Financial Planning Associate: Build Futures for Families

Modern Woodmen of America; Georgetown (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, bonuses and other incentives

Job summary

A fraternal financial services organization is seeking financial representatives to create tailored financial plans that support members in achieving their financial goals. The ideal candidates will show integrity, leadership skills, and the ability to build long-term relationships within the community. Opportunities for training and education are abundant, enabling representatives to grow in their careers while positively impacting the lives of their members. Benefits include paid medical insurance, 401(k), 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

• Create and execute tailored financial plans for members.
• Provide financial guidance and products to help protect families.

Skills

Integrity and character

Leadership skills

Team-oriented

Results/success driven

Ability to build long-term 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 financial representatives to create tailored financial plans that support members in achieving their financial goals. The ideal candidates will show integrity, leadership skills, and the ability to build long-term relationships within the community. Opportunities for training and education are abundant, enabling representatives to grow in their careers while positively impacting the lives of their members. Benefits include paid medical insurance, 401(k), and other incentives.