Community-Focused Financial Planner

Modern Woodmen; College Station (TX); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension

Group term life insurance

Incentives and trips

Job summary

Modern Woodmen of America seeks a financial representative in College Station, Texas, to help individuals and families achieve their financial goals through tailored plans, guidance, and a range of financial tools and support.

You will build long‑term relationships with members, grow community impact through fraternal programs, and participate in the company's education and training to succeed as a trusted professional.

Integrity, leadership and a service‑minded attitude are essential.

Qualifications

• Active life insurance license or ability to obtain one.
• FINRA securities registration (SIE) or eligible.
• Series 6 and/or 7 license, and Series 63 license, as required by state.
• Background check with regulatory, criminal and financial history.

Responsibilities

• Help members achieve financial goals with tailored plans.
• Provide financial guidance and products to protect families and futures.
• Build long-term relationships and contribute to community impact.

Skills

Integrity

Leadership

Teamwork

Results-oriented

Adversity overcome

Volunteer spirit

Relationship building

Self-improvement

Driven by service

Tools

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America seeks a financial representative in College Station, Texas, to help individuals and families achieve their financial goals through tailored plans, guidance, and a range of financial tools and support.

You will build long‑term relationships with members, grow community impact through fraternal programs, and participate in the company's education and training to succeed as a trusted professional.

Integrity, leadership and a service‑minded attitude are essential.