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Finance Representative Jobs in Burlington, KY

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  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Finance Representative Job 30 miles from Burlington

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $43k-75k yearly est. 5d ago
  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance Representative Job 13 miles from Burlington

    Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others Competitive commission structure designed to grow with you! 1st year: $40,000 - $65,000 3rd year: $60,000 - $90,000 5th year: $75,000 - $130,000 What we offer: Passive income opportunities and bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************
    $75k-130k yearly 6d ago
  • Financial Advisor

    Prudential Financial 4.8company rating

    Finance Representative Job 16 miles from Burlington

    Prudential Advisors is looking for an experienced financial professional in the Harrison area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ability to service existing clients The ability to build a strong client base with Prudential's exceptional referral programs The opportunity to create client solutions without proprietary products sells requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience If you are interested to learn more call me at ************ or email me at ************************** or if you know someone feel free to forward my message to them. Thank you
    $44k-85k yearly est. 4d ago
  • Financial Representative

    Modern Woodmen of America 4.5company rating

    Finance Representative Job 7 miles from Burlington

    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 $18 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' livesand 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 2024, Modern Woodmen spent $17.4 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.
    $28k-39k yearly est. 4d ago
  • Financial Advisor

    Northwestern Mutual-Purcell Financial 4.5company rating

    Finance Representative Job 23 miles from Burlington

    Cincinnati, OH GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Northwestern Mutual - Cincinnati is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a world-class company, and have a demonstrated interest in community impact and business development. We've been helping clients achieve financial security for nearly 160 years. We are searching for an individual to help us carry on that tradition, by joining our firm in our Cincinnati office. Finance background is not needed - successful advisors come from a wide range of backgrounds and experiences. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis Financial Representatives at Northwestern Mutual helps their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Many people (50 percent) find their calling in financial services after working in other industries. You could be right for this opportunity if you have: • Professional work experience or 4-year degree • Entrepreneurial ambitions • History of success • Excellent time-management skills • Desire for continuous learning • Interpersonal relationship skills • Legal authorization to work in the US without sponsorship FINANCIAL ADVISOR We are seeking people with a background in teaching, coaching, real estate, communication, marketing, mortgage lending, public relations, car sales, hospitality, training, management, accounting, business owners, sales, or technology. Compensation & Benefits This position offers a performance-based compensation plan. The candidate will need to obtain their life and health certification before training begins and their investment licenses by the end of their first contract year with the organization. Northwestern Mutual provides training and reimburses costs associated with the certifications. • Commission structure to support early development • Unlimited earning potential • Renewable income • Mentorship and professional development training throughout your entire career • Support for insurance licensing, SIE, Series 6 & Series 63 or Series 7 & Series 66 • Retirement Package and Pension Plan • Parental leave • Flexible schedule • Health savings account • The opportunity to design your roadmap to leadership and specialized roles • Medical, Dental, Vision, Life Insurance and Disability Income Insurance Income Growth Opportunity: This position offers a performance-based compensation plan. The candidate will need to obtain their life and health certification before training begins and their investment licenses by the end of their first contract year with the organization. This career is primarily commission based and includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average: Average vs Top 25% Year 1 | $75,813- $106,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $332,066 - $490,000 Year 15 | $341,000 - $790,000 Why join Northwestern Mutual: • #90, Fortune 100 company (2022) • Forbes' Best Employers for Diversity (2018-2022) • Top 10 US Independent Broker-Dealers1 • #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2022) • $224 billion3 (retail investment client assets held or managed) • FORTUNE 2023 Worlds Most Admired companies 1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2022. To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com Combined client assets of NMIS and NMWMC as of June 30, 2021 Job Type: Full-time Salary: $75,813- $139,000 per year Benefits: • Dental insurance • Flexible schedule • Flexible spending account • Health insurance • Health savings account • Life insurance • Parental leave • Professional development assistance • Retirement plan • Vision insurance Schedule: • Monday to Friday • Flexible schedule • Hybrid schedule Supplemental pay types: • Bonus pay • Commission pay Ability to commute/relocate: • Cincinnati, OH 45209: Reliably commute or planning to relocate before starting work (Required) Work Location: Hybrid remote in Cincinnati, OH 45209
    $59k-104k yearly est. 3d ago
  • Business Banker

