Finance representative jobs in Missouri - 776 jobs
Virtual Banker
First Bank 4.6
Finance representative job in Saint Louis, MO
Our Virtual Bankers are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from Interactive Teller Machines (ITMs) as well as via phone or other channels.
Work schedule may include some weekends and evenings and requires excellent attendance and punctuality.
What You Will Be Doing
Processing a variety of transactions through ITMs including, but not limited to, checking and savings deposits and withdrawals, transfers and account balance inquiries; detecting fraud when possible.
Facilitating the ITM process for clients by providing step-by-step guidance through the ITM process. Connect to clients in a way that makes the video interactive solution a personable experience.
Monitoring ITM machines to ensure they are working properly. Assisting systems support associates and vendors to resolve any issues pertaining to the physical ITM and associated software, as needed.
Managing incoming and outgoing calls, representing the bank in a positive, courteous and professional manner.
Assessing clients' needs and cross-selling or making sales referrals of bank products and services.
Assist in online account opening fulfillments and onboarding of new bank clients
Processing and performing check back of various remote banking duties to ensure accuracy and compliance with standards and procedures; detecting potential fraud when possible.
Meeting or exceeding established referral goals.
Maintaining knowledge of cyber threats and best practices to minimize risks to the organization.
Provide regular feedback to identify opportunities to improve Banker Center process, procedures and training materials
$38k-63k yearly est. 2d ago
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SBA Banker III
Seacoast National Bank 4.9
Finance representative job in Kansas City, MO
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$35k-54k yearly est. 2d ago
Private Banker II
Busey Bank 4.5
Finance representative job in Kansas City, MO
The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.
Duties & Responsibilities
Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
Leverage centers of influence and develop new relationships through prospecting and building community networks.
Drive deposit growth and wealth management opportunities.
Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank's Loan Policy.
Proactively monitor current Private Banking portfolio, including tracking and testing loan/financial covenants and assist in the clearing of exceptions.
Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services.
Monitor renewals and maturities as well as gather updated documents from clients.
Order inspections, review /budget, administer draw and funding process for Private Banking construction loans.
Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.
Collaborate with the Digital Banking team to open new and service existing client accounts.
Education & Experience
Knowledge of:
Private Banking loan and deposit products and services.
Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
Experience in consumer lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.
Strong financial analysis and credit underwriting skills.
Ability to analyze and understand personal financial statements and tax returns.
Strong oral and written communication skills
Strong sales and client service skills
Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
High Level of Retail and Business Banking customers and trends
Ability to:
Make independent decisions
Analyze and interpret numerical data
Perform duties and make decisions under frequent time pressures
Education and Training:
Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
2+ years of banking or management experience required
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
Requires knowledge of Microsoft Office.
Compensation and Benefits
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $98,000- $130,000 annually)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
$98k-130k yearly Auto-Apply 8d ago
Financial Representative Trainee (Sales) - Springfield, MO
Careers Mutual of Omaha
Finance representative job in Missouri
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a FinancialRepresentative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a FinancialRepresentative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
Fair Chance Notices
$36k-75k yearly 60d+ ago
Eastern Rail Trader
Louis Dreyfus Company 4.9
Finance representative job in Kansas City, MO
Louis Dreyfus Company is a leading merchant and processor of agricultural goods. Our activities span the entire value chain from farm to fork, across a broad range of business lines, we leverage our global reach and extensive asset network to serve our customers and consumers around the world. Structured as a matrix organization of six geographical regions and ten platforms, Louis Dreyfus Company is active in over 100 countries and employs approximately 18,000 people globally.
Job Description
This position is responsible for the origination of and logistics coordination of rail grains and oilseeds into LDC's export terminals, river terminals and processing assets.
Primary Responsibilities/Essential Functions
Gather news, statistics and information related to individual commodity supply and demand from customers and trade sources, and distribute that information to the remainder of the group to support overall strategic trading/positioning (i.e., contributes to research function).
Proposes and take new SE rail trade opportunities based on collected information.
Stay abreast of market developments, ensuring timely group updates & interpretation of market data
Use historical information to analyze pricing trends and project forward market pricing outlook
Engages in trade and balance sheet discussions around premium and flat price positions
Ensure positions are accurately reported and daily P&L's tie out
Works closely with Burns Harbor, Export Group, and ethanol group to define origination strategy & ensure regional alignment
Active participant in discussion around US corn premium positioning.
