Associate Financial Representative

1 month ago

Albany, United States Modern Woodmen of America Full time

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

About you

Entrepreneurial mindset – approaches professional situations with persistence, hard work, adaptability, passion, and motivation.

Community oriented – has a deep appreciation and connection to their surroundings and a desire to help those in it thrive and succeed.

Communication skills – potential candidates are able to develop connections and relationships through proactive, friendly, empathetic, consistent, and respectful conversations.

Experience in the Finance and Insurance industry – for candidates interested in a career change, MWA supports obtaining industry licensing and additional training opportunities

Responsibilities

Work with current or new members to provide them information about the financial services their families could utilize.

Networking with individuals throughout the community.

Continuously prospecting in order to secure appointments.

Participating in mentor-lead appointments.

Asking customers for favorable introductions.

Engaging in personal observation through the community.

Participating in fraternal activities.

Benefits and Perks

Medical, dental and vision Insurance paid for

401(k) retirement planning with company match

Non-contributory pension plan

Group term life insurance benefits

Expense-paid trips, valuable prizes, and exciting incentives

About Us

Named to Forbes’ list of World’s Best Insurance Companies for 2023


Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures.

These sales help fund member benefits and social, educational, and volunteer programs that identify and meet local needs. As a result, members build relationships, allowing for membership growth and greater community impact.


Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.

What Makes us Different – Why Modern Woodmen?

In terms of assets, Modern Woodmen of America is the nation’s third-largest fraternal benefit society.


Fraternalism is a unique combination of business and giving back to the communities we serve and causes that are meaningful to both individual employees and the company as a whole - a continuous cycle of positive impact.


As a Fraternal organization, we exemplify our desire to make a positive impact on the world around us by offering our members, unwavering support in their volunteer efforts, providing access to large networks, social events, continuous education and leadership development, “Make an Impact” Scholarship opportunities, and “Do Good” Grants.

We want to support and invest in YOU and the things you hold most important.

2023 MWA Community Impact statistics

  • Approximately 2,200 local chapters and 500 youth service clubs nationwide
  • $46.4 million contributed to worthy causes through fundraisers (includes total raised by member chapters and clubs partnering with community groups).
  • 250,449 volunteer hours donated by members in chapters, Summit chapters, and youth service clubs.
  • $18.2 million in support of members and their communities in 2023.


Modern Woodmen is an equal opportunity employer (EOE).

  • Financial Advisor

    4 weeks ago

    Albany, New York, United States LPL Financial Full time

    Financial Advisor – Pioneer BankYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Pioneer Bank in Albany, NY would allow you to join the Investment Program at Pioneer Bank as a Financial Advisor associated with LPL Financial....

  • Financial Representative

    3 weeks ago

    Albany, United States Northwestern Mutual Full time

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday...

  • Virtual Currency Financial Crimes Risk Associate

    1 week ago

    Albany, United States New York State Department of Financial Services Full time

    The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial system that benefits individuals and supports business. Through engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from...

  • Virtual Currency Associate

    1 week ago

    Albany, United States New York State Department of Financial Services Full time

    The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial system that benefits individuals and supports business. Through engagement, data-driven regulation and policy, and operational excellence, the Department and its employees are responsible for empowering consumers and protecting them from...

  • Financial Accounting/Financial Planning| Associate | Albany, NY

    3 weeks ago

    Albany, United States The Goldman Sachs Group, Inc. Full time

    MORE ABOUT THIS SKILLSET Collaborating with groups across the firm to develop and manage the firm's forward looking strategic and financial plans, including profit, loss, and financial resources. Our team collaborates with each of the firm's business Financial, Financial Planning, Accounting, Associate, Planning, Investment, Banking

  • Individual and Financial Services

    4 weeks ago

    Albany, United States The Arc Southwest Georgia Full time

    Job DescriptionJob DescriptionThe Arc of Southwest GeorgiaJOB DESCRIPTIONINDIVIDUAL and FINANCIAL SERVICES REPRESENTATIVEJOB SUMMARY:The Individual Financial Services Representative maintains all payables and billing issues for the individuals served as Representative Payee by The Arc of Southwest Georgia. Responsible for all individuals’ financial...

  • Entry Level Financial Representative

    4 weeks ago

    New Albany, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: New Albany, IN, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....

