Community-Focused Financial Advisor

Modern Woodmen of America; Argyle (TX); 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 incentives

Job summary

A leading fraternal financial services organization is seeking a financial representative in Texas to guide members towards achieving their financial goals. The ideal candidate will demonstrate integrity, leadership, and a passion for community service. Responsibilities include creating tailored financial plans and providing ongoing support. This full-time role offers comprehensive training, paid medical benefits, and a retirement plan, prioritizing personal growth and member impact.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a background check with satisfactory standing.

Responsibilities

• Provide financial guidance and products to help members.
• Create tailored financial plans for members' goals.

Skills

Integrity

Leadership

Team-oriented

Results driven

Building relationships

Education

Active life insurance license

FINRA securities registration

Series 6 or 7 license

Series 63 license

Job description

A leading fraternal financial services organization is seeking a financial representative in Texas to guide members towards achieving their financial goals. The ideal candidate will demonstrate integrity, leadership, and a passion for community service. Responsibilities include creating tailored financial plans and providing ongoing support. This full-time role offers comprehensive training, paid medical benefits, and a retirement plan, prioritizing personal growth and member impact.