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Benefits offered by this job
Paid medical and dental insurance
401(k) retirement plan with company match
Noncontributory pension plan
Expense-paid trips, bonuses and incentives
Job summary
A leading fraternal financial services organization is seeking a Managing Partner to help individuals achieve their financial goals. This role includes creating tailored financial plans and providing essential tools to members. Candidates should exhibit strong integrity, leadership skills, and dedication to community service. The position offers comprehensive training and a supportive environment for career growth.
Qualifications
Passion for bettering members' financial lives.
Ability to pass a background check including regulatory, criminal and financial standing.
Must obtain necessary licenses as per state requirements.
Responsibilities
Help individuals from all backgrounds achieve their financial goals.
Create tailored financial plans and provide necessary financial tools.
Support members in protecting their families and futures.
Skills
Integrity and character
Leadership skills
Team-oriented
Results-driven
Ability to build long-term relationships
Education
Active life insurance license
FINRA securities registration
Job description
A leading fraternal financial services organization is seeking a Managing Partner to help individuals achieve their financial goals. This role includes creating tailored financial plans and providing essential tools to members. Candidates should exhibit strong integrity, leadership skills, and dedication to community service. The position offers comprehensive training and a supportive environment for career growth.