Financial Planner & Community Impact Leader

Modern Woodmen; Clinton (MD); Hybrid; USD 42,000 - 75,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company‑m­

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Job summary

Modern Woodmen of America is seeking a dedicated financial representative to help members achieve their financial goals through tailored plans and ongoing guidance. The role emphasizes integrity, leadership, and a strong community focus.

You will build trust-based relationships, support members with insurance and investment products, and contribute to programs that enrich communities nationwide. Training and career growth opportunities are provided in a values-driven environment.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold: an active life insurance license, FINRA securities registration (SIE), Series 6 and/or 7 license, and Series 63 license, as required by state.
• Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Responsibilities

• Create and execute tailored financial plans that illustrate members’ current situations and future goals.
• Provide financial guidance and products to help protect families and their futures.
• Support fraternal programs that enrich members’ lives and strengthen community impact.

Skills

Integrity

Leadership

Team‑oriented

Results‑driven

Resilience

Volunteer spirit

Self‑improvement

Relationship building

Credible

Honest

Job description

Modern Woodmen of America is seeking a dedicated financial representative to help members achieve their financial goals through tailored plans and ongoing guidance. The role emphasizes integrity, leadership, and a strong community focus.

You will build trust-based relationships, support members with insurance and investment products, and contribute to programs that enrich communities nationwide. Training and career growth opportunities are provided in a values-driven environment.