Financial Planner & Community Impact Leader

Modern Woodmen

Providence (RI)

Hybride

USD 45 000 - 70 000

Plein temps

Il y a 44 heures
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Avantages offerts par ce poste

Paid medical and dental insurance
401(k) retirement plan with company ma
Noncontributory pension plan
Group term life insurance
Expense-paid trips, bonuses and other
Equal opportunity employer

Résumé du poste

Modern Woodmen of America seeks financial representatives who can guide members toward financial goals and tailor plans with suitable tools and support. The role emphasizes integrity, leadership, teamwork, and a results-driven mindset to serve a diverse member base.

Training starts on day one with hands-on workshops, mentorship from seasoned professionals, and access to industry resources to help you succeed as a trusted financial professional.

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.

Connaissances

Integrity
Leadership
Team orientation
Results-focused
Overcome adversity
Help others
Volunteer spirit
Relationship building

Formation

Financial services background

Description du poste

Modern Woodmen of America seeks financial representatives who can guide members toward financial goals and tailor plans with suitable tools and support. The role emphasizes integrity, leadership, teamwork, and a results-driven mindset to serve a diverse member base.

Training starts on day one with hands-on workshops, mentorship from seasoned professionals, and access to industry resources to help you succeed as a trusted financial professional.

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