Financial Planning Associate - Build Futures & Communities

Modern Woodmen of America; Katy (TX); On-site; USD 50,000 - 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, bonuses and other incentives

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Job description

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.