Financial Planning Associate — Help Families Thrive

Modern Woodmen of America; Maple Valley (WA); On-site; USD 60,000 - 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 national fraternal financial services organization is seeking a Regional Field Recruiter in Maple Valley, WA. This associate-level position involves providing financial guidance and creating tailored plans to help members achieve their financial goals. Applicants should possess integrity, leadership skills, and a passion for helping others. Required qualifications include obtaining licenses and passing a background check. Benefits include paid medical insurance, a 401(k), and more.

Qualifications

• Passionate about bettering members’ financial lives.
• Ability to obtain necessary licenses for the role.
• Ability to pass a comprehensive background check.

Responsibilities

• Provide financial guidance to help members protect their families.
• Tailor financial plans to meet members' needs.
• Help individuals achieve their financial goals.

Skills

Integrity and character

Leadership skills

Team-oriented

Results-driven

Overcoming adversity

Helping others

Long-term relationship building

Credibility and trustworthiness

Education

Life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license as required by state

Job description

A national fraternal financial services organization is seeking a Regional Field Recruiter in Maple Valley, WA. This associate-level position involves providing financial guidance and creating tailored plans to help members achieve their financial goals. Applicants should possess integrity, leadership skills, and a passion for helping others. Required qualifications include obtaining licenses and passing a background check. Benefits include paid medical insurance, a 401(k), and more.