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Financial Representative Jobs in Racine, WI (218)

Financial Advisor - Certification Provided

Edward Jones
Milwaukee, WI
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$45k - $100k / year

In Home Sales Consultant

Redo Cabinets
New Berlin, WI
Health Insurance
Dental Insurance
Vision Insurance

Financial Planning Business Consultant

Northwestern Mutual Careers
Franklin, WI
New
Hospitality
Icon: salary
$76.7k / year

Senior Research & Portfolio Analyst

Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
401(k)
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$112.2k / year

Investment Risk Quantitative Associate III

Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
Icon: salary
$112.2k / year

Contract Licensing & Registration Sr. Analyst

Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
Icon: salary
$21.35 / hour
‌

Investment Products Senior Specialist

Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
Icon: salary
$69.7k / year
‌

Director High Net Worth Banking and Lending Solutions

Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
Icon: salary
$10 / hour
‌

Portfolio Manager, Private Client Services

Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
Icon: salary
$30 / hour
‌

Investment Client Services Manager - Hybrid

Northwestern Mutual Careers
Franklin, WI
New
Hybrid
Hospitality
Icon: salary
$76.7k / year
‌

CL&R Regulatory and Compliance Specialist

Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
Icon: salary
$48.6k / year
‌

Technology Compliance Consultant

Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
Icon: salary
$76.7k / year
‌

Financial Planning Business Consultant

Northwestern Mutual
Franklin, WI
Hospitality
Icon: salary
$76.7k / year
‌

Senior Research & Portfolio Analyst

Northwestern Mutual
Milwaukee, WI
Hospitality
401(k)
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$112.2k / year
‌

Investment Risk Quantitative Associate III

Northwestern Mutual
Milwaukee, WI
Hospitality
Icon: salary
$112.2k / year
‌

Contract Licensing & Registration Sr. Analyst

Northwestern Mutual
Milwaukee, WI
Hospitality
Icon: salary
$21.35 / hour
‌

Director High Net Worth Banking and Lending Solutions

Northwestern Mutual
Milwaukee, WI
Hospitality
Icon: salary
$10 / hour
‌

Investment Products Senior Specialist

Northwestern Mutual
Milwaukee, WI
Hospitality
Icon: salary
$69.7k / year
‌

Portfolio Manager, Private Client Services

Northwestern Mutual
Milwaukee, WI
Hospitality
Icon: salary
$30 / hour
‌

Actuary - Assistant Director

Northwestern Mutual Careers
Milwaukee, Wisconsin
Hospitality
Icon: salary
$112.2k / year
‌

Associate Portfolio Manager

Northwestern Mutual Careers
Milwaukee, Wisconsin
New
Hospitality
Icon: salary
$30 / hour
‌

Sr Claim Specialist - Medical Management Unit

The Auto Club Group
Milwaukee, WI
New
401(k)
Health Insurance
Icon: salary
$75k - $90k / year
‌

Staff Pharmacist FT

CVS Health
New Berlin, Wisconsin
Hourly
Retail
Icon: salary
$60 - $74 / hour
‌

Pharmacy Manager

CVS Health
Milwaukee, Wisconsin
Icon: salary
$65 - $82 / hour
‌

Director of Data Content and Strategy

LexisNexis Risk Solutions FL Inc
Milwaukee, Wisconsin
‌

Vice President of Sales and Marketing

Harris Computer
Milwaukee, Wisconsin
Icon: salary
$150k - $190k / year
‌

Director of Investor Relations

Diversified Energy
Milwaukee, Wisconsin
‌

Portfolio Manager - VP

Associated Bank - Corp
Milwaukee, Wisconsin
Parental Leave
Icon: salary
$81.6k - $139.9k / year
‌

General Counsel

Beacon Hill
Racine, Wisconsin
Dental Insurance
Vision Insurance
Icon: salary
$161.3k - $233k / year
‌

Interior Design Sales Professional

Ethan Allen Global
Milwaukee, Wisconsin
Health Insurance
Vision Insurance
Icon: salary
$42k / year
‌

Associate Financial Advisor (Hybrid)

Wealth Enhancement Group
🌎 Remote
Remote
Hybrid
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$80k / year
‌

Associate/Vice President - Retirement Sales Specialist

ENGINEERINGUK
🌎 Remote
Remote
Education
Icon: salary
$105k / year
‌

Implementation Consultant III, Financial Saas

Brex
🌎 Remote
Remote
Icon: salary
$145.5k / year
‌

Shift Supervisor Trainee

CVS Health
Racine, WI
Part-Time
Hourly
Retail
Flexible Schedule
Icon: salary
$16 - $24 / hour

Job Description

Working as a Financial Representative in Racine, WI

There are 218 Financial Representative opportunities available in Racine, WI all with unique requirements.

A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.

Financial Representative jobs near Racine, WI

  • Milwaukee, WI
  • Waukesha, WI
  • Kenosha, WI

Financial Representatives in Racine, WI Resume Data

Average Experience for Financial Representatives in Racine, WI

  • More than 10 years: 53%
  • 6-10 years: 35%
  • 3-5 years: 10%
  • 1-2 years: 1%
  • Less than 1 year: 1%

Educational Background for Financial Representatives in Racine, WI

  • Diploma: 45%
  • Bachelors: 30%
  • Associates: 17%
  • Masters: 7%
  • Doctorate: 1%

Top Skill for Financial Representatives in Racine, WI

  • Customer focus & orientation: 22%
  • Customer service: 13%
  • Attention to detail: 11%
  • Work style: Reliability: 11%
  • Call center customer service: 9%
  • Sales skills: 9%
  • Administrative assistant/receptionist: 8%
  • Verbal communication: 7%
  • Data entry: Accuracy: 5%
  • Scheduling: 5%

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