Investment Marketing Analyst

Rock Island, IL 1701 1st Ave, Rock Island, IL 61201, USA Join MWA Financial Services, Inc., a registered broker/dealer, investment adviser and wholly‑owned subsidiary of Modern Woodmen of America as an Investment Marketing Analyst and help drive growth by bringing data, storytelling, and strategy together. In this role, you will research and track product and training initiatives, maintain performance reporting, and help create and distribute impactful marketing communications across a variety of internal and external channels. This is a wonderful opportunity to build a career at the intersection of marketing, sales support, and financial services. Responsibilities Assist with the due diligence process by collecting data and researching products. Coordinate, organize and track representatives through first‑year training program and report on progress. Assist with maintenance of product files; open and file correspondence from investment companies, including imaging files. Assist with system technology maintenance, including but not limited to MyView, RightBridge and Docupace as it relates to training and promotion. Help with creative writing and editing, production, and distribution activities, including Trailblazer, Modern Woodmen Magazine, Financial Services newsletter, corporate websites, internal marketing pieces, and external marketing pieces. Research, create, and present on various training initiatives such as mutual funds, brokerage, annuities, and other investment subjects. Promote the products and services of the broker/dealer and registered investment advisor. Assist in the promotion and marketing of Modern Woodmen’s variable products. Assist in review, analysis, recommendation, and promotion of appropriate field investment research sales tools. Maintain all performance training and reporting. Be responsive and prompt to incoming and outgoing phone calls and emails to and from the field force to produce product information and sales support. Assist with the planning and organizing of events. Track progress towards team initiatives. Perform other duties as assigned. Qualifications and Requirements Ability to pass FINRA Series SIE and 7 within six months of hire, and Series 24 and 66 within one year of hire. Time will be provided during work hours to study. Work toward FLMI designation. Desire to learn the securities business from a marketing and sales perspective. Effective communication, presentation, collaboration, organization, and analytical skills. Proficiency with Microsoft Word, Excel, PowerPoint, and Teams. Positive attitude, flexibility, and adaptability. High attention to detail. Desire to influence business results through strong relationships with field agents. Ability to proactively manage daily tasks and multiple priorities. Compensation & Benefits Pay: The hourly pay for this position is $25.75. The specific rate will depend on the successful candidate’s qualifications and prior experience. Work arrangements: Full‑time hybrid, hourly position: 37.5 hours per week (7.5 hours per day), Monday‑Friday, with flexible start time between 7 a.m.–9 a.m. Hybrid positions require at least four days in office each week. During the initial training period (up to one year) employees will work on‑site five days a week. Hybrid work arrangements are subject to change. Stability: Modern Woodmen has been an organization since 1883® and offers long‑term stability for employees. Respect for personal time: Vacation, sick leave and eleven paid holidays. Professional growth: Commitment to employee development, including educational offerings to enhance industry knowledge. Great culture: Strong working relationships, collaborative work and volunteer opportunities. Office environment: Beautiful view overlooking the Mississippi River; home office located in downtown Rock Island, IL. Café: Employees can purchase breakfast, lunch and beverages at Café 1883. Community: The Quad Cities offer a high quality of life and cost‑effective living, with a vibrant local culture. Exceptional benefits: Comprehensive package including: Company‑paid retirement plan Matching 401(k) plan Employee Impact Bonus Medical, dental and prescription drug insurance (company pays 100% of employee premiums and 50% of dependent premiums) Group term life insurance Long‑term and short‑term disability Voluntary benefits: vision, FSA, accident insurance Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr Home Office Careers