Impactful Financial Advisor for Families

Modern Woodmen of America; Dora (AL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) retirement plan

Pension plan

Group term life insurance

Incentives and travel opportunities

Job summary

Modern Woodmen of America is seeking a financial representative to help individuals achieve their financial goals by creating tailored plans and presenting clear guidance on products and services. You will illustrate current situations, outline future aspirations, and provide the necessary support to reach those goals.

We value integrity, leadership, and a service mindset, offering ongoing education, mentorship, and opportunities to make a positive impact in communities nationwide.

Qualifications

• Passion for improving members' financial lives.
• Ability to obtain/hold state-required licenses (SIE/Series 6/7/63).
• Willingness to pass regulatory and financial background checks.

Responsibilities

• Develop and present tailored financial plans for members.
• Guide members with financial tools to reach goals.
• Build long-term relationships and deliver community impact.

Skills

Integrity

Leadership

Team orientation

Results-driven

Resilience

Volunteer spirit

Relationship building

Credibility

Education

Active life license

FINRA SIE

Series 6/7

Series 63

Job description

Modern Woodmen of America is seeking a financial representative to help individuals achieve their financial goals by creating tailored plans and presenting clear guidance on products and services. You will illustrate current situations, outline future aspirations, and provide the necessary support to reach those goals.

We value integrity, leadership, and a service mindset, offering ongoing education, mentorship, and opportunities to make a positive impact in communities nationwide.