Financial Planning Specialist & Community Advocate

Modern Woodmen of America; Roanoke (TX); Presencial; USD 75.000 - 115.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense‑paid trips and bonuses

Descripción de la vacante

A leading financial services organization is seeking a Regional Field Recruiter to provide financial guidance and support community members in achieving their financial goals. The role involves creating tailored financial plans and requires passion, integrity, and various financial licenses. The position offers a full-time commitment with competitive benefits. Be part of an organization dedicated to positively impacting thousands of families and communities across the United States.

Formación

• Passion for bettering members’ financial lives.
• Ability to obtain necessary licenses as required by state.
• Ability to pass background checks.

Responsabilidades

• Provide financial guidance to members.
• Create tailored financial plans.
• Support community with financial products.

Conocimientos

Integrity

Leadership skills

Team-oriented

Results-driven

Volunteering spirit

Educación

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Descripción del empleo

A leading financial services organization is seeking a Regional Field Recruiter to provide financial guidance and support community members in achieving their financial goals. The role involves creating tailored financial plans and requires passion, integrity, and various financial licenses. The position offers a full-time commitment with competitive benefits. Be part of an organization dedicated to positively impacting thousands of families and communities across the United States.