Community-Driven Financial Advisor

Modern Woodmen of America; Bear River City (UT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Job summary

Modern Woodmen of America offers a career in financial services where you’ll help families plan for the future. You’ll create tailored financial plans, illustrate current and future scenarios, and provide tools and support to reach goals.

Training starts on day one with mentorship and resources to succeed as a trusted professional who can positively impact lives in communities nationwide.

Qualifications

• Active life insurance license or ability to obtain one.
• FINRA registrations (SIE) and Series 6/7, Series 63 as required by state.
• Ability to pass regulatory, criminal and financial background check.

Responsibilities

• Help individuals and families achieve financial goals through tailored plans.
• Build and maintain long-term member relationships in communities served.
• Provide financial guidance and products to protect families and futures.

Skills

Integrity

Leadership

Teamwork

Results-driven

Volunteer spirit

Relationship building

Education

Active life insurance license

FINRA SIE registration

Series 6/7 license

Series 63 license

Tools

Background check process

Job description

Modern Woodmen of America offers a career in financial services where you’ll help families plan for the future. You’ll create tailored financial plans, illustrate current and future scenarios, and provide tools and support to reach goals.

Training starts on day one with mentorship and resources to succeed as a trusted professional who can positively impact lives in communities nationwide.