Financial Planning Advisor - Build Families' Futures

Modern Woodmen of America; Placerville (CA); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) with company match

Noncontributory pension

Group term life insurance

Trips and incentives

Job summary

Modern Woodmen of America is seeking financial representatives to help individuals from diverse backgrounds achieve their financial goals through tailored plans and guidance. You will illustrate members’ current situations, outline future aspirations, and provide the necessary financial tools and support to help them succeed.

The role emphasizes integrity, leadership, and relationship-building as you grow with the organization and positively impact communities across the country.

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

• Provide financial guidance and build tailored financial plans for members.
• Explain current situations, outline future goals, and offer tools and support to achieve them.
• Engage with communities to grow relationships and serve members’ needs.

Skills

Integrity and character

Leadership skills

Team orientation

Results driven

Overcome adversity

Helping others

Volunteer spirit

Relationship building

Trustworthy

Job description

Modern Woodmen of America is seeking financial representatives to help individuals from diverse backgrounds achieve their financial goals through tailored plans and guidance. You will illustrate members’ current situations, outline future aspirations, and provide the necessary financial tools and support to help them succeed.

The role emphasizes integrity, leadership, and relationship-building as you grow with the organization and positively impact communities across the country.