Associate Financial Planner for Families

Modern Woodmen of America; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

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

Job summary

A fraternal financial services organization in Phoenix seeks a Regional Recruiter to help individuals achieve their financial goals. You will provide tailored financial plans, support members, and engage deeply with the community. The ideal candidate is passionate, motivated, and enjoys building long-term relationships. Full-time position with comprehensive training and education provided for your success.

Qualifications

• Passionate about bettering members’ financial lives.
• Ability to obtain necessary licenses for financial services.
• Pass background check for regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to members.
• Create tailored financial plans for individuals.
• Support community members in achieving financial goals.

Skills

Integrity

Leadership skills

Team-oriented

Results-driven

Adversity management

Volunteer spirit

Relationship-building

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial services organization in Phoenix seeks a Regional Recruiter to help individuals achieve their financial goals. You will provide tailored financial plans, support members, and engage deeply with the community. The ideal candidate is passionate, motivated, and enjoys building long-term relationships. Full-time position with comprehensive training and education provided for your success.