Impact-Driven Financial Planner & Community Advocate

Modern Woodmen of America

Haleyville (AL)

On-site

USD 60,000 - 100,000

Full time

6 hours ago
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Benefits offered by this job

Medical and dental insurance
401(k) with company match
Noncontributory pension plan
Group term life insurance
Expense-paid trips and incentives

Job summary

Modern Woodmen of America is seeking a financial representative to help individuals and families achieve their financial goals. You will build long-term relationships, deliver tailored financial plans, and present the tools and guidance necessary for success.

This role emphasizes integrity, leadership, and community involvement, with access to key licenses and compliance requirements. Join a nationally recognized fraternal financial services organization that supports members through education,

Qualifications

  • Demonstrate integrity and character.
  • Grow by helping others and building long-term relationships.
  • Team-oriented and results-focused with a community spirit.

Responsibilities

  • Assist individuals in creating tailored financial plans.
  • Present and explain financial tools to help members reach goals.
  • Build trusted relationships with clients and community partners.
  • Represent Modern Woodmen of America and its programs ethically.

Skills

Integrity
Leadership
Teamwork
Results-driven
Community involvement

Tools

Life insurance license
SIE (Securities Industry Essentials)
Series 6/7 license
Series 63 license

Job description

Modern Woodmen of America is seeking a financial representative to help individuals and families achieve their financial goals. You will build long-term relationships, deliver tailored financial plans, and present the tools and guidance necessary for success.

This role emphasizes integrity, leadership, and community involvement, with access to key licenses and compliance requirements. Join a nationally recognized fraternal financial services organization that supports members through education,

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