Community-Focused Financial Planner

Modern Woodmen of America; Muleshoe (TX); On-site; USD 45,000 - 90,000; 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 leading financial services organization in Texas seeks dedicated financial representatives to help individuals achieve their financial goals. You will create tailored financial plans and provide guidance to protect families and their futures. Ideal candidates will show integrity, leadership skills, and a passion for bettering members’ financial lives. A valid life insurance license, regulatory compliance, and background check are required. The organization offers comprehensive training, benefits including medical insurance and a 401(k) plan.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a background check including regulatory and financial standing.

Responsibilities

• Provide financial guidance and products to help members protect their families.
• Create and execute tailored financial plans based on members' needs.

Skills

Integrity

Leadership skills

Team-oriented

Results driven

Building long-term relationships

Education

Active life insurance license

FINRA securities registration (Securities Industry Essentials®/SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A leading financial services organization in Texas seeks dedicated financial representatives to help individuals achieve their financial goals. You will create tailored financial plans and provide guidance to protect families and their futures. Ideal candidates will show integrity, leadership skills, and a passion for bettering members’ financial lives. A valid life insurance license, regulatory compliance, and background check are required. The organization offers comprehensive training, benefits including medical insurance and a 401(k) plan.