Financial Services Product Specialist

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.

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.

What we need:

• Bachelor’s degree. Experience with investment products preferred.
• Ability to pass FINRA Series SIE and 7 within six months of hire, and series 24 and 66 within one year of hire. We provide time to study during work hours to help you achieve this goal. Work towards FLMI designation.
• 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.

What we offer:

• Pay: The hourly pay for this position is $25.75. The specific rate will depend on the successful candidate’s qualifications and prior experience. Applicants must be legally authorized to work in the United States without the need for current or future employment-based sponsorship. We are unable to sponsor or take over sponsorship of employment visas at this time, nor can we guarantee future sponsorship.
• Work Arrangements: This is a full-time hybrid, hourly position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7 a.m.-9 a.m. Hybrid positions work at least four days in office each week. Employees beginning to work in a new hybrid role will be expected to work on-site (five days a week) during the initial training period, which may be up to one year. Hybrid work arrangements are subject to change at any time based on business needs.
• Stability: Modern Woodmen has been Modern Since 1883® and exists for our members. We make long-term decisions that provide stability for our employees, financial representatives, and members.
• Respect for personal time: We offer vacation, sick leave and 11 paid holidays. We value your time outside of work and offer careers that blend work and life well.
• Professional growth: Benefit from our commitment to employee development which includes educational offerings to enhance your knowledge of our industry.
• Great culture: We build strong working relationships across our organization through collaborative work and volunteer opportunities.
• A beautiful office: Enjoy a beautiful view! Our home office, located in downtown Rock Island, IL, has a lovely plaza overlooking the Mississippi River.
• On-site Café: Our employees can purchase a variety of breakfast, lunch, and beverage options at Café 1883.
• A thriving local community: Not from the Quad Cities and hesitant to consider relocation? Give it some thought. The Quad Cities offers an idyllic Midwestern lifestyle along the mighty Mississippi and consistently ranks at the top of the list for quality of life and cost of living. It is home to more than our share of artists, festivals, and fun in every season.
• Exceptional benefits: Our comprehensive benefits package is designed to support your health and financial well-being. Benefits include:
  • 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

Modern Woodmen is an equal opportunity employer. Modern Woodmen is committed to providing a respectful environment where each person’s diverse opinions, attitudes, attributes, and feelings are respected.