Community-Focused Financial Advisor

Modern Woodmen of America; Greensboro (NC); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Expense-paid trips, bonuses and other incentives

Job summary

A fraternal financial services organization is looking for dedicated financial representatives in Greensboro, NC. This role involves guiding clients in achieving their financial goals through tailored financial plans. Candidates should have a passion for improving members' financial lives and possess or be able to obtain necessary licenses. The position includes comprehensive education and training, paid medical insurance, a 401(k) with company match, and a motivating work environment.

Qualifications

• Passion for bettering members' financial lives.
• Ability to pass a background check.
• Satisfactory regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance to help members.
• Create tailored financial plans.
• Help individuals achieve their financial goals.

Skills

Integrity and character

Leadership skills

Results-focused

Ability to overcome adversity

Community volunteer spirit

Relationship building

Self-improvement opportunities

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial services organization is looking for dedicated financial representatives in Greensboro, NC. This role involves guiding clients in achieving their financial goals through tailored financial plans. Candidates should have a passion for improving members' financial lives and possess or be able to obtain necessary licenses. The position includes comprehensive education and training, paid medical insurance, a 401(k) with company match, and a motivating work environment.