Financial Planning Associate: Build Futures & Impact

Modern Woodmen of America; Santa Clarita (CA); On-site; USD 50,000 - 80,000; 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 and bonuses

Job summary

Modern Woodmen of America in Santa Clarita is seeking dedicated financial representatives to help individuals achieve their financial goals by creating tailored financial plans. This role offers comprehensive training, the chance to make a real impact in the community, and robust benefits including medical and dental insurance, a 401(k) retirement plan, and bonuses. Candidates must show integrity, have leadership skills, and be capable of obtaining necessary licensing. Join us in making a positive difference!

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain necessary licenses as required by state.
• Satisfactory regulatory, criminal and financial standing background check.

Responsibilities

• Help individuals achieve their financial goals.
• Create tailored financial plans for members.
• Provide financial guidance and products for protection.

Skills

Leadership skills

Integrity and character

Team-oriented

Results driven

Relationship building

Volunteer spirit

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

Modern Woodmen of America in Santa Clarita is seeking dedicated financial representatives to help individuals achieve their financial goals by creating tailored financial plans. This role offers comprehensive training, the chance to make a real impact in the community, and robust benefits including medical and dental insurance, a 401(k) retirement plan, and bonuses. Candidates must show integrity, have leadership skills, and be capable of obtaining necessary licensing. Join us in making a positive difference!