Associate Financial Advisor - Build Plans, Empower Futures

Modern Woodmen of America; Pearsall (TX); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Zusammenfassung

A fraternal financial services organization is seeking a Regional Recruiter in Texas. You will provide financial guidance and develop tailored plans for clients, helping them achieve their financial goals. The role requires a passion for community service and integrity, along with the ability to obtain necessary licenses. Benefits include paid medical insurance and a 401(k) retirement plan with company match.

Qualifikationen

• Passion for bettering members’ financial lives.
• Ability to pass a background check including regulatory, criminal, and financial standing.

Aufgaben

• Create and execute tailored financial plans.
• Provide financial guidance and products to members.

Kenntnisse

Integrity

Leadership skills

Team-oriented

Results driven

Relationship building

Ausbildung

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Jobbeschreibung

A fraternal financial services organization is seeking a Regional Recruiter in Texas. You will provide financial guidance and develop tailored plans for clients, helping them achieve their financial goals. The role requires a passion for community service and integrity, along with the ability to obtain necessary licenses. Benefits include paid medical insurance and a 401(k) retirement plan with company match.