Financial Planning Associate (Entry-Level)

Modern Woodmen of America; Aiken (SC); 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 and bonuses

Job summary

A leading financial services organization is seeking financial representatives to help individuals achieve their financial goals. This role involves creating personalized financial plans, providing guidance, and fostering long-term relationships. Ideal candidates will demonstrate integrity, leadership, and a passion for community service, with the support of extensive training programs. Competitive benefits include paid insurance, a 401(k) plan, and bonuses.

Qualifications

• Passion for improving financial lives.
• Ability to obtain necessary financial licenses.
• Successful background check required.

Responsibilities

• Create tailored financial plans for members.
• Provide financial guidance and products.
• Help members protect their families.

Skills

Integrity

Leadership skills

Team-oriented

Focus on results

Relationship building

Community involvement

Education

Active life insurance license

FINRA securities registration (Securities Industry Essentials®/SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A leading financial services organization is seeking financial representatives to help individuals achieve their financial goals. This role involves creating personalized financial plans, providing guidance, and fostering long-term relationships. Ideal candidates will demonstrate integrity, leadership, and a passion for community service, with the support of extensive training programs. Competitive benefits include paid insurance, a 401(k) plan, and bonuses.