Financial Planning Associate — Build Futures & Communities

Modern Woodmen of America; Lancaster (CA); On-site; USD 50,000 - 80,000; 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

Modern Woodmen of America is seeking passionate Financial Representatives to help individuals across diverse backgrounds achieve their financial goals. This role focuses on creating tailored financial plans, providing guidance, and building long-term relationships within the community. You will receive comprehensive support and training from day one. This opportunity also includes a range of benefits like medical insurance, retirement plans, and performance incentives, allowing you to thrive while making a positive community impact.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a background check, including regulatory, criminal and financial standing.

Responsibilities

• Create and execute tailored financial plans for clients.
• Provide financial guidance and products to help members protect their futures.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Volunteer spirit

Building long-term relationships

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

Modern Woodmen of America is seeking passionate Financial Representatives to help individuals across diverse backgrounds achieve their financial goals. This role focuses on creating tailored financial plans, providing guidance, and building long-term relationships within the community. You will receive comprehensive support and training from day one. This opportunity also includes a range of benefits like medical insurance, retirement plans, and performance incentives, allowing you to thrive while making a positive community impact.