Impactful Financial Advisor for Families

Modern Woodmen of America; Barnesville (GA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Expense-paid trips and bonuses

Job summary

A fraternal financial services organization is seeking a financial representative to create and execute tailored financial plans for members. Candidates should have a passion for improving members' financial lives and the ability to operate under regulatory conditions. This role includes training from experienced professionals and aims at positively impacting community lives. Benefits include paid medical and dental insurance, a 401(k) retirement plan, and various incentives.

Qualifications

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

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance to help members protect their families.
• Engage with members to achieve their financial goals.

Skills

Integrity and character

Leadership skills

Team-oriented

Result-oriented

Ability to overcome adversity

Volunteer spirit

Long-term relationship building

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial services organization is seeking a financial representative to create and execute tailored financial plans for members. Candidates should have a passion for improving members' financial lives and the ability to operate under regulatory conditions. This role includes training from experienced professionals and aims at positively impacting community lives. Benefits include paid medical and dental insurance, a 401(k) retirement plan, and various incentives.