Community-Focused Financial Advisor

Modern Woodmen of America; Weatherford (TX); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical & dental insurance

401(k) with company match

Pension plan

Group term life insurance

Bonuses & incentives

Job summary

Modern Woodmen of America, a fraternal financial services organization, is seeking a financial representative in Weatherford, TX. You will help individuals and families achieve financial goals by delivering tailored plans and a suite of financial tools, while contributing to community programs and member services.

The role emphasizes integrity, leadership, teamwork, and a service mindset, with a focus on building lasting relationships and promoting community impact.

Qualifications

• Active life insurance license, or ability to obtain one.
• FINRA Securities qualifications (SIE) required or in progress; Series 6/7 may be required by state.
• Series 63 license may be required by state.
• Background check with regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members protect their families and futures.
• Build and maintain long-term relationships with members and communities.
• Create and execute tailored financial plans illustrating current situations and future goals.

Skills

Integrity

Leadership

Teamwork

Results-driven

Resilience

Growth mindset

Volunteer spirit

Relationship building

Trustworthiness

Education

Life insurance license

FINRA SIE registration

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America, a fraternal financial services organization, is seeking a financial representative in Weatherford, TX. You will help individuals and families achieve financial goals by delivering tailored plans and a suite of financial tools, while contributing to community programs and member services.

The role emphasizes integrity, leadership, teamwork, and a service mindset, with a focus on building lasting relationships and promoting community impact.