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 RepresentativeThe 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 solutions...SuggestedWork at officeLocal area
$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$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$28.53 - $38.51 per hour
...Choose To Make A Difference 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. You will also apply your technical financial aid...Suggested- ...We’re always looking for diverse, talented, service-oriented people to join our exceptional team. Financial Advisor Scheduled Weekly Hours: 40 What You’ll Be Doing Provides excellent service to Members seeking information on alternative investment products offered through...
$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 timeWork at office$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...Temporary workWork experience placementLocal area$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- ...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...
$70k - $80k
...Description The position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key duties include triaging client leads, making referrals to business partners based on client needs and asset thresholds,...Temporary workMonday to FridayShift workDay shift- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...Full timeWork at officeImmediate start
$23 - $25 per hour
...Relationship/Personal Banker/Member Service Representative Build Relationships. Build Futures. Build Your Career. At Orange County... ...MSR), you're more than the face of the branchyou're a trusted financial partner. You'll blend service, sales, and problem?solving to...Hourly payWeekday work$56.16k - $85.28k
...proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized... ...by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process....Full timeTemporary workWork experience placementImmediate start$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 payFor contractorsWork at officeRemote work$19 - $23 per hour
...and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities. What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank...Full timeWork experience placementFlexible hours- ...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!...
- ...working primarily outside the Company’s offices to solicit and obtain business from referral sources such as realtors, builders, financial service providers and others as well as borrowers directly. Key Responsibilities Comply with outside sales and reporting obligations...Work at officeRemote work
$30.18 - $42.26 per hour
Citizens Business Bank is seeking a Construction Loan Processor in Ontario, California, responsible for administering construction loan disbursements. You'll coordinate with borrowers and contractors to ensure accurate processing of draw requests, ensuring compliance with...Hourly payFor contractors$30.18 - $42.26 per hour
...across the Bank including, but not limited to, spreading of financial statements, tax analysis, compliance monitoring, and tickler... ...essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Hourly pay$60k - $70k
...details for this role. Job Description: Join Our Team as a Financial Planner Are you a forward-thinking professional with a... ...investment advice (preferred) ~ Willingness to obtain Registered Representative (RR) licensing with the Canadian Investment Regulatory...Work experience placementWork from home$23 - $26 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...Hourly payRelocation package$30k - $60k
...Responsive Recruiter As a financial services rep with Peggy Langin State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach...Flexible hours$20 per hour
...and Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully... ...education degree (GED). Work related experience may consist of a financial institution cash handling, retail cash handling and customer...Bank staffWork at officeImmediate startNight shift- ...Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain...For contractorsWork at officeLocal area
- ...reaches of the world. Who we are looking for We're seeking an FP&AAnalyst to drive budgeting, forecasting, management reporting, and financial analysis. This role partners with leadership to enhance financial performance and accountability. Ideal candidates have strong...Visa sponsorship
$50k - $60k
Role Description As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales...For contractorsWork at office- ...Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible...
- ...long term budget forecasts.A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical...For contractorsRemote workRelocation
$45.76k - $57.2k
...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to... ...experience. As a primary point of contact for customers, you represent the branch through strong service, attention to detail, and genuine...Part timeWork experience placement
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