Wealth Team Supervisor

$110,000 - $192,000/Yr

Smith Region - Modern Woodmen of America - Mesquite, TX

Full-time - Mid Level

Remote - Mesquite, TX

10,001+ employees

About the position

The Wealth Team Supervisor for the Smith Region at Modern Woodmen of America is a pivotal role focused on addressing members' financial needs while leading and developing a team of financial representatives. This position emphasizes community leadership, recruitment, training, and personal growth within the financial services sector, offering a unique opportunity to shape the future of financial services in the local community.

Responsibilities

• Lead and develop a team of financial representatives.
• Address members' financial needs and provide exemplary service.
• Recruit and train new financial representatives.
• Contribute to the overall success of the local office.
• Foster personal and professional growth within the team.

Requirements

• 5 years of experience in the financial services industry.
• Active Life License and Securities Industry Essentials (SIE) License.
• Series 6, Series 63, and Series 24 or Series 7 licenses (or willingness to obtain).
• Proficiency in Microsoft Excel.

Nice-to-haves

• Experience as a former athlete (basketball, baseball, football, etc.) is a bonus.
• Genuine and authentic personality with a drive to achieve goals.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• 401(k) matching
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program
• Opportunities for advancement
• Vision insurance