Community-Focused Financial Planner & Advisor

Modern Woodmen of America

Colorado

On-site

USD 45,000 - 75,000

Full time

16 hours ago

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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 and bonuses

Job summary

Modern Woodmen of America is seeking a financial representative to help individuals from all backgrounds achieve their financial goals by building and executing tailored financial plans. You’ll guide members through products and tools to protect families and futures, uphold integrity, and grow through community involvement.

Training starts day one with mentorship and resources. This role emphasizes relationship-building, leadership, and a results-driven mindset, with opportunities for

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

Create and execute tailored financial plans for members.
Illustrate members' current situations and future aspirations using financial tools and guidance.

Skills

Integrity and character

Leadership

Team-oriented

Results-driven

Community volunteering

Education

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Tools

CRM/client management

Job description

Training starts day one with mentorship and resources. This role emphasizes relationship-building, leadership, and a results-driven mindset, with opportunities for

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