Top 40 Personal Financial Advisors Jobs in Toledo, OH

Financial Representative
Modern Woodmen of America —Toledo, OH
- $50,000 - $85,000 a year
- Choose your own hours
- Sales
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Skylight Financial Group —Toledo, OH
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Marketing
- Health insurance
- 401(k)
Quick Apply
Executive Personal Assistant
The Law Firm for Truck Safety —Toledo, OH
- $30 - $37 an hour
- Full-time
- Hybrid work
- Residential
- 3 years
- Budgeting
- Paid holidays
- Health insurance
Quick Apply
Relationship Manager I - Business Banking
PNC Financial Services Group —Toledo, OH
- $55,000 - $98,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Tax Expert - Expert Center (Midwest)
Intuit —Toledo, OH
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Expert - Expert Center (Midwest)
Intuit —Monroe, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Territory Sales Consultant, Maumee
IGS Energy —Toledo, OH
- $50,000 - $100,000 a year
- Full-time
- Background check
- Clean driving record
- Driver's License
- Paid training
- Wellness program
Quick Apply
Tax Expert - Local Tax Office
Intuit —Toledo, OH
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Tax Expert - Local
Intuit —Toledo, OH
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Tax Expert - Local Branch
Intuit —Toledo, OH
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Tax Expert - On-Site
Intuit —Toledo, OH
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Tax Expert - Local Tax Office
Intuit —Monroe, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Tax Expert - Local
Intuit —Monroe, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Tax Expert - On-Site
Intuit —Monroe, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Tax Expert - Local Branch
Intuit —Monroe, MI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
19h
Resident Advisor - 2nd Shift
ZEPF CENTER —Toledo, OH
- Full-time
- Inventory management
- Residential
- High school diploma or GED
- 403(b) matching
- Health savings account
Quick Apply
HR Business Partner
Erie Home —Toledo, OH
- $80,000 - $110,000 a year
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid parental leave
- Health insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Toledo, Ohio
JPMorganChase —Toledo, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Key Private Bank Senior Portfolio Strategist
KeyBank National Association —Toledo, OH
- $116,000 - $216,000 a year
- Full-time
- Hybrid work
- Writing skills
- 11+ years
- Office
Emerging Middle Market Banker
Fifth Third Bank —Toledo, OH
- Full-time
- Office
- Finance
- Analysis skills

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Financial Representative

Modern Woodmen of America -
Toledo, OH

Quick Apply

Job Details

Full-time | Contract
$50,000 - $85,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Pension plan
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Investment
Financial planning
Life Insurance License
Investment management
Sales
Financial concepts
Insurance Producer License
Financial services
Insurance sales
Life & Health Insurance License

Full Job Description

Make your day, your way as a Financial Representative!

The person filling this role will have the opportunity to work from one or a combination of the Maumee/Bowling Green/their own office and home work space here in Northwest Ohio. Most work is done in one of the offices, however, you will need to do some travel to meet with the members in which you serve here in our region.

Our area is growing and we are seeking committed Financial Representatives to offer our clients and members a diverse portfolio of financial products that will help meet their long and short-term goals. At your disposal you will have tools, financial resources and local, as well as, home office support to serve the family and small-business market. Also, through our fraternalism, you will positively impact families and communities through volunteer and member involvement programs.

About you

Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation.
Community oriented – has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed.
Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.
Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities!

Responsibilities

Work with current or new members to provide them information about the financial services their families could utilize.
Networking with individuals throughout the community.
Continuously prospecting in order to secure appointments.
Participating in mentor-lead appointments.
Asking customers for favorable introductions.
Engaging in personal observation through the community.
Participating in fraternal activities.

Benefits and Perks

Medical, dental and vision Insurance paid for
401(k) retirement planning with company match
Non-contributory pension plan
Group term life insurance benefits
Expense-paid trips, valuable prizes, and exciting incentives

About Us

Named to Forbes’ list of World’s Best Insurance Companies for 2023

Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.

These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.

Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

What Makes us Different – Why Modern Woodmen?

In terms of assets, Modern Woodmen of America is the nation’s third-largest fraternal benefit society.

Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.

As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, “Make an Impact” Scholarship opportunities, and “Do Good” Grants.

We want to support and invest in YOU and the things you hold most important.

2022 MWA Community Impact statistics

Approximately 2,200 local chapters and 500 youth service clubs nationwide
$46.3 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
278,401 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
$17.8 million in support of members and their communities in 2022

Modern Woodmen is an equal opportunity employer (EOE).

Q&A

Why financial services?

At Modern Woodmen, you'll find yourself in a career that's in high demand. U.S. News and World Report ranked financial advisor as the fourth best business job of 2021.

Will I receive training?

You bet! Modern Woodmen provides training and mentoring to help you grow as a professional and a leader. You'll help your team find success by following our proven-effective systems.

What if I don't know much about financial services?

We'll teach you. Modern Woodmen provides in-depth training to meet your members' needs today and tomorrow and to expand your market in the future.

Will I receive financial help getting started?

Yes. Through Modern Woodmen's business development program, you can earn cash up front to help get your business up and running.

Will I have access to products people need?

Absolutely. Through Modern Woodmen and its subsidiaries, you'll have all the tools you need to meet the financial needs of families and small businesses. We offer an extensive portfolio of products that are high-quality and highly competitive.

Will I need to relocate?

No. You can build your business as a financial representative or managing partner right in your hometown.

Job Types: Full-time, Contract

Pay: $50,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Professional development assistance
Referral program
Retirement plan
Vision insurance

Compensation Package:

Commission pay

Application Question(s):

Are you from Toledo, OH or surrounding area? If so, for how long?

Experience:

Financial services: 1 year (Preferred)
Sales: 1 year (Preferred)

License/Certification:

Life Insurance License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in Toledo, OH

Financial Representative

Financial Advisor

Executive Personal Assistant

Relationship Manager I - Business Banking

Tax Expert - Expert Center (Midwest)

Tax Expert - Expert Center (Midwest)

Territory Sales Consultant, Maumee

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - Local Branch

Tax Expert - On-Site

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - On-Site

Tax Expert - Local Branch

Resident Advisor - 2nd Shift

HR Business Partner

J.P. Morgan Wealth Management - Private Client Advisor - Toledo, Ohio

Key Private Bank Senior Portfolio Strategist

Emerging Middle Market Banker

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