Manage the implementation & execution of the US corn premium/basis strategy with a focus on Southeast flows.
Receives rail applications from third parties and manages the trains timely billing to destinations.
Responsible for billing of all trains, internal or third party, or determining designated billing party if LDC does not bill the train.
Communicate with country rail terminals daily with goal of buying and increasing grain purchases.
Devise and execute origination strategies for commodities.
Works to achieve “last right of refusal” relationships with various Co-ops and commercials elevators
Compose regular market wires, position updates and strategy plans.
Build and strengthen long term relationships with customer base, attending industry sponsored events and customer visits.
Additional Responsibilities
Ensure contracts are entered and fills/ settlements are completed timely.
Works with execution, and A/P group to ensure prompt payment of invoices. Assists in the resolution of execution questions.
Qualifications
Education:
Basic qualifications:
Bachelor's Degree
Preferred qualifications:
Degree in Agricultural Economics, Agriculture Business or related degree
Experience
The following are required:
5+ years of experience in an agribusiness firm in a merchandising or trading capacity
Thorough understanding of grain markets, basis trading and rail logistics
Three or more years of direct position ownership & experience with logistics management
Knowledge/Skills/Abilities (including any physical demands)
Basic qualifications:
Demonstrated strong negotiating skills and commercial understanding combined with the right commercial attitude and results orientation
Capability to consolidate global and domestic market drivers into a point of view and executable trading strategy
Strong analytical skills and the ability to select relevant information from a flow of information (distinction between main and side issues)
Demonstrated ability to manage trading risks
Knowledge of demurrage/despatch concepts
Familiarity with current commodity transportation issues
Proficiency with MS Excel, database administration and online systems/websites
Knowledge of fundamentals of grain accounting, basis/flat price trading and futures markets
Knowledge/Ability to set up accruals for freight, costs, demurrage, etc.
Strong organization skills & the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines
Thorough knowledge of futures markets, hedging and arbitrage
Strong written and verbal communication skills
Must be a motivated self-starter
Preferred qualifications:
Strong organizational skills, and the ability to prioritize multiple tasks, prioritize workload and meet tight deadlines.
Experience utilizing and reviewing reports within Power BI.
Additional Information
Equipment Used
Typical office equipment: PC, workstations, telephone, and fax machine.
Working Conditions
Typical climate-controlled office environment. Extensions of regular working hour are occasionally necessary to complete time-sensitive projects, attend training or to respond to emergencies which may include weekends.
Employee Supervision
May lead or supervise a few junior merchandising staff members.
Decision Making/Accountability
Prioritizes work schedule to meet deadlines and continuously adjusts priorities to resolve unexpected issues; processes a variety of information and data to devise and execute trading strategies; negotiates with trade counterparts to maximize corporate returns; advises and recommends trading strategies, assesses risk pertaining to buying and selling and negotiates contract terms with clients; consults with supervisor regarding unusual problems or occurrences.
What We Offer
We provide a dynamic and stimulating international environment, which will stretch and develop your abilities and channel your skills and expertise with outstanding career development opportunities in one of the largest and most solid private companies in the world.
- Comprehensive benefits program including medical, dental and vision care coverage, flexible spending account plans, employee assistance program, life insurance and disability coverage
- 401k with Company Match
- Family Friendly Benefits including childbirth and parental leave, fertility and family building benefits
- Paid Time Off (PTO) and Paid Holidays
- Flexible work available (not applicable to all roles)
Diversity & Inclusion
LDC is driven by a set of shared values and high ethical standards, with diversity and inclusion being part of our DNA. LDC is an equal opportunity employer committed to providing a working environment that embraces and values diversity, equity and inclusion.
LDC encourages diversity, supports local communities and environmental initiatives. We encourage people of all backgrounds to apply.
Equal employment opportunity (EEO)
Louis Dreyfus Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Sustainability
Sustainable value is at the heart of our purpose as a company.
We are passionate about creating fair and sustainable value, both for our business and for other value chain stakeholders: our people, our business partners, the communities we touch and the environment around us
About Us
American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone.
All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you.
Role Summary
We are seeking a diverse group of professionals to join our team in our Investment Representative training program.
The start date for this class is June/September 2026. This role is ideal for a college senior with a graduation date by August 2026.
