Personal Financial Representative - SD
Allstate
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We’re looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community. Your Practice. As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams Your Support Team. We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them. Your Rewards. We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that’s always connected to the growth of your business. Your Work. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team’s ability to build deep relationships with customers and provide leads. Allstate provides support and expertise to help you build your business. Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You’ll also need to have: At least 2 years of life insurance or financial services customer facing sales experience State Life/Health Insurance Licenses FINRA Series 6 or 7 and 63 (if applicable) licenses Blended mix of protection and asset accumulation sales Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred Bachelor’s degree (or higher) with emphasis on business preferred Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. They are independent contractors and are not employed by Allstate Insurance Company ("Allstate") or its affiliates. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. View phone number on click.appcast.io. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL. Skills At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you’ll be able to explore your ideas and feel proud of the work you do. Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition. Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company ("Allstate") or its affiliates. Allstate is an Equal Opportunity Company. © 2019Allstate Insurance Co. #J-18808-Ljbffr
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible...PersonalFull timeInternshipLocal areaFlexible hours- Job Description As a Financial Representative you will build long-lasting relationships with clients, offer guidance, and provide solutions to... ...in the following areas: Comprehensive Financial Planning - Personal Planning Analysis Asset & Income Protection - Education Funding...Personal
- ...rapidly expanding - our office in New York City isseeking financial representatives to continue our consistent, sustainanble growth plan. Northwestern... ...provide guidance on: Comprehensive Financial Planning - Personal Needs Analysis Asset & Income Protection - Education...PersonalWork at office
- ...magazine, has helped clients achieve financial security for more than 150 years. The... ...community. Northwestern Mutual offers a personalized approach to uncovering financial solutions... ...a successful practice as a financial representative including: Developing your business...PersonalFull timeWork experience placement
- ...Financial Services Representative About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge...PersonalFull timeWork experience placement
- ...Build Your Practice. Lead Your Future. The most successful financial advisors don't seek ceilings. They seek opportunity. At Fifth... ...is designed for individuals who are motivated by achievement, personal accountability, and the ability to directly influence their...PersonalFull time
$84k - $202k
...The Opportunity As a Risk Consulting - Financial Services Senior Associate Intern, you will engage in a dynamic environment where you... ...assessments. This opportunity allows you to start establishing your personal brand, paving the way to more opportunities. You will be...PersonalSummer workInternshipH1b$110k - $125k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management... ...to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our...PersonalTemporary workWorldwide- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...pursue the life they envision through a personal relationship with their advisory team... ...and clients. Our Wealth Management team represents an array of different skills and...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
$250k
...Advisor to strengthen client relationships, provide comprehensive financial planning and asset management. This is not a sales role, and... ...with a collaborative culture focused on work-life balance, personal and professional growth, and high-touch client service. Join a...Personal$50 - $110 per hour
...Position: Personal Finance Advisor / Certified Financial Planner Type: Part-time Compensation: $50-$110/hour Location: Remote Commitment: 10-40hrs/week Role Responsibilities Review realistic financial planning scenarios covering budgeting, emergency funds, debt payoff...PersonalPart timeRemote work$150k - $200k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management... ...to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our...PersonalTemporary workWorldwide$10k
...three complementary tracks — and looking for people with sharp financial instincts, a builder's mindset, and the drive to take on a large... ...you are being referred for the role, please contact that person to apply on your behalf.Other noticesPursuant to the San Francisco...PersonalFull timeWork at officeHome officeFlexible hours$117.52k - $146.9k
...find it in market and competitive research. We convey complex financial information to varied stakeholders in order to influence decisions... ...may be at risk of targeting by malicious actors looking for personal data. Brex recruiters will only reach out via LinkedIn or...PersonalWork at officeRemote workWork from home- ...organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their... ...ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.What You’ll Do:The...PersonalFull timeWork at officeLocal area
$77k - $202k
...AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice... ...You will navigate increasingly complex situations, grow your personal brand, and deepen your technical skills. You are expected to...PersonalFull timeH1b$170k - $300k
...Product ServicesCompany: CitiCiti Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net... ...Commercial Real Estate, Private Share Lending to more bespoke personal assets such as Aviation, Fine Art and Collectibles.Responsibilities...PersonalFull timeFor contractorsLocal area$87.19k - $114.43k
...family.About the role:The Associate, Strategic Finance supports financial planning, analytics, and business insights for the business (i... ...about our collection, use, and disclosure of applicants’ personal information as well as applicants’ rights over their personal...PersonalFull timeWork at officeFlexible hours- ...Magellan Health is seeking a Personal Financial Counselor assigned to Nevada to deliver comprehensive financial counseling to service members and their families at military installations. You will educate on budgeting, spend plans for deployments, and provide referrals...PersonalContract work
- ...continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways... ...papers supporting our findings Review, validate, and develop financial cash flow models including mortgage (MBS) and asset-backed...PersonalH1bLocal area
$115k - $175k
...presentations. Corporate Finance Associates are responsible for financial modeling, valuation analysis, mergers and acquisitions... ...and the remaining days onsite—promoting both productivity and personal well-being.Our Organization:Rabobank Group is a global financial...PersonalFull timeWork at officeRemote workWorldwideWork visaFlexible hours- ...continued evolution and success within the practice, fostering both personal and professional development, thereby creating new pathways... ...at the clientsCollaborate with KPMG teams including financial due diligence, accounting advisory services, transaction tax,...PersonalH1bLocal area
$150k - $250k
...provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of... ..., and insurance. Our client experience revolves around a personal financial plan and includes advice on all our clients’ financial...PersonalFull timeWork at officeLocal areaRemote workFlexible hours$3,868 - $5,777 per month
...complete notes define good work in this financial services role, helping customers understand everyday banking services. The representative sits within the customer support team... ...difference between general information and personalized financial advice. Familiarity with...PersonalRemote workWork from homeDay shift$130k - $205k
...Strategy and Execution sub service line, the Deal Management - Financial Services practice works on the most complex and high-profile... ...great place to work.Learning - learn and develop technical and personal skills to support achievement of career goals, through a blend...PersonalWork experience placementSummer holidayWork at officeImmediate startFlexible hours- ...A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized...Personal
- ...A growing financial advisory firm seeks a skilled Personal Finance Advisor / Certified Financial Planner to provide expertise to clients in budgeting, retirement planning, and debt management. The ideal candidate will review AI-generated financial advice, ensuring clarity...PersonalPart timeRemote work
$110.5k - $202.7k
...build a better working world.EY is a leader in serving the global financial services marketplace and the only professional services firm... ...mission, directly with clients and starting to build your personal brand as a leader in your field Your key responsibilitiesIt’s...PersonalWork experience placementSummer holidayFlexible hoursShift work$225k - $250k
...The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to... ...Influence, marketing efforts, asking for personal introductions from clients, and personal... ...:The requirements listed below are representative of the knowledge, skill and/or ability...PersonalFull timePart timePrivate practiceWork at officeLocal areaShift workDay shift$113.1k - $186.7k
...in economics, finance, statistics, econometrics, mathematics, financial engineering, or a related quantitative discipline.Experience in... ...most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or...PersonalWork experience placementSummer holidayWork at officeFlexible hours
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