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Wealth Team Manager
2 months ago
We are seeking a highly motivated and experienced Wealth Team Manager to join our Beck Region team at Modern Woodmen of America. As a key member of our leadership team, you will be responsible for driving the growth of our local office, serving members' financial needs, and demonstrating leadership in the community.
Key Responsibilities- Serve members' financial needs by providing tailored financial solutions.
- Exemplify leadership in the community through active involvement and engagement.
- Drive the growth of the local office by recruiting, training, and developing financial representatives.
- Build and nurture a high-performing team to contribute to the success of Modern Woodmen.
- Life License (required)
- SIE, 6, 63, and 26 OR 7, 63, 24 (required to obtain if not active)
- Strong community connection
- Leadership skills and effective communication ability
- Strong background in sales or customer service
Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.
Benefits- Competitive compensation range ($114K-$192K and up)
- Opportunity for personal and professional growth
- Fraternal programs and activities to enhance quality family life
- Involvement in local volunteer projects and community impact
- Supportive and open communication culture
New Managing Partners receive comprehensive training through Modern Woodmen University and have opportunities for both in-person and Zoom leadership training sessions. Following foundational training, the Beck team is committed to providing extensive field and office support to new Managing Partners. This hands-on approach continues until the MP achieves self-sufficiency in both skills and development.
Upward MobilityManaging Partners have the potential to advance their careers and grow their own teams at their own pace. The organization actively encourages upward mobility and offers abundant opportunities for career advancement that are unique in the industry.
