Modern Woodmen of America · 10 hours ago
Associate Financial Advisor
Boston, MA
Full-time
Hybrid
New Grad, Entry LevelModern Woodmen of America is one of the nation’s largest fraternal benefit societies, dedicated to helping individuals achieve their financial goals through tailored financial plans. The Associate Financial Advisor will provide financial guidance and products to help members protect their families and futures while fostering community relationships.
FinanceFinancial ServicesLife Insurance
Hiring Manager
Joseph Soucy ChFC®, RICP®, FICF
Responsibilities
Provide financial guidance and products to help members protect their families and their futures
Create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals
Qualification
Required
Passion for bettering members' financial lives
Ability to obtain or already hold: an 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 that includes satisfactory regulatory, criminal and financial standing
Benefits
Paid medical and dental insurance.
401(k) retirement plan with company match.
Noncontributory pension plan.
Group term life insurance.
Expense-paid trips, bonuses and other incentives.
Company
Modern Woodmen of America
Modern Woodmen of America is a fraternal financial services organization.
Founded in 1883
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jerry Lyphout
President and Chief Executive Officer
Todd Swanson
Chief Financial Officer
Recent News
Quad City Business Journal
2022-04-27
Company data provided by crunchbase