Community-Focused Financial Planner & Advisor

Modern Woodmen of America; North Salt Lake (UT); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company–匹配

Noncontributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America invites you to launch a financial services career focused on helping families achieve their goals. As a financial representative, you’ll craft and deliver tailored financial plans, illustrate current and future needs, and provide the tools and support to reach those aims, all while building trusted relationships in your community.

We value integrity, leadership, teamwork and a results-driven mindset, plus the ability to obtain the required life insurance license and

Qualifications

• Passion for helping members improve their financial lives.
• Ability to obtain or already hold required licenses (life, FINRA).
• Pass background checks including regulatory and financial standing.

Responsibilities

• Create and execute tailored financial plans illustrating current and future needs.
• Provide financial guidance and products to help protect families' futures.
• Build long-term relationships and positively impact communities.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Community-minded

Education

Active life insurance license

FINRA SIE

Series 6/7

Series 63

Job description

Modern Woodmen of America invites you to launch a financial services career focused on helping families achieve their goals. As a financial representative, you’ll craft and deliver tailored financial plans, illustrate current and future needs, and provide the tools and support to reach those aims, all while building trusted relationships in your community.

We value integrity, leadership, teamwork and a results-driven mindset, plus the ability to obtain the required life insurance license and