244 Results for

Financial Representative Jobs in Ohio

Jobs

New!

Cincinnati, OH4 days ago

$150,000–$220,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management.

Findlay, Ohio11 days ago

Regularly attends and actively participates in staff meetings, training and continuing education that aligns with recognized improvement opportunities, payer policies and procedures and ensures to maintain up to date certifications. Collects patient payments made over the counter, over the phone, and by mail daily; properly records all payment types (e.g., cash, check, debit, credit) and transactions into the computer system.

Cleveland, OH30 days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. He and his wife, Jessie, share a love for travel, discovering great food, and enjoying a good glass of wine, while Travis and their 11-year-old daughter, Sofia, are currently on a shared Taekwondo journey working toward their black belts.

Dayton, Ohio23 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Lancaster, OH30 days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

Springfield, OH30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Grandview Heights, OH30+ days ago

$18–$19 Per Hour
Contractor

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Responsibilities: Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.

East Liverpool, OH30+ days ago

As Financial Services Representative - State Farm Agent Team Member for Derek Knepper - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.

Columbus, OH30+ days ago

$60,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

New!

Marble Cliff, OH2 days ago

$19–$19 Per Hour
Temporary

Education: High school studies required Undergraduate studies desirable Participation in technical coursework such as LOMA, CLU, ChFC desirableExperience: Three years work experience with two years product-related customer service work experience preferred Work experience with undergraduate studies preferredKnowledge: General office practices, customer service, and office equipment Information systems and insurance/financial services industry practices (i.e Life Insurance) preferred Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniquesSkills: Effective written and oral communication skills to interact with customers, team members, and management Decision making skills necessary for customer contacts Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action Proven ability to operate a CRT and PCCredit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection processSummary of Job Responsibilities:Provides prompt efficient service for assigned product and/or service center internal and external customers. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication3.

VAN WERT, Ohio30+ days ago

Organization : Name: VAN WERT OH Default: Location : City: VAN WERT Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Elyria, OH30+ days ago

ROLE DESCRIPTION: As a financial service specialist with JP Merk State Farm, 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.

Cleveland, OH25 days ago

You'll assist members with: Advanced banking needs including opening and closing accounts, helping our members through the loan process, and facilitating fraud complaints. Are you a self-starter with banking experience who is interested in building a rewarding careerin the financial industry with an established credit union?

Columbus, Ohio30+ days ago

$17.84–$26.76 Per Hour

With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, our buckeye team includes more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part. Interacts and maintains excellent working relationships with medical staff, referring physicians, and their designees to obtain complete, accurate, timely clinical and financial information required for payer reimbursement.

Cincinnati, OH30+ days ago

Our office culture is fun, competitive, and warmly demanding – we love to win, expect grit and greatness, and want solid teammates to join our already successful squad. Our team enjoys a vibrant workplace culture with regular monthly events like happy hours, social gatherings and the occasional office karaoke jam session.

Cincinnati, OH15 days ago

Scorecard accountabilities: Financial Aid first-time appointments, applicants that enroll within five days, same-day financial aid estimate, students enrolled in auto debit/payer express, cash collected vs. If any packaging for a student results in more than an out of pocket $5000 balance as of the last day of the last term, then approval must be requested from the CEO prior to the student sitting in class or being counted as an enrolled student.

Norwood, OH24 days ago

Interacts and works with other areas of the patient financial services team to identify and resolve issues related to the billing and collections of medical claims, as well as patient and insurance provider payment posting. Provides support for all aspects of the Revenue Cycle billing and collections process, including but not limited to: Responsible for the research and resolution of all unpaid claims and the preparation of appeals for rejected or denied claims.

Upper Arlington, OH30+ days ago

$61,000–$119,000 Per Year

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. 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.

Upper Arlingtn, Ohio23 days ago

$61,000–$250,000 Per Year

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. 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.

Westlake, Ohio30+ days ago

$50,000–$120,000

Of course, investment management is a cornerstone of the work we do--and we’re proud of our approach to how we build portfolios for our clients - but we recognize that this is just one tenet of the true range of advice that is meaningful to growing one’s wealth. The advisor development programs touted by the big box firms consist of a gray-haired advisor that beats his chest for an hour or two and then tells the new recruits where their phone and desk is.

Columbus, OH30+ days ago

Full-time

These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

New!

