Financial Planning Associate: Build Futures & Communities

Modern Woodmen of America; Spring (TX); On-site; USD 45,000 - 65,000; 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

A fraternal financial services organization is seeking a Regional Field Recruiter to help individuals achieve their financial goals. The ideal candidate will be passionate about improving members' financial lives and provide tailored financial guidance. This role offers comprehensive training and support throughout your career. Benefits include medical and dental insurance, a 401(k) plan with company match, and other incentives.

Qualifications

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

Responsibilities

• Help individuals achieve their financial goals through tailored financial plans.
• Provide financial guidance and support to members.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Ability to overcome adversity

Volunteer spirit

Relationship building

Trustworthy and honest

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 a Regional Field Recruiter to help individuals achieve their financial goals. The ideal candidate will be passionate about improving members' financial lives and provide tailored financial guidance. This role offers comprehensive training and support throughout your career. Benefits include medical and dental insurance, a 401(k) plan with company match, and other incentives.