Wealth Manager - Entry Level

Job Description

Job Description

About Modern Woodmen : Modern Woodmen of America (MWA for short) is about people. Created for our members. Owned and operated by them too.

Together, were here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.

Together with over 700,000 members, weve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.

14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.

M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

Follow this link to learn more about the people and culture of the Pogue Region : https : / / reps.modernwoodmen.org / jpogue /

Meet the Heartbeat of the Pogue Region, Our People :

Jim Ed Pogue, Regional Director :

Background : Originally from Quad Cities, now residing in Colorado for a couple of years. Known for his ability to enhance and improve situations.

Married for 19 years with three children.

• Career Journey : Climbed the ranks within the company to reach the top position.
• About : Committed to making positive changes, both personally and professionally.

Jacob Plowman :

• Role : Regional Recruiter, with a focus on talent acquisition.
• Background : Originally from California, moved to Colorado after college. Enthusiastic about skiing, hiking, backpacking, and the outdoors.
• Time with MWA : Contributed for 1.5 years.
• About : Passionate about connecting with individuals and fostering talent within the organization.

Ely Lambert :

• Role : Financial Representative and Business Mentor.
• Background : Originally from Illinois, served as a pastor before joining MWA. Moved to the Midwest as a Managing Partner before relocating with RD Jim Ed to build the business.
• Tenure : Brings 11 years of experience to the table.
• Passion : Dedicated to helping people achieve financial security and success.

Coleen Faris :

• Location : Resides in Pueblo, Colorado.
• Character : Known for her remarkable kindness and support, especially towards new representatives.
• Values : Advocates strongly for the Fraternal concept and community engagement.
• Interests : Enjoys gardening, spending quality time with family, and actively volunteers in the Pueblo community and at her church.

Role Overview : As a Manager (once necessary licenses are achieved you will be considered for the leadership role of, Managing Partner) with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, and community engagement.

This role is ideal for individuals with a vision to grow, lead, and manage a team of financial professionals.

Key Responsibilities :

• Client Engagement :
• Provide tailored financial solutions to meet the unique needs of our members.
• Build and maintain strong, lasting relationships with clients.
• Offer comprehensive financial planning, including life insurance, retirement planning, investments, and estate planning.
• Team Leadership and Development :
• Recruit, train, and mentor new financial representatives.
• Develop and lead a high-performing team to achieve collective and individual goals.
• Foster a culture of continuous learning and professional development within the team.
• Community Involvement :
• Actively participate in community service and outreach programs.
• Represent Modern Woodmen of America in local events and initiatives.
• Engage in fraternal programs that directly benefit local communities.
• Business Growth :
• Drive the growth and success of the local office.
• Develop and implement strategies to expand the client base.
• Monitor and manage team performance to ensure alignment with organizational goals.

Perks / Benefits : Starting income is commensurate with experience and includes exclusive training and development with financial services professionals.

Our environment fosters mutual support and growth, offering prestigious credentials, recognition, and consistent opportunities to grow your income and character.

Benefits include a robust retirement package, 401(k) with matching, dental, health, and vision insurance, a flexible schedule, life insurance, professional development assistance, a referral program, and a comprehensive retirement plan.

Qualifications :

• Desire to create deep rooted connectedness in your community.
• Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.
• Some experience as a Wealth manager, Financial Planner or similar is preferred.

Active Licenses / Certifications :

• Life License
• Active SIE Certification

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

Flexible work from home options available.