Financial Planning Associate — Community Impact

Modern Woodmen of America; Enumclaw (WA); On-site; USD 65,000 - 90,000; 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 leading fraternal financial services organization is seeking a Regional Field Recruiter to help individuals achieve their financial goals. The role involves creating tailored financial plans and providing essential guidance. Candidates should possess integrity, leadership, and a passion for community service. This position includes extensive education and training support to ensure success in the financial services industry. The organization offers competitive benefits, including paid medical coverage and a retirement plan.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain necessary licenses (life insurance, FINRA, Series 6, 7, 63).
• Ability to pass a background check.

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

Ability to build long-term relationships

Volunteer spirit

Job description

A leading fraternal financial services organization is seeking a Regional Field Recruiter to help individuals achieve their financial goals. The role involves creating tailored financial plans and providing essential guidance. Candidates should possess integrity, leadership, and a passion for community service. This position includes extensive education and training support to ensure success in the financial services industry. The organization offers competitive benefits, including paid medical coverage and a retirement plan.