If you enjoy helping people achieve their goals, learning about finance, and developing an understanding of client-centric sales strategies - this role is a magnificent place to start a future in our industry!
This position sits within our Personal Financial Solutions Client Care Organization, and each of our representatives individually handle a fluctuating volume of inbound calls from our retail investors every single day. Investment Representatives work within a highly structured/scheduled environment to deliver a top-tier client experience and handle a variety of requests including transactions, account management & troubleshooting across client inquiries.
We have crafted an outstanding, 5-week classroom style onboarding and training program to set our representatives on a path to success at our firm. Post training and based on phone volumes, all representatives will be provided a comprehensive study program to successfully prepare them for acquiring their Securities Industry Essentials (SIE), Series 6, and Series 63 to become fully registered. The training materials, training period and the sponsorship of the licenses are paid for by American Century.
What We Offer
Competitive Pay
Flexible workplace plans post-training
Tuition reimbursement
401K matching
32 days paid time off/holidays each year
Annual Bonuses dependent on employee and company performance
Business Casual Dress Code
Free On-Site Parking
Generous benefits plans and resources
Opportunities for future career advancement within the department or into other areas of the company, including: Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more! 65% of our Associates were promoted to new positions within their first two years
How You Will Make an Impact
Learn how to cultivate and nurture client relationships and build dedication to our brand by providing efficient, effective, and friendly client service
Develop a keen understanding and ability to communicate ACI funds, products, policies, procedures, and financial industry knowledge
Develop foundational understanding of the IRS regulations and recognition of tax implications in order to provide our clients value
Craft new value for clients by offering personalized, relevant investment solutions
Embed our Service to Sales culture by communicating new opportunities to our clients that will not only benefit their financial situation, but also the firm by acquiring additional assets and new clients
Receive continuing education up-training to enable handling additional call types within different business units from an overflow perspective
Schedule
Within this position, scheduling is highly structured to ensure the best balance between our representative's availability and client servicing
Upon the successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule of up to 3 days in-office and 2 days from home (subject to change based on business needs)
During the paid 5-week training program, the trainee class will work Monday-Friday from 8am-5pm CT
Post training, new hires will work one of the following schedules:
8:00am - 4:30pm (30-minute lunch)
8:30am - 5:00pm (30-minute lunch)
The exact time will be discussed with the new hire from their direct manager
Each day has a set schedule of two 15-minute breaks and a 30-minute lunch period throughout the day
Schedules may be adjusted as volume and business needs dictates. For example, during high volume periods, PTO and scheduled off the phone activities may be reduced or eliminated
What You Bring to the Team (Required)
Bachelor's degree or an equivalent combination of education and work experience
Crucial communication and task organization skills
Sophisticated skill in computer usage and the ability to type 30 WPM minimum
Ability to practice resiliency, flexibility, and relationship management
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven
Additional Requirements
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
#LI-Hybrid
American Century Proprietary Holdings, Inc. All rights reserved.
$84k-109k yearly est. Auto-Apply 60d+ ago
Financial Aid Representative
Midwest Technical Institute 3.7
Finance representative job in Springfield, MO
We are seeking an organized and personable Financial Aid Representative to join our team at our Springfield, IL Campus. The Financial Aid Representative plays a critical role in supporting prospective and current students as they navigate the financial aid process. This position is responsible for providing clear, accurate, and personalized guidance on funding options, eligibility requirements, and application procedures. Success in this role requires excellent communication skills, strong attention to compliance and detail, a student-centered approach, and a solid understanding of financial aid regulations.
Key Responsibilities
1. Student Support & Communication
* Serve as the primary point of contact for students seeking information about financial aid, including grants, loans, scholarships, and payment plans.
* Communicate clearly and compassionately with students via phone, email, text, and virtual meetings.
* Explain complex financial aid processes in an accessible and supportive manner.
* Guide students through FAFSA completion and verification processes, ensuring required documentation is submitted accurately and in a timely manner.
2. Financial Aid Processing
* Review and assess financial aid applications to determine eligibility based on federal, state, and institutional guidelines.
* Package financial aid awards and communicate details to students clearly and promptly.
* Ensure timely processing of all documents and updates in the student information system and financial aid software.
* Monitor student records for changes in eligibility, enrollment status, or compliance requirements.
3. Compliance & Regulatory Adherence
* Maintain current knowledge of Title IV regulations, institutional policies, and federal/state financial aid guidelines.
