Community-Focused Financial Advisor

Modern Woodmen of America; McKinney (TX); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company 
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Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Job summary

Modern Woodmen of America is seekingFinancial Representatives in Texas to help individuals build comprehensive financial plans. You will illustrate current situations, outline future goals, and provide supportive financial tools to help members and communities prosper.

Our roles emphasize integrity, leadership, and relationship-building as you serve families with personalized guidance and ongoing mentorship. Join a team focused on positive community impact and professional growth.

Qualifications

• Active life insurance license required or able to obtain.
• FINRA SIE certification required.
• Series 6/7 licenses and Series 63 license required where state permits.
• Background check including regulatory, criminal and financial standing.

Responsibilities

• Help individuals achieve their financial goals with tailored plans.
• Illustrate members' current situations and future aspirations.
• Provide necessary financial tools and support to reach goals.
• Build long-term relationships with clients and communities.

Skills

Integrity

Leadership

Teamwork

Results-oriented

Resilience

Helping others

Volunteer spirit

Relationship building

Trustworthiness

Education

Active life insurance license

FINRA SIE

Series 6 or 7 license

Series 63 license

Job description

Modern Woodmen of America is seekingFinancial Representatives in Texas to help individuals build comprehensive financial plans. You will illustrate current situations, outline future goals, and provide supportive financial tools to help members and communities prosper.

Our roles emphasize integrity, leadership, and relationship-building as you serve families with personalized guidance and ongoing mentorship. Join a team focused on positive community impact and professional growth.