Financial Planning Advisor - Build Plans, Grow Communities

Modern Woodmen of America; Denver (CO); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Job summary

A leading fraternal benefit society in Denver is seeking financial representatives to help diverse members reach their financial goals through tailored planning. This full-time position requires passion for financial improvement and the ability to acquire necessary licenses. The role includes strong community engagement and offers comprehensive training programs. Benefits include medical insurance, a 401(k) plan, and more.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain various securities licenses.
• Must pass background check.

Responsibilities

• Help individuals achieve financial goals with tailored plans.
• Provide financial tools and support to members.

Skills

Integrity

Leadership skills

Team-oriented

Result-driven

Community involvement

Building long-term relationships

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A leading fraternal benefit society in Denver is seeking financial representatives to help diverse members reach their financial goals through tailored planning. This full-time position requires passion for financial improvement and the ability to acquire necessary licenses. The role includes strong community engagement and offers comprehensive training programs. Benefits include medical insurance, a 401(k) plan, and more.