Community-Focused Financial Planner

Modern Woodmen of America; Granbury (TX); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension

Group term life insurance

Bonuses and travel incentives

Job summary

Modern Woodmen of America is seeking motivated financial representatives in Texas to help individuals build tailored financial plans and guidance to protect families and futures.

You will work with members across diverse backgrounds, promoting fraternal programs and community initiatives while earning through a comprehensive compensation structure.

The role emphasizes integrity, leadership, and relationship building, with training and support from a nationwide organization.

Qualifications

• Passion for improving members’ financial lives.
• Ability to obtain or hold required licenses and registrations as state requires.
• Background check with satisfactory regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members protect their families and futures.
• Create and execute tailored financial plans for members’ goals.
• Build long-term relationships and community presence.
• Represent Modern Woodmen of America in local communities.

Skills

Integrity

Leadership

Team-oriented

Relationship building

Results-driven

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 license

Series 7 license

Series 63 license

Job description

Modern Woodmen of America is seeking motivated financial representatives in Texas to help individuals build tailored financial plans and guidance to protect families and futures.

You will work with members across diverse backgrounds, promoting fraternal programs and community initiatives while earning through a comprehensive compensation structure.

The role emphasizes integrity, leadership, and relationship building, with training and support from a nationwide organization.