Financial Planning Associate for Impact & Growth

Modern Woodmen of America; Canton (MS); On-site; USD 40,000 - 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 fraternal benefit society is seeking financial representatives to help individuals achieve their financial goals through tailored plans and community engagement. Candidates must demonstrate integrity, leadership, and a passion for assisting others. This role includes extensive support for personal and professional development, with a focus on building long-term relationships. Benefits include paid medical insurance, a 401(k) plan, and more.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or hold required licenses.
• Ability to pass a background check.

Responsibilities

• Create and execute tailored financial plans.
• Provide financial guidance to members.
• Build long-term relationships in the community.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Community spirit

Education

Life Insurance License

Securities Registration

FINRA Series 6 License

FINRA Series 7 License

Series 63 License

Job description

A leading fraternal benefit society is seeking financial representatives to help individuals achieve their financial goals through tailored plans and community engagement. Candidates must demonstrate integrity, leadership, and a passion for assisting others. This role includes extensive support for personal and professional development, with a focus on building long-term relationships. Benefits include paid medical insurance, a 401(k) plan, and more.