Community-Focused Financial Advisor

Modern Woodmen of America; Cedar City (UT); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company"%

Noncontributory pension plan

Group term life insurance

Expense-paid trips, bonuses and other

Bonuses and incentives

Job summary

Modern Woodmen of America in Cedar City, UT is seeking financial representatives to help individuals from all backgrounds achieve their financial goals by creating tailored plans and offering the necessary tools and support.

The role emphasizes integrity, leadership, and community involvement, with hands-on training and mentorship to set you up for success while making a positive impact in families and local communities.

Qualifications

• Active life insurance license or ability to obtain one.
• FINRA registrations required by state (SIE, Series 6/7, Series 63).
• Ability to pass background check and regulatory standards.

Responsibilities

• Develop and present tailored financial plans for members.
• Assist families in achieving financial goals through tools and guidance.
• Build long-term member relationships and community presence.

Skills

Integrity and character

Leadership

Team-oriented

Relationship building

Results-driven

Volunteer spirit

Education

Active life insurance license

FINRA SIE certification

Series 6/7 and 63 licensing

Background check clearance

Job description

Modern Woodmen of America in Cedar City, UT is seeking financial representatives to help individuals from all backgrounds achieve their financial goals by creating tailored plans and offering the necessary tools and support.

The role emphasizes integrity, leadership, and community involvement, with hands-on training and mentorship to set you up for success while making a positive impact in families and local communities.