Financial Planner & Trusted Advisor for Families

MWA Careers - Fort Myers; Lakeland (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Expense-paid trips

Job summary

MWA Careers - Fort Myers seeks passionate financial representatives to help individuals achieve their financial goals. Responsibilities include creating tailored financial plans and providing products to protect families and futures.

The ideal candidate will demonstrate integrity, leadership, and focus on results, while also enjoying community involvement. Modern Woodmen offers training from day one and support to foster success.

Qualifications

• Passionate about enhancing members' financial lives.
• Ability to obtain necessary licenses and pass background checks.

Responsibilities

• Create and execute tailored financial plans.
• Provide financial guidance and products.

Skills

Leadership skills

Integrity

Team-oriented

Results-oriented

Community involvement

Education

Active life-insurance license

FINRA securities registration

Job description

MWA Careers - Fort Myers seeks passionate financial representatives to help individuals achieve their financial goals. Responsibilities include creating tailored financial plans and providing products to protect families and futures.

The ideal candidate will demonstrate integrity, leadership, and focus on results, while also enjoying community involvement. Modern Woodmen offers training from day one and support to foster success.