Associate Financial Representative
Modern Woodmen of America
Regional Field Recruiter at Modern Woodmen of America 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 $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. 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 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. 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. Seniority level Associate Employment type Full‑time Job function Finance, Sales, and Business Development Industries Insurance, Investment Management, and Financial Services #J-18808-Ljbffr
$77k - $202k
...consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver high-...SuggestedFull timeH1b$70k - $105k
...Wealth Advisors, we offer personalized financial strategies designed to reflect your unique... ...and among clients and prospects. The Associate Advisor reports to and is employed/... ...or insurance contracts Assist financial representatives in the preparation and follow up for the...SuggestedWork at officeLocal area- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type... ...Wealth Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to grow...Suggested
$96.6k - $122k
...to clients, with the potential to lead less complex client relationships. ~ Advanced capability of all wealth, investment, and financial planning processes ~ Begins to prepare and make recommendations for client financial plans and investments and portfolio...SuggestedPermanent employmentTemporary workWork at officeFlexible hours$85k - $95k
...Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a clear path toward managing client relationships and future partnership...SuggestedFull timePrivate practiceWork at officeMonday to FridayWeekend workAfternoon shift- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment...For contractorsWork at office
- ...Job Description Job Description We are seeking a Senior Associate Financial Planner for our wealth management firm in both the Tukwila, WA, and Bellevue, WA, Offices. Candidates who currently have a CFP® (or equivalent), who thrive in a small firm environment, and...Work at office
- ...ADVICE-ONLY, STRONG TEAM CULTURE, FEE-ONLY Interested? Click HERE for more information. Our client is an advice-only financial planning firm located in beautiful Seattle, WA. The firm is established with over 20 years in business. This firm is appealing to clients...
- ...Responsibilities**Primary role is as secondary advisor**Qualifications & Requirements**4-8 years' experienceAdvanced knowledge of financial planning concepts and processesExperience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft...Permanent employmentWork at office
$75k - $83k
Sr. Associate Financial Planner Location: Bellevue, WA Salary: $75,000 - $83,000 What's In It For You? Work directly with high-net-worth clients and experienced financial planners Gain exposure to comprehensive wealth management and financial planning strategies Participate...$96.6k - $122k
...seeking a qualified individual to join their Seattle team as a Wealth Advisor Support. This role involves assisting in delivering financial services, mentoring, and managing client relationships. Candidates should possess a strong background in financial planning and advanced...- Thrivent is seeking an Associate Financial Advisor to join Afton Union Financial Group in Seattle, WA. In this hybrid role, you will support clients with investment planning and insurance solutions while collaborating closely with the Lead Advisor. Responsibilities include...
- MassMutual is looking for a detail-oriented Associate Financial Planner to join their team in Mercer Island, WA. In this full-time role, you'll be involved in financial plan development, portfolio management, and client meetings. Your expertise will directly support the...Full timeWork at office
$28.99 - $35.34 per hour
...Associate Financial Advisor Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our "people helping people" philosophy has guided us since 19...Hourly payWork at office- MassMutual Northwest is seeking a detail-oriented Associate Financial Planner in Mercer Island, WA. This role focuses on building financial models, managing client portfolios, and participating in meetings to enhance client experiences. Candidates should have a strong command...Work at office
$96.6k - $122k
...clients, with the potential to lead less complex client relationships. Demonstrate advanced capability of all wealth, investment, and financial planning processes. Prepare and make recommendations for client financial plans, investments, and portfolio allocations. Assist in...Permanent employmentTemporary workWork at officeFlexible hours$80k - $100k
First Tech Federal Credit Union is seeking a Senior Associate Financial Advisor in Bellevue, WA. This role supports an existing client base and assists in financial planning, investment advice, and operational support. You'll manage client relationships while collaborating...- A leading financial advisory firm located in Seattle is seeking an Associate Wealth Advisor to deepen relationships with clients and support a Senior Wealth Advisor. This hybrid role requires a Bachelor's degree, at least five years of experience in financial advisory,...
- ...Financial Associate Opportunity Ascend National Wealth Advisors, an established financial services practice for Thrivent is looking to grow and support a full-time Financial Associate. By joining our existing team, you can leverage the skill set of a top producing veteran...Full timeWork at officeLocal area
- Why You’ll Love This Role Are you a detail-oriented person who excels at both financial analysis and client service? We are seeking a highly detail-oriented Associate Financial Planner who thrives in both technical execution and client collaboration to join our firm and...Full time
$70k - $105k
A financial services company is seeking an Associate Financial Advisor in Bellevue, WA. This role involves supporting clients with financial products, managing sensitive information, and working closely with lead advisors. Ideal candidates will have securities registration...- We are a financial services cooperative with 1.5 million members. We value people over profits, and we are looking for an Associate Financial Advisor to join us in providing personalized investment services and recommendations. Pay Range Target hourly: $28.99-$35.34. Full...Hourly pay
- ...Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor... ...Financial. Assist in daily business operations. The associate financial advisor will assist financial advisor(s) in working...Work experience placementWork at office
- FPA of Charlotte is looking for an Associate Financial Advisor based in Seattle, Washington. In this full-time role, you will assist financial advisors in helping clients achieve their financial goals through business operations, client support, and financial planning....Full time
$100k - $140k
Thrivent is looking for an Associate Financial Advisor to join Afton Union Financial Group in Seattle, WA. The role includes supporting... ...binders, commitments, or insurance contracts Assist financial representatives in the preparation and follow‑up for member/customer...Full timeLocal areaRemote work$80k - $100k
Overview The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information...Work experience placementWork at office- Ameriprise - Paragon Wealth Advisors in Seattle is seeking an Associate Financial Advisor to join their financial planning office. In this role, you will assist financial advisors in managing client relationships and deliver tailored financial solutions. You will play a...Work at office
- LPL Financial is seeking an Associate Wealth Advisor in Bellevue, Washington. This role involves providing investment and relationship management support to senior advisors. Candidates must be detail-oriented and possess outstanding customer service skills. Responsibilities...
$75k - $160k
...qualifications, skills and experience Record of academic and professional achievement Four plus years of private wealth management, financial services, or related professional experience Prior sales, fundraising, business development or investing experience preferred...Full timeTemporary workPart time
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