Investment Representative with Training
14 hours ago
As an Investment Representative with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, and community engagement. This role is ideal for individuals with a passion for providing personalized financial solutions and building strong client relationships.
Key Responsibilities:- Client Engagement:
- Provide tailored financial solutions to meet the unique needs of our members.
- Build and maintain strong, lasting relationships with clients.
- Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.
- Financial Planning and Advisory:
- Conduct thorough financial assessments to understand client needs and goals.
- Develop and recommend investment strategies and portfolio management solutions.
- Provide ongoing advice and support to help clients achieve their financial objectives.
- Community Involvement:
- Actively participate in community service and outreach programs.
- Represent Modern Woodmen of America in local events and initiatives.
- Engage in fraternal programs that directly benefit local communities.
- Professional Development:
- Stay updated on industry trends, products, and regulatory changes.
- Pursue continuous learning opportunities and certifications to enhance your expertise.
- Collaborate with colleagues to share knowledge and best practices.
- Business Growth:
- Contribute to the growth and success of the local office.
- Develop and implement strategies to expand the client base.
- Monitor and manage personal performance to ensure alignment with organizational goals.
- Starting income is commensurate with experience and includes exclusive training and development with financial services professionals.
- Our environment fosters mutual support and growth, offering prestigious credentials, recognition, and consistent opportunities to grow your income and character.
- Benefits include a robust retirement package, 401(k) with matching, dental, health, and vision insurance, a flexible schedule, life insurance, professional development assistance, a referral program, and a comprehensive retirement plan.
- Desire to create deep-rooted connectedness in your community.
- Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
- Experience as a Wealth Manager or Financial Planner or similar is preferred.
Flexible work from home options available.
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