    Prequel Solutions

    Finance Representative Job 13 miles from Burlington

    Join a dynamic and growing team as a Middle Market Relationship Manager, helping transition the bank further up-market. In this role, you'll be a true client advisor - not just a lender - bringing the full power of the bank to middle market companies with $10MM+ in revenues and $3-5MM+ borrowing needs. What You'll Do: Serve as the primary relationship lead, delivering a full suite of solutions across treasury management, FX, wealth, insurance, and employee benefits. Originate and structure loans in the $5MM-$10MM+ range, collaborating with internal partners. Hunt and build new client relationships while growing an existing portfolio. Drive value through syndicated and club deal opportunities. Operate with a team-first mindset: aggressive in business, selfless in approach. What We're Looking For: 5+ years in banking, ideally a blend of business and commercial banking experience. Strong credit skills with experience in complex deal structures, including syndicated or club deals. Proven ability to develop new business and deepen client relationships. Bachelor's degree required; additional certifications a plus. Existing Cincinnati market ties and a potential book of business are highly desirable. Ambition to grow into a leadership role over time.
    $36k-65k yearly est. 6d ago
  • Insurance Representative

    Healthmarkets 4.9company rating

    Finance Representative Job 27 miles from Burlington

    If you're looking for an exciting opportunity where you can change people's lives and achieve financial success as an independent insurance agent, you've come to the right place. Becoming an independent insurance agent with HealthMarkets is an opportunity unlike any other. HealthMarkets offers agents the resources and support they need to grow their businesses and succeed in the industry, all while making a difference in people's lives. And who are we? HealthMarkets is a technology-enabled health insurance agency delivering high-touch, customized health and supplemental insurance solutions to individuals, families and small businesses. Millions of Americans depend on us to help explore their insurance coverage options - and we're looking for independent insurance agents like you to help us continue that mission. So, whether you're an experienced insurance agent looking for your next opportunity or are just starting out and looking for an opportunity to demonstrate your talents, HealthMarkets is the career move that can help change your life. Job description If you're an insurance agent with 4-5 years of experience, we want you. As an independent contractor licensed insurance agent with HealthMarkets, you'll be collaborating with one of the largest independent health insurance agencies in the US. You'll have the opportunity to grow a flourishing business, all while making a difference in people's lives. Not only that, but HealthMarkets will offer you the resources you need to succeed. We'll give you access to leads, quoting tools, training resources, and more so you can focus on what you do best: selling. Contact us today and succeed on your terms with HealthMarkets. 48640-HM-0622
    $34k-41k yearly est. 2d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Finance Representative Job 13 miles from Burlington

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $76k-141k yearly est. Easy Apply 60d+ ago
  • Leasing Representative (Retail) at Last Mile Investments

