Community-Focused Financial Planner & Advisor

Modern Woodmen; Sacramento (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Pension plan

Life insurance

Expense-paid trips & incentives

Job summary

Modern Woodmen of America, a leading fraternal benefit society, seeks a financially skilled representative in California. The role focuses on creating tailored financial plans, guiding members to reach goals, and offering tools to secure futures. Emphasis on integrity, community service, and long-term relationships.

The position requires licenses and regulatory readiness, a team-oriented attitude, and a drive to help families achieve financial security through advisory services.

Qualifications

• Demonstrates integrity and character.
• Leadership and teamwork skills are essential.
• Results driven with focus on outcomes.

Skills

Integrity

Leadership

Team oriented

Results driven

Overcome adversity

Helping others

Volunteer spirit

Self-improvement

Relationship building

Credible & honest

Job description

Modern Woodmen of America, a leading fraternal benefit society, seeks a financially skilled representative in California. The role focuses on creating tailored financial plans, guiding members to reach goals, and offering tools to secure futures. Emphasis on integrity, community service, and long-term relationships.

The position requires licenses and regulatory readiness, a team-oriented attitude, and a drive to help families achieve financial security through advisory services.