Community-Focused Financial Advisor

Modern Woodmen of America; Illinois; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips, bonuses and other incentives

Job summary

A fraternal financial services organization is seeking financial representatives to help individuals achieve their financial goals through tailored plans. Applicants should possess strong leadership skills, integrity, and the ability to build relationships. Required qualifications include various financial licenses, and the organization offers benefits like paid medical insurance, a 401(k) plan, and more. Join a team dedicated to positively impacting communities across the United States.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass background check with regulatory, criminal, and financial standing.

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance and products to members.
• Support members in achieving their financial goals.

Skills

Leadership skills

Integrity and character

Results-driven

Ability to build relationships

Volunteer spirit

Education

Active life insurance license

FINRA securities registration (Securities Industry Essentials®/SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial services organization is seeking financial representatives to help individuals achieve their financial goals through tailored plans. Applicants should possess strong leadership skills, integrity, and the ability to build relationships. Required qualifications include various financial licenses, and the organization offers benefits like paid medical insurance, a 401(k) plan, and more. Join a team dedicated to positively impacting communities across the United States.