Associate Financial Advisor
Finance representative job in Muskogee, OK
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1010 N Main, Muskogee, OK
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $61800.00
Hiring Maximum: $65600.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Sales Representative
Finance representative job in Columbia, MO
Job Type Full-time Description
Close More Deals | Earn More Money | $125,000 - $250,000 Annually
Are you looking for a proven sales process, career growth, and unlimited earning potential? At Erie Home, a leading provider of residential roofing solutions, we set you up for success - pre-qualified leads, paid training, and control of your income.
We're hiring Sales Representatives to help
strengthen communities by safeguarding homes with expert solutions
. With over 100 locations and $600M+ in annual revenue, our organic, rapid growth creates a fast track to management, with 98% of our sales leadership promoted from within! Take advantage of nationwide opportunities for career advancement!
Why Join Erie Home?
Uncapped Commissions with Weekly Pay: earn an average of $2,500 per sale, paid before installation, plus monthly bonuses
Proven Earnings: Our successful sales representatives earn between $125,000 - $250,000+ per year
$3,000 Quick Start paid during early intervals as you build success
Leads Provided: Focus on closing deals, attend pre-set, pre-qualified, one-call-close appointments for our unique, high-demand roofing solutions
W-2 Employee Benefits: medical, dental, vision, life insurance, & 401k with company match
Exclusive Military Benefits: tenure-based bonuses & annual retreat
Training Provided: continuous development & real career advancement
Day in the Life as a Sales Representative:
Attend pre-confirmed appointments starting between 1 pm and 7:30 pm
Conduct in-home sales presentations & product demos
Use innovative software for precise measurements
Assess damage through ladder or attic inspections - no need to get on the roof!
Negotiate & close deals to meet homeowner's needs
Requirements
No sales or construction experience needed - we provide full training!
Midday, evening, & weekend availability
Valid driver's license, reliable transportation with auto insurance, and the ability to travel to and from in-home appointments.
Join a Fast-Growing, Industry-Leading Team!
Erie Home has been a leader in residential roofing solutions for decades, offering the best-in-class, high-demand products that practically sell themselves. Our exclusive, industry-leading roofing systems provide unmatched durability, energy efficiency, and curb appeal-giving homeowners a solution they can't find anywhere else. Ranked Top 10 on the Qualified Remodeler Top 500 list and recognized as one of the Fastest Growing Companies on the INC 5000 list, we're expanding nationwide and looking for top sales talent to join us.
Ready to sell a product homeowners want from a company that values leadership, growth, and connection? Apply today and help us make every home an Erie Home!
Erie Home is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class. If you need a reasonable accommodation due to a disability, please contact Human Resources with your request and contact information.
Salary Description $125,000 - $250,000
Associate Financial Advisor
Finance representative job in Tulsa, OK
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 4200 E Skelly Dr Suite 150, Tulsa, OK
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $65000.00
Hiring Maximum: $69100.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Sales Representative - No Sales Experience Required!
Finance representative job in OFallon, MO
Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future.
Why Join Platinum?
Four-Day Workweek
Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most.
Uncapped Earning Potential
This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income.
Ongoing Support & Resources
Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers.
Cutting-Edge AI Training
Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before.
Your Day-to-Day
1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions.
2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training.
3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights.
What You'll Enjoy
High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling.
Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream.
Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities.
Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers.
Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid.
Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation.
Who Thrives Here
Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment.
Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way.
Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly.
Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old.
Ready to Take the Leap?
If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales.
About Platinum
Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from.
Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
Sales Representative
Finance representative job in Arkansas
Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business.
Advantages of working with us:
- Monday-Friday business hours - enjoy true work-life balance
- Unlimited earning potential with commissions, bonuses, renewals, and stock
- Represent a Fortune 500 company trusted by businesses nationwide
- Award-winning training, tools, and mentorship
- First 3-month bonus incentives available*
- Offer value-added services (telehealth, healthcare navigation, financial wellness tools)**
Responsibilities & requirements:
- Advise employers on benefits, needs and customized solutions
- Conduct consultations, product demos, and enrollments virtually or in person
- Build long-term relationships and provide excellent post-enrollment service
- Collaborate with teams for training, development, and support
- Strong consultative, communication, and relationship-building skills
- Background in B2B sales, HR, or client-facing consulting preferred, but not required
- Must be 18+ and authorized to work in the U.S.
- Entrepreneurial mindset and self-starter mentality
About Aflac:
At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills.
*This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock.
**Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state.
Aflac Benefits Advisors are independent contractors and are not employees of Aflac.
Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York.
Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26
Sales Representative
Finance representative job in Wichita, KS
About the job
We've made a strategic bet while expanding our sales team, and our Project Managers/Sales Representatives get to enjoy the benefits.
