Financial Advisor — Plan, Protect & Grow Futures

Modern Woodmen of America; Golden (CO); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Job summary

A fraternal financial services organization in Colorado seeks a dedicated Financial Representative to help individuals achieve their financial goals. The role includes creating tailored financial plans and completing necessary education and training. Ideal candidates will possess strong integrity, leadership skills, and a passion for helping others in their community. This full-time position offers competitive benefits including paid medical insurance and retirement plans.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain necessary licenses as required by state.
• Ability to pass a background check.

Responsibilities

• Provide financial guidance and tools to members.
• Create and execute tailored financial plans.
• Impact the community positively through fraternalism.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Relationship building

Education

Active life insurance license

FINRA securities registration

Series 6/7 license

Series 63 license

Job description

A fraternal financial services organization in Colorado seeks a dedicated Financial Representative to help individuals achieve their financial goals. The role includes creating tailored financial plans and completing necessary education and training. Ideal candidates will possess strong integrity, leadership skills, and a passion for helping others in their community. This full-time position offers competitive benefits including paid medical insurance and retirement plans.