Impactful Financial Planner for Families & Futures

Modern Woodmen; Pulaski (VA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical & dental insurance

401(k) match

Noncontributory pension

Group term life insurance

Bonuses & incentives

Job summary

Modern Woodmen of America seeks a financial representative to help members achieve their financial goals through tailored plans and guidance. You’ll work with individuals to illustrate current situations, outline futures aspirations, and provide necessary tools and support to reach those goals.

The role emphasizes integrity, leadership, team orientation, and a commitment to community impact. Training starts at day one, with ongoing mentorship and resources to succeed.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold: an active life insurance license, FINRA securities registration (SIE), Series 6 and/or 7 license, and Series 63 license, as required by state.
• Ability to pass a background check that includes regulatory, criminal and financial standing.

Responsibilities

• Provide and implement tailored financial plans and guidance for members.
• Offer products to help protect families and futures and support community goals.
• Build long-term relationships with members and serve diverse backgrounds.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Resilience

Growth mindset

Volunteer spirit

Self-improvement

Relationship building

Honesty

Job description

Modern Woodmen of America seeks a financial representative to help members achieve their financial goals through tailored plans and guidance. You’ll work with individuals to illustrate current situations, outline futures aspirations, and provide necessary tools and support to reach those goals.

The role emphasizes integrity, leadership, team orientation, and a commitment to community impact. Training starts at day one, with ongoing mentorship and resources to succeed.