Community-Focused Financial Advisor & Planner

Modern Woodmen; Dallas (TX); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company +1

Noncontributory pension plan

Group term life insurance

Expense-paid trips, bonuses and other_

Job summary

Modern Woodmen of America is seeking financial representatives who help members build tailored financial plans, illustrate current situations and outline future goals with the right tools and support. This role is based in Dallas, Texas and offers hands-on training, mentorship, and licensure support to grow your career.

You’ll serve local communities and contribute to meaningful fraternal programs. You will grow through education and practical experience, while building long-term relationships

Qualifications

• Passion for improving members’ financial lives.
• Active life insurance license and FINRA securities registration (SIE), Series 6/7 and Series 63 as required by state.
• Ability to pass a background check with regulatory, criminal and financial standing.

Skills

Financial guidance

Customer service

Relationship building

Job description

Modern Woodmen of America is seeking financial representatives who help members build tailored financial plans, illustrate current situations and outline future goals with the right tools and support. This role is based in Dallas, Texas and offers hands-on training, mentorship, and licensure support to grow your career.

You’ll serve local communities and contribute to meaningful fraternal programs. You will grow through education and practical experience, while building long-term relationships