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Finance Team Managing Partner
Finance Team Managing PartnerWalker Region - Modern Woodmen of America • Jacksonville, FL, US
Finance Team Managing Partner

Finance Team Managing Partner

Walker Region - Modern Woodmen of America • Jacksonville, FL, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description
Benefits:
  • 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, were 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, weve 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.

About the Role: Managing Partner (once necessary industry licenses are achieved): As a Managing Partner at Modern Woodmen, you play a pivotal role in addressing members' financial needs, exemplifying leadership in the community, and spearheading the growth of the local office. Your dedication extends to recruiting, training, and developing financial representatives, contributing to the overall success of the team. One significant advantage lies in the opportunity to build and nurture your own team, fostering personal and professional growth as you shape the future of financial services in your community.

Meet Our Team:

Robert Walker
is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors make a lasting difference through financial guidance and community involvement. With nearly 30 years of experience, Robert brings strong leadership, discipline, and a servant-minded approach shaped by his time in the U.S. Navy and as a small business owner. His commitment to integrity, teamwork, and service defines his leadership and the culture he builds within his region. Outside of work, Robert enjoys spending time with family and pursuing his passions for the outdoors, faith, sports, travel, and leisure.

Walter Bowden
serves as a Managing Partner with Modern Woodmen of America, bringing creativity, dedication, and a heart for helping others achieve financial security. Before joining Modern Woodmen, Walter worked as a graphic designer, where he developed a strong attention to detail and a passion for understanding peoples goals, skills he now applies to helping members build stronger financial futures. Outside of work, Walter enjoys spending time with family, staying active through tennis and pickleball, coaching, and exploring the outdoors through travel and sports, all while staying grounded in his faith.

Lyndel Hale is a Financial Representative with Modern Woodmen of America, offering nearly 40 years of experience in the insurance industry and a lifelong dedication to serving others with integrity and care. His approach combines deep industry knowledge with Modern Woodmens fraternal mission to make a meaningful impact in his community. Outside of work, Lyndel enjoys spending time with family, supporting youth sports, fishing, diving, and spending time outdoors, guided by his faith and commitment to helping others.

Clayton King serves as a Financial Representative with Modern Woodmen of America, bringing a background in real estate investing and a passion for helping others achieve financial stability and growth. His experience has strengthened his understanding of long-term planning and asset management, which he now uses to guide members toward secure financial futures. Outside of work, Clayton enjoys spending time with family, traveling, and exploring the outdoors.

Eric Carver
is a Financial Representative with Modern Woodmen of America, where he combines his dedication to helping others with a spirit of service and compassion. A deep-water diver and community advocate, Eric also leads a nonprofit organization in memory of his son, reflecting his deep commitment to making a difference in the lives of others. Outside of work, he enjoys spending time with family, traveling, and appreciating the outdoors.

Perks/Benefits:
  • Exclusive training/development with the financial services professional supporting you.
  • An environment and culture of mutual support and growth.
  • Attainment of prestigious credentials and recognition.
  • Consistent opportunities for growing your income and character.
  • Strong benefits and retirement package.
  • 401(k) with matching
  • Dental, health, and vision insurance
  • Flexible schedule
  • Life insurance
  • Professional development assistance
  • Referral program
  • Retirement plan
Active Licenses:
  • Life License
  • Securities Industry Essentials (SIE) License + Series 6/63/26 or Series 7/63/24 (if not, you must have the willingness to obtain quickly)
Qualifications:
  • Desire to create deep rooted connectedness in your community.
  • Experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus.
  • Genuine and authentic, with a willingness and drive to do what it takes to contribute and achieve the goal at hand.

Your Competitive Journey Starts Now: 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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Finance Team Managing Partner • Jacksonville, FL, US

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