Community-Focused Financial Advisor (Associate)

Modern Woodmen of America; Bluffton (SC); On-site; 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, bonuses and incentives

Job summary

A fraternal financial services organization is seeking a dedicated financial representative to help individuals improve their financial situations. The role involves creating tailored financial plans, providing guidance, and fostering long-term relationships within the community. Candidates should have a passion for financial wellbeing and the ability to meet regulatory requirements. This full-time position provides comprehensive training and attractive benefits, including insurance, retirement plans, and additional perks. Become part of a team that makes a positive impact on families and communities.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or hold necessary financial licenses.
• Ability to pass a thorough background check.

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance and products to protect families.
• Build and strengthen relationships to foster community impact.

Skills

Integrity

Leadership skills

Team-oriented

Results-driven

Relationship building

Trustworthiness

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 dedicated financial representative to help individuals improve their financial situations. The role involves creating tailored financial plans, providing guidance, and fostering long-term relationships within the community. Candidates should have a passion for financial wellbeing and the ability to meet regulatory requirements. This full-time position provides comprehensive training and attractive benefits, including insurance, retirement plans, and additional perks. Become part of a team that makes a positive impact on families and communities.