Community-Impact Financial Advisor

Modern Woodmen of America; Elk Grove (CA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) retirement plan

Pension plan

Life insurance

Job summary

Modern Woodmen of America is seeking financial representatives who help individuals from diverse backgrounds achieve their financial goals by creating and executing tailored financial plans. You will illustrate members' current situations, outline future aspirations, and offer the necessary financial tools and support to reach those goals.

The role emphasizes building long-term relationships and community impact.

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

• Develop and execute tailored financial plans for members.
• Illustrate members' current situations, outline future aspirations, and present the financial tools and support needed to reach goals.
• Build long-term relationships and contribute to community impact.

Job description

Modern Woodmen of America is seeking financial representatives who help individuals from diverse backgrounds achieve their financial goals by creating and executing tailored financial plans. You will illustrate members' current situations, outline future aspirations, and offer the necessary financial tools and support to reach those goals.

The role emphasizes building long-term relationships and community impact.