Investment Consultant and Manager
6 days ago
Modern Woodmen of America is a member-owned fraternal financial services organization with over 700,000 members. Founded in 1883, we've been dedicated to helping our members achieve financial stability and security. Our robust asset base of $17.14 billion and surplus of $2.42 billion demonstrate our commitment to long-term financial stability.
About the RoleWe're seeking an Investment Consultant and Manager to join our dynamic team. As a key member of our team, you'll provide tailored financial solutions to meet the unique needs of our members. You'll build and maintain strong relationships with clients, offering comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.
Key Responsibilities- Client Engagement: Provide personalized financial solutions to meet the unique needs of our members.
- Team Leadership and Development: Recruit, train, and mentor new financial representatives, developing a high-performing team to achieve collective and individual goals.
- Community Involvement: Actively participate in community service and outreach programs, representing Modern Woodmen of America in local events and initiatives.
- Business Growth: Drive the growth and success of the local office, developing and implementing strategies to expand the client base.
We offer a competitive compensation package, including 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. Our environment fosters mutual support and growth, offering prestigious credentials, recognition, and consistent opportunities to grow your income and character.
QualificationsWe're looking for individuals with a genuine passion for creating deep connections in their community. You should be authentic, willing to drive results, and have some experience as a Financial Advisor, Financial Planner, or similar. Active licenses and certifications, including a Life License and FINRA registration, are required.
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