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 2 days ago
Similar jobs that could be interesting for youBased on the Financial Representative in Fort Myers, FL vacancy
  • $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... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Fort Myers, FL
    4 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

    Unavailable

    Fort Myers, FL
    22 hours ago
  • $20.52 - $25.65 per hour

     ...following job functions: registration, insurance verification, authorization, price estimation, denial prevention, claims processing, and financial screening. This role ensures feedback is provided to leadership regarding performance issues of team members and overall... 
    Suggested
    Full time
    Shift work

    Lee Health

    Fort Myers, FL
    13 days ago
  •  ...Financial Solutions Advisor - Ft Myers-Naples Market Naples, Florida;Fort Myers, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements... 
    Suggested
    Temporary work
    Work at office
    Shift work
    Day shift

    Bank of America

    Fort Myers, 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

    Fort Myers, FL
    3 days ago
  • $60k

     ...0 Year 5 |$150,000 - $260,000 Year 10 | $300,000+ Region: The Financial Advisor works within an assigned region of credit union branches...  ...large amounts of information into summary form Ability to represent the credit union in a professional manner Ability to maintain... 
    Base plus commission
    Temporary work

    Suncoast Credit Union

    Fort Myers, FL
    3 days ago
  • 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 time
    Work at office
    Immediate start
    Monday to Friday
    Day shift

    Bank of America

    Fort Myers, FL
    22 hours 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
    22 hours ago
  • $24k

     ...Cultivate and expand your network within established markets Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation... 
    Full time
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors

    Fort Myers, FL
    2 days ago
  • $65k - $80k

    Position Title : Financial Advisor Salary Range: $65,000-$80,000 DOE, plus commission and revenue-sharing potential Walk into a full calendar of qualified prospects—not a cold-call list. A growing registered investment advisory firm is seeking a confident, sales-driven... 
    Relocation package
    Afternoon shift

    Boutique Recruiting

    Fort Myers, FL
    1 day 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... 
    Immediate start
    Remote work
    Monday to Friday
    Shift work
    Weekend work

    aoncology

    Fort Myers, FL
    2 days ago
  • Important Note OMNI Financial Services is a FLORIDA based company and is not affiliated with any other Omni Financial Services group in the US. We are independently owned, and our headquarters is in Fort Myers with additional locations in Orlando and Tampa. Please use diligence... 
    Work experience placement

    OMNI Financial Services

    Fort Myers, FL
    4 days ago
  • At Money Mart, we’re more than just a financial services provider - we’re the catalyst for financial empowerment! Our mission is to be North America’s leading non‑prime lender, serving a diverse range of customers and delivering unparalleled financial momentum. Our vision... 

    Money Mart

    North Fort Myers, FL
    3 days ago
  •  ...accurately Follow safety, security, and compliance requirements Qualifications Be sales driven Have a minimum of one year of financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma... 

    Moneymart

    North Fort Myers, FL
    4 days 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
    1 day ago
  •  ...About the job Financial Consultant (Remote) Stay Active and Make a Difference with a Flexible, Remote Financial Consulting Role About Us: We are a mission-driven financial services company dedicated to helping individuals and families build and protect their wealth... 
    Extra income
    Part time
    Immediate start
    Remote work
    Work from home
    Flexible hours

    Melius Consulting

    Fort Myers, FL
    4 days ago
  • Northwestern Mutual is seeking College Financial Representatives for an internship program in Fort Myers, Florida. This role mimics the full-time Financial Representative career, focusing on business strategy development, client engagement, and financial planning tools.... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Fort Myers, FL
    2 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Fort Myers, FL
    3 days ago
  • $350k

     ...strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Work collaboratively... 
    Full time

    Avior Executive Search, Inc

    Fort Myers, FL
    1 day ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Cape Coral, FL
    1 day ago
  • $72k - $90k

     ...resource alignment Demonstrated leadership in providing project deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at navigating complex challenges with analytical rigor Experience in... 
    Full time
    Remote work
    Shift work

    World Wide Technology

    Fort Myers, FL
    3 days ago
  • Job Summary The Information Security Analyst II supports and strengthens the university's information security program by implementing, monitoring, and improving controls that protect institutional data, systems, and infrastructure. This role administers security ...
    Full time
    Local area

    Florida Gulf Coast University

    Fort Myers, FL
    2 days ago
  • $250k

    Job Title PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We offer a wide variety of products and we...
    Work at office
    Home office

    PRMG

    Fort Myers, FL
    1 day ago
  • Description Position at MSC Mortgage Position Summary: 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...
    Local area
    Remote work

    loanDepot

    Fort Myers, FL
    1 day 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... 
    Work experience placement
    Work at office

    Fifth Third Bank

    Fort Myers, FL
    4 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... 
    Full time
    Local area

    Mortgage Investors Group

    North Fort Myers, FL
    1 day ago
  • $69k - $96k

     ...the commercial credit monitoring and portfolio management for the Bank through the review and analysis of borrower and guarantor financial information, testing of financial covenants, and post-closing loan review to ensure alignment between loan approval, documentation... 
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Busey Bank

    Fort Myers, FL
    3 days ago
  • $86k - $118k

     ...Major Responsibilities/Accountabilities:Track project-level spend across the global capital portfolio, ensuring alignment between financial systems and project reporting toolsPerform variance analysis on actual vs. forecasted capital spend and proactively identify trends... 
    Full time
    For contractors
    Work experience placement
    Work at office
    Worldwide

    Gartner

    Fort Myers, FL
    4 days ago
  •  ...diversity, stability, competitive benefits, and a career path with a growing, successful company! Join us in our mission to improve the financial well-being of our members!Tellers perform the following functions:Provide excellent service by completing transactions and... 
    Part time
    Work at office
    Monday to Friday
    Shift work

    MidFlorida Credit Union

    Fort Myers, FL
    22 hours ago
  •  ...industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved....  ...Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or... 
    Full time
    Contract work
    Work at office
    Local area

    The Baldwin Group

    Fort Myers, FL
    2 days ago

Do you want to receive more vacancies?

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