Financial Planning Associate – Help Families Thrive

Modern Woodmen of America; Marble Falls (TX); 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, bonuses and other incentives

Job summary

A leading fraternal financial services organization in Marble Falls, Texas is seeking a Regional Recruiter. This role involves providing financial guidance, creating tailored financial plans, and making a positive impact in the community. Candidates must demonstrate integrity, leadership skills, and a passion for helping members achieve their financial goals. Full-time position with comprehensive training and support provided.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.

Responsibilities

• Provide financial guidance and products to help members protect their families.
• Create financial plans tailored to members' current situations and future aspirations.

Skills

Integrity and character

Leadership skills

Team-oriented

Focus on results

Volunteer spirit in the community

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 fraternal financial services organization in Marble Falls, Texas is seeking a Regional Recruiter. This role involves providing financial guidance, creating tailored financial plans, and making a positive impact in the community. Candidates must demonstrate integrity, leadership skills, and a passion for helping members achieve their financial goals. Full-time position with comprehensive training and support provided.