Community-Focused Financial Advisor

Modern Woodmen of America; Alabama; On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips, bonuses and other incentives

Job summary

A national fraternal financial services organization is looking for Financial Representatives to help families attain their financial goals. Successful candidates will create and implement tailored financial plans while receiving continuous training and mentorship from experienced professionals. Ideal candidates will show leadership, integrity, and a passion for enhancing financial lives. This full-time position includes medical benefits, retirement plans, and other perks to ensure a rewarding career in finance.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain necessary licenses as required by state.
• Ability to pass a background check.

Responsibilities

• Provide financial guidance to help members protect their families.
• Create tailored financial plans for clients.
• Build long-term relationships with clients.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Relationship building

Community volunteer spirit

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A national fraternal financial services organization is looking for Financial Representatives to help families attain their financial goals. Successful candidates will create and implement tailored financial plans while receiving continuous training and mentorship from experienced professionals. Ideal candidates will show leadership, integrity, and a passion for enhancing financial lives. This full-time position includes medical benefits, retirement plans, and other perks to ensure a rewarding career in finance.