Community-Focused Financial Advisor

Modern Woodmen of America; Centerville (UT); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

401(k) with company match

Pension plan

Group term life insurance

Bonuses and incentives

Job summary

Modern Woodmen of America seeks financial representatives to help individuals and families reach their financial goals through personalized planning, tools, and guidance.

You will build client relationships, pursue required licenses, and engage in comprehensive training programs to support growth and community impact.

This role emphasizes integrity, teamwork, and service while serving communities across Utah and beyond.

Qualifications

• Passion for helping members improve their financial lives.
• Active life insurance license (required) and FINRA registrations (SIE, Series 6/7, and Series 63 as state requires).
• Ability to pass a regulatory/background check.

Responsibilities

• Create and execute tailored financial plans for members.
• Illustrate current financial situations and future goals using offered tools.
• Build lasting member relationships and provide ongoing guidance.

Skills

Integrity

Leadership

Teamwork

Results-driven

Community focus

Volunteer spirit

Education

Active life insurance license (required)

FINRA SIE

Series 6/7

Series 63

Tools

None

Job description

Modern Woodmen of America seeks financial representatives to help individuals and families reach their financial goals through personalized planning, tools, and guidance.

You will build client relationships, pursue required licenses, and engage in comprehensive training programs to support growth and community impact.

This role emphasizes integrity, teamwork, and service while serving communities across Utah and beyond.