Financial Planner & Community Impact Advisor

Modern Woodmen; Wagoner (OK); On-site; USD 50,000 - 70,000; 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

Job summary

A leading financial services organization located in Wagoner, Oklahoma is seeking dedicated financial representatives. In this role, you will assist individuals from diverse backgrounds in reaching their financial goals by crafting personalized financial plans. This position involves building strong relationships, demonstrating leadership, and positively impacting your community. The ideal candidate should possess integrity, a passion for client success, and relevant financial licenses. Competitive salary and benefits are offered, including medical insurance and a 401(k) plan.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a background check.
• Enjoy helping others.

Responsibilities

• Help individuals achieve financial goals.
• Create and execute tailored financial plans.
• Provide financial guidance and products.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Building long-term relationships

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A leading financial services organization located in Wagoner, Oklahoma is seeking dedicated financial representatives. In this role, you will assist individuals from diverse backgrounds in reaching their financial goals by crafting personalized financial plans. This position involves building strong relationships, demonstrating leadership, and positively impacting your community. The ideal candidate should possess integrity, a passion for client success, and relevant financial licenses. Competitive salary and benefits are offered, including medical insurance and a 401(k) plan.