Financial Advisor & Community Impact Leader

Modern Woodmen of America

Gadsden (AL)

On-site

USD 45,000 - 65,000

Full time

7 days ago
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Benefits offered by this job

Paid medical and dental insurance
401(k) retirement plan with company
Noncontributory pension plan
Group term life insurance
Expense-paid trips, bonuses and other…

Job summary

Modern Woodmen of America is looking for financial representatives who help families achieve their financial goals by creating tailored plans and offering the right tools and support. You will work with a diverse group of members, guiding them through life’s financial decisions within a community-focused organization.

The role emphasizes integrity, leadership, and relationship-building, with licensing requirements including life insurance and FINRA registrations.

Qualifications

  • Active life insurance license or ability to obtain one.
  • FINRA Securities Registration (SIE) required/available.
  • Series 6 and/or 7 and Series 63 as required by state.

Responsibilities

  • Develop and execute tailored financial plans for members.
  • Guide individuals to meet their financial goals with suitable tools and support.
  • Build long-term relationships through trust and integrity.

Skills

Integrity
Leadership
Teamwork
Results oriented
Volunteer spirit

Education

Active life insurance license
FINRA SIE
Series 6 and/or 7
Series 63 license

Job description

Modern Woodmen of America is looking for financial representatives who help families achieve their financial goals by creating tailored plans and offering the right tools and support. You will work with a diverse group of members, guiding them through life’s financial decisions within a community-focused organization.

The role emphasizes integrity, leadership, and relationship-building, with licensing requirements including life insurance and FINRA registrations.

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