Personal Financial Representative

Personal Financial Representative Finance Jobs

11 jobs found

Personal Financial Representative - WV

Allstate West Virginia Hybrid

13d ago

Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

This role invites experienced financial professionals to establish and grow a personal financial services practice under the Allstate brand, backed by resources designed to help you expand your client base and serve your community. Based in a hybrid remote setting in West Virginia, you will collaborate with Allstate Agency owners to drive new business and create additional revenue streams while expanding your footprint in the region.

Responsibilities

Develop and grow your own financial services practice with backing from Allstate.
Collaborate with Allstate Agency owners to generate new business in your community and tap into additional revenue streams.
Conduct in-person meetings with customers within a typical agency office setting.
Partner with a team of licensed professionals to build deep client relationships and receive leads.
Receive leads generated by Allstate agency owners.
Leverage the Allstate brand and available resources to expand your practice in the local community.

Requirements

Minimum of 2 years of customer-facing sales experience in life insurance or financial services.
State Life and Health Insurance Licenses.
FINRA Series 6 or 7 and Series 63 licenses (as applicable).
A blended approach to selling that combines protection and asset accumulation.

Benefits

Unlimited earning potential tied to the growth of your business.
Access to new customers.
Proven support and flexibility from Allstate to scale your existing practice.

Job Description

Take ownership of a meaningful financial services practice under the Allstate brand. Scale your existing practice with proven support, flexibility, and access to new customers. We seek professionals with a growing practice who want to leverage the Allstate brand and resources to expand in their community.

Skills

Allstate Personal Financial Representatives are independent contractors rather than employees of Allstate Insurance Company or its affiliates. In New York, they are Allstate employees. Allstate is an equal opportunity employer. ©2018 Allstate Insurance Co.

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Financial Representative - Seeking Growth

Polk Region - Modern Woodmen of America Raleigh, NC

10d ago

$97k - $192k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Opportunities for a Financial Representative in the Polk Region to assist Raleigh area members with financial planning, demonstrate community leadership, and support local office growth, with annual earnings potential from $97,000 to $192,000.

Responsibilities

Help members address their financial needs
Demonstrate leadership within the local community
Support ongoing growth of the nearby office
Over time, have the chance to recruit, train, and develop other financial representatives, contributing to team success

Requirements

Team oriented, enthusiastic, and maintains a positive attitude when facing challenges
Competitive mindset or history as an athlete is a plus (examples include basketball, baseball, football, soccer, track, running, hockey, etc.)
Genuine, authentic, with drive to contribute and achieve goals
SIE Certification or willingness to obtain quickly
Life or Health license or willingness to obtain quickly

Benefits

401(k) plan with matching
Performance-based bonus
Company parties and events
Dental insurance
Flexible scheduling
Health insurance
Vision insurance
Career advancement opportunities
Training and professional development
Starting income range of $97,000 to $192,000+, depending on experience and results
Culture of mutual support and growth
Opportunity to earn prestigious credentials and recognition
Consistent opportunities to grow both income and character
Comprehensive benefits and retirement package
Life insurance coverage
Professional development assistance
Referral program

The Role of Financial Representative

As a Financial Representative at Modern Woodmen, you address members’ financial needs, demonstrate leadership in the community, and support the local office’s ongoing growth. The position may evolve to include recruiting, training, and developing additional financial representatives, contributing to the overall success of the team.

Leadership Profiles

Daniel Polk - Regional Director

Personal background: Devoted husband and father; played professional football in the German Football League prior to joining Modern Woodmen in 2012. Outside interests include playing with his young kids, boating on the lake, hunting, and golf. Vision for Modern Woodmen: A supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Zach McDowell - Managing Partner

Career path: Began his Modern Woodmen career in 2015 after working as a chemical engineer for Merck and Biogen. Personal notes: Enjoys time with his wife and two daughters, golfing, fishing, and traveling.

Shaye Polk - Financial Representative

Background: Joined Modern Woodmen in 2022; previously spent 16 years as an adult medicine physician assistant with a practice serving about 700 patients. Personal interests include watching football, tailgating, playing golf, and exploring new restaurants.

Clay Lockamon - Financial Representative

Career start: Began with Modern Woodmen in 2019. College baseball player at UNC Wilmington before joining MW. Personal focus: Being a father, spending time with his daughter, boating, duck hunting, golfing, and time with friends.

