Financial Advisor Associate — Help Families Thrive

Modern Woodmen of America; San Jose (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips, bonuses and other…

Job summary

Modern Woodmen of America is seeking a Financial Representative to help members achieve their financial goals through tailored planning and guidance. You will develop plans that map current situations to future aspirations, offering the necessary financial tools to reach those goals.

Our organization supports fraternal programs and emphasizes community impact, with a focus on integrity, relationship-building, and service to members and communities.

Qualifications

• Passion for improving members’ financial lives.
• Ability to obtain or hold: life insurance license, FINRA registrations (SIE, Series 6/7, Series 63).
• Ability to pass a background check including regulatory, criminal and financial standing.

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance and products to help protect families’ futures.
• Build long-term relationships and help members achieve their goals.

Job description

Modern Woodmen of America is seeking a Financial Representative to help members achieve their financial goals through tailored planning and guidance. You will develop plans that map current situations to future aspirations, offering the necessary financial tools to reach those goals.

Our organization supports fraternal programs and emphasizes community impact, with a focus on integrity, relationship-building, and service to members and communities.