Financial Planning Associate — Build Futures for Families

Modern Woodmen of America; Cedar Park (TX); On-site; USD 65,000 - 95,000; 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 national financial services organization is seeking a Regional Recruiter to launch a career in financial services. You will help individuals achieve their financial goals by creating tailored financial plans. Candidates should have a passion for helping others, an active life insurance license, and demonstrate strong integrity and leadership. This role offers full-time employment with numerous benefits including paid medical and dental insurance, a 401(k) plan with a match, and other incentives.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain necessary licensing.
• Ability to pass a background check.

Responsibilities

• Provide financial guidance to help members protect their families.
• Create and execute tailored financial plans.
• Support members in achieving financial goals.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Community volunteer spirit

Building long-term relationships

Education

Active life insurance license

FINRA securities registration

Securities Industry Essentials®

Series 6 and/or 7 license

Series 63 license

Job description

A national financial services organization is seeking a Regional Recruiter to launch a career in financial services. You will help individuals achieve their financial goals by creating tailored financial plans. Candidates should have a passion for helping others, an active life insurance license, and demonstrate strong integrity and leadership. This role offers full-time employment with numerous benefits including paid medical and dental insurance, a 401(k) plan with a match, and other incentives.