Community-Focused Financial Planner & Wealth Builder

Modern Woodmen of America; Versailles (KY); 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 looking for a Regional Recruiter to provide financial guidance and deliver personalized financial plans to members. This role requires integrity, leadership skills, and the ability to build long-lasting relationships. Candidates should have or be able to obtain necessary licenses and a passion for improving financial lives. The organization offers support through training, benefits including medical and dental insurance, and a 401(k) matching plan.

Qualifications

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

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance to help members protect their futures.
• Build and strengthen relationships within the community.

Skills

Leadership skills

Integrity and character

Team-oriented

Relationship building

Results-driven

Community volunteer spirit

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 looking for a Regional Recruiter to provide financial guidance and deliver personalized financial plans to members. This role requires integrity, leadership skills, and the ability to build long-lasting relationships. Candidates should have or be able to obtain necessary licenses and a passion for improving financial lives. The organization offers support through training, benefits including medical and dental insurance, and a 401(k) matching plan.