Financial Advisor & Community Impact Builder

Modern Woodmen; Ionia (MI); On-site; USD 52,000 - 90,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company’s

Job summary

Modern Woodmen of America is seeking a dedicated financial representative to help individuals and families achieve their financial goals through personalized plans and guidance.

You will illustrate members' current situations, outline future aspirations, and offer the tools and support to reach them while upholding fraternal values and community involvement.

The role emphasizes integrity, relationship-building, and a volunteer spirit as you grow professionally within a supportive training program.

Qualifications

• Active life insurance license and securities registrations as required by state.
• Ability to pass a background check including regulatory, criminal and financial standing.
• Hands-on education and training programs start on day one and continue throughout career.

Responsibilities

• Provide financial guidance and products to help members protect their families and futures.
• Create and execute tailored financial plans illustrating members' current situations and future goals.
• Grow by helping others, build long-term relationships and contribute to community impact.
• Support members through fraternal programs that fund local initiatives.

Skills

Integrity

Relationship building

Leadership

Team oriented

Results driven

Volunteer spirit

Education

Active life insurance license

FINRA SIE registration

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America is seeking a dedicated financial representative to help individuals and families achieve their financial goals through personalized plans and guidance.

You will illustrate members' current situations, outline future aspirations, and offer the tools and support to reach them while upholding fraternal values and community involvement.

The role emphasizes integrity, relationship-building, and a volunteer spirit as you grow professionally within a supportive training program.