Fairfield, OH3 days ago

$100,000–$125,000 Per Year

This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships. Manage and grow your own book of business under the Rik Saylor Financial umbrella, delivering high-touch financial planning and investment management services.

Columbus, OH30+ days ago

The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Cultivates strong working relationships and build trust among Credit Union Staff and Members along with other key local people in the Credit Union movement, attend/participate in staff meetings and other Credit Union staff functions.

Miamisburg, OH30+ days ago

Responsibilities and Primary Activities: · Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office. · Handles incoming telephone calls to screen solicitors and connect clients with their respective advisors.

Columbus, OH26 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Cleveland, OH15 days ago

Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team. This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship.

Youngstown, OH9 days ago

MassMutual Pittsburgh is a full-service financial planning and wealth management firm committed to helping individuals, families, and business owners create, grow, and protect their wealth. Our Financial Advisor Development Program is designed for driven graduates who want the freedom to grow their own practice — with the training, mentorship, and resources of a nationally respected firm behind them.

Columbus, OH10 days ago

$125,000–$200,000

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Columbus, OH30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

Columbus, OH15 days ago

Remote

$75,000–$85,000

Our partners are provided with the blueprint and ongoing program management resources to cultivate a robust, outpatient pain management service line through Balanced treatment approach, Hosital-based model, Program sustainability, Quantifiable outcomes and results. This position serves as the financial representative for their assigned hospital partnerships, working alongside the hospital partner finance team to oversee financial reporting and ensure accuracy of the pain management service line financials.

Willoughby, OH30+ days ago

Full-time

As a Financial Advisor, you will work alongside experts in investment management, mortgage financing, debt strategies, estate planning, property and casualty insurance, life insurance and retirement to provide holistic and complete advisory to our clients. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients.

Findlay, OH30+ days ago

$100,000–$150,000

The Financial Advisor role is focused on delivering high-quality advice, managing relationships, and being a key contributor to client experience. Develop and deliver comprehensive financial plans (cash flow, tax strategies, investments, retirement, estate planning, risk management).

Independence, OH25 days ago

$90,000–$110,000

We are seeking an Associate Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership.

Elyria, OH30+ days ago

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. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Cincinnati, Ohio30+ days ago

Remote

Whether you're transitioning careers, recently graduated, experienced in sales, or already licensed, we provide the training, mentorship, and support needed to succeed in a growing industry. Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services.

New!

Dublin, OH5 days ago

$75,000–$150,000 Per Year

Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track.

Youngstown, Ohio30+ days ago

We’ve grown to become the leading provider of integrated entertainment, sports content, and casino gaming experiences thanks to our 43 destinations across North America, online sports betting and iCasino via theScore Bet Sportsbook and Casino®. Physically mobile with reasonable accommodations including ability to push, pull, carry and lift up to 100 lbs., and the ability to push, pull, reach, bend, twist, stoop, stack, crouch, kneel and balance when performing job duties in varying work areas such as confined spaces.

Toledo, OH30+ days ago

Full-time

American Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.

New!

Marble Cliff, OH1 day ago

$20–$20 Per Hour
Temporary

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Springfield, OH30+ days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Hilliard, OH30+ days ago

ROLE DESCRIPTION: As a sales representative with the Mike McClaskie Insurance 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.

Akron, OH30+ days ago

Full-time

Daily activities include Inbound and outbound calling, setting appointments, performing presentations to members of unions that request our benefits, basic computer knowledge, completing the necessary paperwork, quality control, and leadership development. All-expenses-paid yearly office trips to exciting and exotic locations (2016 Puerto Rico, 2017 Cancun, 2018 Disney, 2019 Vegas, 2020 Bar Mar Bahamas).

Worthington, OH30+ days ago

As a State Farm team member for Mike Mathers - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. 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.

Canton, OH30+ days ago

$125,000–$185,000

Grove City, OH30+ days ago

Mount Carmel serves over 1.3 million patients each year at our four hospitals, free-standing emergency centers, outpatient facilities, surgery centers, urgent care centers, primary care and specialty care physician offices, community outreach sites and homes across the region. Because we serve diverse populations, our colleagues are trained to recognize the cultural beliefs, values, traditions, language preferences, and health practices of the communities that we serve and to apply that knowledge to produce positive health outcomes.

New!

New Albany, OH5 days ago

$75,000–$150,000 Per Year

At WestPoint Financial Group, we help professionals like you make the leap into financial advising—with autonomy, support, and a community that’s got your back. Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed).

