Financial Advisor & Planner for Families & Futures

Modern Woodmen; Camden (NJ); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company%20

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 achieve their financial goals through tailored plans and suitable products. You will illustrate current situations, outline aspirations, and provide necessary financial tools and support to reach those goals in a community-focused role.

You will work with licensing requirements including life insurance, SIE, Series 6/7, and Series 63, while upholding integrity, leadership, and teamwork.

Qualifications

• Active life insurance license or ability to obtain.
• FINRA Securities Industry Essentials (SIE) registration.
• Series 6 and/or 7 license.
• Series 63 license.
• Ability to pass a background check that includes regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members protect their families and their futures.
• Develop and implement tailored financial plans illustrating current situations and future goals.
• Build and strengthen relationships with members to support community impact.

Skills

Integrity

Leadership

Teamwork

Results-driven

Volunteer spirit

Relationship building

Education

Life insurance license

SIE (FINRA)

Series 6/7

Series 63

Job description

Modern Woodmen of America seeks a financial representative to help members achieve their financial goals through tailored plans and suitable products. You will illustrate current situations, outline aspirations, and provide necessary financial tools and support to reach those goals in a community-focused role.

You will work with licensing requirements including life insurance, SIE, Series 6/7, and Series 63, while upholding integrity, leadership, and teamwork.