Community-Focused Financial Planner

Modern Woodmen of America; LaFayette (GA); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Medical & dental insurance

401(k) with company match

Pension plan

Group term life insurance

Incentives and trips

Job summary

Modern Woodmen of America in the United States seeks financial representatives dedicated to helping individuals from all backgrounds achieve their financial goals and protect their families’ futures. You will craft tailored financial plans, illustrate current situations, outline futures, and provide the necessary tools and support to reach those goals.

You’ll join a fraternal financial services organization with a mission to positively impact families and communities, supported by strong

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold: an active life insurance license, FINRA securities registration (SIE), Series 6 and/or 7 license, and Series 63 license, as required by state).
• Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Responsibilities

• Help members create and execute tailored financial plans illustrating current situations and future goals.
• Provide financial guidance and products to protect families and futures.
• Support community-focused programs through verifiable, trustworthy client service.

Skills

Integrity

Leadership

Teamwork

Results oriented

Volunteer spirit

Relationship building

Tools

Life insurance license

FINRA SIE

Series 6/7

Series 63

Job description

Modern Woodmen of America in the United States seeks financial representatives dedicated to helping individuals from all backgrounds achieve their financial goals and protect their families’ futures. You will craft tailored financial plans, illustrate current situations, outline futures, and provide the necessary tools and support to reach those goals.

You’ll join a fraternal financial services organization with a mission to positively impact families and communities, supported by strong