Community-Focused Financial Advisor & Planner

Modern Woodmen of America; Owasso (OK); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Extensive hands-on training program

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 valuable prizes

Job summary

A financial services organization based in Owasso, Oklahoma, is seeking a candidate to deliver personalized investment solutions to help clients achieve their financial goals. Responsibilities include providing financial service information to members, networking within the community, and engaging in prospecting activities. The role offers extensive training, comprehensive insurance benefits, and opportunities for community involvement. Ideal candidates should be community-oriented and comfortable creating financial plans with accuracy.

Qualifications

• Ability to create financial plans with accuracy.
• Comfortable with networking and community engagement.
• Willingness to prospect and secure appointments.

Responsibilities

• Provide information about financial services to members.
• Network within the community to grow relationships.
• Continuously prospect to secure appointments.
• Request customer referrals for introductions.
• Engage in community observation.
• Participate in fraternal activities.

Skills

Community orientation

Job description

A financial services organization based in Owasso, Oklahoma, is seeking a candidate to deliver personalized investment solutions to help clients achieve their financial goals. Responsibilities include providing financial service information to members, networking within the community, and engaging in prospecting activities. The role offers extensive training, comprehensive insurance benefits, and opportunities for community involvement. Ideal candidates should be community-oriented and comfortable creating financial plans with accuracy.