Community-Focused Financial Advisor

Modern Woodmen of America; Oklahoma City (OK); On-site; USD 60,000 - 80,000; 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 and bonuses

Job summary

A fraternal financial services organization is seeking a Financial Representative in Oklahoma City. This role involves providing financial guidance to members, building strong relationships, and tailoring financial plans to help families achieve their goals. Candidates should hold or be able to obtain necessary licenses, including life insurance and securities registrations. The organization offers comprehensive training and benefits including medical insurance, pension plans, and various incentives. Salary ranges from $60,000 to $80,000.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass background checks including regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members.
• Build relationships for membership growth and community impact.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven focus

Ability to build long-term relationships

Education

Active life insurance license

FINRA securities registration

Job description

A fraternal financial services organization is seeking a Financial Representative in Oklahoma City. This role involves providing financial guidance to members, building strong relationships, and tailoring financial plans to help families achieve their goals. Candidates should hold or be able to obtain necessary licenses, including life insurance and securities registrations. The organization offers comprehensive training and benefits including medical insurance, pension plans, and various incentives. Salary ranges from $60,000 to $80,000.