Financial Services Product Specialist
About The Position
Join MWA Financial Services, Inc., a registered broker/dealer, investment adviser and wholly-owned subsidiary of Modern Woodmen of America, as a Financial Services Product Specialist and play a key role in shaping a dynamic investment product lineup. You will dive into market research and collaborate on the analysis of securities offered through our broker/dealer, including mutual funds, ETFs, REITs, annuities, college savings plans, and more. Your insights will help ensure our products remain competitive, relevant, and aligned with client needs. This is your opportunity to grow your expertise in investment products, industry regulations, and best practices while making a meaningful impact. Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, with over $18 billion assets. Fraternals are unique membership organizations that pair the “member-owned” characteristic of a mutual insurance company with the “social mission” characteristic of a service organization. They unite individuals with common bonds, provide a variety of life insurance and investment products, and form one of the nation’s most effective volunteer networks.
Requirements
- Bachelor’s degree.
- Ability to pass FINRA Series SIE and 7 within six months of hire, and series 24 and 66 within one year of hire.
- Strong communication, analytical, organizational, and collaboration abilities.
- Proficiency in Microsoft Office, Teams, and Zoom.
- Detail-oriented, adaptable, and able to work across all U.S. jurisdictions.
- Clean securities background.
Nice To Haves
- Experience with investment products preferred.
- Work towards FLMI designation.
Responsibilities
- Research and evaluate investment products (e.g., annuities, mutual funds, ETFs, REITs, private equity/debt, variable life, advisory products).
- Perform due diligence and risk assessments.
- Translate complex data into plain language for advisors.
- Match products to client needs (e.g., income, accumulation, wealth transfer).
- Communicate product features and changes to leadership.
- Create and maintain training materials.
- Provide product support via phone/email.
- Present internally on products and sales processes.
- Maintain records and agreements.
- Support systems like MyView, RightBridge, Docupace.
- Track and report production metrics.
- Collaborate with marketing, training, compliance, and operations to educate representatives.
Benefits
- Pay: The hourly pay for this position is $25.75.
- We provide time to study during work hours to help you achieve this goal.
- Vacation, sick leave and 11 paid holidays.
- Educational offerings to enhance your knowledge of our industry.
- Company-paid retirement plan
- Matching 401(k) plan
- Employee Impact Bonus
- Medical, Dental and Prescription Drug Insurance. We pay 100% of employees’ health insurance premiums and 50% of employee dependents’ premiums.
- Group term life insurance.
- Long-term and short-term disability.
- Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
