Community-Focused Financial Advisor

Modern Woodmen of America; Sedgefield (AL); On-site; USD 40,000 - 60,000; 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 leading fraternal financial services organization is seeking a Financial Representative to help members achieve their financial goals. This role involves creating personalized financial plans and providing essential guidance while enjoying extensive training and support. Ideal candidates will have integrity, leadership skills, and a strong passion for community service. The position promises competitive benefits, including paid insurance, a retirement plan, and a positive impact on families across the community.

Qualifications

• Passionate about bettering members’ financial lives.
• Ability to obtain an active life insurance license.
• Ability to pass a background check.

Responsibilities

• Provide financial guidance to members.
• Create tailored financial plans.
• Help members achieve financial goals.

Skills

Leadership skills

Integrity and character

Results-driven

Community involvement

Relationship building

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A leading fraternal financial services organization is seeking a Financial Representative to help members achieve their financial goals. This role involves creating personalized financial plans and providing essential guidance while enjoying extensive training and support. Ideal candidates will have integrity, leadership skills, and a strong passion for community service. The position promises competitive benefits, including paid insurance, a retirement plan, and a positive impact on families across the community.