85 Results for

Financial Representative Jobs in Dayton, OH

Jobs

New!

Dayton, OH5 days ago

Remote

This is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.

New!

Casstown, OHToday

$65,000–$120,000

Dayton, Ohio13 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Miamisburg, OH30+ days ago

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.

Springfield, OH30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Xenia, OH30+ days ago

$45,000–$100,000 Per Year

Compensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.

Urbana, OH18 days ago

Compliance with Bank Secrecy Act (BSA), including accurate completion of Currency Transaction Reports (CTR) when applicable, Anti-Money Laundering Act (AML), Office of Foreign Asset Control (OFAC) and the USA PATRIOT Act. POSITION SUMMARY: Sell investment products including but not limited to stocks, bonds, mutual funds, fixed, indexed, immediate and variable annuities, life insurance, LTC insurance, UITs, ETFs, and REITs.

Beavercreek, OH30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Dayton, Ohio30+ days ago

$48,000–$60,000 Per Year

This employment opportunity at TruStage located at Universal 1 Credit Union in Dayton, OH would allow you to join Universal 1 Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Universal 1 Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

Springboro, OH13 days ago

Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.

Dayton, OH30+ days ago

INTERPERSONAL SKILLS: Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.

Miamisburg, OH30+ days ago

Responsibilities and Primary Activities: · Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office. · Handles incoming telephone calls to screen solicitors and connect clients with their respective advisors.

Springfield, OH30+ days ago

Full-time

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Springboro, Ohio13 days ago

The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.

Springboro, OH30+ days ago

$45,000–$64,300 Per Year

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Dayton, OH30+ days ago

Springfield, OH30+ days ago

Dayton, OH10 days ago

Dayton, OH30+ days ago

$125,000–$200,000

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Miamisburg, OH30+ days ago

This includes upholding the U1 Values, product and services support, making appropriate referrals, performing transactions, handling balancing, providing excellent member service and assisting with operation of the service center(s). Ability to operate related computer applications and business equipment.

Dayton, OH23 days ago

$64,021–$83,232 Per Year

Actively participates in local Continuum of Care (CoC) Meetings with VA Homeless providers and the community; provides education and training to VA and community providers on services provided by the Homeless Programs, details of the housing search process, as well as availability of VA and community resources to assist homeless Veterans. The Department of Veterans Affairs performs pre-employment reference checks as an assessment method used in the hiring process to verify information provided by a candidate (e.g., on resume or during interview or hiring process); gain additional knowledge regarding a candidates abilities; and assist a hiring manager with making a final selection for a position.

Hamilton, OH11 days ago

This role is responsible for scanning and indexing critical documents for record retention, maintaining deposit and loan accounts, processing mobile deposits and online banking external transfers, managing legal documentation requests, and managing charge-offs. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement.

Springfield, OH30+ days ago

Answers internal and external calls in a friendly and helpful manner, routes calls, schedules patients, and enters necessary information for patient scheduling into the computer system in a timely and accurate manner. Mercy Health seeks people that are committed to our values of compassion, human dignity, integrity, service and stewardship to create an environment where associates want to work and help communities thrive.

Troy, OH24 days ago

$50,000–$60,000 Per Year

Working within a defined Territory and/or Line-of-Business, the Commercial Sales Representative will market and sell Superior Propane products and services to new customers to successfully achieve predefined sales goals and objectives. What youll do: Collaborate with the Commercial Sales Manager to develop, recommend and execute a sales plan that leverages national and regional programs and resources to consistently meet monthly, quarterly and annual sales targets.

Fairfield, OH18 days ago

Springfield, OH23 days ago

Mason, OH30+ days ago

Lead responsibilities are designated and assigned by the practice leader including but not limited to: orientation of new hire Patient Services Representatives, assisting in ensuring communication to PSR team related to new workflows and best practices as related to customer service and the revenue cycle. The Lead PSR role also provides front-office support duties including, but not limited to, registering patients, check in/check out, obtaining referrals and pre-certifications, collecting co-pays/cash handling, scheduling appointments, and answering phones.

