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Job Details

Entry-Level Financial Advisor

  2025-06-02     Modern Woodmen     Victoria,TX  
Description:

Kickstart your career in financial services with a company that makes a significant impact on families and communities nationwide. At Modern Woodmen of America, we are a fraternal financial services organization dedicated to assisting families at every stage of life. Join us and contribute to shaping bright futures in the communities we support.

About the Role

As a financial advisor at Modern Woodmen of America, you will be committed to helping individuals from diverse backgrounds achieve their financial goals. You will develop and implement personalized financial plans that assess members' current financial situations, outline their future aspirations, and provide the essential financial tools and support to realize those dreams.

About Modern Woodmen of America

Modern Woodmen of America stands as one of the largest fraternal benefit societies in the nation, boasting over $18 billion in assets. Our unique fraternalism blends business with community service, creating a continuous cycle of positive influence.

  • Our Representatives offer expert financial guidance and products designed to protect families and secure their futures.
  • Our Products help fund various member programs that include social, educational, and volunteer activities, enriching lives and addressing local needs.
  • Our Programs foster relationships to promote membership growth and enhance community impact.

We take pride in the transformative power of fraternalism. This commitment empowers Modern Woodmen and you, as a financial advisor, to make a positive difference in your community!

In 2024, Modern Woodmen invested $17.4 million in support of fraternal programs benefiting members in communities of all sizes across the United States.

About You

  • Show integrity and strong character.
  • Exhibit leadership qualities.
  • Be a team player.
  • Possess a results-oriented mindset.
  • Have overcome personal challenges.
  • Gain fulfillment from helping others.
  • Demonstrate a willingness to volunteer in the community.
  • Seek opportunities for self-improvement.
  • Enjoy forming lasting relationships.
  • Be credible, trustworthy, and honest.

Education and Training

From your first day at Modern Woodmen, you will engage in comprehensive training programs that continue throughout your career. Whether you come with prior experience in financial services or are just starting out, we provide the necessary support. With hands-on workshops, mentorship from experienced professionals, and access to cutting-edge industry resources, you'll be fully prepared for success in your new role. Our mission is to see you thrive as a trusted professional capable of making a substantial impact on many lives.

Qualifications

  • A genuine passion for improving members' financial well-being.
  • The ability to obtain or currently hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials/SIE), and Series 6 and/or 7 license, plus Series 63 license, as required by state regulations.
  • The capability to pass a background check reflecting satisfactory regulatory, criminal, and financial standing.

Benefits and Perks

  • Paid medical and dental coverage.
  • 401(k) retirement plan with company matching.
  • Noncontributory pension plan.
  • Group term life insurance.
  • Incentives including expense-paid trips and bonuses.

Modern Woodmen is an equal opportunity employer.


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