Do you enjoy training and helping others reach their financial goals? If so, MWA Financial Services, Inc. (MWAFS), a registered broker/dealer, investment adviser and wholly-owned subsidiary of Modern Woodmen of America is seeking a Training Analyst to coordinate the onboarding and continual training process for our registered financial representatives. You will track progress and performance of financial representatives that are in the process of obtaining their securities licenses and beyond.

Modern Woodmen of America is the nation’s third largest fraternal benefit society with assets over $17B. Fraternal benefit societies are unique membership organizations with peculiar names 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:

• Coordinate onboarding financial representatives as they prepare for securities examinations and throughout their first year training program.
• Assist in developing and maintaining training materials utilizing PowerPoint or other presentation software.
• Present on basic securities products, technology, and sales process training.
• Maintain metrics to track progress and success of training programs.
• Schedule virtual training events.
• Plan and organize in-person training events.
• Maintain correspondence files from investment companies.
• Assist with related systems maintenance including, but not limited to, MyView, RightBridge and Docupace.

What we need:

• Bachelor’s degree in related field. No prior financial services industry experience required.
• Currently hold or ability to obtain FINRA Series SIE and Series 6. Be able to pass all exams within 120 days of hire. We provide time to study during work hours to help you achieve this goal.
• Strong data analytics skills.
• Excellent interpersonal, written, and verbal communication skills.
• Organize and prioritize daily tasks to work both independently and with a team.
• Experienced in Microsoft Outlook, Word, Excel, PowerPoint, Teams, and other computer-based programs.

What we offer:

• Pay: The hourly pay for this position is $24.00. The specific rate will depend on the successful candidate’s qualifications and prior experience.
• Work Arrangements: This is a full-time hybrid position: 37.5 hours per week (7.5 hours per day), Monday- Friday, with flexible start time between 7:00AM-9:00AM. Hybrid positions work at least 3 days in office and the remaining days each week working from home. Employees beginning to work in a new hybrid role will be asked to work on-site (5 days a week) during the initial training period which may be up to 1 year.
• Stability: Modern Woodmen has been Modern Since 1883SM and exists for our members. We make long-term decisions that provide stability to 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’s 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
  • Medical, Dental, Prescription drug Insurance. We pay 100% of employee health insurance premium and 50% of employee dependents’ premiums.
  • Group Term Life Insurance
  • Long-term and short-term disability.
  • Voluntary benefits: Vision, Flexible Savings Accounts, 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.