Community-Impact Financial Advisor

Modern Woodmen of America; Oregon; On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Paid health insurance

401(k) match

Noncontributory pension

Group term life insurance

Education and training programs

Job summary

Modern Woodmen of America is seeking a financial representative to help individuals across backgrounds achieve their financial goals by creating tailored plans and offering insurance and investment tools.

The role emphasizes integrity, leadership, teamwork, and community involvement; training is provided, and ongoing education helps success. This position supports communities nationwide in a fraternal financial services firm.

Qualifications

• Active life insurance license required or able to obtain
• FINRA SIE registration required or in progress
• Series 6/7 and Series 63 licenses required by state
• Background check with regulatory, criminal and financial review

Responsibilities

• Create and execute tailored financial plans to illustrate members’ current and future needs.
• Provide financial guidance and products to protect families and futures.
• Build and strengthen relationships through community and member engagement.

Skills

Integrity

Leadership

Teamwork

Results-driven

Adversity survivor

Helping others

Volunteer spirit

Relationship building

Credible

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Tools

Licensing & compliance knowledge

Job description

Modern Woodmen of America is seeking a financial representative to help individuals across backgrounds achieve their financial goals by creating tailored plans and offering insurance and investment tools.

The role emphasizes integrity, leadership, teamwork, and community involvement; training is provided, and ongoing education helps success. This position supports communities nationwide in a fraternal financial services firm.