Financial Planning Advisor – Build Futures for Families

Modern Woodmen of America; Plano (TX); Presencial; USD 50.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Descripción de la vacante

A financial services organization is seeking a Regional Field Recruiter in Plano, Texas to provide financial guidance that helps families achieve their financial goals. The ideal candidate will have strong integrity, leadership skills, and enjoy building long-term relationships. Benefits include paid medical insurance, a 401(k) retirement plan, and opportunities for professional growth. This full-time role emphasizes teamwork and a focus on results, promoting a supportive environment for individuals from all backgrounds.

Formación

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

Responsabilidades

• Provide financial guidance and products to help members.
• Create tailored financial plans for individuals.

Conocimientos

Integrity

Leadership skills

Team-oriented

Focus on results

Overcoming adversity

Volunteer spirit

Building relationships

Educación

Active life insurance license

FINRA securities registration

Series 6 and/or 7 licenses

Series 63 license

Descripción del empleo

A financial services organization is seeking a Regional Field Recruiter in Plano, Texas to provide financial guidance that helps families achieve their financial goals. The ideal candidate will have strong integrity, leadership skills, and enjoy building long-term relationships. Benefits include paid medical insurance, a 401(k) retirement plan, and opportunities for professional growth. This full-time role emphasizes teamwork and a focus on results, promoting a supportive environment for individuals from all backgrounds.