Financial Planner & Community Impact Leader

Modern Woodmen; Toledo (OH); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension

Group term life insurance

Travel incentives

Job summary

Modern Woodmen of America seeks a financial representative to help individuals from all backgrounds plan and reach their financial goals. You’ll create and implement tailored plans, illustrate current and future needs, and provide the tools and support to help members protect their families and futures.

You’ll grow through client relationships, community involvement, and ongoing training. The role emphasizes integrity, leadership, teamwork, and a focus on results, with education programs and

Qualifications

• Active life insurance license and FINRA registrations required by state.
• Series 6/7 licenses and Series 63 license may be required per state.
• Background check including regulatory, criminal and financial standing.

Responsibilities

• Develop and execute tailored financial plans for members.
• Provide financial guidance and products to protect families and futures.
• Help grow membership and community impact.

Skills

Integrity

Leadership

Teamwork

Results-driven

Community-minded

Volunteer spirit

Relationship-building

Self-improvement

Education

Active life insurance license

FINRA SIE

Series 6/7

Series 63

Job description

Modern Woodmen of America seeks a financial representative to help individuals from all backgrounds plan and reach their financial goals. You’ll create and implement tailored plans, illustrate current and future needs, and provide the tools and support to help members protect their families and futures.

You’ll grow through client relationships, community involvement, and ongoing training. The role emphasizes integrity, leadership, teamwork, and a focus on results, with education programs and