Financial Advisor with Upward Mobility Hybrid - US

Warren Region - Modern Woodmen of America

Financial Advisor with Upward Mobility

Full Time • Hybrid - US
Benefits:
  • 401(k)
  • 401(k) matching
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Position Overview: As a Financial Advisor at Modern Woodmen, you play a vital role in addressing members' financial needs, demonstrating leadership in the community, and driving the growth of the local office. Our Region provides an exciting opportunity to make a significant impact on the financial well-being of individuals and families in the local communities we serve.

Key Responsibilities:
  • Serve members' financial needs by providing tailored financial solutions.
  • Exemplify leadership in the community through active involvement and engagement.
  • Drive the growth of the local office by recruiting, training, and developing financial representatives.
  • Build and nurture a high-performing team to contribute to the success of Modern Woodmen.
Qualifications: 
  • Life License (required or willingness to quickly reinstate/obtain)
  • SIE, 6, 63, and 26 OR 7, 63, 24 (required to obtain if not active)
  • Strong community connection 
  • Leadership skills and effective communication ability
  • Strong background in sales or customer service
About Bart Warren – Regional Director:
Bart Warren brings over two decades of experience in the financial services industry, beginning his career as a Financial Representative right out of college. After graduating from Northern Illinois University in 2000 with a degree in Marketing and Sales, Bart entered the industry with a passion for helping others achieve financial security. He joined Modern Woodmen in 2009 and has spent the past 10 years in the Regional Director role, where he leads with a strong focus on mentorship, growth, and community connection.

Bart’s personal life reflects his dedication to both family and service. He and his wife have been married for 22 years and are proud parents to two children. Bart is deeply involved in their lives, especially as a coach for their travel baseball and softball teams. When he’s not at the ballpark, he enjoys golfing, working in the yard, and cheering on the Chicago Cubs and Bears—often alongside the family’s two dogs and cat. Bart’s leadership is grounded in his commitment to balancing personal success with meaningful impact, both at home and in the communities he serves.

About Modern Woodmen of America: Founded in 1883 by Joseph Cullen Root, Modern Woodmen of America is the nation's third-largest fraternal benefit society in terms of assets. The organization is rooted in the concept of fraternalism, combining business with giving back to the community. With over 700,000 members, Modern Woodmen is dedicated to providing financial security, promoting quality family life, and making a positive impact in local communities.

Follow this link to learn more about the path to leadership at Modern Woodmen of America: https://www.modernwoodmen.org/careers/leadership-and-advancement/

Unique Fraternal Component: Modern Woodmen's fraternal component sets it apart in the financial services industry. The organization gives back at a local level, matching funds to support community initiatives. Members of Modern Woodmen are more than clients—they are part of a community that makes a tangible impact through both time and financial contributions.

Benefits:
  • Competitive compensation package 
  • 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
  • Full competitive benefits package, including retirement
Training and Development: 
You will receive comprehensive training through Modern Woodmen University and have opportunities for both in-person and Zoom leadership training sessions. Following foundational training, our Region is committed to providing extensive field and office support to new Managing Partners. This hands-on approach continues until you achieve self-sufficiency in both skills and development.

Upward Mobility:
You will have the potential to advance your careers and grow your own teams at their own pace. The organization actively encourages upward mobility and offers abundant opportunities for career advancement that are unique in the industry. 

Next Steps:
If you are an individual with a strong community connection, exceptional interview skills, and a passion for making a positive impact, we invite you to join Modern Woodmen of America as our next top Financial Professional. Help us clear away financial burdens for families and contribute to the growth and success of the Region.

Flexible work from home options available.

Compensation: $98,700.00 - $159,000.00 per year




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Why Should You Join Us?

Industry Leading Compensation
Mentorship Program offering new agents the necessary fundamentals
Ongoing Specialized Training
Dedicated In-House Administrative Support
Career Advancement Opportunities
Company Full of Successful Leaders
Collaboration with highly productive peers