Community‑Focused Financial Advisor (Associate)

Modern Woodmen of America

Richardson (TX)

On-site

USD 40,000 - 60,000

Full time

14 days+
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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 and bonuses

Job summary

A leading fraternal financial services organization is seeking a Regional Field Recruiter to launch a career in financial services. The role focuses on providing financial guidance and executing tailored plans for members. Candidates should demonstrate leadership skills, integrity, and a passion for helping others achieve their financial goals. This full-time position offers extensive training, medical benefits, and a supportive environment aimed at community impact.

Qualifications

  • Passion for bettering members’ financial lives.
  • Ability to obtain or already hold an active life insurance license.
  • Ability to pass a background check.

Responsibilities

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

Skills

Integrity and character
Leadership skills
Team-oriented
Results/success driven
Relationship building
Volunteer spirit

Education

Active life insurance license
FINRA securities registration
Series 6 and/or 7 license
Series 63 license

Job description

A leading fraternal financial services organization is seeking a Regional Field Recruiter to launch a career in financial services. The role focuses on providing financial guidance and executing tailored plans for members. Candidates should demonstrate leadership skills, integrity, and a passion for helping others achieve their financial goals. This full-time position offers extensive training, medical benefits, and a supportive environment aimed at community impact.
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