Community-Focused Financial Advisor

Modern Woodmen of America; Town of Florida (NY); On-site; USD 40,000 - 70,000; 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 New York to help individuals achieve their financial goals. This entry-level full-time role involves creating tailored financial plans, providing financial guidance, and building long-lasting client relationships. Candidates should have integrity, leadership skills, and a passion for helping others. The position offers extensive training and numerous benefits, including medical insurance, a retirement plan, and performance incentives.

Qualifications

• Passion for bettering members' financial lives.
• Ability to obtain necessary licenses as required by the state.
• Pass a background check.

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance and products.
• Build long-term relationships with clients.

Skills

Integrity and character

Leadership skills

Team-oriented

Success driven

Volunteer spirit

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial services organization is seeking a Financial Representative in New York to help individuals achieve their financial goals. This entry-level full-time role involves creating tailored financial plans, providing financial guidance, and building long-lasting client relationships. Candidates should have integrity, leadership skills, and a passion for helping others. The position offers extensive training and numerous benefits, including medical insurance, a retirement plan, and performance incentives.