Financial Planning Advisor | Grow Families' Futures

Modern Woodmen of America; Post Falls (ID); On-site; USD 60,000 - 85,000; 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 fraternal financial services organization is seeking a Regional Field Recruiter to launch a career in financial services. The role involves providing financial guidance, creating tailored financial plans for diverse individuals, and positively impacting communities. Candidates should demonstrate integrity, leadership, and a passion for improving members' financial lives. The position includes comprehensive training and several benefits, including paid insurance and a retirement plan.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain required licenses as per state.
• Ability to pass a background check.

Responsibilities

• Provide financial guidance and products to help members.
• Create tailored financial plans for individuals.
• Support members in achieving their financial goals.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Overcoming adversity

Helping others

Volunteer spirit

Building long-term relationships

Credible and trustworthy

Tools

Life insurance license

FINRA securities registration

Series 6 license

Series 7 license

Series 63 license

Job description

A fraternal financial services organization is seeking a Regional Field Recruiter to launch a career in financial services. The role involves providing financial guidance, creating tailored financial plans for diverse individuals, and positively impacting communities. Candidates should demonstrate integrity, leadership, and a passion for improving members' financial lives. The position includes comprehensive training and several benefits, including paid insurance and a retirement plan.