Financial Services Advisor

2 weeks ago


Davenport, Iowa, United States Beck Region - Modern Woodmen of America Full time

Benefits:

  • 401(k) plan
  • Performance-based bonuses
  • Company-sponsored events
  • Comprehensive dental coverage
  • Flexible working hours
  • Health insurance options
  • Home office allowance
  • Career advancement opportunities
  • Training and professional development
  • Vision insurance

About Modern Woodmen:

Modern Woodmen of America (MWA) is a member-owned fraternal financial services organization dedicated to serving its members and their communities. With a history dating back to 1883, we have grown to over 700,000 members, focusing on high-quality, diversified investments. Our financial strength is underscored by a robust asset base of $17.14 billion, ensuring long-term stability and protection for our members.

About Jeremy Beck - Regional Director:

Jeremy Beck embodies commitment and dedication, both personally and professionally. His journey in financial services began at a young age, inspired by witnessing the impact of financial planning on his family. Jeremy's diverse background, including corporate roles and experiences with competitor firms, enriches his perspective in the industry. He values authenticity and seeks individuals who have demonstrated resilience and exceptional talent.

Our Competitive Edge:

At Modern Woodmen, our fraternal component differentiates us by fostering local impact. We prioritize grassroots initiatives, directly channeling resources to community projects. This approach creates a profound sense of belonging among our members, making contributions to local causes both meaningful and impactful.

Role Overview:

As a Financial Services Advisor with Modern Woodmen of America, you will join a dynamic team that emphasizes growth, leadership, and community involvement. This position is ideal for individuals aspiring to lead and develop a team of financial professionals.

Key Responsibilities:

  • Client Engagement: Deliver personalized financial solutions tailored to the unique needs of our members.
  • Relationship Building: Establish and nurture strong, lasting connections with clients.
  • Comprehensive Financial Planning: Provide guidance in areas such as life insurance, retirement planning, investments, and estate planning.
  • Team Leadership: Recruit, train, and mentor new financial representatives, fostering a culture of continuous learning.
  • Community Engagement: Actively participate in community service initiatives and represent Modern Woodmen at local events.
  • Business Development: Drive growth and success within the local office, implementing strategies to expand the client base.

Perks and Benefits:

Starting income is competitive and includes exclusive training opportunities with experienced financial professionals. Our supportive environment encourages mutual growth, offering recognition and consistent opportunities for income and character development. Benefits include a comprehensive retirement package, health, dental, and vision insurance, flexible work arrangements, life insurance, and professional development assistance.

Qualifications:

  • A passion for fostering deep connections within the community.
  • Authenticity and a strong drive to achieve goals.
  • Preferred experience as a Financial Advisor or Financial Planner.
  • Active licenses/certifications: Life License, FINRA.

If you are ready to embrace a rewarding career that makes a difference, consider joining our team.

Flexible work-from-home options are available.



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