Wheelersburg, OH9 days ago

ROLE DESCRIPTION: As an Insurance and Financial Services Sales Representative for Leigh Greene State Farm, your creativity, and strategy promote the continued growth of our agency. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Olmsted Falls, OH11 days ago

As our Insurance and Financial Services Position - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Lindsay Perrico - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

Grandview Heights, OH15 days ago

$18–$19 Per Hour
Contractor

Responsibilities include making outbound follow-up calls for transfer status updates, responding to basic customer emails, uploading documentation into processing systems, and answering internal chat inquiries. Key Responsibilities: Customer Service Financial Representative – New Business Advisory Hybrid role supporting the New Business Advisory team with pending transfer applications.

New!

Zanesville, OH3 days ago

Receiving deposits, cashing checks, verifying amounts and endorsements, processing loan payments, balancing currency, and coin in teller drawer, as well as explaining and promoting productsand services. Knowledgeable of Bank's products and services and explains, promotes, refers products and services to customers accurately.

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Financial Representative Jobs in Ohio

Senior Wealth Advisor Jobot

PFS Call Center Representative (PRN) Blanchard Valley Health System

Financial Representative - Seeking Growth DeZordo Region - Modern Woodmen of America

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative - Seeking Growth Seckel Region - Modern Woodmen of America

Financial Services Representative - State Farm Agent Team Member Ashley Himes - State Farm Agent

Financial Services Representative-Bilingual Pyramid, Inc

Financial Services Representative - State Farm Agent Team Member Derek Knepper - State Farm Agent

Financial Representative Davis Family Financial LLC

Customer Service - Financial Services Representative Jobs in USA, OH, Grandview Heights | Rose International Job Rose International

Financial Representative Western & Southern Life

Financial Services Representative - State Farm Agent Team Member Joseph Merk - State Farm Agent

Financial Service Representative Firefighters Community Credit Union

Financial Clearance Representative L2 (OON/Special Coverages) Ohio State University Physicians, Inc.

Financial Services Representative – State Farm Agent Team Member Eric Mayer - State Farm Agent

Financial Aid Representative Beonair Network of Media Schools

TCHP Patient Financial Services Representative - CBO Phys Div Billing - Full Time - Days The Christ Hospital Health Network

Financial Advisor Timothy Walk

Financial Advisor Northwestern Mutual

Financial Advisor/Wealth Management Associate Kinetic Wealth Investment Advisors LLC

Asset Management - Financial Advisor Services - Analyst JPMorgan Chase Bank, N.A.

Experienced Financial Advisor Rik Saylor Financial Inc.

Financial Advisor KEMBA Financial Credit Union

Client Relationship Manager Voya Financial Advisors Voya Financial Advisors

Financial Advisor First Command Financial Services, Inc.

Servicing Financial Advisor True North Consultants, Inc.

Financial Advisor MassMutual Pittsburgh

Experienced Financial Advisor - Independent Platform (Ohio) WealthBridge Financial Group

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Regional Financial Analyst Pain Management Group

Financial Advisor Hantz Group

Financial Advisor RIA Recruiting

Associate Financial Advisor RIA Recruiting

Insurance and Financial Services Position - State Farm Agent Team Member Joseph Merk - State Farm Agent

Financial Services Advisor Atlasfinancialsolutions Co

Financial Advisor Skylight Financial Group

Senior Financial Analyst Hollywood Gaming at Mahoning Valley Race Course

Entry Level Financial Services - Work From Home American Income Life Insurance Company

Customer Service - Bilingual Financial Services Analyst Jobs in USA, OH, Grandview Heights | Rose International Job Rose International

Personal Financial Counselor; Springfield, OH Magellan Health Services, Inc.

Insurance and Financial Services Position - State Farm Agent Team Member Mike McClaskie - State Farm Agent

Entry Level Financial Services - Work From Home Spade Recruiting

Insurance and Financial Services Position - State Farm Agent Team Member Mike Mathers - State Farm Agent

Investment Advisor Representative WealthBridge Financial Group

Financial Counselor Masco Corporation

Financial Advisor WestPoint Financial Group

Insurance and Financial Services Position - State Farm Agent Team Member Leigh Greene - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Lindsay Perrico - State Farm Agent

Solution Center Representative. Pyramid, Inc

Customer Service Representative Community Financial System

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