Community-Focused Financial Planner

Modern Woodmen of America; Pueblo County (CO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company 
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Noncontributory pension plan

Group term life insurance

Expense‑paid trips, bonuses and other

Job summary

Modern Woodmen of America is seeking a Financial Representative to help individuals from diverse backgrounds achieve their financial goals. You will create and execute tailored financial plans that illustrate current situations, outline future aspirations, and offer necessary tools and support to reach goals.

The role emphasizes integrity, leadership, teamwork, and a results-driven mindset, with an emphasis on building long-term relationships within the community.

Qualifications

• Passion for bettering members’ financial lives.
• Active licenses and registrations (life insurance, FINRA/SIE, Series 6/7, Series 63 as required).
• Ability to pass a background check including regulatory, criminal and financial standing.

Responsibilities

• Build tailored financial plans illustrating members’ current situations and futures.
• Provide financial guidance and products to help protect families’ futures.
• Support community programs through member products and services.

Education

Active life insurance license

FINRA SIE registration

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America is seeking a Financial Representative to help individuals from diverse backgrounds achieve their financial goals. You will create and execute tailored financial plans that illustrate current situations, outline future aspirations, and offer necessary tools and support to reach goals.

The role emphasizes integrity, leadership, teamwork, and a results-driven mindset, with an emphasis on building long-term relationships within the community.