Financial Planning Advisor

Modern Woodmen of America; Fredericksburg (TX); 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 and bonuses

Job summary

A leading financial services organization in Texas is seeking a Regional Recruiter to help members achieve their financial goals through tailored plans and guidance. The ideal candidate shows integrity, has excellent leadership skills, and is results-driven. The organization offers comprehensive training and benefits, including medical and dental insurance, a retirement plan, and opportunities for personal growth. This position is full-time and focuses on finance and sales.

Qualifications

• Passion for bettering members’ financial lives.
• Must meet regulatory background check criteria.
• Can or have overcome adversity.

Responsibilities

• Develop tailored financial plans for members.
• Provide financial guidance and products.
• Build and strengthen community relationships.

Skills

Integrity

Leadership skills

Team-oriented

Results-driven

Relationship building

Trustworthiness

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A leading financial services organization in Texas is seeking a Regional Recruiter to help members achieve their financial goals through tailored plans and guidance. The ideal candidate shows integrity, has excellent leadership skills, and is results-driven. The organization offers comprehensive training and benefits, including medical and dental insurance, a retirement plan, and opportunities for personal growth. This position is full-time and focuses on finance and sales.