Impactful Financial Planner for Families & Futures

Modern Woodmen of America; Connecticut; On-site; USD 45,000 - 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 and bonuses

Job summary

A fraternal financial service organization seeks a Financial Representative in Connecticut. This role focuses on providing tailored financial guidance to families, supporting member programs, and building client relationships. Ideal candidates will show integrity, leadership skills, and a commitment to enhancing the financial lives of others. Comprehensive training and benefits, including medical insurance and retirement plans, are offered. Join us to make a positive impact in your community.

Qualifications

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

Responsibilities

• Provide financial guidance and products for families.
• Support member programs that enhance lives and meet local needs.
• Build relationships to drive membership growth.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Relationship building

Education

Life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial service organization seeks a Financial Representative in Connecticut. This role focuses on providing tailored financial guidance to families, supporting member programs, and building client relationships. Ideal candidates will show integrity, leadership skills, and a commitment to enhancing the financial lives of others. Comprehensive training and benefits, including medical insurance and retirement plans, are offered. Join us to make a positive impact in your community.