Community-Focused Financial Advisor & Planner

Modern Woodmen of America; Mount Pleasant (SC); On-site; USD 50,000 - 75,000; 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 fraternal financial services organization is seeking a financial representative in Mount Pleasant, SC to help individuals achieve their financial goals through tailored plans. Candidates should be driven, team-oriented, and have the ability to build lasting relationships. The role offers comprehensive training and a range of benefits including paid medical insurance, a retirement plan, and incentives. Join a team that makes a positive impact on communities and members' lives.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain necessary licenses as required by state.
• Able to pass a background check.

Responsibilities

• Provide tailored financial plans to help members achieve financial goals.
• Build and strengthen member relationships.
• Participate in community enrichment activities.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Building relationships

Education

Active life insurance license

Securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial services organization is seeking a financial representative in Mount Pleasant, SC to help individuals achieve their financial goals through tailored plans. Candidates should be driven, team-oriented, and have the ability to build lasting relationships. The role offers comprehensive training and a range of benefits including paid medical insurance, a retirement plan, and incentives. Join a team that makes a positive impact on communities and members' lives.