Fairfield, OH30+ days ago

Urbana, OH12 days ago

Springfield, OH30+ days ago

Urbana, OH30+ days ago

Beavercreek, OH17 days ago

Transactions include, but are not limited to: processing payments, withdrawals in the form of cashier checks, processing internal transfers and withdrawals including revolving line of credit advances, credit/debit/ATM card transactions, etc. Member Experience Representatives I (MERs) deliver extraordinary service to WPCU member-owners in fast paced, high volume environment via remote delivery channels such as telephone and e-mail.

Mason, OH30+ days ago

Mason, OH24 days ago

Whether you're helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping experience, buying in-style and on-trend merchandise to outfit our customers, or designing a balloon for the Thanksgiving Day Parade, we offer unique opportunities to be part of some of the most memorable moments in people's lives. Problem-Solving and Organizational Skills: Ability to solve complex problems, follow detailed instructions, and efficiently organize tasks, including tracking and logging work items.

Dayton, OH30+ days ago

With this knowledge, you will help our Members to enhance their financial well-being by offering appropriate products and services to meet Members needs, and conduct financial transactions. A high school diploma, prior customer service and/or sales experience, and the desire to help others are required for the position.

Dayton, OH30+ days ago

Company Overview: Jillian McCormick - State Farm Agent, a leading provider in the insurance industry, is seeking dynamic and results-driven individuals to join our team as Insurance Account Representative - State Farm Agent Team Member. Job Description: As an Insurance Account Representative - State Farm Agent Team Member, you will play a crucial role in promoting and selling our comprehensive range of insurance products to prospective clients.

Moraine, OH18 days ago

Deliver compelling sales presentations and proposals to prospects, emphasizing the unique benefits and advantages of our products and services compared to competitors. Why you'll love working here: We boldly shape the future, embracing change, taking smart risks, and continuously improving to create the best experiences.

Middletown, OH30+ days ago

This job is eligible to participate in International Paper Packaging Solutions North America US Core, Bulk and Solid Fiber sales commission plan which has significant commission earning potential. Profitably grow the business with priority strategic (high transactional to consultative mix) accounts by developing and successfully implementing Key Account Plans.

West Chester, OH30+ days ago

Ask your recruiter • Who were looking for • You compete daily in a fast-paced, high-energy environment • Youre self-motivated, set ambitious goals, and work relentlessly to achieve them • Youre coachable but also independent and assertive in solving problems • Youre eager to develop complex logistics solutions while delivering great customer service • College degree preferred but not required • Military veterans encouraged to apply. • Elite work ethic: 100% in-office expected to go above and beyond • Extreme sense of urgency to efficiently juggle dynamic operations • Strong communication skills with ability to handle conflict • Solution-focused mindset and exceptional customer service • Ability to work with the latest technologies.

Dayton, Ohio10 days ago

Actively considering candidates from varying backgrounds, Sales Representative | Trade-Show Representative | Financial Consultants | Retail Sales | Brand ambassadors | Realtors and many more. Participation in Business Development and Sales Events: Gain valuable experience by attending and helping organize key events for business growth.

Fairfield, OH30+ days ago

Our Route Sales Representatives are responsible for delivering, selling, and merchandising FritoLay's complete line of products including Lay's, Doritos, Cheetos, Tostitos, Fritos, and many more to local stores including gas stations, dollar stores, and large grocery stores. As a Route Sales Representative, you drive a FritoLay truck to different stores, work independently to unload orders, merchandise product, and partner with store managers to increase sales, order, and maintain records throughout the day.

New!

Dayton, OH5 days ago

Remote

Lead Associates share financial knowledge, education, and strategies for business matters, investments, insurance based protection, retirement, savings and estate planning to help clients and business owners progress financially. We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.

West Chester, OH23 days ago

PREFERRED EXPERIENCE AND EDUCATION High school diploma or equivalent required; Bachelor’s degree in business, marketing, or a related field preferred 2–5 years of experience in sales, preferably in the fuel, petroleum, or energy industry Strong interpersonal and communication skills, both written and verbal Proven ability to develop new business and close sales Proficiency in Microsoft Office Suite Valid driver’s license and reliable transportation; willingness to travel regionally. • Communication – Strong written/verbal communication skills; interpret, summarize and articulate complex information for general use among a variety of internal and external stakeholders.

Dayton, OH30+ days ago

In this role, you’ll work directly with customers to understand their needs, recommend the right solutions, and ensure reliable product availability and support. Improper interference with the ability of Englefield Energy’s employees to perform their job duties may result in discipline up to and including discharge.