The Strategy & Vision - While others in the construction industry utilize a mass hire and hope approach, we're building a team of 10 hand-selected sales professionals and providing them with the following:
Consistent Company Provided Leads
Industry Leading Commission Rates
In-Depth Paid Training
In-Field Training
Senior Sales Rep Mentoring Program
Weekly Training & Skillset Development
1 on 1 Goal Setting & Coaching
& more…
The vision is simple - we are going to equip some of the most talented sales professionals in the state of Kansas with the knowledge, support, resources, and tools required to be in the industry's top 1% both in sales & earning ($360,000+ Earning Potential).
Who We're Looking For
We invite driven and competitive Sales Professionals with 1+ year of sales or customer service experience to apply for our team. You should be comfortable working on roofs, self generating closing opportunities, be focused and coachable.
Industry knowledge & experience is a benefit but not required.
About The Role
Daily tasks would include:
Running company provided leads
Generate sales leads, using a proven system with support of a team
Meeting with potential clients to inspect properties for storm related damage
Overseeing projects and helping our estimating team get needed information to provide detailed estimates
This is a W2 position with a Draw Against Future Commission Structure, with one of the highest paying W2 compensation plans in the market.
Candidates must have a reliable vehicle and the ability to climb roofs. Massive potential for hungry individuals.
Experienced Industry Reps will be required to verify sales numbers.
About Us:
For over 10 years we've been helping Homeowners across KS, WI, and MN protect and repair their homes. Since being launched in 2012 Lenz Construction has established itself as one of the leading residential construction companies in the Midwest.
With an A+ BBB rating and an award winning founder with 20+ years of industry we are a well established team looking to add exceptional sales talent to take the next step in our company's vision.
Legal Sales Representative
Finance representative job in Tulsa, OK
APPLICATIONS RECEIVED THROUGH THIS SYSTEM AND THAT DO NOT FOLLOW THE INSTRUCTIONS WILL NOT BE CONSIDERED.
Do you want to "Make Law Easy" for Oklahomans with family law or criminal cases?
The Wirth Law Office is a business-driven family law and criminal defense firm that is on track for aggressive growth, and we need an experienced salesperson to join our team and work directly with the owner and attorneys to support the team and help clients. We want to be known for helping clients navigate complicated legal matters and come out of an extremely emotional process feeling as though they are a better person, in a better position, and that they had a team behind them that really cared and fought for them.
We are growing fast, and we need a salesperson who can hit the ground running.
Do you want to work with a team of "A" players who care as much as you do about your work and helping clients? If so, prepare a cover letter with no more than TWO paragraphs and a closing sentence. In the first paragraph, explain what you believe are the 3 most important qualities needed in someone who works with family law clients and why you believe they are the most important qualities. In the second paragraph, explain why you applied to this particular ad. As a closing sentence, please write, "I have read the instructions contained in the job posting and have followed the instructions."
Email your resume and cover letter in PDF format to **************************. The subject line of the email should have your last name (all caps), followed by the position you are applying for in lower case, followed by one word that you would use to describe yourself in all caps. For example: "SMITH Salesperson AWESOME." We look forward to reviewing your application.
APPLICATIONS RECEIVED THROUGH THIS SYSTEM AND THAT DO NOT FOLLOW THE INSTRUCTIONS WILL NOT BE CONSIDERED.
Compensation: $55,000 base plus commission. Employer-sponsored health insurance.
Compensation:
$55,000 base plus bonus
Responsibilities:
This position will be responsible for important work, including:
Receiving and returning calls from potential family law and criminal defense clients.
Balancing availability for meetings with prospective new clients as well as following up with potential clients who said "no" and with current clients to conduct quality control calls and interviews.
Keeping detailed notes in a centralized database.
Being a team player and covering for your fellow salespeople to help our firm help our prospective new clients find clarity around and relief from the situation that brought them to the firm in the first place.
Follow up with potential clients who have not yet been retained.
Follow up with current clients at set milestones during their case or matter.
Facilitate a professional introduction and transition to the legal team once the case or matter has begun.
Actively engage in dialogue with management regarding the quality and volume of the leads, offering constructive feedback and suggestions for improvement based on your "front lines" experience.
Utilizing a consultative selling approach when conducting sales calls to illustrate the value and benefits of our services.
Updating our CRM system with details of all interactions with prospects and clients in a timely manner.
Staying current with bar rules, legal industry trends, and information.
Qualifications:
If the statements below apply to you, then you may be our next salesperson:
A strong interest in consultative solutions selling.
Proven track record utilizing a consultative sales approach.
A proven track record with sales ($750,000+ per year).
