Financial Representative Jobs in Racine, WI (218)
Financial Advisor - Certification Provided
Edward Jones
Milwaukee, WI
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$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
$76.7k / year
Senior Research & Portfolio Analyst
Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$112.2k / year
Investment Risk Quantitative Associate III
Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
$112.2k / year
Contract Licensing & Registration Sr. Analyst
Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
$21.35 / hour
‌
Investment Products Senior Specialist
Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
$69.7k / year
‌
Director High Net Worth Banking and Lending Solutions
Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
$10 / hour
‌
Portfolio Manager, Private Client Services
Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
$30 / hour
‌
Investment Client Services Manager - Hybrid
Northwestern Mutual Careers
Franklin, WI
New
Hybrid
Hospitality
$76.7k / year
‌
CL&R Regulatory and Compliance Specialist
Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
$48.6k / year
‌
Technology Compliance Consultant
Northwestern Mutual Careers
Milwaukee, WI
New
Hospitality
$76.7k / year
‌
Financial Planning Business Consultant
Northwestern Mutual
Franklin, WI
Hospitality
$76.7k / year
‌
Senior Research & Portfolio Analyst
Northwestern Mutual
Milwaukee, WI
Hospitality
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$112.2k / year
‌
Investment Risk Quantitative Associate III
Northwestern Mutual
Milwaukee, WI
Hospitality
$112.2k / year
‌
Contract Licensing & Registration Sr. Analyst
Northwestern Mutual
Milwaukee, WI
Hospitality
$21.35 / hour
‌
Director High Net Worth Banking and Lending Solutions
Northwestern Mutual
Milwaukee, WI
Hospitality
$10 / hour
‌
Investment Products Senior Specialist
Northwestern Mutual
Milwaukee, WI
Hospitality
$69.7k / year
‌
Portfolio Manager, Private Client Services
Northwestern Mutual
Milwaukee, WI
Hospitality
$30 / hour
‌
Actuary - Assistant Director
Northwestern Mutual Careers
Milwaukee, Wisconsin
Hospitality
$112.2k / year
‌
Associate Portfolio Manager
Northwestern Mutual Careers
Milwaukee, Wisconsin
New
Hospitality
$30 / hour
‌
Sr Claim Specialist - Medical Management Unit
The Auto Club Group
Milwaukee, WI
New
401(k)
Health Insurance
$75k - $90k / year
‌
Staff Pharmacist FT
CVS Health
New Berlin, Wisconsin
Hourly
Retail
$60 - $74 / hour
‌
Pharmacy Manager
CVS Health
Milwaukee, Wisconsin
$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
$150k - $190k / year
‌
Director of Investor Relations
Diversified Energy
Milwaukee, Wisconsin
‌
Portfolio Manager - VP
Associated Bank - Corp
Milwaukee, Wisconsin
Parental Leave
$81.6k - $139.9k / year
‌
General Counsel
Beacon Hill
Racine, Wisconsin
Dental Insurance
Vision Insurance
$161.3k - $233k / year
‌
Interior Design Sales Professional
Ethan Allen Global
Milwaukee, Wisconsin
Health Insurance
Vision Insurance
$42k / year
‌
Associate Financial Advisor (Hybrid)
Wealth Enhancement Group
🌎 Remote
Remote
Hybrid
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$80k / year
‌
Associate/Vice President - Retirement Sales Specialist
ENGINEERINGUK
🌎 Remote
Remote
Education
$105k / year
‌
Implementation Consultant III, Financial Saas
Brex
🌎 Remote
Remote
$145.5k / year
‌
Shift Supervisor Trainee
CVS Health
Racine, WI
Part-Time
Hourly
Retail
Flexible Schedule
$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
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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