Financial Planner & Community Impact Advisor

Modern Woodmen; Haleyville (AL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Paid medical insurance

401(k) with company match

Noncontributory pension

Job summary

Modern Woodmen of America in Alabama seeks a financial representative to help members achieve financial goals by creating tailored plans and offering suitable tools and guidance. The role emphasizes integrity, relationship-building, and community service, with mentoring and ongoing education provided.

You will build lasting relationships through trusted advice and personalized service that supports families and communities.

Qualifications

• Active life insurance license or ability to obtain one
• FINRA registration: SIE
• State requirements: Series 6 and/or 7, and Series 63 as applicable

Skills

Integrity and character

Leadership

Team-oriented

Results-driven

Overcome adversity

Volunteer spirit

Self-improvement mindset

Relationship building

Education

Active life insurance license

FINRA SIE registration

Series 6 license

Series 7 license

Series 63 license

Job description

Modern Woodmen of America in Alabama seeks a financial representative to help members achieve financial goals by creating tailored plans and offering suitable tools and guidance. The role emphasizes integrity, relationship-building, and community service, with mentoring and ongoing education provided.

You will build lasting relationships through trusted advice and personalized service that supports families and communities.