Financial Representative: Plan, Protect & Grow Communities

Modern Woodmen of America; Baytown (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 prominent fraternal financial organization is seeking a Financial Representative in Baytown, Texas. In this full-time role, you will provide financial guidance, create tailored financial plans, and help families achieve financial goals. Benefits include medical and dental insurance, a 401(k) plan with company match, and additional incentives. The ideal candidate will have integrity, leadership skills, and a passion for improving clients' financial lives.

Qualifications

• Passion for bettering members’ financial lives.
• Can pass a background check including regulatory, criminal, and financial standing.

Responsibilities

• Provide financial guidance and products to help members.
• Create tailored financial plans for individuals.
• Support members in achieving their financial goals.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Trustworthy

Education

Active life insurance license

FINRA securities registration (SIE)

Series 6 and/or 7 license

Series 63 license

Job description

A prominent fraternal financial organization is seeking a Financial Representative in Baytown, Texas. In this full-time role, you will provide financial guidance, create tailored financial plans, and help families achieve financial goals. Benefits include medical and dental insurance, a 401(k) plan with company match, and additional incentives. The ideal candidate will have integrity, leadership skills, and a passion for improving clients' financial lives.