Financial Wellness Advisor

Modern Woodmen; Ontario (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Paid medical and dental insurance.

401(k) retirement plan with company0

Noncontributory pension plan.

Group term life insurance.

Expense-paid trips, bonuses and other

Job summary

Modern Woodmen of America is seeking a financial representative who helps members build and execute tailored financial plans. You will illustrate current situations, map future goals, and provide the tools and support to reach them.

We value integrity, leadership, teamwork, and a results-driven mindset. Candidates should have or be able to obtain life insurance licenses, FINRA registrations (SIE, Series 6/7, Series 63 as required), and pass background checks.

Qualifications

• Passion for bettering members' financial lives.
• Ability to obtain or already hold: an active life insurance license, FINRA registrations (SIE), Series 6/7 and Series 63 as required by state.
• Ability to pass a background check that includes regulatory, criminal and financial standing.

Responsibilities

• Create and execute tailored financial plans for members.
• Illustrate members' current situations and outline future aspirations.
• Provide necessary financial tools and support to help members reach their goals.

Skills

Integrity

Leadership

Teamwork

Results driven

Resilience

Community oriented

Continuous self-improvement

Relationship building

Credibility

Honesty

Job description

Modern Woodmen of America is seeking a financial representative who helps members build and execute tailored financial plans. You will illustrate current situations, map future goals, and provide the tools and support to reach them.

We value integrity, leadership, teamwork, and a results-driven mindset. Candidates should have or be able to obtain life insurance licenses, FINRA registrations (SIE, Series 6/7, Series 63 as required), and pass background checks.