Financial Services Advisor – Tailored Plans & Community Impact

Modern Woodmen of America; South Carolina; On-site; USD 40,000 - 90,000; 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, bonuses, and other incentives

Job summary

A leading financial services organization in South Carolina is seeking dedicated financial representatives to help individuals achieve their financial goals through tailored financial plans. Candidates will receive comprehensive training from day one, including hands-on workshops and mentorship. Ideal candidates should have integrity, leadership skills, and a passion for community service. This full-time role offers a variety of benefits including paid medical insurance and a retirement plan.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a background check with satisfactory standing.

Responsibilities

• Help individuals achieve their financial goals.
• Create and execute tailored financial plans.

Skills

Integrity

Leadership skills

Team-oriented

Results/success driven

Ability to build long-term relationships

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A leading financial services organization in South Carolina is seeking dedicated financial representatives to help individuals achieve their financial goals through tailored financial plans. Candidates will receive comprehensive training from day one, including hands-on workshops and mentorship. Ideal candidates should have integrity, leadership skills, and a passion for community service. This full-time role offers a variety of benefits including paid medical insurance and a retirement plan.