Community-Focused Financial Planner & Advisor

Modern Woodmen; Rock Island (IL); On-site; USD 55,000 - 85,000; 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 and bonuses

Job summary

A leading financial services organization in Rock Island, Illinois, is seeking dedicated financial representatives to provide tailored financial guidance and tools. Candidates should have a passion for improving members' financial lives, the ability to secure necessary licenses, and a commitment to community involvement. The role involves building lasting client relationships and delivering impactful financial solutions. The organization offers a range of benefits including medical insurance and a 401(k) retirement plan.

Qualifications

• Passion for improving members’ financial lives.
• Ability to obtain necessary financial licenses.
• Satisfactory background check.

Responsibilities

• Create tailored financial plans for members.
• Provide financial guidance and products.
• Build and maintain long-term client relationships.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Community involvement

Long-term relationship building

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A leading financial services organization in Rock Island, Illinois, is seeking dedicated financial representatives to provide tailored financial guidance and tools. Candidates should have a passion for improving members' financial lives, the ability to secure necessary licenses, and a commitment to community involvement. The role involves building lasting client relationships and delivering impactful financial solutions. The organization offers a range of benefits including medical insurance and a 401(k) retirement plan.