Licensed Managing Partner

Pogue Region - Modern Woodmen of America; Colorado Springs (CO); Hybrid; USD 50,000 - 90,000; Full time

Job summary

Join a dynamic team at a member-owned fraternal financial services organization, where you'll lead and develop a team of financial professionals. This role emphasizes community engagement and offers opportunities for personal and professional growth. With a focus on providing tailored financial solutions, you'll build lasting relationships with clients while fostering a supportive and collaborative environment. Enjoy a flexible schedule and a robust benefits package, including comprehensive insurance coverage and professional development assistance. If you're ready to make a meaningful impact in your community, this is the perfect opportunity for you.

Benefits

401(k) matching

Bonus based on performance

Flexible schedule

Health insurance

Dental insurance

Vision insurance

Training & development

Opportunity for advancement

Stock options plan

Company parties

Qualifications

• Experience as a Wealth Manager or Financial Planner preferred.
• Desire to create deep-rooted connections in the community.

Responsibilities

• Provide tailored financial solutions to meet client needs.
• Recruit, train, and mentor new financial representatives.
• Drive growth and success of the local office.

Skills

Client Relationship Management

Financial Planning

Team Leadership

Community Engagement

Education

Bachelor's Degree in Finance or related field

Certifications in Financial Planning

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Stock options plan
• Training & development
• Vision insurance

Role Overview

As a Manager (once necessary licenses are achieved you will 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.

Perks & Benefits

• Competitive Compensation: For a qualified candidate we will give significant consideration to structuring annual transitional compensation, combining a monthly base with variable commissions and bonus potential.
• Training & Development: Exclusive access to training and development with experienced financial services professionals to support your career growth.
• Mutual Support Environment: A collaborative workplace fostering growth, recognition, and the opportunity to earn prestigious credentials.
• Robust Retirement Package: Includes 401(k) with matching contributions and a comprehensive retirement plan.
• Comprehensive Insurance Coverage: Health, dental, vision, and life insurance are included.
• Flexible Schedule: Designed to help you balance work and personal life effectively.
• Professional Development Assistance: Support for furthering your education and credentials.

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.

Team Leadership and Development

• Recruit, train, and mentor new financial representatives.
• Develop and lead a high-performing team to achieve collective and individual goals.
• Foster a culture of continuous learning and professional development within the team.

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.

About Modern Woodmen

Modern Woodmen of America (MWA) is a member-owned fraternal financial services organization dedicated to serving its members. Founded in 1883, it has over 700,000 members and a financial strength rooted in a robust asset base of $17.14 billion. The organization emphasizes high-quality, diversified investments and maintains high industry ratings from A.M. Best and KBRA, with a surplus of $2.42 billion and a solvency ratio of 116.41%, ensuring long-term financial stability.

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

Meet the Heartbeat of the Pogue Region, Our People

Jim Ed Pogue, Regional Director: Originally from Quad Cities, now residing in Colorado for a couple of years. Known for his ability to enhance and improve situations. Married for 19 years with three children. Climbed the ranks within the company to reach the top position. Committed to making positive changes, both personally and professionally.

Jacob Plowman: Regional Recruiter, focused on talent acquisition. Originally from California, moved to Colorado after college. Enthusiastic about skiing, hiking, backpacking, and the outdoors. Contributed for 1.5 years. Passionate about connecting with individuals and fostering talent within the organization.

Ely Lambert: Financial Representative and Business Mentor. Originally from Illinois, served as a pastor before joining MWA. Moved to the Midwest as a Managing Partner before relocating with RD Jim Ed to build the business. Brings 11 years of experience. Dedicated to helping people achieve financial security and success.

Coleen Faris: Resides in Pueblo, Colorado. Known for kindness and support, especially towards new representatives. Advocates for the Fraternal concept and community engagement. Enjoys gardening, spending time with family, and volunteering in the Pueblo community and at her church.

Tyler Clark: Managing Partner. Formerly a financial services representative for 3 years and client services for 5 years. Contributed for 6 months. Enjoys spending time with his wife and two daughters, golf, outdoors activities, and being on the lake.

Mandi Tracey: Financial Representative. Transitioned from the casino industry to financial services, focusing on retirement. Contributed for 4 months. Enjoys outdoors, crafting, and traveling.

Qualifications

• Desire to create deep rooted connectedness in your community.
• Genuine and authentic, with a drive to contribute and achieve goals.
• Experience as a Wealth Manager, Financial Planner, or similar preferred.

Active Licenses/Certifications

• State Life Insurance License
• Active SIE Certification + 6, 63 or 7, 63 and the ability to quickly obtain 24 or 26

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.