  • Associate Sales Representative

    3 weeks ago

    Albany, United States Acumed LLC Full time

    Acumed LLC Come join a team where People make the difference! As a part of Marmon Holdings, Inc., a highly decentralized organization, we rely heavily on people with the aptitude, attitude, and entrepreneurial spirit to drive our success, and we're committed to attracting and retaining top talent. **Associate Sales Representative - NYC** The Associate...

  • Financial Advisor

    4 weeks ago

    Albany, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionFinancial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning...

  • Financial Analyst

    4 weeks ago

    Albany, United States FirstLight Fiber Full time

    FirstLight is a leading telecommunications company dedicated to providing cutting-edge communication solutions to our customers. We are committed to innovation, reliability, and customer satisfaction. As we continue to grow and expand our services, we are seeking a talented Financial Analyst to join our dynamic team. Summary: We are looking for a skilled...

  • Financial Analyst

    4 weeks ago

    Albany, United States FirstLight Fiber, Inc Full time

    Job DescriptionJob DescriptionFirstLight is a leading telecommunications company dedicated to providing cutting-edge communication solutions to our customers. We are committed to innovation, reliability, and customer satisfaction. As we continue to grow and expand our services, we are seeking a talented Financial Analyst to join our dynamic team.Summary:We...

  • Financial Analyst

    4 weeks ago

    Albany, United States FirstLight Fiber, Inc Full time

    Job DescriptionJob DescriptionFirstLight is a leading telecommunications company dedicated to providing cutting-edge communication solutions to our customers. We are committed to innovation, reliability, and customer satisfaction. As we continue to grow and expand our services, we are seeking a talented Financial Analyst to join our dynamic team.Summary:We...

  • Associate Accountant

    2 weeks ago

    Albany, New York, United States New York State Full time

    Duties Description The New York State Education Department (NYSED) is seeking applicants to fill an Associate Accountant position in the Office of State Aid (OSA). OSA is responsible for the calculation, payment, audit, and projection of approximately $33 billion in State funds, which are distributed to school districts and Board of Cooperative Educational...

  • Financial Administrative Assistant

    5 days ago

    Albany, United States Staff Today Inc Full time

    Health Advocates Network is currently seeking a **Financial Administrative Assistant **to work at a facility in **Albany, New York.** **These are _registry_ positions with our company. **Pay Rate**:$25 / hour **Shift details**: - M-F;9am-5pm, 37.5-40 hours/week **Job Duties**: Must provide high-level administrative support by conducting research,...

  • Associate Financial Advisor

    2 weeks ago

    Albany, New York, United States Royal Bank of Canada Full time

    Job SummaryResolves private banking deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations. Applies basic theories, skills, and practices to accomplish assignments.Job Description Reviews day-to-day execution of private banking deals to ensure quality and efficiency. Monitors...

  • Account Support Representative, Medical Devices

    2 days ago

    Albany, United States VALID8 Financial Full time

    AOTI is the global leader in multimodality topical wound oxygen therapy. Our patented non-invasive Topical Wound Oxygen (TWO2) therapy is the only device that has demonstrated in Randomized Controlled Trial (RCT) and Real-World Evidence (RWE) studies to heal Diabetic Foot Ulcers (DFUs), resulting in an unprecedented 88 percent reduction in hospitalizations...

  • Financial Analyst

    3 days ago

    Albany, United States Dormitory Authority of the State of New York (DASNY) Full time

    **Position Title: Financial Analyst** **Grade/Classification: 4(D1) - Professional I** **Salary Range: $68,536-$87,386** **Bargaining Unit: CSEA** **FLSA Status: Exempt** **Last Revised: March 7,2024** ***Primary Purpose** Working independently, the Financial Analyst performs financial analysis and monitoring of new and existing clients. **Essential...

  • Financial Analyst

    2 months ago

    Albany, United States DASNY - Dormitory Authority of the State of New York Full time

    Minimum Qualifications Bachelor's degree plus three years relevant experience; or Bachelor’s degree and successful completion of the DASNY Public Finance Diversity Fellowship; or Associate’s degree plus six years of relevant experience; or A High School diploma or equivalent plus eight years of DASNY relevant experience. Preferred...

  • Licensed Agent Insurance Representative

    3 weeks ago

    Albany, United States Bankers Life Full time

    Licensed Agent Insurance Representative Location: Albany, NY, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for...

  • Financial Consultant

    2 weeks ago

    Albany, United States OneGroup Full time

    Overview At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail...