Community-Focused Financial Advisor

Modern Woodmen of America; Council Bluffs (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension

Job summary

Modern Woodmen of America is seeking financial representatives to help individuals and families achieve their financial goals through tailored plans and guidance. You’ll illustrate current situations, map future aspirations, and offer tools to reach those goals.

The role emphasizes integrity, leadership, teamwork, and community involvement, with a strong focus on building lasting relationships and positive community impact.

Qualifications

• Demonstrate integrity and character.
• Ability to obtain or hold life insurance license and FINRA registrations as required by state.
• Pass background check including regulatory, criminal and financial standing.

Responsibilities

• Develop and execute tailored financial plans for members.
• Present financial tools and support to help members achieve goals.
• Build long-term relationships and actively engage with communities.

Skills

Integrity

Leadership

Teamwork

Results-oriented

Resilience

Community service

Education

Licenses & registrations (Life, FINRA SIE, Series 6/7, Series 63)

Job description

Modern Woodmen of America is seeking financial representatives to help individuals and families achieve their financial goals through tailored plans and guidance. You’ll illustrate current situations, map future aspirations, and offer tools to reach those goals.

The role emphasizes integrity, leadership, teamwork, and community involvement, with a strong focus on building lasting relationships and positive community impact.