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Financial Advisor

2 months ago

Nashville, Tennessee, United States Foote Region - Modern Woodmen of America Full time
Job Overview

As a Wealth Manager at Foote Region - Modern Woodmen of America, you will play a pivotal role in providing personalized financial strategies to our valued members. This position is designed for individuals who are passionate about fostering growth, leadership, and community involvement.


Key Responsibilities:
  • Client Relations:
    • Deliver customized financial solutions tailored to the distinct needs of our clients.
    • Establish and nurture enduring relationships with clients.
    • Provide holistic financial planning services, encompassing life insurance and retirement strategies.
  • Community Engagement:
    • Actively engage in community service initiatives and outreach programs.
    • Serve as a representative of Modern Woodmen of America at local events and community activities.
    • Participate in fraternal programs that enhance local community welfare.
  • Office Development:
    • Drive the growth and prosperity of the local office.
    • Formulate and execute strategies to broaden the client base.
    • Oversee and assess team performance to ensure alignment with organizational objectives.
Benefits:

We offer a competitive starting income based on experience, along with exclusive training and development opportunities in financial services. Our supportive environment promotes mutual growth and recognition, providing pathways to enhance both income and professional character. Benefits include:

  • A comprehensive retirement package with a 401(k) plan featuring matching contributions.
  • Health, dental, and vision insurance.
  • Flexible work schedule options.
  • Life insurance and professional development assistance.
  • A referral program and extensive retirement planning.
Qualifications:
  • A commitment to fostering deep connections within the community.
  • Authenticity and a proactive approach to achieving set goals.
  • Prior experience as a Wealth Manager, Financial Planner, or in a similar role is advantageous.
Licenses/Certifications Required:
  • Life Insurance License
  • Active SIE Certification

If you are driven to make a meaningful impact and excel in a dynamic financial environment, we encourage you to explore this opportunity.