Community-Focused Financial Advisor

Modern Woodmen of America; McDonough (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision Insurance

401(k) with match

Pension plan

Group life insurance

Incentives and trips

Job summary

Modern Woodmen of America in Georgia is seeking a motivated financial professional to deliver personalized investment solutions and assist members in achieving long-term financial goals. You will build financial plans and verify information for accuracy, supporting the community with trusted guidance.

The role emphasizes community networking, prospecting for appointments, and engaging in fraternal activities while offering extensive training and growth opportunities within a mission-driven,

Qualifications

• The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
• Comfort creating financial plans and cross-checking work to ensure complete accuracy of information.
• Strong community orientation and networking skills.

Responsibilities

• Work with members to provide information about the financial services their families could utilize.
• Networking with individuals throughout the community.
• Continuously prospecting in order to secure appointments.
• Asking customers for favorable introductions.
• Engaging in personal observation through the community.
• Participating in fraternal activities.

Skills

Financial planning

Investment advisory

Cross-checking accuracy

Community networking

Job description

Modern Woodmen of America in Georgia is seeking a motivated financial professional to deliver personalized investment solutions and assist members in achieving long-term financial goals. You will build financial plans and verify information for accuracy, supporting the community with trusted guidance.

The role emphasizes community networking, prospecting for appointments, and engaging in fraternal activities while offering extensive training and growth opportunities within a mission-driven,