Financial Planner & Community Impact Partner

Modern Woodmen of America; Indiana (PA); On-site; USD 71,000 - 89,000; 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 services organization is seeking a Financial Representative to help individuals achieve their financial goals through tailored financial plans and guidance. This entry-level position offers extensive training and is focused on making a positive impact in the community. Candidates should demonstrate integrity, leadership skills, and a passion for helping others. Competitive benefits include paid medical insurance, a retirement plan with company match, and a dynamic work culture.

Qualifications

• Passion for improving members' financial lives.
• Ability to obtain active life insurance license and securities registration.
• Must pass background checks.

Responsibilities

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

Skills

Integrity

Leadership skills

Team-oriented

Results-driven

Relationship building

Community volunteering

Job description

A leading fraternal financial services organization is seeking a Financial Representative to help individuals achieve their financial goals through tailored financial plans and guidance. This entry-level position offers extensive training and is focused on making a positive impact in the community. Candidates should demonstrate integrity, leadership skills, and a passion for helping others. Competitive benefits include paid medical insurance, a retirement plan with company match, and a dynamic work culture.