What are the responsibilities and job description for the Community Financial Planner position at Modern Woodmen of America?
Modern Woodmen of America is a company that values integrity, teamwork, and customer satisfaction. As a financial representative, you'll play a critical role in upholding these values by providing exceptional service to our clients.
Since our founding in 1883, we've been dedicated to delivering high-quality financial products and services that meet the evolving needs of our clients. We're passionate about giving back to our local community through various initiatives, including fundraising events and volunteer work.
Your primary responsibilities will include:
- Building relationships with clients and understanding their financial objectives
- Developing and implementing customized financial plans using our advanced tools
- Maintaining accurate records and reporting on client progress
- Participating in community events and promoting our financial products and services
We offer a competitive compensation package, comprehensive health insurance, and a retirement plan to ensure you're rewarded for your hard work and dedication.
