Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Wealth Manager

Foote Region - Modern Woodmen of America

Wealth Manager

Nashville, TN
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

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

    Meet Blake Foote: Regional Director - Tennessee: Blake Foote brings a decade of experience at Modern Woodmen of America, transitioning from a successful three-year stint as a producer to a seven-year managerial role. In April 2023, he assumed the role of Regional Director, overseeing operations across most markets in Tennessee. Expecting only directness and follow-through from those he mentors, Blake's leadership style is marked by his commitment to developing and supporting new managers. His vision extends beyond specific markets; Blake aims to bring on a select group of quality managers. Through mentorship and strategic guidance, his goal is to drive expansion across the region, creating a network of empowered and successful professionals.

    Beyond his professional role, Blake is a devoted family man with a decade of marriage, two boys ages 8 and 5, and a shared love for sports. If you can't find Blake supporting his team at the office, then you will likely find him supporting his boys on the basketball court, spending time with his wife and family, or sharing a round of golf with business colleagues and friends.

    Role Overview: As a Wealth Manager (once necessary licenses are achieved you would be eligible to 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 and retirement planning.

    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.