Financial Planner & Community Impact Specialist

Modern Woodmen of America; Rockwall (TX); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company 1:

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Job summary

Modern Woodmen of America is seeking a financial representative to help individuals achieve their financial goals. You will craft and implement tailored financial plans that reflect members' current circumstances, outline future aspirations, and provide the tools and support needed to reach those goals.

Our education and training start on day one, offering hands-on workshops, mentorship, and access to industry resources to help you thrive as a trusted professional who makes a positive impact on

Qualifications

• Active life insurance license required or ability to obtain
• FINRA securities registration (SIE) required
• Series 6 and/or 7 license required
• Series 63 license required
• Ability to pass background check including regulatory, criminal and financial standing

Responsibilities

• Create and execute tailored financial plans for members
• Illustrate members' current situations and future goals
• Provide financial tools and support to reach goals

Skills

Integrity & character

Leadership

Team-oriented

Relationship building

Education

Active life insurance license

FINRA SIE registration

Series 6/7 license

Series 63 license

Job description

Modern Woodmen of America is seeking a financial representative to help individuals achieve their financial goals. You will craft and implement tailored financial plans that reflect members' current circumstances, outline future aspirations, and provide the tools and support needed to reach those goals.

Our education and training start on day one, offering hands-on workshops, mentorship, and access to industry resources to help you thrive as a trusted professional who makes a positive impact on