Financial Planner & Community Impact Advisor

Modern Woodmen; Madison (WI); On-site; 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 benefit society in Madison is looking for financial representatives to support individuals in achieving their financial goals. Candidates will create personalized financial plans and provide guidance on products that protect members’ families and futures. Successful candidates will have integrity, leadership skills, and a passion for community involvement. Comprehensive training and support are provided. This role includes paid medical insurance, a 401(k) plan, and a pension plan.

Qualifications

• Passion for helping members improve their financial lives.
• Ability to pass background check and maintain favorable standing.

Responsibilities

• Create and execute tailored financial plans for clients.
• Provide financial guidance and products.
• Support community initiatives through active involvement.

Skills

Integrity

Leadership

Team-oriented

Results-oriented

Community involvement

Relationship building

Self-improvement

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal benefit society in Madison is looking for financial representatives to support individuals in achieving their financial goals. Candidates will create personalized financial plans and provide guidance on products that protect members’ families and futures. Successful candidates will have integrity, leadership skills, and a passion for community involvement. Comprehensive training and support are provided. This role includes paid medical insurance, a 401(k) plan, and a pension plan.