Financial representative
Modern Woodmen of America
Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve. 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 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. 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 Modern Woodmen of America
$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 - $80k
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- ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Desire to be their point of contact – they know your name and you know theirsProvide advice and guidance and help people along their financial journeyAlways take action using Integrity, Caring, and Excellence to achieve all-win outcomesWhat you'll need:Required...SuggestedMonday to Friday
$100k
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...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes...- ...Financial Counselor Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassionate care, and where the unique and intrinsic worth of...Temporary workWork at officeFlexible hours
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$157.2k - $298.8k
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- Full-Time Teller McKinney - McKinney, TX 75070 Overview Position Type: Full Time Category: Banking Description Purpose: While projecting a professional image, assist customers by receiving and distributing money. Identify and resolve cash balancing errors...Full timeWork experience placement
- ...FUNCTIONS AND BASIC DUTIES Assumes responsibility for the efficient, effective, and accurate performance of Teller functions. Represents the bank in a courteous and professional manner. Receives and processes deposits. Receives and processes loan payments....Part timeWork at officeNight shiftAfternoon shiftWeekday work
$75k - $90k
...Job Description Job Description As a Financial Services Representative at NYL - DFW, you’ll step into a role that’s at the heart of empowering individuals and families to achieve their financial dreams. Imagine being part of a team that's celebrated for its strength...Flexible hours- ...families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship...Full timeContract workWork at officeLocal area
$60k - $150k
...Financial Advisor – Wealth Planning & Leadership Development Track North Dallas General Office | Full-Time | Hybrid First-Year Expected Total Compensation: $60,000 – $150,000+ Build a Sophisticated Financial Planning Practice with a Defined Path to Leadership...Full timeWork at officeLocal area- ...meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry and build their lives around what they care about most. Credent has been recognized on multiple industry lists, including...Work at office
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$10k
...Financial Planning Counselor Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts...Work at officeWork from home- ...Responsibilities Lead client relationships and communicate complex topics to clients in an effective manner. Explain to clients all financial planning topics including retirement, tax, estate, insurance, education, charitable planning, asset protection planning, and elder...Immediate start
- ...long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe...
- Summary/Objective Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal-based financial planning and wealth management services to Cain Watters & Associates clients. This role serves as a primary advisor to clients, providing...Full timeTemporary workWork at officeImmediate startRemote workMonday to FridayDay shift
- ...hiring! Jumpstart your career by attending our Virtual Hiring Event, where you’ll have the chance to learn about our Financial Services Representative role, build connections with current Schwabbies, and be invited to interview with one of our Talent Advisors. If you’...Day shift
$75k - $90k
Join us as a Financial Services Representative, and you'll be part of a trusted team known for its strength and respect in the insurance industry. At NYL - DFW, we prioritize your growth and development, providing you with the tools and support to excel in your career....$15 - $18 per hour
...Job Description Job Description The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling...Hourly payWork at officeLocal areaShift work- ...ve already proven you can win business. Now you’re ready to own the client relationship. If you’ve built a strong track record in financial or consultative sales but are still waiting for the opportunity to fully lead client relationships, this is your chance to make...Work at officeVisa sponsorship
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