Community-Focused Financial Advisor

Modern Woodmen of America; Arlington Heights (IL); On-site; USD 60,000 - 100,000; 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 and bonuses

Job summary

A leading financial services organization is seeking financial representatives to help individuals achieve their financial goals through tailored planning and guidance. Candidates should demonstrate integrity and leadership, and have a passion for improving members’ financial lives. Comprehensive training and various benefits are included in this role, allowing representatives to make a significant impact in their communities.

Qualifications

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

Responsibilities

• Create and execute tailored financial plans.
• Provide financial guidance and products.
• Build long-term relationships with members.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Trustworthy

Community involvement

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A leading financial services organization is seeking financial representatives to help individuals achieve their financial goals through tailored planning and guidance. Candidates should demonstrate integrity and leadership, and have a passion for improving members’ financial lives. Comprehensive training and various benefits are included in this role, allowing representatives to make a significant impact in their communities.