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Wealth Team Manager

2 months ago

Charlotte, North Carolina, United States Mays Region - Modern Woodmen of America Full time
About the Role

We are seeking a highly motivated and experienced Wealth Team Manager to join our team at Mays Region - Modern Woodmen of America. As a key member of our leadership team, you will play a vital role in addressing members' financial needs, demonstrating leadership in the community, and driving the growth of our local office.

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.
Qualifications
  • Life License + SIE Certification (strongly preferred)
  • Independent spirit, coupled with a competitive drive
  • Leadership skills and effective communication ability
  • Strong background in sales or customer service
What We Offer
  • Competitive compensation range ($112K-$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
Training and Development

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 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 Mobility

Managing 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.