Entry-Level Financial Planner & Representative

Modern Woodmen of America; Farwell (TX); On-site; USD 55,000 - 75,000; 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 seeks dedicated financial representatives to help individuals achieve their financial goals. Candidates should demonstrate integrity, leadership, and a passion for helping others. Comprehensive training and support are provided, alongside benefits like paid medical insurance and a 401(k) retirement plan with company match. This role offers the chance to build meaningful relationships while positively impacting members' lives.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold required licenses and registrations.
• Ability to pass a background check.

Responsibilities

• Provide financial guidance and products to help members.
• Create and execute tailored financial plans.
• Build long-term relationships with clients.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Building relationships

Job description

A fraternal financial services organization seeks dedicated financial representatives to help individuals achieve their financial goals. Candidates should demonstrate integrity, leadership, and a passion for helping others. Comprehensive training and support are provided, alongside benefits like paid medical insurance and a 401(k) retirement plan with company match. This role offers the chance to build meaningful relationships while positively impacting members' lives.