Current jobs related to Financial Professional Trainee - Menomonee Falls - Hiring Now!
-
Financial Rep – Upcoming Grad
2 weeks ago
Menomonee Falls, United States Mutual of Omaha Full timeFinancial Representative Trainee - Milwaukee, WI Location: Wisconsin Work Type: Full Time Regular Job No: 502870 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...
-
Career and Financial Advisor Trainee
2 days ago
Marble Falls, United States SilverTech Full timeA Meaningful Career OpportunityMarble Falls MLP is seeking a Trainee Career and Financial Consultant to join their team in Regensburg. This four-month trainee program offers a unique chance to learn the basics of working as a self-employed financial advisor and develop financial concepts to support clients in making better career and financial decisions.Your...
-
Financial Services Professional
5 hours ago
Sioux Falls, South Dakota, United States Prudential Financial Full timeUnlock Your Potential with Prudential FinancialAre you a seasoned financial professional looking to take your career to the next level? Do you have a passion for helping clients achieve their financial goals? We're seeking an experienced Financial Advisor to join our team at Prudential Financial.About the RoleThis is an exceptional opportunity to leverage...
-
Senior Financial Professional
3 days ago
Cuyahoga Falls, Ohio, United States Creative Financial Staffing Full timeAbout the Company:Creative Financial Staffing is a leading provider of financial staffing solutions. We are seeking a highly skilled Senior Accountant to join our team.Responsibilities of the Senior Accountant:Review and update financial records to ensure accuracy and complianceReconcile and prepare journal entries to maintain financial integrityAudit...
-
Financial Services Professional
2 weeks ago
Wichita Falls, Texas, United States First Command Financial Services, Inc Full timeAbout UsFirst Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team as a Veteran Financial...
-
Financial Services Professional
2 weeks ago
Sioux Falls, South Dakota, United States Insight Financial Planning Full timeJob SummaryInsight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.Key...
-
Trainee in Insurance Sales Management
3 weeks ago
Fergus Falls, Minnesota, United States Watt Insurance & Financial Services LLC Full timeJob OverviewWatt Insurance & Financial Services LLC is seeking a motivated individual to join our dynamic team as a Sales Manager Trainee. Our agency is committed to delivering outstanding service to our clients, ensuring their financial security and peace of mind through customized insurance solutions.As a part of our team, you will play a vital role in...
-
CNA Trainee Opportunity
4 days ago
Chippewa Falls, Wisconsin, United States Dove Healthcare Full timeCNA Trainee Program OverviewDove Healthcare is proud to offer a comprehensive CNA trainee program that provides a unique opportunity for individuals to start their career in the healthcare industry.As a CNA trainee, you will receive:Free CNA class and testing fee paid forEarn $15/hr for your attendance time in the CNA classEligibility for a $500 bonus after...
-
Claims Adjuster Trainee
2 weeks ago
Sioux Falls, South Dakota, United States Progressive Insurance Full timeJob Summary:We are seeking a Claims Adjuster Trainee to join our team at Progressive Insurance. As a Claims Adjuster Trainee, you will learn how to help customers resolve their insurance claims efficiently and effectively.Key Responsibilities:Determine coverage and liability for insurance claimsInterview customers, claimants, and witnesses to gather...
-
Senior Financial Analyst
3 days ago
Menomonee Falls, Wisconsin, United States Jobot Full timeFinancial Planning and Analysis Role **About the Job** We are seeking a highly skilled Financial Planning and Analysis professional to join our team at Jobot. As a key player in our finance department, you will be responsible for providing financial insights and analysis to support business decisions. **Responsibilities** * Prepare and analyze financial...
-
Financial Advisor
4 weeks ago
Menomonee Falls, Wisconsin, United States Froedtert & Medical College of Wisconsin Full timePosition Overview:As a key member of our financial team, you will be responsible for evaluating patient financial requirements and providing assistance with the collection of necessary deposits in accordance with established policies.Key Responsibilities:1. Assess patient financial situations and offer guidance tailored to their needs.2. Facilitate the...
-
Financial Advisor
4 weeks ago
Menomonee Falls, Wisconsin, United States Froedtert & Medical College of Wisconsin Full timePosition Overview:As a key member of our financial team, you will be responsible for evaluating the financial requirements of patients and providing assistance in accordance with the established billing and collection guidelines.Key Responsibilities:1. Assess the financial needs of patients to ensure they receive appropriate support.2. Facilitate the...
