Financial Planning Associate – Build Futures & Communities

Modern Woodmen of America; Tucson (AZ); On-site; USD 65,000 - 85,000; 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 Recruiter to help individuals from all backgrounds achieve their financial goals by creating and executing tailored financial plans. The role emphasizes leadership, integrity, and community involvement. The ideal candidate will have a passion for empowering others financially and the ability to obtain the necessary licenses. This position offers competitive benefits including paid insurance and retirement plans.

Qualifications

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

Responsibilities

• Help individuals achieve their financial goals.
• Create and execute tailored financial plans.
• Provide financial guidance and products.

Skills

Integrity and character

Leadership skills

Team-oriented

Results driven

Overcoming adversity

Helping others

Building relationships

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 Recruiter to help individuals from all backgrounds achieve their financial goals by creating and executing tailored financial plans. The role emphasizes leadership, integrity, and community involvement. The ideal candidate will have a passion for empowering others financially and the ability to obtain the necessary licenses. This position offers competitive benefits including paid insurance and retirement plans.