Community-Focused Financial Advisor

Modern Woodmen of America; Oceanside (CA); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company‑匹t

Noncontributory pension plan

Group term life insurance

Expense‑paid trips, bonuses and other…

Job summary

Modern Woodmen of America seeks financial representatives to craft tailored financial plans, guiding members through insurance and investment options. You’ll present strategies to help families meet their financial goals and secure their futures.

We value integrity, leadership and a community‑minded approach. The role emphasizes relationship building, mentoring, and long‑term service to members, with education and training provided to succeed.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold: an active life insurance license, FINRA securities registration (SIE), Series 6 and/or 7 license, and Series 63 license, as required by state.
• Ability to pass a background check including regulatory, criminal and financial standing.

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance and products to help members protect their families and futures.
• Build long-term relationships with members and community.
• Help members achieve their financial goals through personalized strategies.

Skills

Integrity and character

Leadership

Team-oriented

Results-driven

Overcome adversity

Grow by helping others

Volunteer spirit

Relationship building

Education

Active life insurance license

FINRA registrations (SIE)

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America seeks financial representatives to craft tailored financial plans, guiding members through insurance and investment options. You’ll present strategies to help families meet their financial goals and secure their futures.

We value integrity, leadership and a community‑minded approach. The role emphasizes relationship building, mentoring, and long‑term service to members, with education and training provided to succeed.