Wealth Team Supervisor

Job Description

Benefits:

401(k)

401(k) matching

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

The Warren Region of Modern Woodmen is actively seeking a Managing Partner for each of our markets to spearhead the continued development and leadership of a team of financial representatives. If you possess a Series 26 (or 24) Licenseor at minimum, have completed the SIE certificationand have a strong desire to lead and foster a team, this opportunity could be an excellent match worth exploring!

Discover Modern Woodmen's impact in Your community, follow this link:

Check out the varying backgrounds of some of our local leaders:

Bart Warren

Regional Director Bart Warren has been with Modern Woodmen for 10 years. He began his career in the financial services industry 25 years ago, right out of college, after earning a Marketing and Sales degree from Northern Illinois University in 2000. Bart joined Modern Woodmen in 2009 and quickly moved into leadership. Outside of work, he enjoys coaching his children in travel baseball and softball. Hes been married to his wife for 22 years and is a big fan of the Chicago Cubs and Chicago Bears. In his free time, Bart also enjoys golfing, yardwork, and spending time with his two dogs and cat.

Jill Hall

Jill served as an Administrative Assistant with Modern Woodmen for 4 years. Before joining the team, she spent 27 years in the education field. Jill enjoys crafting, working in the yard, and cherishes time spent with her three daughters and extended family.

Bryant Green

Bryant is a Financial Representative in Modern Woodmens Managing Partner program and has been with the organization for nearly 2 years. He brings nearly 15 years of experience from the financial industry, having worked with credit unions and banks. Bryant is married with four children and enjoys coaching his kids in their activities as well as playing basketball in his free time.

Lindsey White

Lindsey is a first-year Financial Representative with Modern Woodmen and is already off to a strong start. Prior to joining, she had a successful career in commercial real estate with Coldwell Banker. Lindsey made the transition to build something meaningful and make a lasting impact in her community. She is married to her husband Ryan, has two young children, and enjoys gardening and spending time with family and friends.

About Modern Woodmen:

Modern Woodmen 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.

Our Competitive Difference:

At Modern Woodmen, our unique fraternal component sets us apart in giving back. While many companies contribute to charitable causes, our distinct approach involves making a local impact. We run programs that directly channel funds to communities on a grassroots level. While contributing to larger organizations like the Red Cross or United Way is commendable, there's a profound significance in writing a $4,000 check to a local community striving to build a playground or help cure a kid battling cancer. At Modern Woodmen, we don't have clients; we have members, fostering a sense of belonging to something greater than oneself. This inclusive approach makes giving back, both in terms of time and money, effortlessly meaningful.

The Role of Managing Partner: As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Youll be responsible for recruiting, training, and developing financial representatives, contributing to the team's overall success. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community.

Why Choose Modern Woodmen of America:

Culture of Excellence: Join a community where team victories are celebrated, individual success is supported, and meaningful impact is made in the communities we serve.

Growth Through Leadership: Play a key role in recruiting, training, and developing financial representatives, while building your own skills as a leader.

Top-Notch Training: Access proven business plans, mentorship, and tools to succeed from day one.

Exceptional Earning Potential: Achieve financial success and career advancement while helping others do the same.

Leadership with Impact: Grow as a leader, mentor, and community advocate, leaving a legacy of positive change.Perks/Benefits:

Resources aligned to support you to recruit, train and develop the team of talented professionals.

Exclusive training/development with the financial services professional supporting you.

An environment and culture of mutual support and growth.

Attainment of prestigious credentials and recognition.

Consistent opportunities for growing your income and character.

Strong benefits and retirement package.

Dental, health, and vision insurance

Flexible schedule

Life insurance

Professional development assistance

Referral program

We have a willingness to consider a significant investment to support the transition of the right individual to fill this role and invest in their growth.Qualifications:

Ability and Desire to recruit, train and develop new financial representatives.

Someone who is Team Spirited, Enthusiastic and possesses a great Attitude when facing challenges

Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.

Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.Required Active Financial Licenses:

SIE Certification or Willingness to Quickly Obtain

Series 26 (or 24) License or Willingness to Quickly Obtain

Life/Health License or Willingness to Quickly Obtain

Deadline: Apply soon as this position will go fast.

Flexible work from home options available.

Full-time