Financial Services Associate
1 week ago
Kickstart your financial services career with a leading organization that makes a positive impact on countless families and communities annually. At Modern Woodmen of America, a fraternal financial services organization, we are dedicated to helping families navigate life's financial journey. Together with our members across the nation, we pave the way for brighter futures in the communities we serve.
About the Role
As a financial services associate at Modern Woodmen of America, you will play a crucial role in assisting individuals from diverse backgrounds in achieving their financial aspirations. You will develop and implement personalized financial plans that assess each member's current situation, outline their future goals, and provide the essential tools and guidance to help them succeed.
Why Join Modern Woodmen of America?
Modern Woodmen of America is recognized as one of the nation's largest fraternal benefit societies, boasting over $18 billion in assets. Our unique approach combines business with giving back to our members, creating a continuous cycle of positive impact.
- Our representatives offer financial guidance and products designed to protect our members' families and futures.
- The products we offer are instrumental in funding member programs that include social activities, educational opportunities, and volunteer initiatives that enrich our members' lives and meet local needs.
- Our initiatives foster strong relationships, leading to increased membership and greater community influence.
We are proud of the positive change that fraternalism brings. It empowers Modern Woodmen, and you as a financial representative, to make a meaningful difference in your community
In 2024, Modern Woodmen allocated $17.4 million to support fraternal programs for members in communities of all sizes throughout the United States.
About You
- Exhibit integrity and strong character.
- Demonstrate effective leadership abilities.
- Work collaboratively within a team.
- Be results-oriented and driven towards success.
- Possess the resilience to overcome challenges.
- Find fulfillment in helping others grow.
- Show a dedication to volunteerism in your community.
- Pursue continuous self-improvement.
- Enjoy cultivating long-term relationships.
- Be trustworthy, credible, and honest.
Education and Training
At Modern Woodmen, your education and training commence on your first day and continue throughout your career. Whether you are seasoned in financial services or starting fresh, we provide the resources, including hands-on workshops, mentorship from experienced professionals, and access to the latest industry tools to ensure your success as a trusted advisor capable of making a difference in many lives.
Qualifications
- A passion for enhancing the financial well-being of our members.
- Ability to obtain or maintain an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license as required by state regulations.
- Must successfully pass a background check, including a review of regulatory, criminal, and financial history.
Benefits and Perks
- Comprehensive medical and dental insurance coverage.
- 401(k) retirement plan with company matching contributions.
- Noncontributory pension plan.
- Group term life insurance policy.
- Opportunities for expense-paid trips, bonuses, and additional incentives.
Modern Woodmen of America is an equal opportunity employer.
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