Community-Focused Financial Advisor

Modern Woodmen of America; Salt Lake City (UT); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension plan

Group term life insurance

Bonuses and incentives

Job summary

Modern Woodmen of America in Salt Lake City seeks a financial representative to help individuals and families achieve financial goals by creating tailored plans that reflect current situations, map out future aspirations, and provide the tools and support to reach them.

You will build integrity, leadership, and long-term relationships, work with teammates, and contribute to community impact through fraternal programs while advancing your career through education and training.

Qualifications

• Passion for bettering members’ financial lives.
• Active life insurance license and FINRA securities registrations (SIE) 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.
• Illustrate members' current situations and outline future aspirations.
• Provide financial tools and support to help members reach their goals.

Skills

Integrity

Leadership

Teamwork

Results-driven

Resilience

Relationship-building

Volunteerism

Trustworthiness

Education

Life Insurance License

FINRA SIE

Series 6/7

Series 63

Job description

Modern Woodmen of America in Salt Lake City seeks a financial representative to help individuals and families achieve financial goals by creating tailored plans that reflect current situations, map out future aspirations, and provide the tools and support to reach them.

You will build integrity, leadership, and long-term relationships, work with teammates, and contribute to community impact through fraternal programs while advancing your career through education and training.