Licensed Financial Advisor & Community Builder

Modern Woodmen; Mesa (AZ); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k) match

Pension plan

Incentives

Job summary

Modern Woodmen is seeking a Financial Representative to help members achieve their financial goals by crafting personalized plans and providing guidance on suitable products. You will build lasting relationships while serving diverse communities across the Mesa area.

Strong licensing and regulatory credentials are expected, with ongoing education and mentorship to support your career growth in a fraternal-benefit organization that values service and community impact.

Qualifications

• Active life insurance license or ability to obtain one.
• FINRA registrations: SIE, Series 6/7, and Series 63 as required by state.
• Pass background check including regulatory, criminal, and financial standing.
• Strong desire to build lasting relationships and improve members' financial lives.

Responsibilities

• Develop and execute tailored financial plans for members.
• Provide financial guidance and product recommendations.
• Build long-term relationships within the community.
• Help members protect their families and futures.

Skills

Integrity

Leadership

Teamwork

Results-driven

Community focus

Education

Life insurance license

FINRA SIE

Series 6/7

Series 63

Job description

Modern Woodmen is seeking a Financial Representative to help members achieve their financial goals by crafting personalized plans and providing guidance on suitable products. You will build lasting relationships while serving diverse communities across the Mesa area.

Strong licensing and regulatory credentials are expected, with ongoing education and mentorship to support your career growth in a fraternal-benefit organization that values service and community impact.