Financial Planning Associate — Build Futures & Communities

Modern Woodmen of America; Santa Barbara (CA); 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

Modern Woodmen of America is seeking financial representatives in Santa Barbara to help individuals achieve their financial goals. This role involves creating tailored financial plans and providing guidance and products to members. The ideal candidate demonstrates integrity, teamwork, and a commitment to community service. Strong support and training are provided to all representatives, ensuring they are well-equipped to succeed in their roles and positively impact their communities.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold life insurance license, FINRA securities registration, and Series 6, 7, or 63 licenses.
• Ability to pass a background check.

Responsibilities

• Create and execute tailored financial plans for members.
• Provide financial guidance and products to members.
• Build long-term relationships with community members.

Skills

Leadership skills

Team-oriented

Results-driven

Relationship building

Integrity and character

Job description

Modern Woodmen of America is seeking financial representatives in Santa Barbara to help individuals achieve their financial goals. This role involves creating tailored financial plans and providing guidance and products to members. The ideal candidate demonstrates integrity, teamwork, and a commitment to community service. Strong support and training are provided to all representatives, ensuring they are well-equipped to succeed in their roles and positively impact their communities.