Financial Representative Jobs in Green Bay, WI (355)
Financial Account Representative - State Farm Agent Team Member
Megan Demski - State Farm Agent
Forest Junction, WI
Part-Time
401(k)
Health Insurance
Flexible Schedule
Financial Representative Trainee (Sales)
Mutual of Omaha
De Pere, WI
New
$36k - $75k / year
Financial Advisor
Lakeshore Financial Group
Green Bay, WI
New
Health Insurance
Education
Entry-Level Financial Advisor: Build Wealth & Impact
Equitable Advisors
Green Bay, WI
Entry-Level
Entry Level - Financial Advisor
Equitable Advisors
Green Bay, WI
New
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
Senior Associate Financial Advisor
First Tech Federal Credit Union
Bellevue, WI
New
401(k)
Dental Insurance
Vision Insurance
$80k - $100k / year
Financial Advisor
Thrivent Financial
Green Bay, WI
Dental Insurance
Independent Platform Financial Advisor - Grow Your Book
Tri-State Wealth Advisors of Prudential Advisors
Green Bay, WI
New
EXPERIENCED FINANCIAL ADVISOR
Tri-State Wealth Advisors of Prudential Advisors
Green Bay, WI
New
Dental Insurance
Wealth Advisor (Green Bay, WI)
Mercer Advisors
Green Bay, WI
New
Hospitality
Dental Insurance
Vision Insurance
Parental Leave
$85k / year
Financial Services Advisor | Planning & Portfolio Expert
Tiona Petrouske - State Farm Agent
Green Bay, WI
New
Senior Wealth Advisor - Wealth Advisory - Green Bay, WI
CliftonLarsonAllen Wealth Advisors
Green Bay, WI
New
Wealth Management Advisor-Oshkosh, WI
U.S. Bank
Green Bay, WI
Dental Insurance
Vision Insurance
Parental Leave
$65k - $80.2k / year
Wealth Management Client Associate Advisor Support
Dormont Manufacturing
Green Bay, WI
New
Remote Private Wealth Advisor for High-Net-Worth Clients
Micro1
🌎 Remote
Remote
Hourly
$80 - $110 / hour
Senior Financial Planner: Hybrid, Tech-Driven Wealth Advisor
Range
Bellevue, WI
Hybrid
Financial Advisor
Northwestern Mutual Life Insurance
De Pere, WI
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
Northwestern Mutual
De Pere, WI
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
Unavailable
De Pere, WI
New
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Planner, Puerto Rico
LearnLux
De Pere, WI
Financial Planner, Puerto Rico
LearnLux Financial Wellbeing
De Pere, WI
New
Wealth RPS Advisor
Johnson Financial Group
Green Bay, WI
Hybrid Wealth Advisor for Affluent Clients
Mercer Advisors
Green Bay, WI
New
Hybrid
Senior Wealth Advisor - Hybrid, Fiduciary & Growth
Mercer Advisors
Green Bay, WI
Hybrid
$85k - $145k / year
Wealth Advisor: Build Relationships & Holistic Guidance
Aumni
Green Bay, WI
Wealth Management Advisor: Invest, Plan & Protect
U.S. Bank
Green Bay, WI
Wealth Advisor for Affluent Clients | Hybrid Role
Mercer Advisors
Green Bay, WI
New
Hybrid
Entry-Level Financial Advisor: Training & Growth
Equitable Advisors
Green Bay, WI
New
Entry-Level
Remote Financial Advisor for Family Security
Global Elite Empire Consultants
🌎 Remote
New
Remote
Remote Family Financial Advisor
Globalelitecareers
🌎 Remote
New
Remote
Financial Representative
Northwestern Mutual
🌎 Remote
New
Part-Time
Remote
Dental Insurance
Vision Insurance
Flexible Schedule
Financial Representative
WoodmenLife
🌎 Remote
New
Part-Time
Remote
Health Insurance
Flexible Schedule
Financial Representative
Allstate Financial Services
🌎 Remote
Remote
Hybrid
Job Description
Working as a Financial Representative in Green Bay, WI
There are 355 Financial Representative opportunities available in Green Bay, 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 Green Bay, WI
Financial Representatives in Green Bay, WI Resume Data
Average Experience for Financial Representatives in Green Bay, WI
- More than 10 years: 59%
- 6-10 years: 29%
- 3-5 years: 10%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Representatives in Green Bay, WI
- Diploma: 42%
- Bachelors: 33%
- Associates: 18%
- Masters: 6%
- Doctorate: 1%
Top Skill for Financial Representatives in Green Bay, WI
- Customer focus & orientation: 21%
- Attention to detail: 15%
- Customer service: 12%
- Work style: Reliability: 10%
- Sales skills: 9%
- Call center customer service: 9%
- Administrative assistant/receptionist: 8%
- Verbal communication: 7%
- Scheduling: 5%
- Supervisory skills: Motivating & assessing employees: 5%
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