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Financial Advisor - with Full Training & Development Program

Northwestern Mutual Hauppauge, NY

10d ago

$75k - $159k/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Based in Hauppauge, NY on site, this Financial Advisor role with Northwestern Mutual includes a comprehensive Training and Development program designed to help individuals, families, and small businesses protect and grow their financial futures. Enjoy independence and a clearly defined leadership path, with a salary range of $75,000 to $159,000 per year.

Benefits

Help communities and clients achieve financial stability and peace of mind through tailored planning and guidance.
Access a nationally recognized Training and Development program with a clear leadership track that blends education, hands-on experience, and mentorship.
Enjoy independence and flexibility, supporting the life you want to lead.
Operate your own practice alongside driven peers who push you to excel while you build your own success.
Receive personalized coaching and client development resources, plus financial backing for professional designations and certifications.
Build impactful networks in the community and cultivate authentic referral connections.
Develop and sustain long-term client relationships, with average relationships lasting over 40 years.
Provide customized financial strategies through thorough factfinding and holistic planning.
Broaden and deepen your skillset through ongoing professional development and collaborative, experiential learning.
Opportunity to design your roadmap to leadership and specialized roles.
Competitive rewards and recognition for performance.
Untapped strengths backed by strong organizational credentials, including top industry ratings and community impact figures.
Supportive culture focused on diversity, teamwork, work/life balance, recognition, and rewards.
Notable organizational accolades, including Fortune recognition and a robust philanthropic footprint.
Extensive community and charitable contributions, including the NM Foundation and related initiatives.

Responsibilities

As a Financial Representative, help individuals, families, and small businesses safeguard and grow their financial futures.
Guide clients toward financial stability and peace of mind, positively affecting communities and lives you touch.
Participate in a nationally recognized Training and Development program with a well defined leadership path that combines education, experiential learning, and mentorship.
Utilize an independent, flexible work style that supports your personal and professional goals.
Build your business alongside other driven professionals who encourage your best performance.
Receive personalized coaching and market development resources, along with financial support for professional designations and certifications.
Establish and nurture networks in the community and learn to build authentic referral connections.
Develop and maintain long-term client relationships, with average durations exceeding 40 years.
Provide customized financial strategies and solutions through thorough factfinding and holistic financial planning.
Expand your skillset through ongoing professional development and joint, experiential learning.
Design your path to leadership and specialized roles within the organization.
Receive appropriate rewards for performance.

Requirements

Dependable, consistent, and grounded in integrity and honesty.
Excellent communicator with strong relationship-building abilities.
Driven, independent, self-motivated, and goal-oriented.
Growth-minded, coachable, and committed to long-term success.

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Financial Advisor - Career changers encouraged to apply!

Northwestern Mutual Alexandria, VA

11d ago

$70k - $200k/yr Full time Advisor Apply! Business Development

Advisor Apply! Business Development

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Job Description

In Alexandria, this onsite Financial Advisor role with Northwestern Mutual invites you to build a client-focused financial practice through comprehensive training and mentorship across sales, finance, leadership, and entrepreneurship. You’ll join an environment that supports an entrepreneurial path, providing the autonomy to shape your career while leveraging a strong network and resources to guide your growth.

Responsibilities

Make a tangible difference in your community by leading entrepreneurial initiatives, sales efforts, and leadership activities.
Tap into a comprehensive Training and Development program that cultivates your growth as a business owner, with a clear path toward leadership.
Present clients with opportunities to protect and prosper, guiding action through honest guidance and thoughtful recommendations.
Enjoy autonomy to design your career path and pursue a work‑life balance that fits your goals.
Join a collaborative network of peers dedicated to pushing boundaries and achieving their best each day.
Receive personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within the industry.
Build and nurture meaningful community connections to foster robust referral networks and grow your practice.
Develop long-term client relationships by delivering tailored financial strategies and holistic planning, while owning your business.
Continue elevating your skills through ongoing professional development and collaborative experiences to sustain success as a business owner.

Requirements

Reliability, integrity, and a commitment to ethical practices.
Exceptional communication skills and the ability to build strong professional relationships.
Self-driven, goal-oriented mindset with a passion for ongoing growth as a business owner and leader.
Willingness to learn, adapt, and thrive in a dynamic environment.
4-year degree or equivalent professional work experience.
Entrepreneurial ambitions and a track record of building meaningful relationships.
Interpersonal skills suited to client-facing roles and strong time management.
Desire for continuous learning.
Legal authorization to work in the US without sponsorship.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Retirement plan
Vision insurance

Compensation and Benefits

Compensation and commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Financial Planning

About Us

For more than 165 years, Northwestern Mutual has helped clients navigate their financial futures through comprehensive and innovative planning. The firm blends the expertise of its financial professionals with a personalized digital experience and leading products to support clients in achieving their goals. Our approach combines insurance, investments, and annuities to reinforce progress, backed by strong financial strength and access to top-tier products and services. Financial Representatives are valued partners and owners who contribute to a diverse, inclusive environment where different viewpoints drive success.

