Financial Representative

Job Description

Financial Representative | Modern Woodmen of America

The Tone:
This is a full-time role at Modern Woodmen of America, serving various communities across the United States. Modern Woodmen of America is a unique fraternal financial services organization committed to positively impacting thousands of families and communities each year by helping them build brighter futures. This vital role enables dedicated individuals to guide members from all backgrounds towards their financial goals, making a significant and tangible difference in their local community through personalized financial strategies and support.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Bastrop, TX

• Mission: This person will empower individuals to achieve financial security by creating personalized plans and providing essential financial tools.

What You’ll Actually Do
• Plan Development: Create and implement customized financial plans designed to help members achieve their personal and family financial objectives.
• Financial Assessment: Analyze and clearly illustrate members’ current financial situations to establish a baseline for planning.
• Goal Definition: Work with members to outline and strategize for their future financial aspirations, ensuring clarity and direction.
• Tool & Support Provision: Equip members with the necessary financial tools, products, and ongoing support to reach their defined financial goals effectively.
• Fraternal Engagement: Actively participate in the fraternal mission by fostering relationships and contributing to community programs funded by members, enriching lives and strengthening local impact.

The Must-Haves
• Background: A strong passion for bettering members’ financial lives and the ability to successfully obtain all necessary financial licenses and registrations.
• Experience: Open to all career levels, from individuals launching their financial services journey to seasoned professionals with extensive experience.
• Skills:
• An active life insurance license (or the ability to obtain one).
• FINRA Securities Industry Essentials® (SIE) registration (or the ability to obtain one).
• Series 6 and/or 7 license (or the ability to obtain one, as required by state).
• Series 63 license (or the ability to obtain one, as required by state).
• Bonus:
• Exhibit strong personal integrity and character, coupled with demonstrable leadership abilities.
• Thrive in collaborative environments, motivated by achieving positive results, and possess a resilient, growth-oriented mindset.
• Demonstrate a genuine volunteer spirit, enjoy building lasting relationships, and maintain a reputation for credibility and trustworthiness.