Community-Focused Financial Advisor

Modern Woodmen of America; Carrollton (GA); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Training program

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Pension plan

Group life insurance

Incentives and trips

Job summary

Modern Woodmen is seeking a financial professional to deliver personalized investment solutions and help members work toward long-term goals. You will craft financial plans and verify information for accuracy.

Build relationships in the community, network broadly, and actively prospect to secure appointments. You’ll engage in fraternal activities and participate in member-focused programs, with extensive training and support from the organization.

Qualifications

• The ideal candidate will deliver personalized investment solutions to help clients work toward long-term financial goals.

Responsibilities

• Work with current or new members to provide information about financial services they could utilize.
• Network with individuals throughout the community.
• Continuously prospect to secure appointments.
• Ask customers for favorable introductions.
• Engage in personal observation through the community.
• Participate in fraternal activities.

Skills

Community oriented

Networking

Job description

Modern Woodmen is seeking a financial professional to deliver personalized investment solutions and help members work toward long-term goals. You will craft financial plans and verify information for accuracy.

Build relationships in the community, network broadly, and actively prospect to secure appointments. You’ll engage in fraternal activities and participate in member-focused programs, with extensive training and support from the organization.