Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Representative

MWA Careers - Fort Myers

Benefits:

401(k)

401(k) matching

Dental insurance

Health insurance

Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures in the communities we serve.

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 $17 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.

We’re proud of the impact fraternalism makes. It’s what allows Modern Woodmen – and you, as a Modern Woodmen financial representative, to make a difference in your community!

In 2025, Modern Woodmen spent $22.6 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.

Education and training

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.

Benefits and perks

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 4 days ago
Similar jobs that could be interesting for youBased on the Financial Representative in Cape Coral, FL vacancy
  • $17.34 - $21.67 per hour

     ...and assists with registration, insurance verification, authorization, price estimation, denial prevention, claims processing, and financial screening to secure maximum reimbursement for the Health System. This position is also responsible for confirming patient identity... 
    Suggested
    Full time
    Shift work

    Lee Health

    Cape Coral, FL
    3 days ago
  • $50k

     ...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business... 
    Suggested
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Cape Coral, FL
    3 days ago
  • $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... 
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Fort Myers, FL
    20 hours ago
  •  ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...  ...credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication... 
    Suggested
    Work experience placement
    Work at office

    Dormont Manufacturing Company

    Cape Coral, FL
    2 days ago
  •  ...that demonstrates the skills necessary to perform the role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers... 
    Suggested
    Work experience placement
    Work at office

    Fifth Third

    Cape Coral, FL
    4 days ago
  •  ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...  ...and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Cape Coral, FL
    2 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients...  ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑... 
    Work at office

    Unavailable

    Fort Myers, FL
    4 days ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor... 
    Work at office
    Flexible hours

    Bankers Life

    Fort Myers, FL
    3 days ago
  •  ...alternative, think outside of the box, not afraid of rejections; someone who is confident in themselves; some knowledge of banking or prior financial experience. Experience Level Entry Level Job Type & Location Contract position based out of Clearwater, FL. Pay and Benefits... 
    Contract work
    Temporary work
    Work at office

    TEKsystems

    Cape Coral, FL
    2 days ago
  • Dormont Manufacturing Co is seeking a part-time CSR/Teller for its Cape Coral, Florida location. This role involves delivering excellent customer service, performing cash handling tasks, and efficiently managing daily office responsibilities. The ideal candidate will possess...
    Part time
    Work at office

    Dormont Manufacturing Company

    Cape Coral, FL
    20 hours ago
  •  ...Securities, Inc. and Regal Advisory Services, Inc. Glenview, IL, Orlando, FL, Fort Myers, FL Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to... 
    Full time
    Work at office

    Regal Securities

    Fort Myers, FL
    2 days ago
  •  ...Join Amscot Are you ready for a rewarding career in financial services? We are hiring full-time associates with experience in fast food, restaurants, retail, or hospitality to join our team. This may be the opportunity you've been searching for to quickly rise to... 
    Full time
    Temporary work
    Flexible hours
    Night shift
    Weekday work

    Amscot Financial

    Fort Myers, FL
    2 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Cape Coral, FL
    more than 2 months ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Cape Coral, FL
    more than 2 months ago
  • $18.93 - $31.56 per hour

    Location: Florida Oncology and Hematology Pay Range: $18.93 - $31.56 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication... 
    Full time
    Part time
    Local area
    Immediate start
    Remote work
    Monday to Friday
    Flexible hours
    Shift work
    Weekend work

    American Oncology Network

    Fort Myers, FL
    14 hours ago
  •  ...in Fort Myers, FL is seeking a Personal Banker Associate I. This role focuses on the consultative sales process to meet customers' financial needs and includes a comprehensive onboarding program. Candidates will work on acquiring new households, deepening existing... 

