Community-Focused Financial Planning Advisor

Modern Woodmen of America; Uvalde (TX); Sur place; USD 50 000 - 65 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

A leading fraternal financial services organization is seeking a Regional Recruiter in Uvalde, TX. This role involves helping individuals achieve their financial goals through tailored financial plans. Candidates should demonstrate integrity, leadership, and a commitment to community service. The organization offers extensive training and a supportive environment for career growth, along with competitive benefits including paid medical insurance and a 401(k) plan.

Qualifications

• Passion for improving financial lives.
• Ability to obtain necessary licenses as required by the state.
• Ability to pass background checks.

Responsabilités

• Provide financial guidance and products to members.
• Create tailored financial plans for clients.
• Support members in achieving their financial goals.

Connaissances

Integrity and character

Leadership skills

Team-oriented

Success driven

Relationship building

Honesty and trustworthiness

Formation

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Description du poste

A leading fraternal financial services organization is seeking a Regional Recruiter in Uvalde, TX. This role involves helping individuals achieve their financial goals through tailored financial plans. Candidates should demonstrate integrity, leadership, and a commitment to community service. The organization offers extensive training and a supportive environment for career growth, along with competitive benefits including paid medical insurance and a 401(k) plan.