    North American Properties 4.4company rating

    Finance Representative Job 13 miles from Burlington

    North American Properties and its portfolio companies believe that it all comes down to connections-people to each other; cities to their souls; partners to opportunities; and individuals to experiences that move them. We believe that by fulfilling people's desire for connectedness, we're creating happier places and experiences that in turn become more successful environments, more vibrant communities and ultimately, a better world. Since 1954, we've balanced a well-capitalized approach and a keen focus on successful execution with a willingness to question conventional wisdom, reimagining and expanding the possibilities for more than $7 billion of assets across the US. Whether developing multifamily, mixed-use, office, student housing, hotel or retail environments, we're driven to deliver more valuable, meaningful real estate and ventures that transform, inspire, delight and succeed by connecting us all with what matters most. Overview of Job Description Classification: Exempt, Regular Full-Time Last Mile Investments (the “Company” or “Last Mile”) is looking to hire a self-motivated Leasing Representative, who is energized to perform in a fast-paced, high growth, team-based environment. The Leasing Representative would join the leasing team to execute leasing initiatives within our national retail portfolio across 20 major MSAs and growing. Last Mile Investments is a real estate investment manager focused on the retail sector. Last Mile is partnered with North American Properties (“NAP”), a best in class, real estate operating company with over $7B in investments. Between Last Mile and NAP, our team has a decades long track record in every aspect of retail operations, investing, value add and development. The Leasing Representative will be part of a team reporting to the Vice President of Leasing, and must have excellent communication skills, the ability to multi-task and prioritize assignments, a high level of attention to detail, and be unafraid to ask questions or seek direction. The Leasing Representative will also need the organization skills necessary to effectively manage a high volume of deals and coordinate between third party brokers and internal leasing team (“Leasing Team Personnel”), tenants, vendors, and other internal and external parties. Duties and Responsibilities Contribute to and execute on the leasing, merchandising, and value creation strategy for a region of a national portfolio of assets. Manage third-party leasing relationships across multiple states and markets. Negotiate/analyze letter of intents, new Leases, renewals, and other amendments. Draft simple renewal documents and amendments Conduct portfolio reviews with tenants. Collaborate with VP of Leasing on annual budgets for vacancies and renewals. Collaborate with VP of Leasing and VP of Acquisitions to optimize our understanding of sub-market trends, market rents, opportunities, risks, among other vital assessments for properties we're under contract with and existing assets. Partner with Operations to achieve annual and quarterly asset management goals. Travel required. Qualifications and Requirements 2-10 years of retail leasing, in volume, preferably with experience within an owner/operator Demonstrated ability to manage a fast paced, deadline driven environment. Demonstrated ability to multi-task and prioritize assignments while delivering consistent quality work. High level of attention to detail and accuracy. Demonstrated ability to work with little supervision and seek help when needed. Demonstrated ability to build strong internal and external relationships. Strong analytical and communication skills. Compensation and Benefits Last Mile's Leasing Representative position will include a benefits package that includes medical, dental, life, and 401(k). It will provide a competitive salary based on the candidate's experience. About North American Properties NAP upholds a professional and deadline‐oriented working environment in an office setting. At NAP, we live our values of Relationships, Ownership, Agility, Strength, and Stability, Courage and Creativity, Empowerment, and Integrity. North American Properties does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. We look forward to hearing from you!
    $38k-78k yearly est. 12d ago
  • Resipratory Therpaist, Registered

    Uva Health

    Finance Representative Job 13 miles from Burlington

    RELOCATE TO VIRGINIA OPPORTUNITY Join our esteemed team of healthcare professionals committed to advancing healthcare through cutting-edge research, comprehensive training, and compassionate care. UVA Health is an integrated health system with a world-class academic medical center that includes a level 1 trauma center, a level IV NICU, the first NCI-designated Comprehensive Cancer Center in Virginia, and UVA Health Children's, the #1 pediatric hospital in Virginia. UVA Health also encompasses three community hospitals, a specialty rehabilitation hospital, and an integrated network of primary and specialty care clinics throughout Virginia. UVA Health consists of UVA Health University Medical Center, UVA School of Medicine, UVA School of Nursing, UVA Claude Moore Health Sciences Library, UVA Community Health, and UVA Physicians Group. Through teaching and research, we continue to advance medicine and innovate excellence while providing high-quality care in communities across the state. An Exceptional Place to Call Home Nestled amid the picturesque Blue Ridge Mountains, Charlottesville and Albemarle County offer a welcoming community, rich cultural opportunities, and an enviable lifestyle. Enjoy award-winning culinary experiences, vibrant local music, and historic landmarks, surpassing many larger cities in charm and amenities. Charlottesville Accolades: “#1 City in America” (Frommer's) “Best Place to Live Among Small Cities” (Money magazine) “Top 15 Happiest Places to Live in the U.S.” (Outside Magazine) “Top Ten Cities That Have It All” (A&E TV) “Top 10 Best College Towns” (WalletHub) “#2 Best Small College Town” (WalletHub) “Healthiest Place to Live” (Kiplinger) “Hottest for Fitness” (Newsweek) “Best Place to Raise a Family” (Readers' Digest) “2023 Wine Region of the Year” (Wine Enthusiasts) “Top 10 Greenest Cities” (Streetdirectory.com) “Top 5 Best Digital Cities” (Center for Digital Government) “Top 50 Best Places to Launch a Small Business” (Money Magazine) We offer competitive compensation, generous relocation assistance, an inclusive work environment, and opportunities for professional growth. Do you have the expertise and passion to contribute to our mission? Professional Excellence: Thrive in a collaborative environment with access to state-of-the-art resources. Comprehensive Benefits: Enjoy a robust benefits package designed to support your personal and professional well-being. Career Development: Participate in continuous learning and development opportunities to advance your career. Click Apply to learn more about this opportunity at UVA Health and to submit your application.
    $38k-73k yearly est. 17d ago
  • Private Client Banker - Greater Cincinnati - Florence KY

