Associate Financial Representative
Modern Woodmen of America
Recruiting Coordinator 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 $17 billion in assets. Fraternalism is a unique combination of business and giving back to those we serve – a continuous cycle of positive impact. Responsibilities 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 2023, Modern Woodmen spent $18.2 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 Modern Woodmen of America
$77k - $202k
...Applicable Specialism Finance Management Level Senior Associate Job Description & Summary At PwC, our people in... ...specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs...SuggestedH1b- ...service, and Schwab's disciplined approach to investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by... ...virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs....SuggestedWork at office
- ## Associate Wealth AdvisorApplylocations: Wayne, PAtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR5750**Join a... ...relationships.* Advanced capability of all wealth, investment, and financial planning processes* Begins to prepare and make recommendations...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
- ...Earned Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and... ..., smarter, and at scale. Job Summary We are looking for an Associate Wealth Advisor to join the Client Services Team at Earned. This...SuggestedApprenticeshipLocal area
- ...Associate Financial Planner Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared values...SuggestedWork at office
- ...Zecher is revolutionizing the financial industry by creating a modern, unified financial operating system that integrates banking, investing... ...a full-time, hybrid position based on Long Island, NY, for an Associate Financial Advisor. The Associate Financial Advisor will work...Full time
$114.54k - $194.58k
...Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.... ...clients using leading technology and exceptional service. Associate Wealth Advisor, Wealth Management As an Associate Wealth...Flexible hours3 days per week$61.88k
...Associate, Financial Advisor, New York, NY Santander is a global leader and innovator in the financial services industry and is evolving... ...duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable...Hourly payFull timeContract workWork experience placementWork at officeShift work$66.56k - $99.32k
Dormont Manufacturing Co is looking for a Financial Advisor Associate in Brooklyn, New York. This role involves attracting and retaining clients by addressing their wealth management needs and developing long-term client relationships. The ideal candidate should possess...- TD Bank recherche un gestionnaire de relations et conseiller financier pour TD Wealth, responsable de la gestion des relations clients, de l'analyse des besoins financiers et de la recommandation de solutions personnalisées. Ce poste requiert au moins un an d'expérience...
- What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor...Full timeWork experience placementFlexible hours
$70k - $75k
Associate Financial Planner Competitive salary: $70,000$75,000 Clear career growth path with increasing responsibilities and client exposure Opportunity to earn Series 7 and 66 licenses if not already obtained Work closely with experienced Financial Planners and Advisors...$85.8k - $143k
...Services team located in New York, New York. The role involves supporting Investment Advisors in client meetings and providing various financial recommendations. The successful applicant will have a bachelor's degree (or equivalent experience) and a general understanding of...- ...Finance leadership and partner cross-functionally across the Finance leadership team. THE RESPONSIBILITIES Support company-wide financial planning, forecasting, and budgeting processes Build and maintain operating and financial models across revenue, infrastructure costs...Flexible hours
$130k - $150k
...leading global alternative asset management firm, managing approximately $78 billion across various strategies. They are seeking an Associate / Senior Associate to support their Asset-Based Finance Insurance mandates. Job Responsibilities Actively track new deals from...Work at office$80k - $100k
A leading financial services company in New York is seeking a Financial Advisor to help clients with personalized financial planning. Responsibilities include building clientele, educating clients, and managing financial plans. Ideal candidates will have a degree or relevant...- ...professionals (e.g., estate planning attorneys, CPAs) to support client objectives. Input and maintain accurate client data within financial planning software. Assist in developing and updating financial planning strategies in collaboration with the advisory team....Full time
$70k - $75k
Talent Search PRO is seeking an Associate Financial Planner to join their team in Kentucky. The role offers a competitive salary between $70,000 and $75,000, with a clear career growth path and collaborative support. The ideal candidate will manage client communications...- Corient Private Wealth LLC. is seeking an Associate Wealth Advisor in Wayne, PA. This role involves supporting the Wealth Advisor in delivering exceptional services to clients and preparing financial plans and recommendations. The ideal candidate has 3-6 years of experience...
- Wall Street Alliance Group, a leading wealth management practice in New York, seeks driven individuals for a career in financial advisory. You will partner with senior advisors to close new business, engage warm leads, and deliver exceptional service to high-net-worth clients...
- ...the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge. You will work directly with our Director of Wealth Advisory to help bridge Titan’s Investment Management and Product teams...Work at office
- Raymond James Financial is seeking an Associate Financial Planner to join their Caldwell, ID team. This hybrid role requires a Bachelor's degree and three years of experience in the financial services industry. Responsibilities include assisting with account management,...
- Santander Consumer USA Inc. is looking for an Associate Financial Advisor in New York to help clients identify their financial needs and recommend investment solutions. In this role, you will exceed sales goals, conduct client meetings, and manage a portfolio. The ideal...
- Insight Global is seeking a Financial Advisor Associate for a full-time position in Brooklyn, NY. The role involves working with clients to meet their wealth management needs, building lasting relationships, and offering personalized investment strategies. Qualified candidates...Full time
- ...des certifications financières telles que SIE et Series 7. Le rôle implique la gestion des portefeuilles, l'analyse des besoins financiers des clients, et la recommandation de stratégies personnalisées. Basé à New York, il nécessite des déplacements fréquents au sein...
$66.56k - $99.32k
TD is seeking a Financial Advisor Associate in New York to build client relationships and provide personalized wealth management advice. The role involves analyzing financial situations, educating clients on investment strategies, and ensuring regulatory compliance. Candidates...$100k - $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- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management... ...Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to grow...
- ...Children’s Cancer Hospital, The Salvation Army, American Heart Association, Ronald McDonald House and many more. We value all of our... ...of a small team responsible for the forecasting, budgeting and financial results analysis of Energy Transfer’s margin generating activities...Second jobWork at officeLocal areaNight shift
- ...because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services to...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Representative. Be the first to apply!
- front desk associate Brooklyn, NY
- process associate Brooklyn, NY
- remote associate Brooklyn, NY
- publishing associate Brooklyn, NY
- seasonal associate Brooklyn, NY
- community engagement associate Brooklyn, NY
- strategy associate Brooklyn, NY
- care management associate Brooklyn, NY
- selling associate Brooklyn, NY
- floor associate Brooklyn, NY