* Ensure all activities are conducted in accordance with FERPA, DOE standards, and internal audit requirements.
* Safeguard student financial data and handle sensitive information with confidentiality and integrity.
4. Collaboration & Team Support
* Partner with admissions, student accounts, and academic teams to support a seamless enrollment and financial aid experience.
* Participate in team meetings, training sessions, and compliance workshops.
* Share feedback with leadership on process improvements, student trends, or recurring concerns.
5. Other Duties as Assigned
* Assist with special projects, audits, and departmental goals as needed.
* Demonstrate flexibility and a proactive mindset in supporting the overall success of the Financial Aid department and the institution.
6. Exhibit Core Values
All employees are expected to consistently exhibit Midwest Technical Institute's core values in their daily interactions and work performance. These values are central to our success and culture, and we expect every team member to embody them.
i. Positive Attitude
ii. Respect
iii. Initiative
iv. Dedication
v. Excellence
Qualifications:
Education & Experience
● High School Diploma or Equivalent required
● 2 Years of related work experience required
● Previous work in a financial aid office or related department is a plus.
Skills & Competencies:
● Ability to solve problems effectively and efficiently.
● Reliable with strong attendance, punctuality, and follow-through.
● Excellent verbal and written communication skills.
● Customer focused mindset with a professional and friendly demeanor.
● Self-starter who can stay motivated and work well on their own.
● Well-organized and able to manage time and tasks effectively.
● Proficiency with CRM systems, student information systems, and Microsoft Office software.
Working Conditions:
● Infrequent Travel to campuses for off-site training - Less than 5%
● Full-Time role with a standard 40-hour workweek, occasional overtime can be required.
Compensation & Benefits:
● Salary - $40,000 - $50,000
● Benefits -
o Comprehensive health, dental and vision insurance.
o Paid Time Off and Holiday Pay.
o 401K Retirement Plan with employer match.
o Professional Development Opportunities
o Access to wellness programs and resources.
● Other Perks - Possibility of remote work, Professional Development.
IND1
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Health insurance
* Health savings account
* Life insurance
* Paid time off
* Vision insurance
Work Location: In person
$40k-50k yearly 10d ago
Entry Level Financial Representative
Banderman Wealth Management
Finance representative job in Saint Louis, MO
Join the winning team at The Banderman Group of Northwestern Mutual. Our thriving office is located 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127. Follow this link to learn more about our office: ***********************************************************************
A Glance at Northwestern MutualNorthwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
About the Role:As a Financial Specialist/Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Experience: Previous experience in financial services, insurance or business development is not required.
Our team members come from a diverse array of career backgrounds including: Nonprofit leadership and management, retail, fitness, education, car rental business, healthcare, logistics, sales, business development, finance, technology and others.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Meet our local leaders:
Matt Banderman - Managing Director
What a Journey: Rising from intern in college to Managing Director, Matt's journey at Northwestern Mutual is a testament to dedication and excellence.
Top-Tier Financial Expertise: With over 20 years of experience, Matt boasts twelve Million Dollar Roundtable qualifications, ranking among the world's top advisors.
Family & Sports: Beyond finance, Matt is a dedicated father of two daughters and a son, sharing his passion for sports and personal development.
Diversity Champion: Committed to diversity and community impact, Matt serves on influential boards, shaping an inclusive office of thriving professionals.
Tom Simon - Financial Advisor
Background: Played golf at Mizzou, now a scratch golfer & Evans Scholar!
Passions: Building his own team, winning charity golf tourneys, and being a dad.
Secret Weapon: A knack for leading with vision and commitment to growth.
Time with our team: 12+ years.
Alan Metzger - Financial Advisor
Background: Accountant with 16 years in construction before joining Northwestern Mutual.
Personal Passions: Avid sports fan (baseball, basketball, football), enjoys golfing, pickleball, racquetball, and snow skiing, and watching his three kids activities in dance, football, and basketball.
Time with our Team: 10 years as a Financial Advisor, with 25 years as a client.
Claudia Zimny - Recruiter
Background: Business Management graduate from UMSL, with recruiting experience since 2023.
Community and Hobbies: Loves the outdoors, active in her church, enjoys reading, and spending time with her family in St. Louis.