Why Join Northwestern Mutual

Fortune 100 company (2021)
Forbes Best Employers for Diversity (2018-2020)
Top 10 US Independent Broker-Dealers
#1 Among Life Insurers Most Admired Companies for Financial Soundness
Best Place to Work for LGBTQ+ Equality by the Human Rights Campaign Corporate Equality Index (2015-2021)
Approximately $224 billion in retail investment client assets held or managed

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Finance Director

Pamunkey Indian Tribe King William, VA

21d ago

$71k - $119k/yr Full time Finance Director Bachelor's Degree Budgeting

Finance Director Bachelor's Degree Budgeting

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Job Description

Position Overview

The Finance Director serves under the Executive Director and oversees the Tribe’s financial management functions, including administration, daily operations, staff supervision, policy development, and grant or program management. The role ensures compliance with Tribal laws, ordinances, standards, and all applicable federal and Virginia state laws.

Roles and Responsibilities

Supervise and train all Finance Office personnel.
Collaborate with federal government financial personnel.
Conduct internal audits as needed or directed.
Coordinate with auditors and address audit findings as required.
Maintain and monitor internal controls and ensure Financial Management System compliance.
Work with Tribal investment management contractors to implement recommendations and execute investment directives per the Chief and Tribal Council.
Oversee cash management systems.
Assist with budget development and prepare budgets.
Deliver financial presentations and provide reports to the Chief and Tribal Council.
Prepare computerized financial reports; maintain check registers and computer journals.
Prepare SF-425s and update PIT MSS to OMB Super Circular modifications and amendments.
Provide special management reports; record income and other revenue; enter and adjust journal entries.
Approve contract and grant compliance, budget and availability of funds, and perform bank reconciliations.
Enter audit entries and manage payroll administration operations.
Execute system backup procedures.

Knowledge and Competencies

Bachelor’s degree from an accredited college or university in accounting, business, or a related field is required. Seven years of experience in finance, business or a related field with similar responsibilities may substitute for the degree.
A minimum of five years of administrative experience is required, with ten years preferred.
Proficiency in computer systems to develop and maintain financial, operating, and reporting requirements for budgeting, reporting, and grants; working knowledge of business and financial concepts; ability to perform financial analysis as needed.
Supervisory Experience (strongly preferred): direct management of a department and staff; five years of management experience is strongly preferred.
Grant Expertise (required): knowledge of federal, state and private grants to manage the Tribe’s financial needs; capability to oversee grants from inception through audit. Training in financial grants management must be completed within the first 90 days if lacking prior expertise.
Financial Proficiency (required): analytical skills; development and monitoring of budgets, reporting, and auditing within awarded grants and budgets. Familiarity with Microix and MIP strongly preferred.
Teamwork (required): strong interpersonal skills to collaborate within the Tribe and with the Chief and Council; tact and diplomacy when engaging with other agencies.
Ethics (required): strict adherence to policies and procedures; maintain confidentiality.
Judgement (required): ability to negotiate, mediate, and make decisions; detail oriented.
Planning/Organizing (required): excellent written and verbal communication; ability to develop, monitor, and complete short- and long-range goals; focus on quality improvement; capable of multitasking and prioritizing; effective time and resource management.
Computer Skills (required): experience with standard Microsoft Office and financial software packages.
Dependability (required): reliable and punctual in attendance and work performance.
Other Requirements (required): knowledge of the Tribe; familiarity with tribal laws and ordinances, federal laws regarding Native Americans; prior experience in a related field.

Accommodation

The position requires the ability to perform the duties described above. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the Finance Director role.

Supervisory Relationships

The Finance Director reports to the Executive Director and will supervise accounting staff. The role requires initiative and professional conduct consistent with Pamunkey Indian Tribe policies and Federal and Virginia State program requirements.

Other Details

Benefits: Holidays, Paid Time Off
Schedule: Monday to Friday, 8:00 AM to 4:30 PM
Work Location: Pamunkey Indian Reservation
Benefit Conditions: After completion of 90 Days Probation Period
Qualified persons with Indian Preference are given priority for this position. If you are claiming Indian Preference, you MUST submit documentation verifying Indian Preference. Examples include Certification by an authorized representative of the tribe, a Tribal membership card, or a Tribal voter registration card.
Subject to a background check upon hire.
Job Type: Full-time
Pay: $71,170.00 - $118,854.00 per year

Location and Relocation

Location: King William, Virginia 23086. Work location is on site at the Pamunkey Indian Reservation. This position requires relocation to the area with relocation assistance provided. Relocation before starting work is required.

