Benefits:
Advanced Financial Products Access
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 our Region: https://reps.modernwoodmen.org/mallett/
Role Overview: As an Investment Representative 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 passion for providing personalized financial solutions and building strong client relationships.
Meet the Heartbeat of Our Region, Our People:
Gregory D. Mallett, Regional Director/Investment Advisor Representative
Prior Experience: Before Modern Woodmen, Gregory was a Journeyman Electrician in Little Rock, Arkansas.
Time with MWA: 35 years as of July 1st.
Outside of Work: Passionate about faith and family. Enjoys playing golf, hunting, fishing, and playing the guitar.
About: Serves as President of the NAFIC (National Association of Fraternal Insurance Counselors) and as a board member of Soul Care with his wife, a ministry out of Liberty, Missouri, that supports pastors and church leaders and their families.
Valerie Welker, Financial Representative
Prior Experience: Former college swimmer at Virginia Tech.
Time with MWA: 7 years.
Outside of Work: Loves to travel the world, passionate about Girl Scouts and giving back to the community.
Bryant Brown, Managing Partner & Investment Advisor
Prior Experience: Played college tennis at Southern Nazarene University.
Time with MWA: 20+ years.
Outside of Work: Focuses on family, church, and tennis. Enjoys the outdoors, riding motorcycles, and playing tennis. Has three children, with one in college.
Layton, Managing Partner & Investment Advisor
Prior Experience: Started right out of college. Founded and sold an options trading blog before transitioning into financial services. Holds a BBA in Finance from the University of Central Arkansas.
Time with MWA: 3 years.
Outside of Work: Married, loves golfing, hunting, and spending time with family. A huge Arkansas Razorback fan.
Carson Wooster, Financial Representative & Investment Advisor
Prior Experience: Played college soccer and graduated from Oklahoma State, a huge Cowboys fan.
Time with MWA: Over 20 years.
Outside of Work: Lives in Edmond, OK. Has three daughters and enjoys hunting and fishing.
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.
Financial Planning and Advisory:
Conduct thorough financial assessments to understand client needs and goals.
Develop and recommend investment strategies and portfolio management solutions.
Provide ongoing advice and support to help clients achieve their financial objectives.
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.
Professional Development:
Stay updated on industry trends, products, and regulatory changes.
Pursue continuous learning opportunities and certifications to enhance your expertise.
Collaborate with colleagues to share knowledge and best practices.
Business Growth:
Contribute to the growth and success of the local office.
Develop and implement strategies to expand the client base.
Monitor and manage personal 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.
Experience as a Wealth Manager or Financial Planner or similar is preferred.
Active Licenses/Certifications:
Life License
Necessary FINRA Certifications
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.
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