Time with our Team: Joined in 2024.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matthew Banderman is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
$29k-52k yearly est. 60d+ ago
Financial Representative Career Changer Opportunity
The Zara Group-Northwestern Mutual
Finance representative job in Chesterfield, MO
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At The Zara Group of Northwestern Mutual, were driven by a vision of impacting lives today and for generations to come. We are a premier financial services firm dedicated to empowering individuals, families, and businesses to achieve financial security. As CATALYSTS, we inspire our community to plan for tomorrow while living for todayone person, one family, one business at a time.
As a valued member of our team, youll be part of a Top 10% District Office in NM for production, recognized as a 2024 Best Place to Work. Our commitment to excellence is reflected in the fact that 100% of our Veteran Advisors (5+ years in the business) qualify for Industry MDRT (Million Dollar Round Table)a testament to the strength of our mentorship, training, and culture of success. Were also proud to be home to one of the Top 10 Internship Programs in the Country, providing emerging professionals with an unparalleled foundation for a thriving career.
At Zara Group, our core values Faith, Personal Responsibility, Personal & Professional Growth, Feedback Rich & Generosityshape everything we do. Beyond financial services, were dedicated to giving back, supporting initiatives like Alexs Lemonade Stand in the fight against childhood cancer and contributing as a Davenport Society Member to the Mizzou School of Business.
Our thriving office is located: 424 S. Woods Mill Rd. Ste 300 Chesterfield, Missouri 63017
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Jim Zara Wealth Management Advisor
How long with NM? 34 years.
Prior Experience? Prior to joining NM, Jim graduated from the University of Missouri's Business School.
Passionate About? Jim is passionate about his familyhis wife and their three children. Outside of work, Jim is an avid supporter of Mizzou sports, particularly football and basketball, where he enjoys game days from his suite on the 50-yard line. He loves the outdoors, especially hunting and fishing, with memorable trips to Africa and Alaska alongside his son. Jim also values coaching, leadership development, personal growth, and maintaining a healthy lifestyle.
Cassandra Clemens Director of Recruitment and Selection:
How long with NM? 4 years.
Prior Experience? Graduated from Mizzous Journalism School in 2010. Spent 3 years selling Personal Lines Insurance before transitioning into a Sales Training & Development Specialist role for a large insurance and travel organization, where she worked for 7 years.
Passionate About? Outside of business, Cassandra is passionate about traveling and spending weekends at the Lake of the Ozarks, where she enjoys boating. She co-runs an online boutique with her aunt and splits time between St. Louis and Arizona to visit family. She loves being active outdoors, especially hiking with her Chocolate Lab.
Jesstine Kemper Financial Advisor:
How long with NM? 6 years.
Prior Experience? Before joining NM, Jess held leadership roles in various departments within the casino industry, working as a hotel manager, casino floor supervisor, slot supervisor, and marketing manager.
Passionate About? Jess loves spending time with her husband and their 1.5-year-old son. They recently renovated a historic 1890s home in Soulard and enjoy exploring new restaurants in St. Louis, especially those featuring ethnic cuisine. Adventurous travelers, they are committed to leaving the country at least once a yearher favorite destination is Vienna, Austria.
Brian LaValle Private Wealth Advisor:
How long with NM? 22 years.
Prior Experience? Before joining NM, Brian worked in software sales and engineering. He started his career as an engineer and later founded a small company, where he was responsible for software architecture and selling their products.
Passionate About? Brian is deeply committed to his family, including his significant other, his four children, and six grandchildren. He loves spending time outdoors, especially hunting and fishing, and enjoys relaxing on his property in Bowling Green, MO.
Jakob Junker FinancialRepresentative:
How long with NM? 6 months.
Prior Experience? Before joining NM, Jakob worked in the mortgage industry as a loan coordinator for a large U.S. lender.
Passionate About? Outside of work, Jakob enjoys spending time with his fiance Sarah. They love hiking on his parents' farm in Warrenton, MO, with their Pit Mix. Jakob is an enthusiast of trying new microbreweries in downtown St. Louis and enjoys playing slow-pitch softball. He is also a big fan of attending sporting events, especially Cardinals and Blues games.
About the FinancialRepresentative Role:
As a FinancialRepresentative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jim Zara is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$29k-52k yearly est. 20d ago
Financial Advisor
Cornerstone Consulting Group 3.7
Finance representative job in Saint Charles, MO
We are seeking a local professional to join our team as an additional Financial Advisor.
