What are the responsibilities and job description for the Investment Solutions Specialist position at Modern Woodmen of America?
Why Join Us: We've been focused on securing futures with financial guidance and products since 1883. Our representatives are 'hometown' professionals who manage their own branch offices and build a business to serve their clients and communities.
About the Job: The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial objectives. They should be comfortable creating financial plans, cross-checking work, and ensuring complete accuracy of information.
Key Responsibilities:
What We Offer:
About the Job: The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial objectives. They should be comfortable creating financial plans, cross-checking work, and ensuring complete accuracy of information.
Key Responsibilities:
- Deliver tailored financial plans to meet client needs
- Ensure accuracy of information and data
- Provide community-oriented support and education
- Network with individuals and organizations in the community
What We Offer:
- Extensive hands-on training program
- Medical, dental, and vision insurance paid for
- 401(k) retirement planning with company match
- Non-contributory pension plan
