Financial Planner & Community Advocate

Modern Woodmen of America; Addison (TX); On-site; USD 50,000 - 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 fraternal financial organization is seeking a Regional Field Recruiter in Addison, Texas. This role focuses on helping individuals from diverse backgrounds achieve financial goals through tailored financial plans. Responsibilities include providing financial products and guidance, promoting fraternal programs, and building meaningful relationships. Ideal candidates will demonstrate integrity, leadership, and a passion for community service. Competitive benefits are offered, including medical insurance and a 401(k) plan.

Qualifications

• Passion for bettering members' financial lives.
• Ability to obtain necessary financial licenses.
• Pass background check with satisfactory standing.

Responsibilities

• Provide financial guidance and products to members.
• Create tailored financial plans for members.
• Support fraternal programs contributing to community.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Ability to build long-term relationships

Education

Life insurance license

FINRA securities registration

Series 6/7 license

Series 63 license

Job description

A leading fraternal financial organization is seeking a Regional Field Recruiter in Addison, Texas. This role focuses on helping individuals from diverse backgrounds achieve financial goals through tailored financial plans. Responsibilities include providing financial products and guidance, promoting fraternal programs, and building meaningful relationships. Ideal candidates will demonstrate integrity, leadership, and a passion for community service. Competitive benefits are offered, including medical insurance and a 401(k) plan.