Financial Planner: Build Futures & Community Impact

Modern Woodmen of America; Winfield (AL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

401(k) with company match

Pension plan

Job summary

Modern Woodmen of America seeks financial representatives to help individuals from all backgrounds achieve their financial goals. You will tailor financial plans, illustrate members’ current and future needs, and offer tools and support to reach those goals.

Join a fraternal financial services organization with strong community impact, ongoing training, and opportunities to advance through licensing and performance incentives.

Qualifications

• Passion for bettering members' financial lives.
• Ability to obtain or hold required licenses (life license, SIE, 6/7, 63).
• Ability to pass a background check with regulatory, criminal and financial standing.

Responsibilities

• Create and execute tailored financial plans illustrating current vs. future goals.
• Provide necessary financial tools and support to help members reach goals.
• Build long-term relationships and deliver ongoing guidance.
• Promote and explain relevant financial products and services.

Skills

Integrity

Leadership

Teamwork

Results-driven

Volunteer spirit

Relationship building

Credible

Honest

Education

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America seeks financial representatives to help individuals from all backgrounds achieve their financial goals. You will tailor financial plans, illustrate members’ current and future needs, and offer tools and support to reach those goals.

Join a fraternal financial services organization with strong community impact, ongoing training, and opportunities to advance through licensing and performance incentives.