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F&I Manager - Colorado Market

Asbury Centennial, CO

26d ago

$125k - $200k/yr Full time Manager Auto Finance Automotive

Manager Auto Finance Automotive

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Job Description

Overview

Larry H Miller Automotive Group is part of Asbury Automotive Group (NYSE: ABG), a Fortune 500 company and one of the largest franchised automotive retailers in the United States. We redefine the dealership model through innovative technologies such as Clicklane and a commitment to our team members, guests, and partners. Our culture, guided by our North Star and Compass and powered by the DRIVE values, strives to become the most guest centric automotive retailer. At Asbury, we foster a fun, supportive and inclusive environment where team members can grow both personally and professionally. Our efforts have earned recognition as a top place to work by Newsweek and US News & World Report. Learn more about us and current open positions by following Larry H. Miller Automotive Group on Facebook and LinkedIn.

Position Overview

The Finance and Insurance Manager leads the financial transactions integral to the vehicle buying experience for every customer. You will collaborate with lenders to obtain approvals, prepare the necessary financial documents, and guide the staff on DMV regulations. This role works closely with the sales team and customers to facilitate the financing process, build customer relationships, and ensure timely completion of all paperwork.

Responsibilities

Collaborate with lenders to obtain bank approvals for vehicle purchases; prepare financial paperwork and advise staff on DMV laws.
Engage with the sales team and customers to assist in the financing aspect of the car buying process.
Develop rapport with customers to establish a network of referrals.
Consult and sell finance and insurance warranties to customers.
Produce and submit accurate paperwork for title work and secure funding from finance sources in a timely manner.
Meet monthly objectives and deadlines for turning in customer paperwork to lenders and accounting.
Manage and safeguard customer funds during vehicle transactions and submit to accounting.
Adhere to local and national regulations and advise the sales team on changes to state laws relevant to vehicle purchases.
Partner with service advisors to assist customers with purchasing extended warranties when needed.
Build and maintain customer relationships to support ongoing business opportunities.
Maintain a strong reputation with lenders and vendors.
Provide a clear finance and insurance menu presentation that explains warranty packages.
Assist sales professionals in explaining lending options and warranties to customers as needed.
Develop relationships with local and national bank and manufacturer representatives and meet with them monthly.
Demonstrate advanced computer skills with Microsoft Office and dealership management systems.
Stay organized and detail oriented in a fast paced environment; think strategically to find solutions for customers.
Be self-motivated and a team player; understand tag and title laws and DMV requirements.
Prior automotive sales consultant experience is required; 1-3 years.
Bachelor's degree in Business Administration, Marketing, Finance or a related field is preferred; MBA is a plus.
Maintain a track record of impeccable customer service ratings.
Must be able to pass pre-employment screenings (background and drug test).
Applications will be accepted and candidates evaluated on an ongoing basis until the position is filled.
Job ID: INDMANAGER

Requirements and Qualifications

Prior automotive sales consultant experience required; 1-3 years.
Bachelor's degree in a related field preferred; MBA is a plus.
Advanced computer skills and proficiency with dealership management systems.
Strong knowledge of tag and title laws; DMV regulations.
Proven ability to deliver exceptional customer service and build lasting relationships with lenders and clients.
Ability to pass background and drug screenings.

Education

Bachelor's Degree in Business Administration, Marketing, Finance or related field is preferred; MBA a plus.

Compensation

Annual salary range of $125,000 to $200,000, with compensation based on volume and performance.

Location

Colorado, United States.

Benefits and Career Development

Pay and recognition: Semimonthly or weekly pay depending on platform, paid holidays and paid time off, paid training, and eligible stock awards for select management and front-line team members.
Insurance and retirement: medical, vision, dental, accident, critical illness and hospital indemnity plans; up to 12 weeks paid pregnancy leave (disability leave); paid parental leave; health savings; flex spending accounts; short-term and long-term disability plans; life insurance (whole and term); 401(k) with company match.
Learning and career development: digital career path tool, ongoing training through Asbury's internal Learning Management System, and opportunities for professional growth.
Additional advantages: student loan relief resources; employee assistance program; employee discounts on parts and service repairs; scholarship awards; opportunities to participate in community service initiatives with paid volunteer hours.

