Financial Advisor Leveraging Corporate Experience
Location
United States
Posted
2 days ago
Salary
$92.4K - $129K / year
Seniority
Mid Level
No structured requirement data.
Job Description
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Leverage Your Corporate Experience: Your corporate career has equipped you with strong communication, problem-solving, and strategic thinking skills. In financial services, you can use these strengths to educate clients, develop financial strategies, and guide individuals and families toward long-term financial security.
- Build Meaningful Relationships: Just as you’ve managed teams and collaborated with colleagues, this career allows you to build lasting relationships while helping clients navigate some of life’s most important financial decisions.
- Create a Lasting Impact: In corporate leadership, you’ve influenced outcomes and driven results. In this role, you’ll see the direct impact of your work as clients gain clarity, confidence, and security in their financial futures.
- Unlock Unlimited Growth Potential: Unlike traditional corporate paths with defined ceilings, this opportunity offers uncapped growth. Your vision, work ethic, and leadership experience determine how far you go, with opportunities for advancement, ownership, and unlimited earning potential.
Lori Seckel:
Lori is a Regional Director with Modern Woodmen and has been with the organization since 2002. She graduated from The Ohio State University with a degree in education before starting her career with MWA. Lori loves spending time at the lake with her husband and two kids, and her current hobbies revolve around whatever current activities her children are involved in.
Brian is a Managing Partner with Modern Woodmen and has been with the organization since 2012. Prior to joining MWA, he worked as an HR and Safety Director. Outside of work, Brian enjoys spending time with his wife and their four active boys. He has a passion for cooking and chess, and he and his family are proud season ticket holders for the Columbus Crew.
Melissa joined Modern Woodmen as a Managing Partner in 2024, bringing with her a decade of industry experience since 2014. Before joining MWA, she worked in the same field. In her free time, Melissa enjoys outdoor activities, painting, and spending time with her husband and four kids. She’s also an enthusiastic fan of the Ohio State Buckeyes.
- Competitive compensation range
- Opportunity for personal and professional growth
- Fraternal programs and activities to enhance quality family life
- Involvement in local volunteer projects and community impact
- Supportive and open communication culture
- Target Achievement: Meet or exceed business development goals
- Team-Oriented
- Enthusiastic
- Positive attitude
- Self-Starter
- Community-Focused
- Coachable
- Athletic background (bonus)
- Military background (bonus)
- Goal-Driven
- Willingness to obtain state insurance license
- College degree (preferred, not required)
- Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
- Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
- Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
- Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance skills.
Flexible work from home options available.
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