Community-Focused Financial Advisor

Modern Woodmen; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company/eg

Noncontributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen is seeking a financial representative in San Francisco, CA, to create tailored financial plans and guide members toward their financial goals. You will illustrate current situations, outline future aspirations, and provide tools and support to help members protect their families.

The role emphasizes integrity, leadership, team collaboration, and a volunteer spirit, with opportunities to grow and impact local communities through fraternal programs.

Qualifications

• Active life insurance license and FINRA registrations required or obtainable.
• Background check including regulatory, criminal and financial standing will be passed.

Responsibilities

• Develop and execute tailored financial plans illustrating clients' current situations and future goals.
• Provide financial tools and guidance to help members protect their families and futures.
• Build long-term relationships and contribute to community impact through fraternal programs.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Volunteer spirit

Relationship building

Self-improvement

Education

Life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen is seeking a financial representative in San Francisco, CA, to create tailored financial plans and guide members toward their financial goals. You will illustrate current situations, outline future aspirations, and provide tools and support to help members protect their families.

The role emphasizes integrity, leadership, team collaboration, and a volunteer spirit, with opportunities to grow and impact local communities through fraternal programs.