Community-Focused Financial Advisor

Modern Woodmen of America; Michigan; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company

Noncontributory pension plan

Group term life insurance

Expense‑paid trips, bonuses and other…

Job summary

Modern Woodmen of America is seeking a financial representative to help individuals across backgrounds achieve their financial goals by creating tailored plans and offering the necessary tools and support.

The role includes education and training starting day one, mentorship from seasoned professionals, and opportunities to build long-term relationships while making a positive impact in communities.

This position emphasizes integrity, leadership, and community involvement.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or hold required licenses (life insurance, FINRA registrations).
• Ability to pass background checks including regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members protect their families and futures.
• Develop and execute tailored financial plans for members’ current situations and future goals.
• Build long-term relationships and drive community impact through fraternal programs.

Skills

Integrity

Leadership

Teamwork

ResultsDriven

Overcome Adversity

CommunityVolunteerSpirit

RelationshipBuilding

Credibility

Education

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America is seeking a financial representative to help individuals across backgrounds achieve their financial goals by creating tailored plans and offering the necessary tools and support.

The role includes education and training starting day one, mentorship from seasoned professionals, and opportunities to build long-term relationships while making a positive impact in communities.

This position emphasizes integrity, leadership, and community involvement.