Community-Focused Financial Planner

Modern Woodmen; Kent (WA); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company?

Noncontributory pension plan

Group term life insurance

Expense‑paid trips, bonuses and other,

Job summary

Modern Woodmen of America seeks a dedicated financial representative to help members build secure financial futures. You will assess clients' needs, develop personalized plans, and present suitable insurance and investment solutions, collaborating with specialists to implement strategies.

Join a nationwide fraternal organization that supports communities through education, programs, and member services. Training is provided to help you grow, earn incentives, and make a positive impact locally

Qualifications

• Passion for bettering members’ financial lives.
• Active life insurance licenses and FINRA registrations as required by state.
• Ability to pass regulatory, criminal, and financial background checks.

Responsibilities

• Provide tailored financial guidance and product recommendations to members.
• Create and implement comprehensive financial plans illustrating current and future goals.
• Build relationships and participate in community programs to support members.

Skills

Active life insurance license

FINRA registrations (SIE, Series 6/7,

Job description

Modern Woodmen of America seeks a dedicated financial representative to help members build secure financial futures. You will assess clients' needs, develop personalized plans, and present suitable insurance and investment solutions, collaborating with specialists to implement strategies.

Join a nationwide fraternal organization that supports communities through education, programs, and member services. Training is provided to help you grow, earn incentives, and make a positive impact locally