Financial Wellness Advisor for Families

Modern Woodmen of America; Pflugerville (TX); On-site; USD 40,000 - 80,000; 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 organization is seeking a financial representative in Pflugerville, Texas. This role involves helping members achieve their financial goals by creating tailored financial plans and providing essential guidance. Ideal candidates will demonstrate integrity, leadership, and a passion for serving communities. Full support, including training and resources, will be provided to ensure success in impacting lives through financial services. Competitive benefits include medical insurance and retirement plans.

Qualifications

• Strong desire to improve members' financial lives.
• Ability to pass background checks related to regulatory and financial standing.
• Willingness to undergo hands-on training and mentorship.

Responsibilities

• Create and execute tailored financial plans.
• Provide financial guidance and products to members.
• Build and maintain long-term relationships within the community.

Skills

Integrity

Leadership

Team-oriented

Results-driven

Trustworthy

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A leading fraternal financial organization is seeking a financial representative in Pflugerville, Texas. This role involves helping members achieve their financial goals by creating tailored financial plans and providing essential guidance. Ideal candidates will demonstrate integrity, leadership, and a passion for serving communities. Full support, including training and resources, will be provided to ensure success in impacting lives through financial services. Competitive benefits include medical insurance and retirement plans.