Financial Wellness Advisor

Modern Woodmen of America; South Dakota; On-site; USD 50,000 - 75,000; 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

Modern Woodmen of America is searching for dedicated financial representatives to help individuals from all backgrounds achieve their financial goals. This role involves creating tailored financial plans and providing guidance on financial products. Candidates should have a passion for improving financial lives, possess integrity, and demonstrate leadership skills. Modern Woodmen offers extensive training, a supportive environment, and benefits, including medical insurance and retirement plans.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Responsibilities

• Help individuals achieve their financial goals through tailored plans.
• Provide financial guidance and products to help members protect their families.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Overcoming adversity

Volunteer spirit

Building long-term relationships

Credible, trustworthy and honest

Education

Active life insurance license

FINRA securities registration (Securities Industry Essentials/SIE)

Series 6 and/or 7 license

Series 63 license

Job description

Modern Woodmen of America is searching for dedicated financial representatives to help individuals from all backgrounds achieve their financial goals. This role involves creating tailored financial plans and providing guidance on financial products. Candidates should have a passion for improving financial lives, possess integrity, and demonstrate leadership skills. Modern Woodmen offers extensive training, a supportive environment, and benefits, including medical insurance and retirement plans.