Community-Focused Financial Advisor for Families

Modern Woodmen of America

Indiana (PA)

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 fraternal financial services organization is seeking an Entry-level Regional Recruiter to launch a career in financial services. This role involves providing personalized financial planning and guidance to help clients achieve their financial goals while positively impacting their communities. Candidates should demonstrate integrity, leadership skills, and a passion for helping others. Benefits include paid medical and dental insurance, a 401(k) plan with a company match, and expense-paid incentives.

Qualifications

  • Passion for bettering members' financial lives.
  • Ability to obtain active life insurance license and securities registration.
  • Must pass background check with satisfactory standing.

Responsibilities

  • Create tailored financial plans for clients.
  • Provide financial guidance and products to members.
  • Develop long-term relationships with clients.

Skills

Leadership skills
Integrity and character
Team-oriented
Results-driven
Community involvement

Education

Active life insurance license
FINRA securities registration
Series 6 or 7 license

Job description

A fraternal financial services organization is seeking an Entry-level Regional Recruiter to launch a career in financial services. This role involves providing personalized financial planning and guidance to help clients achieve their financial goals while positively impacting their communities. Candidates should demonstrate integrity, leadership skills, and a passion for helping others. Benefits include paid medical and dental insurance, a 401(k) plan with a company match, and expense-paid incentives.
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