Financial Planning Associate — Build Futures & Communities

Modern Woodmen of America; Pleasanton (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 and bonuses

Job summary

Modern Woodmen of America in Pleasanton, Texas, is hiring financial representatives dedicated to helping individuals across various backgrounds achieve their financial ambitions. The role involves creating tailored financial plans and providing key guidance to members.

Ideal candidates exhibit leadership, integrity, and a passion for community service. Comprehensive training and support are provided from day one to ensure your success in helping families protect their futures.

This position comes with strong benefits including paid medical insurance and a retirement plan with company match.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a background check.
• Willingness to participate in ongoing training.

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance and products.
• Support members in reaching their financial goals.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Community volunteer spirit

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

Modern Woodmen of America in Pleasanton, Texas, is hiring financial representatives dedicated to helping individuals across various backgrounds achieve their financial ambitions. The role involves creating tailored financial plans and providing key guidance to members.

Ideal candidates exhibit leadership, integrity, and a passion for community service. Comprehensive training and support are provided from day one to ensure your success in helping families protect their futures.

This position comes with strong benefits including paid medical insurance and a retirement plan with company match.