Associate Financial Representative

Job Description

Associate Financial Representative, the fast track to Financial Advisor

Your next career should mean something.

Plan your move for January 2027

We're interviewing now for planned January 2027 starts. You can keep working where you are while we get to know each other and work through role exploration, licensing preparation and script practice around your current schedule. For candidates who are selected and complete the required preparation, we're targeting a mid-January launch. We will agree on the transition together before you make a change.

Some people spend years building someone else's business. Others find a path where the work matters, the people matter, and the income matches the effort.

At Modern Woodmen of America, we've been helping families and communities since 1883 as a member-owned fraternal benefit society, not a stockholder-driven corporation. That means purpose and performance can actually live in the same career.

Through MWA Financial Services, Inc., our brokerage subsidiary, you have access to a broad suite of financial products and planning solutions so you can do what is right for the people sitting across from you.

What you'll do

Work directly with individuals, families, and business owners to build financial plans they can trust. Build long-term relationships. Collaborate with experienced professionals. Grow within a structured development program designed to move you from day one into Financial Advisor and beyond.

Who this role is for

You do not need a finance background. Many of our strongest advisors came from careers in sales, real estate, lending, consulting, education, ministry, the military, or business ownership.

What they had in common was not a perfect resume. It was character, coachability, community orientation, and the desire to build something of their own.

If you have ever felt like your work should have more purpose and more upside, this is worth a conversation.

What you can expect to earn

Compensation is performance-based through commissions, bonuses and our business development program. We will explain the compensation structure and program requirements before you decide whether to transition.

Your career path

You will receive direct mentorship from a Managing Partner, Senior Advisors, and a dedicated Business Coach. Structured onboarding and ongoing coaching are built into the program. Advancement opportunities include Senior Advisor, Team Leader, and Managing Partner.

Education and licensing

All licensing study materials are provided at no cost. You will earn bonuses at key milestones as you progress through your licensing path.

Licensing includes Life Insurance, SIE, Series 6 or 7, and Series 65 or 66.

No prior licenses required. We invest in you from day one.

Common questions

Do I need financial services experience? No. We provide training, mentorship, and a real development path. You bring the drive and the character. We teach the rest.

Will I have support, or am I on my own? You will work alongside a team of professionals with direct access to your Managing Partner, Senior Advisors, and a Business Coach. You are building your own practice, but you are never building it alone.

Is this commission-only from day one? We have a business development program designed to help you build momentum early. This is an entrepreneurial path, and the structure is built to help you grow your practice the right way.

Benefits

100% paid medical and dental insurance. 401(k) with employer match. Pension plan. Group life insurance. Uncapped performance-based compensation. Expense-paid trips, bonuses, and incentive programs.

Qualifications

Passion for helping others. Strong character and integrity. Coachable and willing to learn. Ability to pass a background check. Willingness to obtain required licenses, with study materials provided at no cost.

Ready for a real conversation?

Call or text Andrew McNeal's office at View phone number on ziprecruiter.com. No pressure. Just a conversation about whether this path could be the right fit.

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