Community-Focused Financial Advisor – Impact & Growth

Modern Woodmen of America; Oakland (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company-mA

Noncontributory pension plan

Group term life insurance

Expense-paid trips, bonuses and other—

Job summary

Modern Woodmen of America in Oakland, CA seeks a Financial Representative to help individuals and families achieve their financial goals through tailored plans, insurance and investment guidance. You will build lasting relationships, translate client needs into actionable strategies, and work with a supportive team to expand community impact.

You'll start with comprehensive training, mentorship from seasoned pros, and access to a full suite of resources to succeed as a trusted advisor.

Qualifications

• Active life insurance license or ability to obtain one.
• FINRA securities registrations (SIE) and Series 6/7 and Series 63 licenses as required by state.

Responsibilities

• Develop tailored financial plans and guidance for members.
• Build and maintain lasting client relationships within the community.

Skills

Integrity

Leadership

Teamwork

Results-driven

Overcome adversity

Growth mindset

Volunteer spirit

Relationship building

Credible & trustworthy

Education

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America in Oakland, CA seeks a Financial Representative to help individuals and families achieve their financial goals through tailored plans, insurance and investment guidance. You will build lasting relationships, translate client needs into actionable strategies, and work with a supportive team to expand community impact.

You'll start with comprehensive training, mentorship from seasoned pros, and access to a full suite of resources to succeed as a trusted advisor.