business partners – focusing on client acquisition and...CommunityHourly payDay shift$49.5k - $82.5k
...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...ecosystem partnerships as well as community Centers of Influence to acquire, expand... ...expect our employees to be: Customer Focused - Knowledgeable of the values and practices...CommunityFull timeTemporary workPart timeWork experience placementWork at officeShift work$49.5k - $82.5k
...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...ecosystem partnerships as well as community Centers of Influence to acquire, expand... ...manner. Employee Expectations Customer focused – knowledgeable of the values and practices...CommunityFull timeTemporary workWork experience placementWork at office- ...educate clients about bank products, and recommend suitable financial services in Moonachie, New Jersey. The ideal candidate will... ...and provide support in various banking transactions. Join a community-focused team that values service excellence and aligns with Valley's...Community
$175k - $300k
...been given the freedom to design purely for human collision, community, and world-class entertaining ? We are partnering with an... ...blueprint. ~️ Completely escape firm operational constraints—focusing purely on high-impact spatial design while outsourcing construction...CommunityRemote work$28.85 per hour
A community-focused credit union in New York is seeking a Member Value Personal Banker to enhance member relationships and drive sales growth. This role demands strong sales skills, proactive outreach, and providing exceptional member experiences. The ideal candidate will...CommunityHourly payFlexible hours$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...delivering for our clients, teammates, communities and shareholders every day. Being a Great... ...starter with a strong work ethic and intense focus on results, acting in the best interest...CommunityHourly payWork at officeFlexible hoursShift workWeekend workDay shift$19.5 - $23 per hour
...it here at Webster. Founded in 1935, our focus has always been to put people first--... ...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we... ...serving our clients and supporting our communities. Integrity, Collaboration, Accountability...CommunityFlexible hoursWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Community-Focused Financial Planner & Advisor. Be the first to apply!
- strategic finance associate New York, NY
- associate leveraged finance New York, NY
- oracle cloud financials consultant New York, NY
- associate corporate finance New York, NY
- oracle financial functional consultant New York, NY
- financial planner New York, NY
- junior oracle financial functional consultant New York, NY
- international financial advisor New York, NY
- financial advisor part time New York, NY
- financial advisor internship New York, NY


