Financial Planning Advisor — Build Futures & Community Impact

Modern Woodmen of America; Redmond (WA); On-site; USD 70,000 - 100,000; 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 Regional Field Recruiter in Redmond, WA to launch a financial services career. The role involves providing financial guidance and creating tailored financial plans to help members protect their families and achieve their financial goals. The organization offers extensive training, medical and dental insurance, a 401(k) match, and additional perks. Candidates should possess leadership skills, integrity, and a passion for community service.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a background check with satisfactory standing.

Responsibilities

• Provide financial guidance and products to help members.
• Create tailored financial plans to achieve members’ goals.

Skills

Integrity and character

Leadership skills

Team-oriented

Focus on results

Ability to build long-term relationships

Education

Active life insurance license

FINRA securities registration (Securities Industry Essentials®/SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A leading fraternal financial services organization is seeking a Regional Field Recruiter in Redmond, WA to launch a financial services career. The role involves providing financial guidance and creating tailored financial plans to help members protect their families and achieve their financial goals. The organization offers extensive training, medical and dental insurance, a 401(k) match, and additional perks. Candidates should possess leadership skills, integrity, and a passion for community service.