Impactful Financial Planner - Community-Focused Advisor

Modern Woodmen of America; Missouri City (TX); On-site; USD 45,000 - 85,000; 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 fraternal financial services organization is seeking a financial representative dedicated to helping individuals from all backgrounds achieve their financial goals. You will provide financial guidance and support, create tailored financial plans, and have the opportunity to impact your community significantly. The organization provides comprehensive training and valuable benefits, including medical insurance and a retirement plan.

Qualifications

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

Responsibilities

• Provide financial guidance and products to help members protect their families.
• Create and execute tailored financial plans for members.
• Help individuals achieve their financial goals.

Skills

Integrity and character

Leadership skills

Results/success driven

Building long-term relationships

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A fraternal financial services organization is seeking a financial representative dedicated to helping individuals from all backgrounds achieve their financial goals. You will provide financial guidance and support, create tailored financial plans, and have the opportunity to impact your community significantly. The organization provides comprehensive training and valuable benefits, including medical insurance and a retirement plan.