Company Description. Strategic Wealth Specialists, LLC is a financial firm dedicated to empowering individuals and businesses to achieve financial independence and security. Through The Living Balance Sheet®, the firm helps clients build a foundation for long-term financial success. As an agency of The Guardian Life Insurance Company of America®, Strategic Wealth Specialists is committed to delivering personalized financial solutions. The organiz...
Becoming a Financial Advisor. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will. Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience. Build personalized, holistic financial plans tailored to every client’s unique n...
City/State. Bronx, New York. Grant Funded. No. Department. REV - Patient Access - Weiler ED Team 1. Bargaining Unit. 1199. Work Shift. Day. Work Days. WEEKENDS AND HOLIDAYS. Scheduled Hours. 8 AM-4 PM. Scheduled Daily Hours. 7 HOURS. Hourly Rate. $30.44. For positions that have only a rate listed, the displayed rate is the hiring rate but could be subject to change based on shift differential, experience, education or other relevant factors. To l...
We're partnering with a respected financial organization to hire a Financial Representative who functions as the team's administrative hub-managing calendars, client communications, onboarding paperwork, and light account servicing. If you're detail-obsessed, service-oriented, and thrive in a fast-paced professional setting, this is a great fit.What you'll doOwn the front line of client service: manage phones, shared inboxes, meeting scheduling, ...
Company Description. We suggest you enter details here. Role Description. This is a part-time hybrid role for a Financial Representative located in Vienna, VA, with the flexibility to work remotely for a portion of the hours. The Financial Representative will engage with clients to provide personalized financial planning, assist with investment recommendations, evaluate insurance needs, and develop retirement planning strategies. The role involve...
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 ind...
Company Description. Primerica is a respected leader in financial products and services, serving middle-income families across North America. With over 2,800 corporate employees and 151,000 licensed independent representatives, Primerica is dedicated to providing financial education and offering a range of services, including term life insurance, mutual funds, annuities, and mortgages. Founded 48 years ago, Primerica is publicly traded on the New...
We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of maintaining and growing customer portfolios. You’ll hone your sales skills by forging strong relationships that serve as the foundation for our firm’s prestige, and we’ll give you the support you need to reach your earning potential. Embracing a personal approach to insurance sales gives candidates a leg up in this role, whic...
Representative Position. The representative will have a dual role. Attracting clients and serving clients. The representative will be responsible for Markets Development in Central NJ. They will represent Professional Paperwork Services at. Networking Event. Chamber of Commerce Meetings. Caring Connections. Programs presented by Strategic Partners. Business Associations. The Representative serves clients, primarily senior citizens and people with...
About the Company. The Modern Woodmen – Arkansas Region is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for ...
