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
- ...Financial Representative 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; and recommending and selling the corresponding financial...SuggestedWork at officeLocal area
$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 area$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$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...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...Suggested
$22 - $30.57 per hour
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...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...$133.37k - $156.9k
...Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth... ...by specialists with deeper expertise. As a U.S. Bank representative in the community, the PWA also acts as a conduit for Private...Temporary workWork experience placement$23 - $26 per hour
...per hour + Performance Bonus Build a Career, Not Just a Job Our established State Farm agency is seeking a motivated Financial Services Representative to help clients protect what matters most and achieve their financial goals. This position offers an excellent...Hourly payRelocation package- ...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, teammates...Work at officeFlexible hoursShift workWeekend workDay shift
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- Collaborative Solutions, LLC is seeking a dynamic Senior Principal Consultant to lead Workday Financials projects, focusing on Professional Services Automation. This role requires strong experience in managed services and excellent communication skills. The ideal candidate...
$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 timeInternshipFlexible hours- Western & Southern Life is seeking a Financial Representative in Ontario, California. This role involves meeting the needs of middle-income clients by educating them on risk protection and financial security. Responsibilities include developing marketing plans, securing...
- A leading educational institution in Ontario, California, is seeking an experienced financial aid advisor to support students in navigating their financial options. You will be responsible for meeting with students, reviewing their eligibility for aid, and providing loan...
- ...level to senior levels, with compensation aligned accordingly. U.S. Bank offers a comprehensive benefits package that supports your health and financial security. Join us at U.S. Bank to explore a fulfilling career with numerous opportunities! #J-18808-Ljbffr U.S. Bank
$28.53 - $38.51 per hour
West Coast University, Inc. is seeking a dedicated financial aid advisor to assist students with financial aid options and loan counseling. You will meet with students to inform them about costs of attendance and provide support with completing necessary applications. Ideal...Hourly pay$26 - $34.67 per hour
Job Description This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities...Hourly payShift workDay shift$36.6k - $67.5k
Bank of Montreal is seeking a motivated individual for a remote wealth management position. You will provide sales and service for clients, advising them on investment strategies while fulfilling sales activities. Ideal candidates will have 2-3 years of experience, be fluent...Remote job- ...officers in performing pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of... ..., market conditions, rates, vendors and competition. May represent the Bank in various community, civic, and community...For contractorsBank staffWork at office
$25 - $28.75 per hour
...PRIMARY PURPOSE/GENERAL DESCRIPTION: Reporting to the Director of Financial Aid and working closely with the Associate Director of... ...Environment The work environment characteristics described here are representative of those an employee encounters while performing the...Hourly payFull timeWork at officeMonday to Friday- ...Job Description Summary The Financial Aid Advisor is responsible for managing the student aid applicant process, utilizing a culturally... ...and customer service for the applicant and family. This role represents the University of La Verne and its mission and values within the...Work at office
- ...Relationship Management. The successful candidate will utilize analytical skills to engage high-value clients, meeting their complex financial needs through tailored solutions. This role demands strong compliance and regulatory adherence, along with mentoring...
- A leading fraternal benefit society in Ontario, California, seeks passionate financial representatives to help individuals achieve their financial goals through tailored plans and community engagement. Successful candidates will receive continuous training and support,...
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
$25 - $27.88 per hour
...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank’s risk...Hourly payWork at officeShift workWeekend workDay shift$25 - $38 per hour
...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports...Temporary workWork experience placementImmediate start- A leading financial institution is seeking a motivated Client Services Representative to engage with clients and assist them with transactions. This role involves building strong relationships to meet financial needs and requires adaptability and effective communication...Full timeWork at office
- Dormont Manufacturing Co, located in Pomona, California, is hiring for a role focused on client engagement and financial transactions. The job entails assisting clients with mobile and online banking as well as ATM services, ensuring customer satisfaction, and adhering...Hourly pay
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