Financial Planning Associate — Build Futures & Communities

Modern Woodmen of America; Palmdale (CA); On-site; USD 40,000 - 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

Modern Woodmen of America is looking for dedicated financial representatives in Palmdale, California. The role involves creating tailored financial plans to help various individuals achieve their financial goals, supported by extensive training and development. Candidates should have a passion for enhancing members’ financial lives and the ability to obtain required licenses. Benefits include paid medical and dental insurance, a 401(k) retirement plan, noncontributory pension, and various incentives.

Qualifications

• Ability to obtain or hold necessary financial licenses.
• Pass a background check with satisfactory regulatory, criminal, and financial standing.
• Passion for improving members’ financial lives.

Responsibilities

• Provide tailored financial plans to members.
• Support individuals in achieving their financial goals.
• Create and execute financial strategies.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Relationship building

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

Modern Woodmen of America is looking for dedicated financial representatives in Palmdale, California. The role involves creating tailored financial plans to help various individuals achieve their financial goals, supported by extensive training and development. Candidates should have a passion for enhancing members’ financial lives and the ability to obtain required licenses. Benefits include paid medical and dental insurance, a 401(k) retirement plan, noncontributory pension, and various incentives.