Financial Representative Jobs in Oshkosh, WI (547)
Insurance Agent
HealthMarkets
Oshkosh, WI
Health Insurance
Insurance Agent - Green Bay, WI
American Family Insurance
Oshkosh, WI
Health Insurance
Financial Services Advisor - Customer Care & Sales
LendDirect Corp
Fond du Lac, WI
New
Remote Financial Sales Consultant - High Earnings
Kensington Partners Group
🌎 Remote
Remote
Insurance Agent - Green Bay, WI
American Family Insurance Agency Staff
Oshkosh, WI
Health Insurance
Financial Representative Entry Level
Walker Region - Modern Woodmen of America
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$17 / hour
‌
Financial Advisor
Northwestern Mutual
Oshkosh, WI
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Associated Banc-Corp
Oshkosh, WI
New
Health Insurance
Parental Leave
$250k / year
‌
Financial Advisor
Unavailable
Oshkosh, WI
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
J.P. Morgan Wealth Management - Private Client Advisor - Neenah, WI
Wisconsin Psychiatric Association
Neenah, WI
Health Insurance
Education
‌
Wealth Management Advisor-Oshkosh, WI
U.S. Bank
Oshkosh, WI
New
Dental Insurance
Vision Insurance
Parental Leave
$65k - $80.2k / year
‌
Wealth Management Advisor
Charles Schwab
Appleton, WI
New
Education
‌
Wealth Advisor for Private Clients
Wisconsin Psychiatric Association
Neenah, WI
New
‌
Financial Solutions Advisor | Customer Impact & Growth
Heights Finance
Fond du Lac, WI
Hourly
$15.75 - $22.25 / hour
‌
Financial Solutions Advisor | Customer Impact & Growth
Attain Finance
Fond du Lac, WI
New
Hourly
‌
Strategic Financial Advisor: Grow Your Book & Impact
Associated Banc-Corp
Oshkosh, WI
‌
Wealth Advisor: Build Relationships & Holistic Guidance
Aumni
Neenah, WI
New
‌
Private Wealth Advisor - Client Growth & Planning
Fairygodboss
Appleton, WI
New
‌
Wealth Advisor: Build Relationships & Holistic Guidance
TwinThread
Appleton, WI
New
Education
‌
Team-Based Financial Advisor - Apex Financial Group
Thrivent Financial
Fond du Lac, WI
New
$24k / year
‌
Entrepreneurial Financial Advisor Build Your Practice
Unavailable
Oshkosh, WI
$61k - $250k / year
‌
J.P. Morgan Wealth Management - Private Client Advisor - Neenah, WI
Aumni
Neenah, WI
New
Health Insurance
Education
‌
J.P. Morgan Wealth Management - Private Client Advisor - Appleton, WI
Fairygodboss
Appleton, WI
New
Health Insurance
Education
‌
J.P. Morgan Wealth Management - Private Client Advisor - Appleton, WI
TwinThread
Appleton, WI
New
Health Insurance
Education
‌
Financial Advisor - Oshkosh, WI and Surrounding Areas
Thrivent Financial for Lutherans
Oshkosh, WI
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
$17 / hour
‌
CFP Wealth Manager - Client-First, Fiduciary Advisor
Annex Wealth Management
Appleton, WI
New
‌
VP, Financial Consultant - Appleton, WI
Charles Schwab
Appleton, WI
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Team-Based Financial Advisor: Mentored Growth & Learning
Thrivent Financial
Appleton, WI
New
‌
Administrative Assistant for Financial Advisor
Experienced Wealth Management
Appleton, Wisconsin
Entry-Level
‌
J.P. Morgan Wealth Management - Private Client Advisor - Neenah, WI
JPMorgan Chase Bank, N.A
Neenah, WI
Health Insurance
Education
‌
J.P. Morgan Wealth Management - Private Client Advisor - Appleton, WI
JPMorgan Chase
Appleton, WI
Eco-Friendly
Health Insurance
Education
‌
Financial Representative
Randstad
🌎 Remote
New
Remote
Hourly
Hospitality
$19 / hour
‌
Financial Representative
Tailored Management
🌎 Remote
Remote
Hourly
$19 / hour
Job Description
Working as a Financial Representative in Oshkosh, WI
There are 547 Financial Representative opportunities available in Oshkosh, 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 Oshkosh, WI
Financial Representatives in Oshkosh, WI Resume Data
Average Experience for Financial Representatives in Oshkosh, WI
- More than 10 years: 59%
- 6-10 years: 30%
- 3-5 years: 9%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Financial Representatives in Oshkosh, WI
- Diploma: 44%
- Bachelors: 30%
- Associates: 19%
- Masters: 7%
- Doctorate: 1%
Top Skill for Financial Representatives in Oshkosh, WI
- Customer focus & orientation: 22%
- Attention to detail: 14%
- Administrative assistant/receptionist: 10%
- Sales skills: 10%
- Work style: Reliability: 9%
- Scheduling: 8%
- Customer service: 8%
- Call center customer service: 7%
- Verbal communication: 6%
- Work style: Conscientiousness: 5%
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