Financial Advisor - Seeking Former Educators/Coaches Job at Michigan Region - Modern Woodmen of America, Grand Rapids, MI

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  • Michigan Region - Modern Woodmen of America
  • Grand Rapids, MI

Job Description

Job Description

Job Description

Benefits:

  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Transition Your Coaching and Teaching Skills into a Rewarding Career in Financial Services with Modern Woodmen of America:

  • Leverage Your Communication and Leadership Expertise: As a former educator or coach, you already excel in guiding others, making complex concepts easier to understand, and motivating individuals toward success. These skills will serve you well in financial services, where youll work closely with clients to help them make important financial decisions for their futures.
  • Build Lifelong Relationships: Just as youve formed lasting bonds with your students and athletes, this career offers the opportunity to build strong, long-term relationships with clients. Youll support them at every life stage, from protecting their familys future to planning for retirement.
  • See the Impact of Your Work: Just as youve seen your students or athletes grow and succeed, in this role, you will see firsthand the positive impact your financial guidance has on the lives of your clients, now and in the years to come.
  • Achieve Greater Rewards: A transition into financial services offers not only a fulfilling career path but also significant earning potential, with opportunities to grow your income based on your performance.
Meet Our Local Leaders:

Scott McDonald Regional Director:
  • Personal Background: Dedicated father and grandfather; cherishes time with family, especially given the 1,000-mile distance from his kids and grandkids, making every visit special.
  • Outside Interests: Enjoys playing golf and brewing beer in his free time. A passionate San Francisco 49ers fan.
  • Professional Journey: Began his career with Modern Woodmen in August of 1990 after working as a store manager in retail. Transitioned into the financial services industry to make a greater impact on peoples lives.
  • Core Values: Values strong personal connections and meaningful relationships, both professionally and personally.
  • Vision at Modern Woodmen: Committed to fostering a supportive and people-first environment where individuals and families can build secure financial futures.
Andrew Beers - Managing Director:
  • How long with MWA: Started with Modern Woodmen in July 2014.
  • Prior Experience: Just graduated college and was interviewing for financial planning/analyst roles. Found Modern Woodmen on CareerBuilder.com.
  • Personally: Loves spending time with family, especially at the pool or at the cottage up north on the lake. Enjoys pickup basketball, weightlifting, and golf. He also enjoys time with friends and exploring new activities and restaurants.
Grace Braatz-Opper - Financial Representative:
  • How long with MWA: Started with Modern Woodmen in 2015.
  • Prior Experience: Was a senior in college, working full time, flipping houses, and coaching volleyball.
  • Personally: Passionate about her wonderful husband, traveling up north to Charlevoix in the summers, and traveling out of state during the winter months. Loves pickleball, jet skiing, and spending time with friends and family. Also a new football fanGo Lions!
Chaz King - Financial Representative:
  • How long with MWA: Started with Modern Woodmen in August 2014.
  • Prior Experience: Worked in the entertainment business as a magician and hypnotist.
  • Personally: Passionate about his wife and kids, spending time with family and friends, and music. Loves anything outdoors and considers his lake house up north his sanctuary. Big Detroit Lions fan. Enjoys playing golf and basketball, working out, and is a big health and wellness enthusiast.
About the Role:
We are looking for passionate and driven individuals to join our team as Financial Advisors in the Michigan Region. In this role, you will:
  • Provide tailored financial solutions to meet the needs of our members
  • Build and maintain strong relationships within the community
  • Engage in community service and outreach programs
  • Support the growth and development of the local office under the guidance of our local team
Perks/Benefits:
  • Strong income opportunity
  • Advancement opportunity to become a managing partner
  • Exclusive training/development programs locally and nationally
  • 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
  • Reward Travel
  • Professional development assistance
  • Referral program
Qualifications:
  • Entrepreneurial
  • Team-Oriented
  • Enthusiastic
  • Positive Attitude
  • Self-Starter
  • Community-Focused
  • Coachable
  • Athletic background (bonus)
  • Military background (bonus)
  • Goal-Driven
  • Willingness to obtain State Insurance License
  • Willingness to obtain Series 6 or 7 FINRA License
  • College Degree (preferred, not required)
About Modern Woodmen of America:
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.


Apply today to join a supportive team where you can build your career, make a difference, and achieve your goals!


Flexible work from home options available.

Job Tags

Full time, Summer work, Local area, Outdoor, Flexible hours,

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