Demonstrated, proven success in lead generation, prospecting, contract negotiation, and closing customers.
Experience with Salesforce/HubSpot/Infusionsoft/Zoho or other CRM, particularly reporting.
Independent, self-starter who thrives on immersion in a rapidly changing environment and excellent problem-solving and analytical skills.
Proactive, can-do attitude, with great follow-through and resourcefulness, along with attention to detail.
Strong communication and interpersonal skills with the ability to be personable yet persistent.
Knowledge of the legal industry is an asset (but not a requirement).
Real-life experience & a few "battle scars" to give you empathy and understanding is an asset.
Experience overcoming a major obstacle in life and making an important change in your life, so you know at your core that others can do it too, is a plus.
About Company
At Wirth Law Office, our mission is simple but powerful: Make Law Easy for Oklahomans with Family Law cases, Criminal cases, or Small Businesses. We understand that the legal system can be overwhelming, so we work every day to make the process clearer, more accessible, and more successful for clients.
We are a values-driven firm built on aggressive advocacy, client-centered service, and a commitment to excellence. Our attorneys are backed by skilled legal teams, proven systems, and strong leadership that fosters growth, innovation, and a positive work culture. We don't just show up for clients-we fight for them, guide them, and empower them.
If you're looking to join a firm where your work makes a difference, your team has your back, and your career can thrive, Wirth Law Office might be the right fit for you.
#WHLAW2
Compensation details: 55000-55000 Yearly Salary
PI17fa0e35a1a6-37***********1
Personal Banker
Finance representative job in Pryor Creek, OK
Personal Banker
Compensation: $ 20/hr
Inceed has partnered with a great company to help find a skilled Personal Banker to join their team!
Join a dynamic team in a thriving banking environment where your communication skills and customer service expertise will shine. As a Personal Banker, you'll engage directly with customers, providing exceptional service and financial solutions. This is a fantastic opportunity to grow your career in the banking industry, working alongside a supportive team in a vibrant community.
Key Responsibilities & Duties:
Engage with customers to understand their financial needs
Provide tailored banking solutions and services
Manage customer accounts and transactions efficiently
Maintain accurate records and documentation
Promote bank products and services to customers
Ensure compliance with banking regulations and policies
Required Qualifications & Experience:
Experience in banking or related financial services
Strong communication and interpersonal skills
Ability to work in a fast-paced environment
Attention to detail and accuracy in transactions
Nice to Have Skills & Experience:
Previous experience as a teller or similar role
Knowledge of banking products and services
Proficiency in financial software and tools
Perks & Benefits:
This opportunity includes a comprehensive and competitive benefits package-details will be shared during later stages of the hiring process.
If you are interested in learning more about the Personal Banker opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time.
We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We're here to help every person, whether client, candidate, or employee, find and secure what's better for them.
Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
#INDTUL
Financial Services Representative
Finance representative job in Lenexa, KS
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a
Best Bank to Work For
by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there's no stopping you!
Job Title:Financial Services RepresentativeJob Description:
This position is contingent on the closing of the acquisition of branches from First Interstate Bank.
Summary:
The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.
Essential Duties and Responsibilities:
Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.
Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.
Serves as a team member to accomplish company objectives and lobby and personal goals.
Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.
Actively participates in training programs to maintain and acquire additional job knowledge and skills
Assists in opening and closing the branch, following procedures set by corporate security.
Complies with all department and company policies, procedures, audit guidelines, and regulations.
Perform other miscellaneous duties as assigned.
Qualifications:
Strong math and problem solving skills.
Excellent interpersonal and customer service skills with the ability to cross-sale products and services.
Must maintain confidentiality of client transactions and bank records.
Team-oriented, possess a positive attitude and work well with others.
Strong oral and written communication skills.
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.
Ability to prioritize; handle multiple tasks; and work independently.
Strong organizational skills and detail-oriented with a high degree of accuracy.
Thorough knowledge of bank operations, products, and services offered at the bank.
Knowledge of banking laws and regulations including the Bank Secrecy Act.
Supervisory Responsibilities:
None
Education and/or Experience:
High School diploma or equivalent
Associates degree in business related field or two years related experience or a combination of education and experience
Experience working in an environment with individual and team goals preferred
Customer service experience required
Computer and Software Skills:
Skilled in operation of a personal computer, including Microsoft Word and Excel.
Google Suite
IBS
Salesforce
Certificates, Licenses, and Registrations:
Notary License as needed by the branch
Schedule:
Monday - Friday 9:00 AM - 5:00 PM CST
Location:
8001 Metcalf Ave. Suite 100
Overland Park, KS 66204
Equal Opportunity Statement:
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at ...@enterprisebank.com.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
Proprietary Equity Trader Position
Finance representative job in Topeka, KS
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 ***************************
Easy ApplyPersonal Banker
Finance representative job in Siloam Springs, AR
Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality
* Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
I'm Outstanding! Consider Me for Future Roles!