    Fifth Third

    Fort Myers, FL
    2 days ago
  •  ...floating holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial... 
    Local area
    Monday to Friday

    Foursight Capital LLC

    Cape Coral, FL
    20 hours ago
  • $65k - $85k

     ...Description Job Description: Title: Financial Analyst Work Mode:  Fully Remote | Supporting:  Longwood, FL office | Experience: Bachelor's degree. Must have 2+ years of financial related experience. Strong in MS Excel. Please note: If this position... 
    Work at office
    Remote work

    Insurance Office of America

    Cape Coral, FL
    3 days ago
  •  ...Will Be Responsible For Contribute toward a team covering one or more client relationships. Assist in the preparation and review of financial statements, including but not limited to Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash Flows... 
    Local area

    EisnerAmper

    Fort Myers, FL
    4 days ago
  •  ...of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across... 
    Work at office
    Local area
    Day shift

    Bank OZK

    Fort Myers, FL
    3 days ago
  • The Joint Venture Loan Consultant is responsible for cultivating loan referrals through outside sales meetings with builders, realtors, and consumers. Examines, evaluates, and documents customer applications for credit approval on real estate loans. Overview The Joint ...
    Local area
    Remote work

    loanDepot

    Fort Myers, FL
    4 days ago
  • Overview Be #gablesproud of where you work and become part of our team by applying for your new career with Gables TODAY! At Gables, Taking Care of the Way You Live AND Work is at the heart of our company culture. Leasing Professionals are passionate about helping people...
    Part time

    Gables Residential

    Cape Coral, FL
    3 days ago
  •  ...referrals (purchase and refinance) from realtors, builders and other parts of the community Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc. Provide necessary... 
    Local area

    Mortgage Investors Group

    Fort Myers, FL
    1 day ago
  • $18 - $23.08 per hour

     ...educational experience (required) Tactical (Technical) Skills Strong knowledge of branch operations General knowledge of financial products and services, including banking, trust, and investments Demonstrated excellence in client service, communication (... 
    Hourly pay
    Work experience placement
    Bank staff
    Work at office

    KeyCorp

    Fort Myers, FL
    1 day ago
  • KeyBank - - Responsibilities: Perform daily teller transactions accurately and efficiently within the Private Bank branch, including cash handling and transaction processing; Balance cash drawer and adhere to balancing and control procedures; Assist clients with basic ...

    Key Bank

    Fort Myers, FL
    1 day ago
  • $100k - $200k

     ...experience delivering trusted home comfort solutions to customers across the country. We are hiring motivated In-Home Sales Representatives (Comfort Advisors) to help homeowners replace and upgrade their heating and air conditioning systems . This role focuses on... 
    Full time
    Seasonal work
    Relocation package

    ARS-Rescue Rooter

    Cape Coral, FL
    6 days ago
  •  ...Manages the City’s self‑insurance programs and analyzes potential financial exposures. Establishes loss prevention standards and evaluates...  ...to operate a motor vehicle in performance of assigned tasks. Represents City at local, state, and national risk management functions... 
    Work at office
    Local area
    Long distance
    Night shift

    City-of-Fort-Myers,-F

    Fort Myers, FL
    3 days ago
  •  ...annual production goals for loan volume, deposits, and fee income. Loan Origination, Underwriting & Structuring Collect and analyze financial statements, tax returns, credit reports, cash flow projections, and other data to assess borrower creditworthiness and repayment... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Gulf Coast Business Bank

    Fort Myers, FL
    3 days ago
  •  ...The purpose of the Financial Aid Officer is to guide students through the financial aid process and ensure they are properly funded, packaged and prepared to start each semester. The Financial Aid Officer will: Assist the student with filling out the FAFSA Determine... 
    Full time
    Flexible hours
    Weekend work
    Afternoon shift

    Keiser University

    Fort Myers, FL
    4 days ago
  •  ...Job Overview We are seeking a dynamic and detail-oriented Financial Analyst to join our team. In this role, you will play a vital part in analyzing financial data, supporting investment decisions, and enhancing our financial strategies. Your expertise will help drive informed... 

    Elite DNA Behavioral Health

    Fort Myers, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!