Franklin, OH30+ days ago

Job CategorySelect a Job CategoryAccountingAccounting/Finance/InsuranceAdministrativeCustomer ServiceEngineeringEquipment and Facilities MaintenanceInformation TechnologyMaintenanceManagementMarketingProductionPurchasingSalesServiceService ManagementTransportation. At UniFirst, we're a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality.

Dayton, OH30+ days ago

Full-time

As a Client Acquisition Representative, you will focus on identifying client needs, presenting appropriate financial solutions, and building long-term professional relationships. If you enjoy building relationships, connecting with new people, and introducing valuable financial solutions, this opportunity can provide the flexibility and income potential you’re seeking.

West Chester, OH24 days ago

Springfield, OH23 days ago

Fairfield, OH18 days ago

Springfield, OH30+ days ago

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Financial Representative Jobs in Dayton, OH

Remote Sales Representative Reineke Agency

Outside Sales Representative - Paid Weekly - Paid Training Safe Haven Security

College Financial Representative, Internship Program Northwestern Mutual

Financial Representative Western & Southern Life

Financial Services Representative - State Farm Agent Team Member Ashley Himes - State Farm Agent

Financial Advisor Edward D Jones & Co LP

Financial Advisor Farmers & Merchants Bancorp, Inc.

Financial Advisor First Command Financial Services, Inc.

Financial Advisor - Universal 1 Credit Union LPL Financial

HFA Financial Advisor Senior - Branch Huntington Bancshares Inc

Financial Advisor - Securities Administration WesBanco Inc

Client Relationship Manager Voya Financial Advisors Voya Financial Advisors

Personal Financial Counselor; Springfield, OH Magellan Health Services, Inc.

HFA Financial Advisor Senior - Branch Huntington National Bank

Financial Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Personal Financial Counselor; Assignment Ready Counselor- Ohio Magellan Health Inc

Personal Financial Counselor; Springfield, OH Magellan Health Inc

Personal Financial Counselor; Wright Patterson AFB, OH Magellan Health Inc

Experienced Financial Advisor - Independent Platform (Ohio) WealthBridge Financial Group

Lead Service Representative (On-Site, Sr. Teller) Universal 1 Credit Union

Social Service Representative U.S. Department of Veterans Affairs

Operations support Representative Telhio Credit Union

Patient Services Representative - Family Physicians of Springfield Mercy Health

Commercial Sales Representative Superior Plus Energy Services Inc.

Patient Services Representative - Fairfield Internal Medicine Outpatient Clinic Mercy Health

Patient Services Representative - Springfield Cancer Center Mercy Health

Lead Patient Services Representative - Kings Mills Multispecialty Suite Mercy Health

Patient Services Representative (PSR) - Fairfield Healthy Weight Mercy Health

Patient Services Representative - Physician Practice - Urbana Primary Care Mercy Health

Patient Services Representative - The Heart House - Springfield Medical Office Mercy Health

Patient Services Representative - Urbana Primary Care Mercy Health

Call Center - Member Experience Representative Wright-Patt Credit Union Inc.

Patient Services Representative (PSR) - Mason Primary Care Mercy Health

Third Party Credit Representative Macy's Inc

Teller/Service Representative Day Air Credit Union

Insurance Account Representative - State Farm Agent Team Member Jillian McCormick - State Farm Agent

Sales Representative ADT Inc

Sales Representative International Paper Co

Account Representative - Uncapped Commission Total Quality Logistics LLC

Entry-Level Sales | CSR Nexus Star Group

Route Sales Representative Frito-Lay Inc

Part Time Remote - Sales Representative GFI-Team Ikigai

Fuel Sales Representative Englefield Energy

Lubricants Sales Representative - Dayton Englefield Energy

Outside Sales Representative UniFirst Corp

Client Acquisition Representative Summit Sky Consulting

Patient Services Representative - West Chester Orthopaedic & Spine Bon Secours Mercy Health Inc

Patient Services Representative - Springfield Cancer Center Bon Secours Mercy Health Inc

Patient Services Representative - Fairfield Internal Medicine Outpatient Clinic Bon Secours Mercy Health Inc

Patient Services Representative - Family Physicians of Springfield Bon Secours Mercy Health Inc

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