Financial Planning Associate — Build Futures

Modern Woodmen of America; Hilton Head Island (SC); On-site; USD 45,000 - 75,000; 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 dedicated Financial Representative in Hilton Head Island. You'll create tailored financial plans and provide guidance to help members achieve their financial goals. Ideal candidates show integrity, leadership, and a passion for improving members’ lives while obtaining necessary licenses. Join a supportive team where you can make a meaningful community impact through your work. Full-time role with competitive benefits included.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain necessary licenses and pass a background check.

Responsibilities

• Create and execute tailored financial plans.
• Provide financial guidance and products.

Skills

Integrity and character

Leadership skills

Result-driven

Building long-term relationships

Team-oriented

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial services organization is seeking a dedicated Financial Representative in Hilton Head Island. You'll create tailored financial plans and provide guidance to help members achieve their financial goals. Ideal candidates show integrity, leadership, and a passion for improving members’ lives while obtaining necessary licenses. Join a supportive team where you can make a meaningful community impact through your work. Full-time role with competitive benefits included.