Community-Minded Financial Advisor & Planner

Modern Woodmen of America; Charleston (SC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Pension plan

Life insurance

Expense-paid trips

Incentives

Job summary

Modern Woodmen of America seeks a motivated professional to deliver personalized investment solutions and help clients work toward long-term financial goals. You will craft financial plans, cross-check information for accuracy, and engage with members during community-focused activities.

The ideal candidate embraces an entrepreneurial mindset, is community oriented, and thrives in client-facing roles within a financial services context.

Qualifications

• Entrepreneurial mindset and community focus are essential.
• Strong communication and interpersonal skills helpful.
• Ability to clearly explain financial concepts.

Responsibilities

• Work with members to provide information about financial services for families.
• Network with individuals throughout the community.
• Continuously prospect to secure appointments.
• Participate in mentor-led appointments.
• Ask customers for referrals.
• Engage in community observation to identify opportunities.
• Participate in fraternal activities.

Skills

Entrepreneurial mindset

Community oriented

Job description

Modern Woodmen of America seeks a motivated professional to deliver personalized investment solutions and help clients work toward long-term financial goals. You will craft financial plans, cross-check information for accuracy, and engage with members during community-focused activities.

The ideal candidate embraces an entrepreneurial mindset, is community oriented, and thrives in client-facing roles within a financial services context.