Community-Focused Financial Planning Advisor

Modern Woodmen of America; Uvalde (TX); On-site; USD 50,000 - 65,000; 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 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.

Responsibilities

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

Skills

Integrity and character

Leadership skills

Team-oriented

Success driven

Relationship building

Honesty and trustworthiness

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

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.