Financial Advisor & Community Impact Champion

Modern Woodmen of America; Coleman (TX); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company 
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Noncontributory pension plan

Group term life insurance

Expense-paid trips, bonuses and other

Job summary

Modern Woodmen of America seeks a financial representative to help members plan and protect their futures through tailored financial plans and guidance. You’ll demonstrate integrity, leadership, and a service-driven mindset while building lasting community relationships.

You will obtain and maintain required licenses, pass regulatory checks, and deliver personalized financial solutions that improve members’ lives and futures as part of a values-driven team.

Qualifications

• Active life insurance license or ability to obtain
• FINRA Securities registration (SIE) required/obtained
• Series 6 and/or 7 license, and Series 63 license per state requirements
• Clear background check (regulatory, criminal, financial)

Responsibilities

• Develop and execute tailored financial plans for members
• Illustrate current financial situations and future goals
• Provide financial tools and support to help members reach goals
• Build long-term relationships with clients and communities

Skills

Integrity

Leadership

Team-oriented

Results-driven

Volunteer spirit

Relationship building

Tools

Life insurance license

SIE

Series 6/7

Series 63

Job description

Modern Woodmen of America seeks a financial representative to help members plan and protect their futures through tailored financial plans and guidance. You’ll demonstrate integrity, leadership, and a service-driven mindset while building lasting community relationships.

You will obtain and maintain required licenses, pass regulatory checks, and deliver personalized financial solutions that improve members’ lives and futures as part of a values-driven team.