Financial representative
Modern Woodmen of America
Financial representative
Contract type:
Full-time
Location:
Dallas
Financial Services
Date published:
04-21-2026
About the role
Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of America
Modern Woodmen of America is one of the nation's largest fraternal benefit societies, with over $18 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve - a continuous cycle of positive impact.
- Our representatives provide financial guidance and products to help members protect their families and their futures.
- Our products help fund member programs, including social, educational and volunteer activities that enrich members' lives and meet local needs.
- Our programs build and strengthen relationships, allowing for membership growth and greater community impact.
In 2024, Modern Woodmen spent $17.4 million in support of fraternal programs for members in hometown communities of all sizes across the United States.
About you
- Show integrity and character.
- Demonstrate leadership skills.
- Team-oriented.
- Focus on results/success driven.
- Can or have overcome adversity.
- Grow by helping others.
- Show volunteer spirit in the community.
- Look for self-improvement opportunities.
- Enjoy building long-term relationships.
- Credible, trustworthy and honest.
Modern Woodmen's education and training programs start the first day and continue throughout your career. Whether you have an extensive background in financial services or you're just getting started, you'll have the support you need. With hands-on workshops, mentorship from seasoned professionals, and access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications
- Passion for bettering members' financial lives.
- Ability to obtain or already hold: 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).
- Ability to pass a background check that includes satisfactory regulatory, criminal and financial standing.
- Paid medical and dental insurance.
- 401(k) retirement plan with company match.
- Noncontributory pension plan.
- Group term life insurance.
- Expense-paid trips, bonuses and other incentives.
Modern Woodmen is an equal opportunity employer.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial representative in Dallas, TX vacancy
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...SuggestedTraineeshipHome office- Claudia Salas - State Farm Agent in Dallas, Texas is seeking a Financial Representative to join their team. This role focuses on providing exceptional customer service, educating clients on insurance options, and working towards marketing goals. The ideal candidate should...Suggested
- ...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...of insurance and financial products. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...SuggestedTemporary workTraineeshipLocal areaHome office
$97k - $192k
...insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Role of Financial Representative As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members' financial needs,...SuggestedWork at officeLocal areaWork from homeFlexible hours$97k - $192k
...for advancement Training & development Vision insurance The Smith Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate...SuggestedWork at officeLocal areaWork from homeFlexible hours- ...Customer Service Representative Customer Service Representative supporting commercial and public sector clients. We are looking for Customer... ...systems Strictly follow client process for handling financial issues and inquiries Comply with requirements surrounding...Full timeTemporary workPart timeCasual workWork at office
- ...qualified for assistance. Education •High school diploma/GED Experience •Must have two years experience in determining financial eligibility for government funding, program funding, public funding or patient assistance programs in a physician or hospital business...Work at office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship- ...proper authorizations, insurance verification and preliminary financial counseling services to ensure Parkland's financial viability... ...Account Technician (CPAT) preferred. •Certified Revenue Cycle Representative (CRCR) preferred. Skills or Special Abilities •Must be...Contract workMonday to Friday
- ...Financial Aid AdvisorHave you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people?If your answer is yes, this...
- ...01(k) Employer Match Paid Holidays Floating Holiday Mental Health Day Referral Bonus Program Tuition Assistance Program (TAP) The Financial Aid Advisor plays a pivotal role in guiding students through the financial aid process, ensuring compliance with all applicable state...Temporary workFlexible hours
- ...DifferenceCome care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put...
$20.54 - $27.78 per hour
...Financial Aid AdvisorCurrent staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu Myself My Company View Opportunities to apply using the internal application process.Overview: A 40-hour schedule will be determined based on business needs...Hourly payWork at officeMonday to FridayAfternoon shift$15 - $16 per hour
...Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an...Hourly payWork at officeLocal areaShift work$124k - $280k
...efficient back office opportunities and support to the business through insight and challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes, systems and information to provide business insights that drive better...Full timeH1b- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to...Local areaImmediate startRemote work
$50k - $75k
...Financial Advisor K12 Retirement Specialist (403b/457b) Empower Educators. Build Your Business. Make an Impact. Join a proven system where advisors build six-figure practices serving the underserved K12 market. We're currently scheduling presentations for 100+ advisors...Full timeWork at office- ...solutions. Commitment to balance project economics with adherence to strategic priorities.Required Skill and Experience• Experience with Financial Management.• Experience in Workday ERP implementation or support projects.• Proficiency in all the delivered ERP processes and...Full timeTemporary workRelocation
$110.7k - $218.3k
...NetSuite solutions that align with their business goals and deliver measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and accounting...Local areaVisa sponsorship- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$92.22k - $106.1k
...team. As a key member of the team, you will have an opportunity to wear multiple hats and help shape the vision for our Workday Financials Practice. You will be responsible for implementing Workday solutions, working directly with clients, and providing expertise in Workday...Full timeContract workLocal areaFlexible hours$91.1k - $179.5k
...their end-to-end Finance functions, including Invoice to Pay, Invoice to Cash, and Record to Report. We help organizations enhance financial and operational performance, manage financial and audit risks, drive organizational change, and position Finance as a strategic...Local areaShift work$95.55k - $195.25k
Position Summary The Tax Transformation Office serves Deloitte Tax, focused on Service Delivery Transformation inclusive of people, process, and technology in order for our Tax Professionals to deliver efficient, high value, quality tax services to our clients. Tax...Work at officeLocal areaVisa sponsorship- ...growing division that works tirelessly to eliminate hurdles and foster growth.Essential duties include the following:Develops customer financial profiles to determine suitability of investment products based on financial position, resources, assets available to invest, and...Full timeLocal area
$59.1k - $196k
...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant,...Full timeWork experience placementLive inWork at officeLocal area$96.88k - $127.15k
...we would want for ourselves—one that behaves like a doctor in the family.About the role:The Associate, Strategic Finance supports financial planning, analytics, and business insights for the business (i.e. Corporate, Operations, Technology division). You will work with...Full timeWork at officeRemote work$85k - $115k
We are seeking someone to join our team as a Global Financial Crimes (GFC) : KYC Controls Monitoring and Screening Professional.In the Legal & Compliance division, we assist the Firm in achieving its business objectives by facilitating and overseeing the Firm's management...Temporary workWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial representative. Be the first to apply!
Related searches
- finance associate Dallas, TX
- financial counselor Dallas, TX
- associate corporate finance Dallas, TX
- private wealth advisor Dallas, TX
- financial consultant Dallas, TX
- estate planning consultant Dallas, TX
- financial planning assistant Dallas, TX
- financial planner Dallas, TX
- senior wealth advisor Dallas, TX
- financial advisor associate Dallas, TX




