Financial Advisor — Build Futures, Help Families

Modern Woodmen of America; Carlsbad (CA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Pension plan

Group term life insurance

Incentives and trips

Job summary

Modern Woodmen of America is seeking energetic financial representatives in California to help members achieve their financial goals by building personalized plans and offering life insurance and investment solutions. As part of a fraternal organization with a strong community focus, you will receive education and mentorship, licensing support, competitive benefits, and a clear path to professional growth.

Join a team dedicated to integrity, service, and long-term relationships that strengthen

Qualifications

• Passion for bettering members’ financial lives.
• Active life insurance license or ability to obtain one; FINRA registrations may be required.
• Ability to pass background checks including regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members protect their families and futures.
• Create and execute tailored financial plans illustrating current and future needs.
• Support member programs and community initiatives through financial services.

Skills

Integrity

Leadership

Teamwork

Results-driven

Community service

Relationship building

Trustworthiness

Volunteer spirit

Education

Life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America is seeking energetic financial representatives in California to help members achieve their financial goals by building personalized plans and offering life insurance and investment solutions. As part of a fraternal organization with a strong community focus, you will receive education and mentorship, licensing support, competitive benefits, and a clear path to professional growth.

Join a team dedicated to integrity, service, and long-term relationships that strengthen