Financial Advisor & Community Impact Leader

Modern Woodmen; Oklahoma; On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension

Group term life insurance

Expense-paid trips and bonuses

Job summary

Modern Woodmen of America seeks financial representatives to help members achieve their financial goals through tailored plans and guidance. You’ll illustrate current situations, map future aspirations, and provide tools and support to reach them, while building long-term relationships within the community.

We emphasize integrity, leadership, team orientation, results focus, and volunteer spirit as core traits in a role that blends advisory service with community involvement.

Qualifications

• Must have or be able to obtain an active life insurance license.
• Must have regulatory/clearance readiness including FINRA SIE.
• Series 6/7 and 63 licenses required by state.

Responsibilities

• Provide financial guidance and products to help members protect their families and futures.
• Develop tailored financial plans illustrating current situations and future goals.
• Support fraternal programs and community initiatives.

Skills

Integrity

Leadership

Team-oriented

Results driven

Resilience/adversity

Community involvement

Relationship building

Self-improvement

Credibility

Tools

Life insurance license

SIE (Securities Industry Essentials)

Series 6 license

Series 7 license

Series 63 license

Job description

Modern Woodmen of America seeks financial representatives to help members achieve their financial goals through tailored plans and guidance. You’ll illustrate current situations, map future aspirations, and provide tools and support to reach them, while building long-term relationships within the community.

We emphasize integrity, leadership, team orientation, results focus, and volunteer spirit as core traits in a role that blends advisory service with community involvement.