Community-Focused Financial Advisor—Grow with Purpose

Modern Woodmen of America; Rockwall (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America is a fraternal financial services organization dedicated to helping families achieve their financial goals. Our financial representatives tailor plans that illustrate current situations, outline future aspirations, and provide the tools and support needed to reach those goals.

Join a mission-driven team that serves communities across the United States. We offer education and training from day one, opportunities to build long-term relationships, and a pathway to licenses

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already 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 satisfactory regulatory, criminal and financial standing.

Responsibilities

• Help individuals achieve their financial goals by creating tailored financial plans.
• Provide financial guidance and products to help protect families and futures.
• Build long-term relationships with members.
• Represent Modern Woodmen of America in community programs and events.

Skills

Integrity & character

Leadership

Teamwork

Results oriented

Volunteer spirit

Relationship building

Education

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America is a fraternal financial services organization dedicated to helping families achieve their financial goals. Our financial representatives tailor plans that illustrate current situations, outline future aspirations, and provide the tools and support needed to reach those goals.

Join a mission-driven team that serves communities across the United States. We offer education and training from day one, opportunities to build long-term relationships, and a pathway to licenses