Financial Planner & Community Impact Advisor

Modern Woodmen of America; Pennsylvania; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension

Group term life insurance

Bonuses and incentives

Job summary

Modern Woodmen of America is seeking financial representatives dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline future aspirations, and offer the necessary financial tools to reach those goals.

You will build long-term relationships through integrity and leadership, work well in teams, and demonstrate results-driven interactions with members.

Qualifications

• Active life insurance license required.
• FINRA SIE and Series 6/7/63 licenses may be required by state.
• Ability to pass background checks and regulatory standards.

Responsibilities

• Develop and present tailored financial plans for members.
• Assist clients in achieving long-term financial goals.
• Build and maintain strong member relationships and trust.

Skills

Integrity

Leadership

Teamwork

Results-driven

Relationship building

Volunteer spirit

Trustworthy

Education

Active life insurance license

FINRA SIE / Series 6/7 / Series 63

Job description

Modern Woodmen of America is seeking financial representatives dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline future aspirations, and offer the necessary financial tools to reach those goals.

You will build long-term relationships through integrity and leadership, work well in teams, and demonstrate results-driven interactions with members.