Financial Planning Associate

An exciting opportunity to join a leading financial services organization. As a Financial Planning Associate, you will play a critical role in helping individuals achieve their financial goals and secure their futures. This role offers comprehensive training and the chance to make a meaningful impact in your community.

About the role

• Create tailored financial plans to help individuals reach their financial goals
• Provide ongoing support and guidance to members
• Contribute to positive community impact through Modern Woodmen's programs and initiatives

Requirements

• Passion for helping members improve their financial lives
• Willingness to obtain necessary licenses and registrations
• Ability to pass a thorough background check

Benefits and perks

• Paid medical and dental insurance
• 401(k) retirement plan with company match
• Expense-paid trips, bonuses, and incentives