Finance representative job in Tulsa, OK
Thank you for exploring opportunities at Spherexx! Didn't spot your dream role because it's currently occupied? Or perhaps you're a student looking for an assessment of your resume to identify any skills gaps? Whatever your situation, we want to know about it.
At Spherexx, we're continually growing and scouting for fresh talent. If you'd like a chance to be notified of exciting roles
before
they go public, this is your gateway. Submit your resume here, and our dedicated hiring team will ensure your details are aligned with upcoming positions that match your skills and aspirations.
To help us get a better sense of your fit for potential roles, we might ask you to complete some job-specific questionnaires. This step will not only give you a head start but will also make our hiring process more seamless and efficient.
Stay Connected! Follow us on LinkedIn and Facebook to be in the loop with all things Spherexx:
Facebook: Spherexx Careers
LinkedIn: Spherexx LinkedIn
One Last Tip: During your job hunt, remember to check your spam folder regularly. Recruitment emails often end up there, and we wouldn't want you to miss out on a golden opportunity!
Financial Services Representative
Finance representative job in Neosho, MO
World Finance, winner of the Top Workplaces USA award for five 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.
* Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
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.
Physical Demands and Working Conditions:
* Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
* Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
* Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
* Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
* Occasional local travel; may include extended hours, evenings, or weekends.
* Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
* Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
* Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
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.
Auto-ApplyFinancial Services Representative
Finance representative job in Neosho, MO
World Finance, winner of the Top Workplaces USA award for five 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.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
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.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
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.
Auto-ApplyRelationship Banker II
Finance representative job in Lockwood, MO
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business
Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.
As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work' events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client's expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.
Essential Duties and Responsibilities
Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements
Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)' consumer loan portfolio(s)
Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
Performs other duties and responsibilities as assigned
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required.
Skills
Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
Coach and lead the branch team according to process and protocol in the absence of an AFCM
Education and/or Experience
HS Diploma/GED
Two years customer-facing and goal-oriented experience
This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or
Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information
Computer Skills
MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge
Other Qualifications (including physical requirements)
Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
Ability to provide support and guidance at other banking institutions within the market
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
Auto-ApplyPersonal Banker I
Finance representative job in Joplin, MO
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.
UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.
How you will spend your time:
* Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
* Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
* Achieving your daily key performance metrics while balancing competing priorities
* Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
* Other job duties as assigned
We're excited to talk to you if:
* You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
* You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
* You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
* You demonstrate attention to detail whether completing documents or explaining features and benefits
* You have a HS Diploma or equivalent
* You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
* You have reliable transportation and ability to work branch hours, including weekends and some evenings
* You have the ability to obtain NMLS registration within 90 days
Target pay: $21/hr
Compensation Range:
$29,530.00 - $65,380.00
The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to ************************* to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
Auto-ApplyInsurance Account Representative - State Farm Agent Team Member
Finance representative job in Lamar, MO
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Ability to make presentations to potential customers
Achieve mutually agreed upon marketing goals
Provide timely and thorough activity reports to agent
Experience in marketing
Ability to effectively relate to a customer
Ability to explain complex financial issues in understandable terms
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Personal Banker
Finance representative job in Columbus, KS
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.)
About This Job
Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Columbus location.
Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs.
As a Personal Banker, you'll:
Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank.
Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs.
Actively listen to our customers so you can make appropriate recommendations that match their needs.
Educate customers on a variety of retail products and digital solutions that improves their financial wellness.
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified.
Be able to earn more than your base pay through our quarterly incentive program.
Essential Functions
Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment
Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved.
Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals
Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements
Identify complex financial needs and refer customers to bank specialists when appropriate.
Perform other duties as assigned
Work Schedule
Monday - Friday, 7:45am - 4:15pm or 8:45am - 5:45pm; Rotating Saturdays, 8:45am - 12:15pm
Knowledge, Skills & Abilities Required
Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone.
Ability to meet personal and branch sales and customer services expectations
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values
Proficient with Microsoft Word, Excel and Outlook
Education & Experience
High School diploma or equivalent combination of education and experience required
1+ years sales or customer service experience required
Experience working in an environment with individual and team sales goals preferred
Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 137 W Maple, Columbus, Kansas 66725
Time Type:
Full time
Auto-ApplyAssociate Financial Advisor
Finance representative job in Kansas City, MO
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1300 N W Briarcliff Pkwy, Ste 140, Kansas City, MO
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $68900.00
Hiring Maximum: $73300.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Personal Banker
Finance representative job in Benton, AR
Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality
* Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.