Financial Planning Advisor – Build Futures & Impact

Modern Woodmen of America; Brandon (MS); On-site; USD 42,000 - 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 Brandon, MS is seeking a dedicated Financial Representative to help clients achieve their financial goals. This role involves creating tailored financial plans and providing essential guidance. Candidates should possess a passion for enhancing members' financial lives and be ready to obtain necessary licenses. The position offers comprehensive training and support to ensure success in the field.

Qualifications

• Passion for bettering members' financial lives.
• Ability to obtain required licenses.
• Satisfactory background check.

Responsibilities

• Create and execute tailored financial plans.
• Provide financial guidance and products.
• Build long-term relationships with clients.

Skills

Integrity and character

Leadership skills

Team-oriented

Focus on results

Ability to overcome adversity

Community involvement

Long-term relationship building

Trustworthy and honest

Education

Active life insurance license

Securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A leading financial services organization in Brandon, MS is seeking a dedicated Financial Representative to help clients achieve their financial goals. This role involves creating tailored financial plans and providing essential guidance. Candidates should possess a passion for enhancing members' financial lives and be ready to obtain necessary licenses. The position offers comprehensive training and support to ensure success in the field.