Financial Planner & Community Impact Advocate

Modern Woodmen; Ada (OK); On-site; USD 45,000 - 65,000; 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, bonuses and other incentives

Job summary

Modern Woodmen in Ada, Oklahoma seeks committed Financial Representatives to provide financial guidance and assist members in achieving their financial goals. You will create tailored financial plans and leverage a strong support network for your success.

Potential candidates should exemplify integrity, demonstrate leadership skills, and be eager to engage with their communities. In addition, you will need to be able to obtain necessary licenses including an active life insurance license.

Modern Woodmen offers comprehensive benefits, including paid medical and dental insurance, a 401(k) plan, and a pension plan.

Qualifications

• Passion for helping members achieve financial goals.
• Ability to obtain necessary licenses as required by state.
• Background check required.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Relationship building

Community involvement

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

Modern Woodmen in Ada, Oklahoma seeks committed Financial Representatives to provide financial guidance and assist members in achieving their financial goals. You will create tailored financial plans and leverage a strong support network for your success.

Potential candidates should exemplify integrity, demonstrate leadership skills, and be eager to engage with their communities. In addition, you will need to be able to obtain necessary licenses including an active life insurance license.

Modern Woodmen offers comprehensive benefits, including paid medical and dental insurance, a 401(k) plan, and a pension plan.