Job Responsibilities:
Serve Your Clients:
1. Cultivate strong relationships with members by consistently using the prescribed sales process.
2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff training, attendance/participation at credit union staff meetings and functions and sending referrals back to the Credit Union.
3. Meet or exceed credit union cross-selling goals as established in the credit union commitment letter.
4. Present a professional image in all interactions both personally and professionally.
Run Your Office:
5. Consistently and effectively utilize all tools, technology, and resources as prescribed by CUNA Brokerage Services, Inc., and the Credit Union.
6. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies.
7. Follow established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to customers which in the same circumstance we would demand for ourselves.
Grow Your Business:
8. Meet or exceed individual production goals - with an appropriate product mix.
9. Continually strive to grow business via Lobby Days, seminars and workshops, execution on system of referrals, segmentation of book of business, etc.
10. In collaboration with the Credit Union, create and execute on an annual Marketing Plan.
QUALIFICATIONS
1. 's degree in Business, Finance, Insurance or equivalent trade-off in professional work experience.
2. of three (3) of successful financial services sales experience with verifiable commission history of at least $150,000 Gross Dealer Concessions.
3. Demonstrated ability to effectively build business relationships with diverse clients.
4. Demonstrated ability to translate complex information, create and deliver an effective message scaled to the appropriate audience.
5. Life/Health License(s)
6. Series 7, 63/65 and/or 66 Licenses.
7. LUTCF, CLU, ChFC or CFP designation preferred.
$150k yearly 60d+ ago
Financial Services Representative
Worldacceptance
Finance representative job in Union, 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: $16 - $20
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.
$16-20 hourly Auto-Apply 7d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance representative job in Jefferson City, MO
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 30d ago
Financial Advisor
Northwestern Mutual 4.5
Finance representative job in Saint Louis, MO
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financialrepresentative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active FinancialRepresentatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$45k-79k yearly est. Auto-Apply 13d ago
Finance Intern - Manufacturing (Sedalia)
Ingersoll Rand 4.8
Finance representative job in Sedalia, MO
Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.
Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.
This role is essential for ensuring precise cost reporting and analysis, which significantly influences operational efficiency and strategic decision-making. The Cost Accountant should be strategic, a collaborative team player with a positive attitude, proactive in managing complex tasks, and possess a keen attention to detail. The ideal candidate must demonstrate the ability to work effectively with peers and management, showcasing exceptional judgment and a high level of professional maturity.?
Essential Duties & Responsibilities
Contribute to?cost analysis, including standard cost management, Cost per Standard Hour calculations, variance reporting, and root cause identification
Perform analysis of purchasing & invoicing procedures with collaboration between internal & external teams (GRNI)
Support?capital & expense spend tracking, reporting, and related analysis
Assist with?inventory control?processes, including cycle count metrics, reconciliations, and reviews of receipts and shipments
Reviews financial reporting to govern appropriateness and compliance to support plant initiatives and functions
Support?compliance efforts, including Sarbanes-Oxley requirements and audit activities
Provide?ad hoc financial analysis?and assist with daily or special projects as needed
Key skills/competencies built during rotation
Analytical Thinking:?Gain hands-on experience in cost analysis and variance reporting
Attention to Detail:?Develop precision in financial data review and reconciliation
Collaboration:?Work cross-functionally with finance, operations, and supply chain teams
Problem Solving:?Learn to identify process gaps and recommend improvements
Professional Communication:?Build skills in presenting financial insights to stakeholders
Technical Proficiency:?Exposure to ERP systems, Excel modeling, and financial reporting tools
Compliance Awareness:?Understand internal controls and audit requirements in a manufacturing environment
Successful Candidate's Profile:
We are looking for performance-driven, innovative student leaders who understand the importance of collaboration and customer focus. A successful IR Intern candidate will exhibit the following:
Collaborate with others to foster effective teamwork by linking own responsibilities to the team's goals and needs - zeal for new information, knowledge, and experiences
Utilize financial data to diagnose business strengths and weaknesses as well as the implications for potential strategies
Identify complex problems and review related information to develop and evaluate options and implement solutions
Willing to be mobile and relocate anywhere in the United States
Pursuing a BS/BA in Accounting or Finance with a cumulative overall GPA at or above 3.0
Minimum Work Experience: At least one internship or work experience
Demonstrated leadership skills such as: campus organizations, sports team captain, resident advisor, etc. or exceptional leadership of work projects
Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity and efficiency. For more information, visit *************
Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity and efficiency. For more information, visit *************
$32k-37k yearly est. 60d+ ago
Banker - Lee's Summit
Central Bancompany
Finance representative job in Lees Summit, MO
What You'll Do: As a valued member of our retail banking team, you will play a key role in supporting customers with their financial needs while building lasting relationships. Our Bankers works in a fast-paced, dynamic environment that offers extensive opportunities for professional growth. This is an exciting opportunity to join a relationship-driven organization dedicated to helping clients improve their financial well-being.
