Community-Focused Financial Planner

Modern Woodmen of America; Hereford (TX); On-site; USD 40,000 - 60,000; 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 is seeking financial representatives to provide tailored financial plans and guidance. Candidates should have a passion for improving members' financial lives, along with specific financial licenses. The organization offers extensive training and benefits including paid medical and dental insurance, a 401(k) retirement plan, and bonuses. This role emphasizes integrity, leadership, and community involvement, making a positive impact in people's lives in Texas.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or hold required licenses.
• Ability to pass background check.

Responsibilities

• Provide financial guidance and products.
• Create and execute tailored financial plans.
• Support members to achieve their financial goals.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Ability to build long-term relationships

Volunteer spirit

Trustworthy and honest

Education

Active life insurance license

FINRA securities registration (Securities Industry Essentials®/SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial services organization is seeking financial representatives to provide tailored financial plans and guidance. Candidates should have a passion for improving members' financial lives, along with specific financial licenses. The organization offers extensive training and benefits including paid medical and dental insurance, a 401(k) retirement plan, and bonuses. This role emphasizes integrity, leadership, and community involvement, making a positive impact in people's lives in Texas.