    Jpmorgan Chase & Co 4.8company rating

    Finance Representative Job 7 miles from Burlington

    JobID: 210618509 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs * Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week * Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED, or foreign equivalent * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills * Excellent communication skills * College degree or military equivalent * Experience cultivating relationships with affluent clients * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $37k-80k yearly est. 12d ago
  • Private Client Banker - Greater Cincinnati - Florence KY

    JPMC

    Finance Representative Job 7 miles from Burlington

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $32k-64k yearly est. 7d ago
  • Finance & Accounting Internship Program - Fall 2025

    Medpace 4.5company rating

    Finance Representative Job 13 miles from Burlington

    The Medpace Finance & Accounting Internship Program is a flexible, paid professional development opportunity that offers hands-on finance and accounting experience. Internships are in-person and will vary in scope by department. Our interns will: * Have an opportunity to have a real impact on business objectives • Gain skills and meaningful work experience and targeted educational opportunities to develop as future leaders• Build experience in financial concepts, critical thinking and business acumen• Learn to clearly communicate in a financial environment• Receive mentoring, have exposure to executive leadership and participate in Medpace social and networking activities• Opportunity to potentially rotate to other Finance & Accounting departments Positions are available in the following departments: * Revenue Recognition * Financial Planning & Analysis * Treasury * Commercial Operations * Internal Audit Responsibilities * Play an integral role in valuation, analysis, and forecasting processes and assessments. Furthermore, provide analysis and explanation of significant trends and contribute to the presentation of periodic financial results to management. * Contribute to the development and maintenance of standardized best practices pertaining to the reporting and analysis of financial results, including the design of management reporting, analytical tools and related processes. * Integrate data from across various groups to construct an overall understanding of performance that delivers meaningful information. * Maintain financial models and systems that drive financial budgeting and reporting process, and support enhancements to those models and systems * Partner with various Operational and Support departments (Commercial Operations & Project Management) throughout the Organization toassess financial performance and develop forecasts and budgets. * Participate in the preparation and presentation of internal financial reports to Senior Management and other various business end users. * Assist with the development of departmental SOPs and/or other departmental process and procedures documents as needed. * Provide support in special projects which will provide an opportunity to flex their finance, accounting, analytical, and business understanding to improve an existing process. Qualifications * Pursuing a Bachelor's Degree in Finance or Accounting• Highly organized, possess high attention to detail, deadline oriented• Excellent analytical and communication (both verbal and written) skills• A minimum cumulative GPA of 3.5• Advanced knowledge of MS Excel• Ability to establish and maintain good relationships with all levels of management• Team player with the ability to work independently with minimal supervision if needed Medpace Overview Medpace is a full-service clinical contract research organization (CRO). We provide Phase I-IV clinical development services to the biotechnology, pharmaceutical and medical device industries. Our mission is to accelerate the global development of safe and effective medical therapeutics through its scientific and disciplined approach. We leverage local regulatory and therapeutic expertise across all major areas including oncology, cardiology, metabolic disease, endocrinology, central nervous system, anti-viral and anti-infective. Headquartered in Cincinnati, Ohio, employing more than 5,000 people across 40+ countries. Why Medpace? People. Purpose. Passion. Make a Difference Tomorrow. Join Us Today. The work we've done over the past 30+ years has positively impacted the lives of countless patients and families who face hundreds of diseases across all key therapeutic areas. The work we do today will improve the lives of people living with illness and disease in the future. Cincinnati Perks * Cincinnati Campus Overview * Flexible work environment * Competitive PTO packages, starting at 20+ days * Competitive compensation and benefits package * Company-sponsored employee appreciation events * Employee health and wellness initiatives * Community involvement with local nonprofit organizations * Discounts on local sports games, fitness gyms and attractions * Modern, ecofriendly campus with an on-site fitness center * Structured career paths with opportunities for professional growth * Discounted tuition for UC online programs Awards * Named a Top Workplace in 2024 by The Cincinnati Enquirer * Recognized by Forbes as one of America's Most Successful Midsize Companies in 2021, 2022, 2023 and 2024 * Continually recognized with CRO Leadership Awards from Life Science Leader magazine based on expertise, quality, capabilities, reliability, and compatibility What to Expect Next A Medpace team member will review your qualifications and, if interested, you will be contacted with details for next steps. EO/AA Employer M/F/Disability/Vets
    $29k-39k yearly est. 54d ago
  • Main Banker- Starting at $15/hr

