Community-Focused Financial Advisor: Build Futures

Modern Woodmen of America; Denver (CO); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America seeks motivated financial representatives to help individuals and families plan their financial futures with tailored solutions. You’ll illustrate current situations, map out future goals, and offer tools and support to reach them.

Join a fraternal financial services organization that invests in members and communities through programs and partnerships. A life insurance license and FINRA registrations may be required by state; a commitment to integrity and community

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or hold: an active life insurance license, FINRA securities registration (SIE), Series 6 and/or 7 license, and Series 63 license, as required by state.
• Ability to pass a background check that includes regulatory, criminal and financial standing.

Responsibilities

• Help individuals and families achieve financial goals through tailored plans.
• Provide financial guidance and products to protect members’ futures.
• Build long-term relationships with members and communities.
• Support fraternal programs and member services that benefit the community.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Resilience

Helping others

Volunteer spirit

Relationship building

Trustworthy

Education

Active life insurance license

FINRA SIE

Series 6/7

Series 63

Job description

Modern Woodmen of America seeks motivated financial representatives to help individuals and families plan their financial futures with tailored solutions. You’ll illustrate current situations, map out future goals, and offer tools and support to reach them.

Join a fraternal financial services organization that invests in members and communities through programs and partnerships. A life insurance license and FINRA registrations may be required by state; a commitment to integrity and community