Financial Advisor & Community Impact Builder

Modern Woodmen of America

Cumming (GA)

On-site

USD 45,000 - 65,000

Full time

42 hours ago
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Benefits offered by this job

Paid medical and dental insurance
401(k) retirement plan with company-mq
Noncontributory pension plan
Group term life insurance
Expense-paid trips and incentives

Job summary

Modern Woodmen of America is seeking a financial representative to help families achieve their financial goals through tailored planning and guidance. You will build lasting relationships with members, explain insurance and investment options, and support communities through fraternal programs.

The role emphasizes integrity, leadership, teamwork and a results-driven mindset, with education and mentorship provided from day one.

Qualifications

  • Active life license required or able to obtain.
  • FINRA SIE, Series 6/7, and Series 63 required by state.
  • Ability to pass a background check.

Responsibilities

  • Develop and implement tailored financial plans.
  • Provide financial guidance and products to members.
  • Build long-term member relationships and assist community programs.
  • Support fraternal initiatives and events.

Skills

Integrity
Leadership
Teamwork
Results-driven
Community focus
Relationship building

Education

Active life license
FINRA SIE
Series 6/7
Series 63

Job description

Modern Woodmen of America is seeking a financial representative to help families achieve their financial goals through tailored planning and guidance. You will build lasting relationships with members, explain insurance and investment options, and support communities through fraternal programs.

The role emphasizes integrity, leadership, teamwork and a results-driven mindset, with education and mentorship provided from day one.

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