How to Apply and Notes

Applications are reviewed on an ongoing basis until the position is filled. Asbury Automotive Group is an equal opportunity employer. We provide equal employment opportunities to all individuals regardless of race, color, religion, sex, national origin, age, disability, pregnancy, sexual orientation, gender identity, genetic information, or any other protected category as defined by law. We prohibit discrimination or harassment and are committed to fostering an inclusive and diverse workplace.

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Entry Level Sales Representative

Yoder District - Northwestern Mutual Fort Collins, CO Hybrid

30d ago

$65k - $85k/yr Full time Client Acquisition Entry Level Entry Level

Client Acquisition Entry Level Entry Level

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Job Description

Overview

At Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives. Our vision rests on a family-like culture built on integrity, personal responsibility, and gratitude. We strive to make an impact in the lives of those we serve and in our community. Through elite training programs, advanced designations, and personal growth initiatives, we develop a team of people of character who are motivated to lead, grow, and give back. We proudly support local causes including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our care extends beyond financial planning. Our commitment to growth, integrated financial planning, and community giving makes us a destination of choice for clients and team members alike, creating meaningful connections that leave a lasting impact. Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: Day in the Life of a Northwestern Mutual Advisor.

Office locations are as follows:

District Office: 3665 John F Kennedy Parkway Building 1 Suite 100, Fort Collins, CO 80525
Cheyenne Office: 212 E 22nd Street, Cheyenne, WY 82001
Laramie Office: 866 N 4th St, Ste 2, Laramie, WY 82072
Greeley Office: 710 11th Ave Unit L45, Greeley, CO 80631
Expansion across Jackson, WY

About Northwestern Mutual

Northwestern Mutual is a Fortune 500 company delivering a broad range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners rather than Wall Street. Founded in Wisconsin in 1857, we are recognized by Fortune as one of the World’s Most Admired life insurance companies in 2024, reflecting a culture focused on helping people achieve financial security.

Meet Our Local Leaders

Below are profiles of leaders who shape our local practice and culture:

Haley Stevens — Chief Operating Officer
Tenure with Northwestern Mutual: 7 years. Background includes retail and sales management before joining NM. Passion: family and travel. Appreciates NM for enabling a balance between work and time with loved ones.
Bailey Bergstrom — Director of Recruitment and Selection
Tenure with NM: 2 years. Formerly in Real Estate Management and IT Recruitment. Passion: family and friends, health, fitness; enjoys running and strength training.
Ryan Yoder — Managing Director, Partner, and Wealth Management Advisor
Tenure with NM: 29 years. Alumnus of Colorado State University; previously co-owned R&R Chicken Farm. Passion: spending time with wife and four children; serves as Head Men’s Basketball Coach at Resurrection Christian High School. Mission: inspire and equip others to live a life of significance.
Cory Schroeder — Managing Partner, Wealth Management Advisor
Tenure with NM: 5 years. Background in military service and entrepreneurship. Passion: time with wife and two daughters; enjoys hunting and training future Army National Guard members.
Josh Schilt — Financial Advisor
Tenure with NM: 1.5 years. Background as a college student and fencing crew member. Passion: family time, hunting, and mountain hiking.
Brian Campbell — Growth and Development Director
Tenure with NM: 19 years. Started as an intern while attending Colorado State University. Passion: family, coaching flag football, watching daughter compete in basketball and riding horses.

About the Financial Representative Role

As a Financial Representative at Northwestern Mutual, you join a team that helps individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive financial planning. The role centers on building long-term client relationships, understanding unique needs, and delivering tailored financial guidance.

Key Responsibilities

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive plans that cover investments, insurance, and retirement.
Insurance Solutions: Recommend and implement strategies to protect clients' assets and income.
Ongoing Support: Monitor plans and provide updates, adjusting strategies as needed to respond to changes.
Networking: Grow and maintain a client network through referrals, community involvement, and professional associations.

Qualifications

Education: A bachelor's degree is preferred but not required.
Experience: Prior experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication abilities, analytical thinking, and the ability to build trust with clients.
Licenses: Obtain necessary licenses such as Series 6, Series 63, and state insurance licenses (training and sponsorship available).

Benefits and Compensation

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training and development
Vision insurance
Professional development: Access to ongoing training and development programs, including sponsorship for advanced certifications
Income potential: Competitive compensation structure with performance incentives and no cap
Support and mentorship: Comprehensive backing from a dedicated planning team, marketing resources, and experienced mentors
Work-life balance: Flexibility to design a schedule that fits your lifestyle and goals
Impact: Help individuals and families in your community achieve financial security and success