Community Financial Planner & Investment Advisor

Modern Woodmen of America; Columbia (SC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) match

Non-contributory pension plan

Group term life insurance

Job summary

Modern Woodmen of America seeks a driven financial services professional to deliver personalized investment solutions and help members and their families work toward long-term financial goals. You will be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

As part of the role, you will work with current or new members to provide information about financial services, network within the community, and continuously prospect to secure

Qualifications

• The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
• They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Work with current or new members to provide them information about the financial services their families could utilize
• Networking with individuals throughout the community
• Continuously prospecting in order to secure appointments
• Asking customers for favorable introductions
• Engaging in personal observation through the community
• Participating in fraternal activities

Job description

Modern Woodmen of America seeks a driven financial services professional to deliver personalized investment solutions and help members and their families work toward long-term financial goals. You will be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

As part of the role, you will work with current or new members to provide information about financial services, network within the community, and continuously prospect to secure