-
Senior Financial Analyst
2 weeks ago
Menomonee Falls, Wisconsin, United States The Panaro Group LLC Full timeJob DescriptionThe Panaro Group LLC is seeking a highly skilled Senior Accountant to join our finance team. As a Senior Accountant, you will play a critical role in ensuring the accuracy and integrity of our financial reporting.Key Responsibilities:Financial Statement Preparation: Prepare and review financial statements, including balance sheets, income...
-
Lead Financial Analyst
3 weeks ago
Menomonee Falls, Wisconsin, United States The Panaro Group LLC Full timeCareer Opportunity at The Panaro Group LLCWhy consider a position with The Panaro Group LLC?Innovative Atmosphere: The Panaro Group LLC is recognized for its commitment to innovation within the financial sector, pioneering advanced methodologies that enhance operational efficiency and redefine accounting practices.Significant Impact: Being part of The Panaro...
-
Lead Financial Accountant
4 weeks ago
Menomonee Falls, Wisconsin, United States The Panaro Group LLC Full timeExciting Opportunity at The Panaro Group LLCWhy consider a career with The Panaro Group LLC?Innovative Atmosphere: The Panaro Group LLC is recognized for its commitment to innovation within the financial sector, pioneering strategies that redefine accounting practices and enhance operational efficiency.Impactful Work: Being part of The Panaro Group LLC means...
-
Lead Financial Analyst
4 weeks ago
Menomonee Falls, Wisconsin, United States The Panaro Group LLC Full timeCareer Opportunity at The Panaro Group LLCWhy consider a position with The Panaro Group LLC?Innovative Atmosphere: The Panaro Group LLC is recognized for its commitment to innovation within the financial sector, pioneering advanced methodologies that enhance operational efficiency and drive impactful solutions.Significant Impact: Being part of The Panaro...
-
Financial Professional
1 week ago
Glens Falls, United States Frontier Management (OR) Full timeNew York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds. Unlike most careers, being a Financial Professional will not leave...
-
Bridge Construction Trainee
4 weeks ago
Sioux Falls, South Dakota, United States Hollaway Bridge and Culvert Inc Full timeBecome a Bridge Construction TraineeStart your career in the construction sector as a Bridge Construction Trainee with Hollaway Bridge and Culvert Inc. Our organization is committed to the development and upkeep of vital infrastructure.What We Provide:Practical training and guidance from seasoned expertsVaried assignments in bridge engineeringOpportunities...
-
Bridge Construction Trainee
3 weeks ago
Sioux Falls, South Dakota, United States Hollaway Bridge and Culvert Inc Full timeBecome a Bridge Construction TraineeLaunch your career in the construction sector by stepping into the role of a Bridge Construction Trainee with Hollaway Bridge and Culvert Inc. Our organization is committed to developing and preserving vital infrastructure.What We Provide:Practical training and guidance from seasoned expertsVaried assignments in bridge...
-
Tax Professional
2 weeks ago
Menomonee Falls, Wisconsin, United States FusionTech Full timeAbout FusionTechWe are a leading provider of auditing and tax consulting services, serving a diverse range of clients across various industries. With a strong focus on delivering exceptional expertise and personalized support, we strive to build long-term relationships with our clients.What We OfferA dynamic and collaborative work environment with a talented...
Financial Professional Trainee
4 months ago
Financial Representative Trainee - Milwaukee, WI
Location:
Wisconsin
Work Type:
Full Time Regular
Job No:
502870
Categories:
Sales, Early Career Programs, Financial Representative Trainee
Application Closes:
Open Until Filled
SHARE
As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.
WHAT WE CAN OFFER YOU:
Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
Benefits and Perks , 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
Youll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
Youll demonstrate appropriate skills and pass a sales process competency test.
Youll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
Youll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
Youll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOULL BRING:
Ability to successfully achieve criteria of Trainee Program.
Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
Highly self-motivated and results-oriented with ability to work independently and as part of a team.
Access to reliable transportation in order to attend appointments and meetings.
Ability to travel up to 50% of the work period and maintain a valid drivers license.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply
After applying, for inquiries about your application or the
hiring process
please email our Talent Acquisition area at careers@mutualofomaha.com.
Need help? Email UsApply Now
Great place to workTogether we achieve greatness. Not only is this a core value, but its also representative of the kind of place we are built by the strength and integrity of our employees. Its why were named a Great Place to Work.
See All Awards
An inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of coworkers.
Discover Our Culture
Related Job Openings
Financial Representative Trainee - Des Moines, IA
Iowa| 502869
Financial Representative Trainee - Tampa, FL
Florida| 502877
Field Development Supervisor (Mutual of Omaha Advisors) Denver, CO
(Relocation Assistance Available)
Colorado| 503145
by Jobble