3,626 financial representative jobs at 1,022 companies in United States
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Financial Representative - Entry Level
Lafayette, Louisiana, United States
$97k-$192k/yrHybridFull Time
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Entry-level financial representative; must obtain SIE and life/health licensing (or already hold them); strong interpersonal and leadership potential; motivated to recruit and develop others.
Modern Woodmen of America: Fraternal financial services organization providing insurance and investment products.
Requires financial-services aptitude, ability to obtain or hold life insurance and FINRA registrations, and satisfactory regulatory, criminal, and financial background checks.
INTRUST Bank: Provides personal, commercial, and wealth management banking services.
2+ YOEHigh school diploma or equivalent required; 2 years of financial services experience preferred. Must understand financial products and pass SIE, Series 7, Series 63, and state insurance licensing requirements.
Citizens Business BankNASDAQ: CVBF: Commercial banking and financial services for businesses and professionals.
1+ YOEHigh school diploma or GED; minimum 1 year new accounts experience in a financial institution; certified in Financial Sales Representative Program; ability to meet sales goals.
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63+65 or 66 licensure, 1+ years client experience in financial services, strong phone-based relationship and transaction skills, proficient with Microsoft Office and web applications.
2+ YOEBachelor's degree or equivalent experience, Series 7 and 63/65 or 66, 2+ years financial services client experience, strong phone relationship skills, knowledge of financial planning and investment products.
Microsoft Office, web based applications, PC lookup applications
Attain Finance: Provides consumer credit solutions and personal loans to individuals.
Customer-focused representative with sales aptitude, strong communication, problem-solving, high school diploma or equivalent; customer service/finance experience preferred; training provided.
Michigan First Credit Union: Provides member-owned banking, mortgage, and financial services.
3+ YOEOutgoing, customer-focused representative with product knowledge, relationship-building, and sales/service experience; high school diploma required, 3+ years preferred, flexible schedule including Saturdays.
Connexus Credit Union: Provides consumer banking and financial products to its members.
1+ YOEAssociate's degree or equivalent experience,1+ years sales or customer service experience,excellent verbal communication,ability to handle confidential matters and learn financial products.
Eastern Advisory Group: A mission-driven financial services organization backed by a Fortune 500 with over 175 years of stability.
0+ YOERequires 0–2 years in financial services, client-facing or customer service experience, analytical and communication skills, teamwork, financial product familiarity, and willingness to complete ongoing training.
Montefiore Medical Center: Academic medical center providing healthcare and clinical research services
1+ YOEHigh school diploma/GED, 1 year work experience, registration/collection/insurance verification experience preferred, strong verbal/written communication, customer service skills, must pass pre-hire assessments (80%+).
Northwell Health: Provides clinical healthcare services through a hospital network.
1+ YOEInterviews patients, verifies insurance, performs financial assessments, assists with Financial Assistance Program, establishes payment arrangements; high school diploma or equivalent and 1-3 years relevant experience required.
World FinanceNASDAQ: WRLD: Provides personal installment loans and tax preparation services.
Bilingual representative with strong customer service, basic computer skills, cash handling, loan processing, valid driver’s license and reliable transportation; ability to transport bank deposits.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service, phone support, or financial services experience; strong interpersonal, organizational, analytical, and communication skills. Series 7 and Series 66 licenses are required.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer-service or financial-services experience; preparation for Series 7 and Series 66; strong interpersonal, detail, and organizational skills; degree or equivalent experience beneficial.