Financial Planning Associate - Help Families Plan

Modern Woodmen of America; Laurel (MS); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Paid medical and dental insurance

401(k) with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Job summary

A national financial services organization seeks a financial representative to help individuals achieve their financial goals. The role involves creating tailored financial plans and providing ongoing support. Ideal candidates will be passionate about improving financial lives and possess the necessary licenses. This full-time position offers a supportive training program and benefits such as medical insurance and a retirement plan.

Qualifications

• Passionate about bettering members’ financial lives.
• Must hold or be able to obtain the required licenses.
• Must pass a background check.

Responsibilities

• Develop tailored financial plans for members.
• Provide financial guidance and tools.
• Build long-term relationships with members.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Relationship building

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A national financial services organization seeks a financial representative to help individuals achieve their financial goals. The role involves creating tailored financial plans and providing ongoing support. Ideal candidates will be passionate about improving financial lives and possess the necessary licenses. This full-time position offers a supportive training program and benefits such as medical insurance and a retirement plan.