Community-Focused Financial Advisor | Build Plans & Impact

Modern Woodmen of America; Anderson (SC); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental and vision Insurance paid for

401(k) retirement planning with company match

Non-contributory pension plan

Group term life insurance benefits

Expense-paid trips and exciting incentives

Job summary

A financial services firm in South Carolina is seeking a candidate to deliver personalized investment solutions and assist clients in achieving their financial goals. Responsibilities include networking in the community, providing financial service information to members, and engaging in appointments. The role offers comprehensive benefits like medical insurance, retirement planning, and support for obtaining industry licenses. Ideal candidates should possess an entrepreneurial mindset and a community-oriented approach.

Qualifications

• Ability to deliver personalized investment solutions.
• Comfortable creating financial plans and ensuring accuracy.

Responsibilities

• Provide information to members about financial services.
• Network with individuals in the community.
• Prospect for appointments continuously.
• Participate in mentor-led appointments.
• Engage in personal observations in the community.
• Participate in fraternal activities.

Skills

Entrepreneurial mindset

Community oriented

Job description

A financial services firm in South Carolina is seeking a candidate to deliver personalized investment solutions and assist clients in achieving their financial goals. Responsibilities include networking in the community, providing financial service information to members, and engaging in appointments. The role offers comprehensive benefits like medical insurance, retirement planning, and support for obtaining industry licenses. Ideal candidates should possess an entrepreneurial mindset and a community-oriented approach.