Financial Advisor – Community Impact & Benefits

Modern Woodmen; Sumiton (AL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical & Dental Insurance

401(k) with match

Noncontributory pension

Group term life

Bonuses & incentives

Job summary

Modern Woodmen of America seeks a financial representative to help individuals achieve financial goals through tailored plans and ongoing guidance. You will illustrate member situations, outline future aspirations and provide tools to reach those goals while building trust within communities.

The role emphasizes licensing, regulatory compliance, and long-term relationship development with members and local communities through fraternal programs and ongoing support.

Qualifications

• Passion for bettering members’ financial lives.
• Active life insurance license and FINRA registrations (SIE, Series 6/7, Series 63) as required by state.
• Ability to pass a background check that includes regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members protect families and futures.
• Build long‑term relationships with members and communities.
• Support fraternal programs and community initiatives.

Skills

Integrity

Leadership

Team orientation

Results focus

Community focus

Relationship building

Self-improvement

Volunteer spirit

Honesty

Education

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America seeks a financial representative to help individuals achieve financial goals through tailored plans and ongoing guidance. You will illustrate member situations, outline future aspirations and provide tools to reach those goals while building trust within communities.

The role emphasizes licensing, regulatory compliance, and long-term relationship development with members and local communities through fraternal programs and ongoing support.