    Full House Resorts 3.2company rating

    Finance Representative Job 8 miles from Burlington

    Essential Job Functions: Accept Live Gaming Device Fills and Credits, BVU and Electronic Gaming Device drop after count/verification. Post bets from patrons and redeem Sports Wagering Operations tickets or vouchers. Reviews and files CTR and SARC under Title 31 Re-impressment of windows and banks in the cashier cage areas. Exchanges from all cashier cage areas. Impresses and exchanges for the Food and Beverage Department. Accepts and verifies Food and Beverage drops. Responsible for preparation of bank deposits, and ordering of funds needed. Ensures excellent relations both external and internal. Responsible for inventory and accountability of all funds. Accepts chip credits from window cashiers. Reconcile fill bank. Inputs openers and closers in the LGS computer system. Must have ability to meet tasks and responsibilities as assigned by the Marine and/or Security departments during times of emergency or otherwise, as required of the crew of a Coast Guard certified vessel. Other Job Functions: Perform miscellaneous duties as assigned. All other duties as assigned with the normal operation of a cashier's cage. Job Qualifications: Experience Required: One year experience in a cashiers cage or bank preferred, money handling experience imperative. Education Required: High school diploma or equivalent preferred. Skills, Knowledge and/or Abilities Required: Basic mathematics skills and computer skills, ability to effectively interact with people. Licenses, Certifications, Bonding, and/or Testing Required: Indiana Gaming Commission Occupational License - Level 2. Other Specialized Requirements: Ability to remain in one position for long periods of time, ability to lift 25 pounds frequently, ability to work any shift.
    $32k-38k yearly est. 60d+ ago
  • Financial Services Representative

    Worldacceptance

    Finance Representative Job 33 miles from Burlington

    World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-19 hourly 7d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Finance Representative Job 10 miles from Burlington

    Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
    $45k-79k yearly est. 5d ago
  • Financial Advisor (Training Provided, Career Changers Encouraged To Apply)

