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Finance Team Managing Partner
2 weeks ago
Benefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
About Modern Woodmen: Modern Woodmen of America (MWA for short) is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.
Follow this link to learn more about the people and culture of the Hill Region: https://reps.modernwoodmen.org/lhill
About the Role: Managing Partner (once necessary industry licenses are achieved): As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community.
Meet Our Team:
Gregory D. Mallett, Regional Director/Investment Advisor Representative:
Prior Experience: Before Modern Woodmen, Gregory was a Journeyman Electrician in Little Rock, Arkansas.
Time with MWA: 35 years as of July 1st.
Outside of Work: Passionate about faith and family. Enjoys playing golf, hunting, fishing, and playing the guitar.
About: Serves as President of the NAFIC (National Association of Fraternal Insurance Counselors) and as a board member of Soul Care with his wife, a ministry out of Liberty, Missouri, that supports pastors and church leaders and their families.
Valerie Welker, Financial Representative:
Prior Experience: Former college swimmer at Virginia Tech.
Time with MWA: 7 years.
Outside of Work: Loves to travel the world, passionate about Girl Scouts and giving back to the community.
Bryant Brown, Managing Partner & Investment Advisor:
Prior Experience: Played college tennis at Southern Nazarene University.
Time with MWA: 20+ years.
Outside of Work: Focuses on family, church, and tennis. Enjoys the outdoors, riding motorcycles, and playing tennis. Has three children, with one in college.
Layton, Managing Partner & Investment Advisor:
Prior Experience: Started right out of college. Founded and sold an options trading blog before transitioning into financial services. Holds a BBA in Finance from the University of Central Arkansas.
Time with MWA: 3 years.
Outside of Work: Married, loves golfing, hunting, and spending time with family. A huge Arkansas Razorback fan.
Carson Wooster, Financial Representative & Investment Advisor:
Prior Experience: Played college soccer and graduated from Oklahoma State, a huge Cowboys fan.
Time with MWA: Over 20 years.
Outside of Work: Lives in Edmond, OK. Has three daughters and enjoys hunting and fishing.
Perks/Benefits:
Exclusive training/development with the financial services professional supporting you.
An environment and culture of mutual support and growth.
Attainment of prestigious credentials and recognition.
Consistent opportunities for growing your income and character.
Strong benefits and retirement package.
401(k) with matching
Dental, health, and vision insurance
Flexible schedule
Life insurance
Professional development assistance
Referral program
Retirement plan
Active Licenses:
Life License
Securities Industry Essentials (SIE) License + Series 6/63/26 or Series 7/63/24 (if not, you must have the willingness to obtain quickly)
Qualifications:
Desire to create deep rooted connectedness in your community.
Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
Your Competitive Journey Starts Now: If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.
Flexible work from home options available.
