What are the responsibilities and job description for the Professional Financial Advisor position at Modern Woodmen of America?
- We are seeking a highly motivated and skilled Financial Representative to join our team.
Job Description: As a Financial Representative, you will work closely with our members to understand their financial needs and develop personalized plans to help them achieve their goals.
Key Responsibilities:*
- Analyze members' current financial situations and identify opportunities for growth and improvement.
- Develop and implement tailored financial plans that meet the unique needs of each member.
- Provide ongoing support and guidance to members as they work towards their financial goals.
- Maintain accurate records of member interactions and financial plans.
Required Skills and Qualifications:
- Active life insurance license
- FINRA securities registration (Securities Industry Essentials/SIE), Series 6 and/or 7 license, and Series 63 license (as required by state)
- Ability to pass a background check
Benefits:
- Paid medical and dental insurance
- 401(k) retirement plan with company match
- Noncontributory pension plan
