Community-Driven Financial Advisor

Modern Woodmen of America; Sacramento (CA); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) retirement plan with company

Pension plan

Group term life insurance

Expense-paid trips and bonuses

Job summary

Modern Woodmen of America is seeking a financial representative to help individuals from diverse backgrounds achieve their financial goals. You will create and execute tailored financial plans that illustrate current situations, outline future aspirations, and provide the tools and support to reach those goals.

As a fraternal financial services organization, Modern Woodmen offers education and training, licensing support, and opportunities to build long-term relationships while contributing to

Qualifications

• Show integrity and character.
• Demonstrate leadership skills.
• Team-oriented and results-driven.
• Desire to grow by helping others.

Responsibilities

• Help individuals achieve financial goals through tailored plans.
• Explain and illustrate current financial situations and future aspirations.
• Provide necessary financial tools and support to reach goals.

Skills

Integrity

Leadership

Teamwork

Results-driven

Job description

Modern Woodmen of America is seeking a financial representative to help individuals from diverse backgrounds achieve their financial goals. You will create and execute tailored financial plans that illustrate current situations, outline future aspirations, and provide the tools and support to reach those goals.

As a fraternal financial services organization, Modern Woodmen offers education and training, licensing support, and opportunities to build long-term relationships while contributing to