Current jobs related to Associate Financial Representative - Charleston - Modern Woodmen

  • Associate Financial Representative

    4 months ago

    Charleston, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Charleston office 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...

  • Associate Financial Representative

    3 months ago

    Charleston, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Charleston office 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...

  • Associate Financial Representative

    5 days ago

    Charleston, West Virginia, United States Modern Woodmen of America Full time

    {"title": "Financial Representative Opportunity", "content": "OverviewModern Woodmen of America is seeking a motivated and driven individual to fill the role of Financial Representative. This position offers a unique opportunity to partner with a respected local business and work alongside experienced professionals.ResponsibilitiesWork with current or new...

  • Financial Services Representative

    2 weeks ago

    Charleston, South Carolina, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at First Citizens Bank. As a key member of our branch team, you will be responsible for building and expanding banking relationships through proactive customer outreach and service delivery.Key ResponsibilitiesProactively engage with customers...

  • Financial Operations Specialist

    4 weeks ago

    Charleston, West Virginia, United States Milestone Financial Solutions Full time

    Company OverviewMilestone Financial Solutions is a reputable financial advisory firm located in Chesterfield County, VA. With a legacy spanning over five decades, we have been dedicated to assisting numerous clients in successfully navigating their financial journeys, whether it involves purchasing a home, establishing a business, funding education, or...

  • Financial Operations Specialist

    4 weeks ago

    Charleston, West Virginia, United States Milestone Financial Solutions Full time

    Company OverviewMilestone Financial Solutions is a prominent financial advisory firm located in Chesterfield County, VA. With a legacy spanning over five decades, we have empowered countless clients to navigate their financial journeys, whether it involves purchasing a home, investing in a business, funding education, or planning for retirement and...

  • Financial Services Representative

    2 weeks ago

    Charleston, West Virginia, United States Western & Southern Life Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.Key...

  • Financial Services

    2 months ago

    Charleston, United States Global Financial Impact - Marco Esquivel Full time

    Job DescriptionJob DescriptionFinancial Professional - RepresentativeA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement...

  • Financial Services Representative

    9 hours ago

    Charleston, West Virginia, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeJob Summary:The Financial Representative is responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation. This role involves educating clients, analyzing their needs, and recommending solutions in an ethical and client-focused manner.Key Responsibilities:Market...

  • Senior Financial Associate

    3 weeks ago

    Charleston, West Virginia, United States Hudson Automotive Group Full time

    Become a part of Hudson Automotive Group We are in search of a Senior Financial Associate to enhance our expanding team. The Senior Financial Associate will collaborate closely with the Financial Controller and contribute significantly to our organization's swift advancement. If you possess substantial experience and a keen interest in professional growth,...

  • Financial Operations Associate

    4 weeks ago

    Charleston, West Virginia, United States UNIVERSITY OF CHARLESTON Full time

    Position OverviewThe University of Charleston is currently in search of a dedicated Financial Operations Associate. This role is crucial for maintaining the integrity of our financial processes.Key ResponsibilitiesManage and process accounts payable transactions efficiently.Ensure accuracy and compliance with financial policies.Collaborate with various...

  • Financial Planning Specialist

    2 weeks ago

    Charleston, West Virginia, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals.Key ResponsibilitiesPartner with local military organizations and units to engage with the military communityCoach military families on...

  • Senior Financial Associate

    3 weeks ago

    Charleston, West Virginia, United States Hudson Automotive Group, Inc Full time

    About Hudson Automotive Group:Hudson Automotive Group is a rapidly expanding organization located in Charleston, SC. We are currently in search of a Senior Financial Associate to become a vital part of our enthusiastic team.Position Overview:The Senior Financial Associate will collaborate closely with the Controller and will be accountable for managing...

  • Veteran Financial Advisor

    3 weeks ago

    Charleston, West Virginia, United States First Command Financial Services, Inc Full time

    Job Summary:First Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Services Professional to join our team as a Financial Advisor. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key...

  • Military Financial Planning Specialist

    3 weeks ago

    Charleston, West Virginia, United States First Command Financial Services, Inc Full time

    Job Summary:First Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Services Professional to join our team as a Financial Advisor. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key...

  • Financial Analyst

    3 weeks ago

    Charleston, West Virginia, United States City of Roanoke, Virginia Full time

    Position Overview: Role Summary The City of Roanoke, Virginia is in search of a dedicated Accountant responsible for the management of financial documentation, focusing on financial reporting, contractual obligations, and accounts receivable. Key responsibilities encompass compiling and interpreting financial data essential for generating intricate...

  • Financial Advisor

    4 months ago

    North Charleston, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

  • Sales Representative

    4 weeks ago

    Charleston, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Sales Representative

    4 weeks ago

    Charleston, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Entry Level Financial Services Representative

    3 weeks ago

    South Charleston, United States Primerica - Atlanta Part time

    Job DescriptionJob DescriptionEXCITING NEWS! Our office is now seeking hardworking individuals who are ready to put in the work to achieve their financial freedom! NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON. This position can be fully remote. Great for the stay-at-home career seeker. All required pre-licensing courses & required state...

Associate Financial Representative

4 months ago

Charleston, United States Modern Woodmen Full time

Overview

The Modern Woodmen - Charleston office 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 their own financial practice.

The ideal candidate

Entrepreneurial mindset - approaches professional situations with persistence, hard work, adaptability, passion, and motivation.

Community oriented - has a passion for giving back to the local community and developing connections.

Communication skills - is able to develop connections and relationships through proactive conversations and prospecting.

Experience in the Finance and Insurance industry - for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities

Responsibilities

Work with current or new members to provide them information about the financial services their families could utilize.

Networking with individuals throughout the community.

Continuously prospecting in order to secure appointments.

Participating in mentor-lead appointments.

Asking customers for favorable introductions.

Engaging in personal observation through the community.

Participating in fraternal activities.

Engage in continuous educational opportunities.

Benefits and Perks

Medical, dental and vision Insurance paid for

401(k) retirement planning with company match

Non-contributory pension plan

Group term life insurance benefits

Expense-paid trips, valuable prizes, and exciting incentives

About Us

Named to Forbes' list of World's Best Insurance Companies for 2023

Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.

These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.

Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

What Makes us Different - Why Modern Woodmen?

In terms of assets, Modern Woodmen of America is the nation's third-largest fraternal benefit society.

Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.

As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education, and leadership development, Make an Impact Scholarship opportunities, and Do Good Grants.

We want to support and invest in YOU and the things you hold most important.

2023 MWA Community Impact statistics

  • Approximately 2,200 local chapters and 500 youth service clubs nationwide
  • $46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
  • 250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
  • $18.2 million in support of members and their communities in 2023.

Modern Woodmen is an equal opportunity employer (EOE).