* Build trust with customers by proactively identifying their financial needs and offering appropriate bank products and services, ensuring recommendations align with their goals.
* Serve as the primary point of contact for customers by assisting with account openings and financial transactions in a friendly and professional manner.
* Educate customers on banking tools, services, and digital platforms to enhance their banking experience.
* Meet and exceed sales goals by actively promoting checking accounts, loans, credit cards, and other financial products.
* Build rapport with customers by actively listening, maintaining a positive attitude, and resolving concerns with professionalism and care.
* Process financial transactions, ensuring accuracy and adherence to policies.
* Balance assigned cash drawer and research any discrepancies as needed.
* Make referrals to other lines of business for traditional and non-traditional banking products and services.
* Maintain knowledge of all bank products, services, and promotions to effectively assist customers.
* Make outbound sales calls to prospects and existing customers
* Meet or exceed daily/weekly calls and sales targets
Central Bank Offers This:
* Competitive compensation tailored to your experience and skills.
* Comprehensive Benefits - Medical, dental, and vision coverage, plus company-paid life insurance
* 401(k) Savings Plan with company contributions:
* Automatic 4% company contribution-no employee contribution required.
* 50% match on the first 6% you contribute.
* 18 Days of Paid-Time Off (PTO), Birthday PTO Day, and 11 paid federal bank holidays annually!
* Tuition Reimbursement to help you pursue your educational goals and career advancement.
* Career Growth: We're proud of our "promote from within" philosophy. Many leaders started as tellers or bankers in our company. Your growth is our priority!
About Central Bank
At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture. Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals.
Our Associates are the Bank, and Everyone is welcome here. We believe in the diversity of culture, experience, thought and values to create better conversations - and thus - better decisions around the most important issues we face as an organization and community of professionals.
Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunities for our team, customers, and every community within our reach. We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value. With a shared commitment to our core values, we RISE together! We RISE by lifting others. These words provide a benchmark for our motives, and compass to guide our words and actions. We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better - together.
You've Got This:
* Sales experience is highly preferred; ability to identify customer needs and confidently recommend banking products and services
* Proven ability to meet sales goals and thrive in a result-driven environment
* Prior cash handling and customer service experience preferred
* Strong attention to detail and a high degree of accuracy
* Excellent interpersonal and communication skills, with the ability to build relationships with internal and external customers
* Basic math, computer, and typing skills with the ability to learn and navigate banking systems, and ability to count U.S. currency
* Strong time management, problem-solving, and organizational skills
* Willing to obtain and maintain NMLS license. The NMLS -Nationwide Multistate Licensing System- is a requirement for associates engaging in mortgage-related activities. Our company facilitates the entire process and covers all associated costs, making it a simple and seamless experience for associates.
* Ability to handle confidential information with discretion
* Willingness to assume additional responsibilities as needed
* Ability to stand for long periods of time and life 20 lbs.
$31k-55k yearly est. 48d ago
Financial Services Representative - State Farm Agent Team Member
Jeff Ehrhardt-State Farm Agent
Finance representative job in Ballwin, MO
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Paid time off
Vision insurance
ROLE DESCRIPTION:
As a financial services representative with the Ehrhardt Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
Series 6, 63, and 65 licensed
$33k-49k yearly est. 12d ago
Financial Advisor - Rolla, MO
Country Financial 4.4
Finance representative job in Rolla, MO
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
$47k-76k yearly est. Auto-Apply 60d+ ago
Financial Services Representative State Farm Agent Team Member
Sarah Shay-State Farm Agent
Finance representative job in OFallon, MO
Job DescriptionBenefits:
Hiring bonus
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
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.
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable 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.
