Financial Advisor: Build Futures, Help Families Thrive

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

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips, bonuses, and other incentives

Job summary

A leading fraternal financial services organization in Rhode Island is seeking financial representatives dedicated to helping individuals achieve their financial goals. Candidates will provide tailored financial plans and guidance while participating in programs that enrich local communities. Support and training will be offered to ensure success in this impactful role. The ideal candidate should possess integrity, leadership, and a passion for bettering members’ financial lives.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain an active life insurance license and various securities registrations.
• Ability to pass a background check.

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance and products to help members.
• Support fraternal programs that meet local community needs.

Skills

Integrity

Leadership skills

Team-oriented

Results/success driven

Building long-term relationships

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A leading fraternal financial services organization in Rhode Island is seeking financial representatives dedicated to helping individuals achieve their financial goals. Candidates will provide tailored financial plans and guidance while participating in programs that enrich local communities. Support and training will be offered to ensure success in this impactful role. The ideal candidate should possess integrity, leadership, and a passion for bettering members’ financial lives.