Financial Planning Associate — Build Futures & Communities

Modern Woodmen of America; North Charleston (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 incentives

Job summary

A fraternal financial services organization is seeking Financial Representatives to provide tailored financial plans and guidance to clients in North Charleston, South Carolina. Responsibilities include building long-term relationships, demonstrating integrity, and supporting members in achieving financial goals. Candidates should possess or be willing to obtain necessary licenses and show a passion for improving financial lives. The role offers comprehensive training, benefits, and opportunities for community engagement.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a satisfactory background check.
• Must hold or be able to obtain necessary licenses as per state requirements.

Responsibilities

• Create and execute tailored financial plans for clients.
• Provide financial guidance and products to members.
• Build and strengthen relationships within the community.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Building relationships

Trustworthy

Community engagement

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 Financial Representatives to provide tailored financial plans and guidance to clients in North Charleston, South Carolina. Responsibilities include building long-term relationships, demonstrating integrity, and supporting members in achieving financial goals. Candidates should possess or be willing to obtain necessary licenses and show a passion for improving financial lives. The role offers comprehensive training, benefits, and opportunities for community engagement.