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
- ...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...SuggestedWork at officeLocal area
$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...SuggestedFull timeContract workFor contractorsInternshipLocal 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 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$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$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...- ...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 workWork at officeMonday to FridayFlexible hoursShift workDay shift
$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 timeContract workFor contractorsWork at office$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 workWork at officeMonday to FridayFlexible hoursShift workDay shift$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 timeWork experience placementLocal area$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$50k - $60k
...development Bonus based on performance 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...$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- 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 ...
$36k - $50k
...Benefits: 401(k) Bonus based on performance Employee discounts Junior Financial Advisor in training Zapata Private Wealth Group Upland, CA ⏱ Full-Time Start your career in financial services with a growing boutique firm that will train, mentor, and invest...Full timeWork at office- 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...
$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- U.S. Bank is seeking a Private Wealth Advisor in Ontario, California, dedicated to helping clients identify and achieve financial objectives. This role involves building and deepening relationships with High and Ultra High Net Worth clients, utilizing a comprehensive understanding...
$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 - $69,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary...Part timeLocal areaImmediate startDay shift$25 - $26.77 per hour
...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, communities and shareholders every day....Hourly payFlexible hoursShift workWeekend workDay shift- ...options, and process cash transactions accurately. You will build relationships, drive the client experience, and connect customers to financial solutions. The role requires strong communication, problem solving, and ability to work weekends or extended hours. Base hourly...Hourly payWeekend work
- ...mobile), and accurately process cash transactions while building trust and deep client relationships. The role supports delivering financial solutions and a positive client experience. The position involves collaborating with experts in lending, small business, and...Shift work
$27 - $41 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- ...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 officeFlexible hoursShift workWeekend workDay shift
$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 timeTemporary workPart timeWork experience placementWork at officeShift work$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...Work experience placementWork at officeShift work- ...reporting to the Finance Director/City Treasurer. This role leads multiple finance functions and plays a key part in guiding the City's financial operations. The ideal candidate has six years of progressive accounting/budgeting/analysis/auditing experience, including two...
$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...$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$21.68 - $26.5 per hour
...English and Spanish Desired Qualifications: Passion, commitment and drive to deliver an experience that improves our clients' financial lives Effective and confident client communication Proven ability to learn and adapt to new information and technology...Temporary work
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