Community-Driven Financial Advisor

Modern Woodmen of America; Yukon (OK); On-site; USD 42,000 - 80,000; Full time

Benefits offered by this job

Extensive hands-on training program

Medical, dental and vision Insurance paid for

401(k) retirement planning with company match

Non-contributory pension plan

Group term life insurance benefits

Expense-paid trips and valuable prizes

Job summary

A community-focused financial services firm located in Yukon, Oklahoma, seeks motivated individuals to deliver personalized investment solutions. This role involves assisting clients in achieving their financial goals, networking within the community, and partaking in various fraternal activities. The ideal candidate will have strong community ties and be willing to undergo extensive training. Benefits include medical, dental, and vision insurance, along with a robust 401(k) retirement plan and other incentives.

Qualifications

• Comfortable creating financial plans and ensuring accuracy of information.

Responsibilities

• Provide members information about financial services.
• Network with community individuals.
• Prospect for appointments.
• Ask customers for introductions.
• Engage in personal community observation.
• Participate in fraternal activities.

Skills

Community oriented

Job description

A community-focused financial services firm located in Yukon, Oklahoma, seeks motivated individuals to deliver personalized investment solutions. This role involves assisting clients in achieving their financial goals, networking within the community, and partaking in various fraternal activities. The ideal candidate will have strong community ties and be willing to undergo extensive training. Benefits include medical, dental, and vision insurance, along with a robust 401(k) retirement plan and other incentives.