Financial Planner Associate - Build Futures

Modern Woodmen of America; South Carolina; On-site; USD 45,000 - 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 leading financial services organization in South Carolina is seeking a dedicated financial representative to help individuals achieve their financial goals by creating personalized plans and providing guidance. The ideal candidate should have a passion for enhancing financial lives and must be licensed or able to obtain necessary financial licenses. This full-time role offers competitive benefits including medical insurance, a retirement plan, and opportunities for incentives.

Qualifications

• Passion for improving members' financial lives.
• Ability to pass a regulatory background check.

Responsibilities

• Create tailored financial plans for members.
• Guide members in choosing financial products.

Skills

Integrity

Leadership

Teamwork

Results-oriented

Relationship building

Community involvement

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6/7 license

Series 63 license

Job description

A leading financial services organization in South Carolina is seeking a dedicated financial representative to help individuals achieve their financial goals by creating personalized plans and providing guidance. The ideal candidate should have a passion for enhancing financial lives and must be licensed or able to obtain necessary financial licenses. This full-time role offers competitive benefits including medical insurance, a retirement plan, and opportunities for incentives.