$33k-49k yearly est. 7d ago
Financial Services Representative
Vantage Credit Union
Finance representative job in Ellisville, MO
JOB FUNCTIONS
Proactively and successfully meet individual sales and production goals as well as contribute to individual branch and overall credit union goals. Maximize opportunities to gain and grow member wallet. Recommend and refer cross-sell opportunities as appropriate.
Assist members with account and loan needs and inquiries. Ensure all required paperwork and information in the system is completed in an accurate and timely manner.
Participate in monthly call night activities through outbound calling efforts.
Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services based on their previous financial performance.
Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, centralized lending, and quality assurance. Maintain confidentiality at all times.
Perform initial quality control assessments on loan and account documentation on their own work.
Assist the Member Care Center with answering calls during times of high call volume.
Consistently demonstrates a positive attitude, always respectful in interactions and has exceptional team player qualities. Cultivates strong, positive relationships with other areas of the credit union to create a cohesive, productive working environment.
Fosters and maintains exceptional culture within the branch and organization.
Performs other tasks as assigned.
Qualifications
KNOWLEDGE
Possesses ability for independent thinking that allows for identification of problems and corresponding solutions.
Develops and executes action plans where needed.
Possesses a thorough knowledge of credit union operations, including loan and deposit products and departmental operations.
Keeps current with industry trends and changes in regulations.
Sensitive to the credit union philosophy, understands the difference between a credit union and a bank, and works with members based on their individual needs.
SKILLS
Sales - Actively interacts with existing and potential members to identify current and future financial needs, determines appropriate solutions and is successful in growing member wallet.
Time Management - Has the ability to process a large volume of work while maintaining member service standards. Possesses good ability to organize work, plan activities, prioritize tasks and meet deadlines/standards for work assigned. Must be flexible and have a strong ability to adapt to changing situations.
Interpersonal Skills - Interacts professionally and positively with others, cultivating positive relationships that further the goals of the credit union and meet member needs. Uses tact and diplomacy in difficult situations, approaching conflicts from a positive angle and striving to find a win-win solution by using sound negotiating skills. Works well with other team members to achieve group cohesiveness and objectives.
Communication - Expresses self honestly, positively, and professionally in both oral and written communication. Speaks correctly and uses correct grammar and spelling in all communications.
Dependability - Possesses strong sense of ownership and responsibility for financial center's operations. Displays integrity and high moral responsibility.
Technical - Displays a solid analytical ability, with the ability to be direct and ask discerning questions. Has a strong understanding of the various programs/software used in their position. Performs work accurately with a strong attention to detail.
EDUCATION AND EXPERIENCE
1+ years of sales experience, preferably in a credit union.
Attendance of credit union industry seminars, workshops and conventions may be required. Ongoing professional development is expected.
PHYSICAL REQUIREMENTS
The position requires the following physical activities within varying environmental conditions:
Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time
Occasional travel or moving from one office location to another or from one department to another at the headquarters building.
Occasional lifting, moving, or adjusting objects up to 20 pounds.
Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device.
Work will be in a commercially reasonable temperature-controlled environment.
Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow.
$33k-49k yearly est. 2d ago
Financial Services Representative
Synergy Wealth Solutions
Finance representative job in Chesterfield, MO
:
Synergy Wealth Solutions is a financial services firm located in St. Louis, MO. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day.
Role Description:
This is a full-time on-site role for a Financial Advisor. The Financial Advisor will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in growing your book of business as well as succession planning. Must be competitive and self-driven!
Qualifications:
Excellent analytical and problem-solving skills
Effective communication and interpersonal skills
Ability to build and maintain authentic, client relationships
Life/Health Insurance, Series 7, Series 66 licensed within 12 months
What You'll Do and How You'll Do It:
Sell planning and protection insurance products with the opportunity to sell products related to asset and investment management
Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts.
Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events
Complete licensing for advanced market planning
1+ as a licensed financial services representative with a minimum active LAH (life, accident, health) license
Deep interest in building advisory plans for your clients
Interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed)
Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle
You are analytical, driven, and possess the grit needed to be successful in a sales role
Why Join Us:
We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company once you join MassMutual. We are changing the planning business, one hire at a time and transforming into a modern Financial Services company.
Estimated first year earnings are based on sales performance, closed cases, and historical ranges. It is not guaranteed compensation. All benefits mentioned are based on contract status (contract A) with MassMutual. You will be contracted directly with MassMutual.