Community-Focused Financial Advisor

Modern Woodmen; Newnan (GA); On-site; 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 and bonuses

Job summary

A leading financial services organization is seeking financial representatives to help individuals achieve their financial goals. You will create tailored financial plans, guide members through the financial landscape, and have the opportunity to make a significant impact in your community. Strong leadership, integrity, and a passion for improving lives are essential. Formal training and ongoing support will be provided to help you thrive in this rewarding position.

Qualifications

• Passion for improving members’ financial situations.
• Ability to obtain necessary licenses as required by state.
• Ability to pass regulatory, criminal and financial checks.

Responsibilities

• Create tailored financial plans for members.
• Guide members in achieving their financial goals.
• Execute plans that support member needs.

Skills

Integrity

Leadership skills

Team-oriented

Results-driven

Volunteer spirit

Relationship building

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A leading financial services organization is seeking financial representatives to help individuals achieve their financial goals. You will create tailored financial plans, guide members through the financial landscape, and have the opportunity to make a significant impact in your community. Strong leadership, integrity, and a passion for improving lives are essential. Formal training and ongoing support will be provided to help you thrive in this rewarding position.