Community-Focused Financial Advisor

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

Benefits offered by this job

Paid medical and dental insurance

401(k) with company match

Noncontributory pension

Group term life insurance

Expense-paid trips and bonuses

Job summary

Modern Woodmen of America is seeking dedicated financial representatives to help individuals and families achieve their financial goals through tailored planning and guidance.

You will create and execute tailored financial plans, illustrate clients’ current situations, map future aspirations, and provide the necessary tools and support to reach those goals, while building long-term community relationships.

Qualifications

• Active life insurance license or ability to obtain one.
• FINRA securities registration (SIE) required or in process.
• Series 6 and/or 7 license and Series 63 license required by state.

Responsibilities

• Help individuals and families achieve financial goals through tailored plans.
• Create and execute financial plans that illustrate current situations and future aspirations.
• Provide financial tools and support to reach goals and build long-term relationships.

Skills

Integrity & character

Leadership

Team orientation

Results driven

Volunteer spirit

Relationship building

Credible & honest

Education

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America is seeking dedicated financial representatives to help individuals and families achieve their financial goals through tailored planning and guidance.

You will create and execute tailored financial plans, illustrate clients’ current situations, map future aspirations, and provide the necessary tools and support to reach those goals, while building long-term community relationships.