Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial representative

Modern Woodmen

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial representative in Ontario, CA vacancy
  •  ...Organization : Name ONTARIO CA Default: Location : City ONTARIO 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 needs... 
    Suggested
    Work at office
    Local area

    Western & Southern Life

    Ontario, CA
    4 days ago
  • $615 per week

     ...you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial... 
    Suggested

    Western & Southern Life

    Ontario, CA
    20 days ago
  • $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... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Ontario, CA
    9 hours ago
  • $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... 
    Suggested
    Full time
    Internship
    Local area

    Unavailable

    Ontario, CA
    9 hours ago
  • $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... 
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Ontario, CA
    5 days ago
  • $70k - $80k

     ...history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Chino, CA
    2 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity...  ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Ontario, CA
    1 day ago
  • $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... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Ontario, CA
    1 day ago
  •  ...Financial AdvisorScheduled Weekly Hours: 40What You'll Be DoingProvides excellent service to Members seeking information on alternative investment products offered through broker/dealer. Assists Members with mutual funds, securities transactions, and financial planning... 

    SchoolsFirst Federal Credit Union

    Chino, CA
    3 days ago
  •  ...Financial Solutions Advisor - Northern Inland Empire Area Corona, California;Chino, California; Fontana, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting... 
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Chino, CA
    3 days ago
  •  ...Northwestern Mutual is seeking college students for its College Financial Representative internship program. You will learn to prospect, develop a business strategy, and meet with potential clients to understand their financial goals, with coaching and access to proprietary... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Ontario, CA
    3 days ago
  • $28.53 - $38.51 per hour

     ...Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put... 

    West Coast University

    Ontario, CA
    6 days ago
  • $141.21k - $172.59k

     ...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private... 
    Full time
    Work experience placement
    Local area

    US Bank

    Ontario, CA
    2 days ago
  •  ...educate students in short-term and professional programs for gainful employment and career advancement.Careers Site: SUMMARYThe Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited... 
    Temporary work
    Work at office
    Flexible hours

    Success Education Colleges

    Pomona, CA
    3 days ago
  • $70k - $95.8k

     ...Business Banking Credit Portfolio Officer At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities... 
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Ontario, CA
    5 days ago
  • $36k - $50k

     ...Upland, CA, Full-Time Junior Financial Advisor in training at Zapata Private Wealth Group Benefits: 401(k) Bonus based on performance Employee discounts Start your career in financial services with a growing boutique firm that will train, mentor, and invest in your success... 
    Full time
    Work at office

    Zapata Private Wealth Group

    Upland, CA
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual is offering an internship program for College Financial Representatives in Ontario, California. This role allows college students to build financial planning practices while developing essential networking and business skills. Interns will receive coaching... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Ontario, CA
    5 days ago
  • U.S. Bank Private Wealth Management seeks a Private Wealth Advisor to identify, close, and deepen client relationships in Ontario. You will use your knowledge of investments, banking, estate planning, and trust services to frame and retain clients, working with a team ...

    U.S. Bank

    Ontario, CA
    22 hours ago
  •  ...education sector , hands-on Banner Finance experience , and the ability to work closely with institutional stakeholders to optimize financial processes and maximize the value of Banner and related Ellucian solutions. Key Responsibilities Lead and contribute to... 
    Permanent employment
    Full time
    Remote work

    Acestack

    Ontario, CA
    2 days ago
  •  ...Modern Woodmen of America is seeking a financial representative who helps members build and execute tailored financial plans. You will illustrate current situations, map future goals, and provide the tools and support to reach them. We value integrity, leadership, teamwork... 

    Modern Woodmen

    Ontario, CA
    4 days ago
  • $111.8k - $135k

     ...Financial Analyst, FP&A Origence empowers credit unions with innovative SaaS lending solutions that make lending more accessible, efficient, and competitive. We invest in our people and foster a culture of innovation, ownership, and continuous improvement. As we help... 
    Full time
    Local area
    Flexible hours

    Origence

    Ontario, CA
    4 days ago
  •  ...position. Acknowledge ( Job Description: Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Chino, CA
    2 days ago
  • $150k - $230k

     ...background and perspectives and provides a collaborative environment for all employees to grow and thrive.As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active... 
    Bank staff
    Work at office
    Flexible hours

    California Bank & Trust

    Chino, CA
    4 days ago
  • $41.71k - $69k

     ...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...  ....Salary :$41,714.00 - $69,000.00Pay Type:SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Chino, CA
    2 days ago
  • $23.75 - $29 per hour

     ...is responsible for building client relationships, identifying financial needs, recommending banking solutions, and supporting branch...  ...Banker, Relationship Banker, Branch Banker, Financial Services Representative, Consumer Banker, Credit Union Member Services Representative... 
    Hourly pay
    For contractors
    Work at office
    Remote work

    FirstBank

    Chino, CA
    2 hours ago
  • $49.5k - $82.5k

     ...Certification(s)LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Language AssessmentsSpanish Speaking - RequiredPay TransparencyBase Salary: $49,500.00 – $82,500.00... 
    Full time
    Temporary work
    Part time
    Work at office

    PNC

    Ontario, CA
    2 days ago
  • $47.84k - $64.48k

     ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to...  ...authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.... 
    Full time
    Work experience placement
    Flexible hours

    Wells Fargo

    Chino, CA
    4 days ago
  • $45.09k - $55.12k

     ...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Montclair, CA
    5 days ago
  • $49.5k - $82.5k

     ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Ontario, CA
    5 days ago
  •  ...Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are!... 

    FirstBank

    Chino, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial representative. Be the first to apply!