Financial Planning Associate - Build Futures & Communities

Modern Woodmen of America; Katy (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, bonuses and other incentives

Descripción de la vacante

A fraternal financial services organization in Katy, Texas seeks Financial Representatives to help individuals achieve their financial goals. This role involves providing tailored financial plans, building long-term relationships, and delivering impactful financial services to communities. Candidates are expected to have a passion for helping members improve their financial lives, and the ability to obtain the necessary licenses. This position offers comprehensive training and benefits including medical insurance and a retirement plan.

Formación

• Passion for bettering members’ financial lives.
• Ability to obtain active life insurance license, FINRA securities registration, and other required licenses.
• Ability to pass a background check.

Responsabilidades

• Help individuals achieve their financial goals through tailored financial plans.
• Provide financial guidance and products to help protect families.
• Build long-term relationships with clients.

Descripción del empleo

A fraternal financial services organization in Katy, Texas seeks Financial Representatives to help individuals achieve their financial goals. This role involves providing tailored financial plans, building long-term relationships, and delivering impactful financial services to communities. Candidates are expected to have a passion for helping members improve their financial lives, and the ability to obtain the necessary licenses. This position offers comprehensive training and benefits including medical insurance and a retirement plan.