Financial Services Advisor: Build Plans & Community Impact

Modern Woodmen of America; Lynnwood (WA); 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

Job summary

A prominent fraternal financial services organization is seeking a Regional Field Recruiter to help families achieve their financial goals. The role involves creating tailored financial plans and providing guidance while being supported through extensive training. Candidates should demonstrate integrity, leadership skills, and a passion for community service. Benefits include paid medical insurance, a 401(k) retirement plan, and expense-paid trips. This full-time position offers a chance to make a difference in the community.

Qualifications

• Passion for bettering members’ financial lives.
• Ability to obtain or already hold required licenses.
• Ability to pass a background check.

Responsibilities

• Provide financial guidance and support to members.
• Create tailored financial plans for individuals.
• Engage in ongoing education and training.

Skills

Integrity

Leadership Skills

Team-oriented

Focus on results

Relationship building

Community involvement

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A prominent fraternal financial services organization is seeking a Regional Field Recruiter to help families achieve their financial goals. The role involves creating tailored financial plans and providing guidance while being supported through extensive training. Candidates should demonstrate integrity, leadership skills, and a passion for community service. Benefits include paid medical insurance, a 401(k) retirement plan, and expense-paid trips. This full-time position offers a chance to make a difference in the community.