Wealth Team Supervisor

Smith Region - Modern Woodmen of America

Wealth Team Supervisor

Sherman, TX +1 location
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    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.

    Discover Modern Woodmen's impact in Your community, follow this link: https://www.modernwoodmen.org/about-us/community-impact/

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

    Meet the Heartbeat of the Smith Region, Our People:

    Tim Smith, Regional Director:

    Background: Regional Director at Woodmen since 2018, with a tenure of 12 years at the company. Originally from Denton, TX, where he still resides with his wife. Played football at Austin College and remains active in supporting student athletes.

    Personal Milestone: Expecting a child in mid-May.

    Vision: Driven by a culture of support and accountability, influenced by his upbringing in an Air Force family. Believes in building systems and empowering motivated business owners to succeed.

    Roque Moreira:

    Role: Manager based in Dallas.

    Background: Previously in management with a competitor before joining MWA in November last year.

    Personal: Family-oriented LDS member with three boys, actively involved in church and community.

    Passion: Advocates for the Hispanic market and serves as President of the Greater North Texas Chamber of Commerce.

    Jackson Hauser:

    Role: Managing Partner (MP) based in Dallas.

    Background: Joined MWA after graduating from TCU in 2016, always aspired to work in a client-facing role.

    Personal: Married and passionate about sports, particularly TCU and Dallas sports teams. Enjoys golf, pickleball, and spending time with their golden retriever pup.

    Office: Leads a team of three in Dallas.

    Tim Eaton:

    Role: Managing Partner (MP) in Denton.

    Background: Transitioned from Bank of America to MWA, with over 17 years in the mortgage division. Served as a Marine and remains passionate about supporting veterans.

    Personal: Recently married Tiffany, with three sons. Known for his passion for people and his accountability as a leader.

    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 Leading a Team (official title is Managing Partner, once necessary industry licenses are achieved): As a future 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. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. 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:

    A Winning Culture: We are a tight-knit community with values aligned to deliver the best for our team and members. We celebrate collective victories and support each other's growth and success, while impacting our community in a huge way.

    Quality Training and Development: With the passionate team to guide you, you'll receive top-notch training that equips you with the tools to build a successful career from scratch. Embrace the bulletproof business plan and watch your impact on your member's lives & achievements soar.

    Exceptional Earning Potential: Our Managing Partners across the state have seen remarkable success. With guidance, you'll have the chance to excel and secure a bright financial future.

    Growth: Guided by mentorship, you have the opportunity to evolve into a more impactful individual, a proficient business leader, and a dedicated community advocate. We are committed to fostering your continuous growth and propelling you to greater career heights.

    Perks/Benefits:

    Starting income ranging from $110K to $192K+, commensurate with experience. Ability to far exceed this range if your competitive drive compels you to reach higher.

    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.

    401(k) with matching

    Dental, health, and vision insurance

    Flexible schedule

    Life insurance

    Professional development assistance

    Referral program

    Retirement plan

    Qualifications:

    Desire to create deep rooted connectedness in your community.

    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.

    Active Licenses:

    Life License

    Securities Industry Essentials (SIE) License + Series 6/63/26 or Series 7/63/24 (if not, you must have the willingness to obtain)

    Your Competitive Journey Starts Now: If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

    Deadline: Apply soon as this position will go fast.

    Flexible work from home options available.

  • Locations
    Sherman, TX • Grapevine, TX