Community-Focused Financial Advisor (Entry‑Level)

Modern Woodmen of America; Oklahoma; On-site; USD 45,000 - 55,000; 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, bonuses and other incentives

Job summary

A national financial services organization is looking for an Entry Level Financial Representative to launch a career in finance. This role involves creating tailored financial plans for individuals and providing guidance on products to help protect their futures. With supportive training programs and a strong community focus, you will play a key role in making a difference. Ideal candidates will demonstrate integrity, leadership skills, and a passion for helping others achieve their financial goals. Full-time position with competitive benefits.

Qualifications

• Demonstrate passion for bettering members’ financial lives.
• Ability to obtain necessary licenses and pass background check.

Responsibilities

• Create and execute tailored financial plans.
• Provide financial guidance and products to members.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Building long-term relationships

Volunteer spirit

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A national financial services organization is looking for an Entry Level Financial Representative to launch a career in finance. This role involves creating tailored financial plans for individuals and providing guidance on products to help protect their futures. With supportive training programs and a strong community focus, you will play a key role in making a difference. Ideal candidates will demonstrate integrity, leadership skills, and a passion for helping others achieve their financial goals. Full-time position with competitive benefits.