Community-Focused Financial Advisor

Modern Woodmen of America; Missouri; On-site; USD 40,000 - 65,000; 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 leading financial services organization in Missouri is seeking financial representatives to assist individuals in achieving their financial goals. This role involves creating customized financial plans and providing essential financial tools and support. Ideal candidates will possess integrity, leadership skills, and a passion for positively impacting members’ financial lives. A valid life insurance license and relevant securities registrations are required. The position offers comprehensive training and benefits.

Qualifications

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

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance and products to help members.
• Support members with necessary financial tools.

Skills

Integrity and character

Leadership skills

Team-oriented

Success driven

Ability to build long-term relationships

Volunteering 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 leading financial services organization in Missouri is seeking financial representatives to assist individuals in achieving their financial goals. This role involves creating customized financial plans and providing essential financial tools and support. Ideal candidates will possess integrity, leadership skills, and a passion for positively impacting members’ financial lives. A valid life insurance license and relevant securities registrations are required. The position offers comprehensive training and benefits.