Financial Wellness Advisor

Modern Woodmen of America; Town of Florida (NY); On-site; USD 40,000 - 60,000; 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 prominent fraternal benefit society in New York is seeking entry-level Financial Representatives to assist members in achieving financial goals through tailored plans. Ideal candidates show integrity, leadership, and a passion for helping others. Comprehensive training and benefits such as medical insurance, a 401(k) plan, and paid expenses ensure a supportive work environment. Join a mission-driven team committed to making a positive impact in the community.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or hold an active life insurance license.
• Must pass a background check.

Responsibilities

• Create tailored financial plans for members.
• Provide financial guidance and products.
• Support members in achieving their financial goals.

Skills

Leadership skills

Team-oriented

Focus on results

Integrity and character

Building long-term relationships

Education

Active life insurance license

FINRA securities registration

Series 6/7 license

Series 63 license

Job description

A prominent fraternal benefit society in New York is seeking entry-level Financial Representatives to assist members in achieving financial goals through tailored plans. Ideal candidates show integrity, leadership, and a passion for helping others. Comprehensive training and benefits such as medical insurance, a 401(k) plan, and paid expenses ensure a supportive work environment. Join a mission-driven team committed to making a positive impact in the community.