Financial Planner & Community Impact Advocate

Modern Woodmen; Council Bluffs (IA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) with match

Pension plan

Life insurance

Incentives and bonuses

Job summary

Modern Woodmen of America in Council Bluffs, IA is seeking a Financial Representative who will design and implement tailored financial plans for members, illustrating current situations and future goals.

You will offer the necessary financial tools and guidance to help members protect their families and futures, while building long-term relationships in the community. This role emphasizes integrity, leadership, teamwork, and results, with opportunities for growth within a fraternal society.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or hold required state licenses.
• Ability to pass regulatory/background checks.

Responsibilities

• Create and execute tailored financial plans illustrating clients' current and future needs.
• Present financial tools and support to help members reach goals.
• Build and maintain long‑term relationships within the community.

Skills

Integrity

Leadership

Teamwork

Results-driven

Community spirit

Education

Active life insurance license

FINRA SIE

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America in Council Bluffs, IA is seeking a Financial Representative who will design and implement tailored financial plans for members, illustrating current situations and future goals.

You will offer the necessary financial tools and guidance to help members protect their families and futures, while building long-term relationships in the community. This role emphasizes integrity, leadership, teamwork, and results, with opportunities for growth within a fraternal society.