Financial services representative Jobs in Milwaukee, WI
- Promoted
Associate Financial Representative
Modern Woodmen of Americamilwaukee, WI, United States- Promoted
Appointment Services Representative
Medical College of WisconsinMilwaukee, WI, United States
Financial Services Operations Representative I, II, III (Remote)
SS&C Technologies HoldingsRemote - Wisconsin, US- Promoted
Sales Representative - Facility Services
CintasMilwaukee, WI, United States- Promoted
- New!
Financial Representative - Whitefish Bay, WI
Empire Growth PartnersMilwaukee, WI, US
Member Services Representative
TEKsystemsMilwaukee,WI,53201,USA- Promoted
Circulation Services Representative Part-Time
City of West AllisWest Allis, WI, United States
Financial Counseling Representative
R1 RCMMilwaukee, WI
Member Services Representative
Crunch FitnessHales Corners, WI, US- Promoted
Financial Representative Trainee (Sales) Milwaukee, WI
Mutual of OmahaButler, WI, United States- Promoted
Financial Services Professional
Bankers LifeMilwaukee, WI, United States
Member Services Representative
Planet FitnessSouth Milwaukee, Wisconsin, US- Promoted
Financial Representative
The Western and Southern Life Insurance CompanyMilwaukee, WI, United States- Promoted
Enterprise Account Executive-Financial Services
RingCentral, IncMilwaukee, WI, United States- Promoted
Part-Time Visitor Services Representative
Milwaukee Public MuseumMilwaukee, WI, United States
Technical Services Representative
LATICRETE International, Inc.Wisconsin,Remote- Promoted
Guest Services Representative
Wellpoint Care NetworkMilwaukee, WI, United States- Promoted
Financial Services - Work From Home
Spade RecruitingMilwaukee, WIAssociate Financial Representative
Modern Woodmen of Americamilwaukee, WI, United States- Full-time
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 of America
Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $17 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 2023, Modern Woodmen spent $18.2 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.