Financial Planner & Community Impact Advisor

Modern Woodmen of America; Idaho; On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and incentives

Job summary

Modern Woodmen of America is recruiting financial representatives to help families achieve their financial goals through tailored plans. You will illustrate members’ current situations, outline future aspirations, and provide the necessary tools and support to reach those goals.

The organization offers education and training programs, mentorship, and opportunities to contribute to fraternal community initiatives while building lasting relationships.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or hold active life insurance license and FINRA registrations as required by state.
• Background check clearance including regulatory, criminal and financial standing.

Responsibilities

• Create and execute tailored financial plans for members.
• Illustrate current situations and future aspirations to help reach goals.
• Provide financial tools and support to members and their families.
• Contribute to community programs and fraternal initiatives.

Skills

Integrity

Leadership

Teamwork

Results-driven

Resilience

Community involvement

Relationship building

Trustworthy

Education

Active life insurance license

FINRA SIE (SIE)

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America is recruiting financial representatives to help families achieve their financial goals through tailored plans. You will illustrate members’ current situations, outline future aspirations, and provide the necessary tools and support to reach those goals.

The organization offers education and training programs, mentorship, and opportunities to contribute to fraternal community initiatives while building lasting relationships.