Community-Impact Financial Planner

Modern Woodmen of America; Utah; On-site; USD 78,700 - 147,100; Full time

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 large fraternal financial services organization is seeking a Regional Field Recruiter to launch a career in financial services. The role involves creating tailored financial plans and providing financial guidance while positively impacting family lives in the community. Ideal candidates show integrity, teamwork, and leadership skills. Benefits include medical insurance, a 401(k) plan, and professional training resources. This full-time position is based in Utah, with a salary range of $78,700.00 to $147,100.00.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a background check.
• Demonstrated leadership and teamwork skills.

Responsibilities

• Create tailored financial plans for clients.
• Provide financial guidance and products.
• Engage in community service and relationship building.

Skills

Leadership skills

Integrity

Community spirit

Relationship building

Results-driven

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A large fraternal financial services organization is seeking a Regional Field Recruiter to launch a career in financial services. The role involves creating tailored financial plans and providing financial guidance while positively impacting family lives in the community. Ideal candidates show integrity, teamwork, and leadership skills. Benefits include medical insurance, a 401(k) plan, and professional training resources. This full-time position is based in Utah, with a salary range of $78,700.00 to $147,100.00.