    Northwestern Mutual 4.5company rating

    Finance Representative Job 27 miles from Burlington

    GET MORE OUT OF YOUR CAREER Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Northwestern Mutual - West Chester is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a Fortune 100 company, and have a demonstrated interest in community impact and business development. We've been helping clients achieve financial security for over 166 years. We are searching for an individual to help us carry on that tradition, by joining our firm in our West Chester office. Finance background is not needed - successful advisors come from a wide range of backgrounds and experiences, and many people find their calling in financial services after working in other industries. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. You could be right for this opportunity if you have: · Professional work experience, military experience, and/or 4-year degree · Entrepreneurial ambitions · History of success · Excellent time-management skills · Desire for continuous learning · Interpersonal relationship skills · Legal authorization to work in the US without sponsorship Compensation & Benefits Top-Ranked Training Program Comprehensive Medical Coverage Retirement Package; 2 Pension Plans Group Life and Disability Income Insurance Leadership Opportunities Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) Personalized Mentorship from Top Advisors and Industry Leaders Expense allowance programs Uncapped income potential Culturally diverse team with award winning agency culture Why join Northwestern Mutual: #97, Fortune 100 company (2023) Forbes' Best Employers for Diversity (2018-2022) Top 10 US Independent Broker-Dealers1 #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2022) $224 billion (retail investment client assets held or managed) FORTUNE 2023 Worlds Most Admired companies
    $59k-104k yearly est. 4d ago
  • Financial Advisor

    Prudential Financial 4.8company rating

    Finance Representative Job 33 miles from Burlington

    Prudential Advisors is looking for an experienced financial professional in the Cincinnati- Dayton area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ability to service existing clients The ability to build a strong client base with Prudential's exceptional referral programs The opportunity to create client solutions without proprietary products sells requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience If you are interested to learn more call me at ************ or email me at ************************** or if you know someone feel free to forward my message to them. Thank you
    $44k-86k yearly est. 3d ago
  • Insurance Representative

    Healthmarkets 4.9company rating

    Finance Representative Job 40 miles from Burlington

    If you're looking for an exciting opportunity where you can change people's lives and achieve financial success as an independent insurance agent, you've come to the right place. Becoming an independent insurance agent with HealthMarkets is an opportunity unlike any other. HealthMarkets offers agents the resources and support they need to grow their businesses and succeed in the industry, all while making a difference in people's lives. And who are we? HealthMarkets is a technology-enabled health insurance agency delivering high-touch, customized health and supplemental insurance solutions to individuals, families and small businesses. Millions of Americans depend on us to help explore their insurance coverage options - and we're looking for independent insurance agents like you to help us continue that mission. So, whether you're an experienced insurance agent looking for your next opportunity or are just starting out and looking for an opportunity to demonstrate your talents, HealthMarkets is the career move that can help change your life. Job description If you're an insurance agent with 4-5 years of experience, we want you. As an independent contractor licensed insurance agent with HealthMarkets, you'll be collaborating with one of the largest independent health insurance agencies in the US. You'll have the opportunity to grow a flourishing business, all while making a difference in people's lives. Not only that, but HealthMarkets will offer you the resources you need to succeed. We'll give you access to leads, quoting tools, training resources, and more so you can focus on what you do best: selling. Contact us today and succeed on your terms with HealthMarkets. 48640-HM-0622
    $37k-45k yearly est. 2d ago
  • Private Client Banker - Greater Cincinnati - Florence KY

    Jpmorgan Chase 4.8company rating

    Finance Representative Job 7 miles from Burlington

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible + Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs + Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week + Adheres to policies, procedures, and regulatory banking requirements **Required qualifications, capabilities, and skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred qualifications, capabilities, and skills** + Excellent communication skills + College degree or military equivalent + Experience cultivating relationships with affluent clients + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $37k-80k yearly est. 10d ago

Learn More About Finance Representative Jobs

How much does a Finance Representative earn in Burlington, KY?

The average finance representative in Burlington, KY earns between $23,000 and $83,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average Finance Representative Salary In Burlington, KY

$44,000

What are the biggest employers of Finance Representatives in Burlington, KY?

The biggest employers of Finance Representatives in Burlington, KY are:
  1. Modern Woodmen of America
  2. Western & Southern Financial Group
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